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Disclosery

IAUM ISHARES GOLD TRUST MICRO

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SHS (fund), issuer CIK 1759124

240 managers (243 13F filers) reported a position in IAUM shares at 2025-12-31, 60,699,991 shares in all. 56 filers opened a position and 12 filers sold out during the quarter.

Managers
240
13F filers
243
New
56
Added
90
Reduced
54
Sold out
12
Shares held by filers
60,699,991

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
HOLLENCREST CAPITAL MANAGEMENT1,786$76.8K<0.01%013F-HRTimeline
True Wealth Design, LLC1,462$62.9K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,450$62K<0.01%-1,86013F-HRTimelineGroup
Abound Wealth Management1,278$54.9K0.01%new13F-HRTimeline
Bogart Wealth, LLC1,262$54.3K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,242$53.4K<0.01%+78513F-HRTimeline
Farther Finance Advisors, LLC1,230$52.9K<0.01%+1,13013F-HRTimeline
Asset Dedication, LLC1,100$47.3K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC1,100$47.3K0.01%+40413F-HRTimeline
Rossby Financial, LCC1,033$44.4K0.01%-1413F-HRTimeline
FMR LLCin group FMR LLC1,015$43.6K<0.01%+1213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,000$43K<0.01%new13F-HRTimelineGroup
Wealth Preservation Advisors, LLC996$42.8K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.860$37K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…813$35K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc750$32.2K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.661$28.4K0.01%new13F-HRTimeline
Triumph Capital Management500$21.5K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.495$21.3K0.01%013F-HRTimeline
Archer Investment Corp491$21.1K<0.01%-5,78413F-HRTimeline
CoreCap Advisors, LLC487$20.9K<0.01%+41913F-HRTimeline
Parallel Advisors, LLC393$16.9K<0.01%+34313F-HRTimeline
SOA Wealth Advisors, LLC.343$14.7K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC320$14K<0.01%013F-HR/ATimelineGroup
Costello Asset Management, INC300$12.9K<0.01%013F-HRTimeline
SageView Advisory Group, LLC288$12.4K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC245$10.5K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.200$8.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC175$7.52K<0.01%+2513F-HRTimeline
Federation des caisses Desjardins du Qu…163$7.01K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY154$6.62K<0.01%+10113F-HR/ATimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC131$5.66K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.125$5.37K<0.01%013F-HRTimeline
Allworth Financial LP121$5.2K<0.01%new13F-HRTimeline
Fairman Group, LLC98$4.21K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC55$2.36K<0.01%-1113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50$2.15K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates29$1.25K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC22$946<0.01%new13F-HRTimelineGroup
Coston, McIsaac & Partners5$00%new13F-HRTimelineValue filed as zero, left out of ratios.