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Disclosery

IAUM ISHARES GOLD TRUST MICRO

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SHS (fund), issuer CIK 1759124

258 managers (259 13F filers) reported a position in IAUM shares at 2026-06-30, 66,833,789 shares in all. 27 filers opened a position and 45 filers sold out during the quarter.

Managers
258
13F filers
259
New
27
Added
115
Reduced
63
Sold out
45
Shares held by filers
66,833,789

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Baker Avenue Asset Management, LP5,096$204K<0.01%013F-HRTimeline
Keystone Wealth Services, LLC5,088$204K0.04%-3,90413F-HRTimeline
Aspect Partners, LLC5,035$201K0.08%+1013F-HRTimeline
First Financial Bankshares Inc5,032$201K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC4,658$186K<0.01%+1,60013F-HRTimelineGroup
PlanVest Financial, Inc3,762$151K0.1%+37513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,680$147K0.01%new13F-HRTimeline
CoreFirst Bank & Trust3,060$122K0.06%013F-HRTimeline
Atomic Invest LLC2,980$119K0.01%+78813F-HRTimeline
Smartleaf Asset Management LLC2,867$115K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,858$114K<0.01%013F-HRTimelineGroup
Networth Advisors, LLC2,805$112K0.07%-1,11613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,727$109K<0.01%+1,82513F-HRTimelineGroup
LANARK FINANCIAL, INC.2,656$106K0.01%+17513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,575$103K<0.01%+1,57513F-HRTimelineGroup
Kingdom Financial Group LLC.2,462$98.5K0.03%-2,71813F-HRTimeline
Avion Wealth1,860$74K0.01%new13F-HRTimeline
Heritage Wealth Advisors1,761$70.5K<0.01%-33113F-HRTimeline
Quest 10 Wealth Builders, Inc.1,505$60.2K0.05%-1,53613F-HRTimeline
Abound Wealth Management1,482$59.3K0.01%+7813F-HRTimeline
True Wealth Design, LLC1,462$58.5K0.01%013F-HRTimeline
MATHER GROUP, LLC.1,157$46.3K<0.01%+1,04013F-HRTimeline
Imprint Wealth LLC1,152$46.1K0.19%+22113F-HRTimeline
Tradewinds Capital Management, LLC1,097$43.9K0.01%-7513F-HRTimeline
Rossby Financial, LCC1,025$41K0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…997$39.9K<0.01%013F-HRTimelineGroup
Fairman Group, LLC959$38.4K0.03%+36313F-HRTimeline
Lloyd Advisory Services, LLC.929$37.2K0.01%-4,25113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC919$37.1K<0.01%13F-HRTimeline
Bogart Wealth, LLC824$33K<0.01%-23513F-HRTimeline
AdvisorNet Financial, Inc750$30K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.661$26.4K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.611$24.4K0.01%-24913F-HRTimeline
Parallel Advisors, LLC538$21.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.500$20K<0.01%013F-HRTimeline
Triumph Capital Management500$20K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$20K<0.01%new13F-HRTimelineGroup
Reyes Financial Architecture, Inc.495$19.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA474$19K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…400$16.1K<0.01%-35013F-HRTimeline
SOA Wealth Advisors, LLC.343$13.7K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC320$13K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC300$12K<0.01%013F-HRTimeline
IFG Advisory, LLC273$10.9K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC246$9.84K<0.01%+7113F-HRTimeline
Stone House Investment Management, LLC245$9.8K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…189$7.56K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…163$6.53K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC139$5.56K<0.01%013F-HRTimelineGroup
Allworth Financial LP122$4.87K<0.01%013F-HRTimeline
Archer Investment Corp119$4.76K<0.01%-37213F-HR/ATimeline
Fairway Wealth LLC106$4.24K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC68$2.72K<0.01%-41913F-HRTimeline
Deane Retirement Strategies, Inc.51$2.04K<0.01%+313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50$2K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners27$1.08K<0.01%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC25$1K<0.01%-2413F-HRTimeline
Coston, McIsaac & Partners21$00%new13F-HRTimelineValue filed as zero, left out of ratios.