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Disclosery

IAUM ISHARES GOLD TRUST MICRO

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SHS (fund), issuer CIK 1759124

277 managers (280 13F filers) reported a position in IAUM shares at 2026-03-31, 67,915,933 shares in all. 52 filers opened a position and 15 filers sold out during the quarter.

Managers
277
13F filers
280
New
52
Added
107
Reduced
70
Sold out
15
Shares held by filers
67,915,933

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Lloyd Advisory Services, LLC.5,180$242K0.07%new13F-HRTimeline
Kingdom Financial Group LLC.5,180$242K0.07%-63013F-HRTimeline
Archer Investment Management, LLC5,161$241K0.1%new13F-HRTimeline
PFG Investments, LLC5,138$240K0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP5,096$238K0.01%013F-HRTimeline
First Financial Bankshares Inc5,032$235K<0.01%013F-HRTimeline
Aspect Partners, LLC5,025$235K0.1%+2013F-HRTimeline
Farther Finance Advisors, LLC4,846$230K<0.01%+3,61613F-HRTimeline
EP Wealth Advisors, LLC4,889$228K<0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,884$228K<0.01%013F-HRTimelineGroup
HUB Investment Partners, LLC4,713$220K0.01%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC4,605$215K0.07%-1,21813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,598$215K<0.01%+2,28313F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC4,571$213K0.09%-3,06413F-HRTimeline
Capital Squared Financial LLC4,566$213K0.16%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,549$212K0.02%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,441$207K0.01%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,300$201K<0.01%-2,20013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,296$201K<0.01%new13F-HRTimelineGroup
Networth Advisors, LLC3,921$183K0.13%-21313F-HRTimeline
Orion Capital Management LLC3,523$165K0.06%+1,07813F-HRTimeline
PlanVest Financial, Inc3,387$158K0.12%13F-HRTimeline
CoreFirst Bank & Trust3,060$143K0.08%+6013F-HRTimeline
FMR LLCin group FMR LLC3,058$143K<0.01%+2,04313F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.3,041$142K0.12%-31513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,858$133K0.01%-2,55613F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC2,780$130K0.09%new13F-HRTimeline
Smartleaf Asset Management LLC2,867$129K<0.01%-66413F-HRTimeline
LANARK FINANCIAL, INC.2,481$116K0.01%+57913F-HRTimeline
Atomic Invest LLC2,192$98.7K0.05%-92013F-HRTimeline
Heritage Wealth Advisors2,092$97.7K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,786$83.4K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,769$82.6K<0.01%new13F-HRTimeline
True Wealth Design, LLC1,462$68.3K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,450$67.7K<0.01%013F-HRTimelineGroup
Arax Advisory Partners1,425$66.5K<0.01%-3,46213F-HRTimeline
Abound Wealth Management1,404$65.6K0.01%+12613F-HRTimeline
Tradewinds Capital Management, LLC1,172$54.7K0.01%+7213F-HRTimeline
Bogart Wealth, LLC1,059$49.5K<0.01%-20313F-HRTimeline
Rossby Financial, LCC1,024$48.6K0.01%-913F-HRTimeline
Advisory Services Network, LLC1,002$46.8K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,000$46.7K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…997$46.6K<0.01%+18413F-HRTimelineGroup
Wealth Preservation Advisors, LLC996$46.5K0.04%013F-HRTimeline
Imprint Wealth LLC931$43.5K0.2%-1,16313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY902$42.1K<0.01%+74813F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.860$40.2K0.03%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC829$38.7K0.01%+69813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…750$35.6K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc750$35K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.661$30.9K0.01%013F-HRTimeline
Fairman Group, LLC596$27.8K0.02%+49813F-HRTimeline
Parallel Advisors, LLC538$25.1K<0.01%+14513F-HR/ATimeline
HARBOUR INVESTMENTS, INC.500$23.4K<0.01%+30013F-HRTimeline
Triumph Capital Management500$23.4K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.495$23.1K0.02%013F-HRTimeline
Archer Investment Corp491$22.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC487$22.7K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.343$16K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC320$15K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC300$14K<0.01%013F-HRTimeline
Stone House Investment Management, LLC245$11.4K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…189$8.83K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC175$8.17K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…163$7.61K<0.01%013F-HRTimeline
POM Investment Strategies, LLC154$7.19K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC139$6.49K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.125$5.84K<0.01%013F-HRTimeline
Allworth Financial LP122$5.68K<0.01%+113F-HRTimeline
MATHER GROUP, LLC.117$5.46K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50$2.33K<0.01%013F-HRTimelineGroup
Richard W. Paul & Associates, LLC49$2.29K<0.01%-613F-HRTimeline
Deane Retirement Strategies, Inc.48$2.24K<0.01%-3,46113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35$1.64K<0.01%new13F-HR/ATimelineGroup
Global Wealth Strategies & Associates29$1.35K<0.01%013F-HRTimeline
Hamrick Investment Counsel, llc13$608<0.01%new13F-HRTimeline
Basepoint Wealth LLC7$327<0.01%new13F-HRTimeline