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Disclosery

IAUM ISHARES GOLD TRUST MICRO

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SHS (fund), issuer CIK 1759124

97 managers (97 13F filers) reported a position in IAUM shares at 2024-12-31, 22,160,392 shares in all. 20 filers opened a position and 6 filers sold out during the quarter.

Managers
97
13F filers
97
New
20
Added
28
Reduced
22
Sold out
6
Shares held by filers
22,160,392

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Alaska Permanent Fund Corp6,540,000$171M2.54%-264,00013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …5,450,000$143M0.1%013F-HRTimelineGroup
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…2,274,084$59.5M30.94%+379,64913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,324,284$34.7M<0.01%-115,21613F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS1,300,000$34M0.12%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…463,490$12.1M0.04%+77,99413F-HRTimelineGroup
VICUS CAPITAL408,573$10.7M0.95%+359,35713F-HRTimeline
Fielder Capital Group LLC388,508$10.2M3.17%+26,20413F-HRTimeline
China Universal Asset Management Co., L…330,500$8.65M0.81%+183,00013F-HRTimeline
MorganRosel Wealth Management, LLC320,945$8.4M2.76%-4,28113F-HRTimeline
Sanctuary Advisors, LLC264,067$7.36M0.05%+41,05213F-HRTimeline
AE Wealth Management LLC266,915$6.99M0.06%+117,65813F-HRTimeline
Versant Capital Management, Inc226,409$5.93M1.28%+19,75313F-HRTimeline
RFG Advisory, LLC221,553$5.8M0.16%+25,72613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO219,086$5.73M<0.01%new13F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC172,901$4.52M1.78%-5,82913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC158,100$4.14M0.01%+3,80013F-HRTimeline
MGO ONE SEVEN LLC146,603$3.84M0.15%+9,02713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC145,229$3.8M0.01%+74,74713F-HRTimelineGroup
Greenline Partners, LLC138,319$3.62M0.51%-48,51413F-HRTimeline
Prospera Financial Services Inc97,312$2.55M0.06%+11,91113F-HRTimeline
Turning Point Benefit Group, Inc.93,345$2.44M2.32%13F-HRTimeline
Running Point Capital Advisors, LLC83,716$2.19M0.75%-2,17513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC79,475$2.08M<0.01%13F-HR/ATimelineGroup
CW Advisors, LLC77,263$2.02M0.03%-1,32313F-HRTimeline
TABLEAUX LLC53,557$1.4M1.16%13F-HRTimeline
Scarborough Advisors, LLC51,475$1.35M0.19%new13F-HRTimeline
OARSMAN CAPITAL, INC.49,820$1.3M0.23%-63713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC44,376$1.16M0.32%new13F-HRTimeline
SFM, LLC42,591$1.11M0.79%new13F-HRTimeline
Blue Trust, Inc.40,987$1.07M0.01%+33,95213F-HR/ATimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…38,384$1M0.03%-6,669,47913F-HRTimeline
Rede Wealth, LLC36,610$958K0.37%+64013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…29,846$781K0.02%new13F-HRTimelineGroup
Ardent Capital Management, Inc.28,500$746K0.34%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC28,000$733K<0.01%013F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC27,199$712K0.07%new13F-HRTimeline
Cedar Point Capital Partners, LLC26,956$705K0.48%+4,47913F-HRTimeline
NewEdge Advisors, LLC26,623$697K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC25,202$660K0.03%-107,15413F-HRTimeline
Rooted Wealth Advisors, Inc.24,486$647K0.25%-72813F-HRTimeline
Signal Advisors Wealth, LLC23,965$627K0.07%-35,13113F-HRTimeline
Westfuller Advisors, LLC23,087$604K0.38%+11,31013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC20,992$549K0.33%-34,29813F-HRTimeline
Bison Wealth, LLC20,168$528K0.06%13F-HRTimeline
Cetera Investment Advisers17,978$470K<0.01%+4,05813F-HRTimeline
Slagle Financial, LLC16,965$444K0.2%+8,39413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,084$421K<0.01%+1,36713F-HRTimelineGroup
NavPoint Financial, Inc.15,218$398K0.31%013F-HRTimeline
Jackson Creek Investment Advisors LLC14,910$390K0.12%+25513F-HRTimeline
TWO SIGMA SECURITIES, LLC14,292$374K0.07%new13F-HRTimeline
Wedmont Private Capital13,860$372K0.02%013F-HRTimeline
IFP Advisors, Inc13,516$354K0.01%013F-HRTimeline
Plum Street Advisors, LLC13,124$343K0.17%-3,10013F-HRTimeline
Family Investment Center, Inc.12,834$336K0.09%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,382$324K<0.01%-48013F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC12,213$320K0.12%+3,38613F-HRTimeline
Orion Porfolio Solutions, LLC11,687$306K<0.01%-3,37513F-HRTimeline
Orion Portfolio Solutions, LLC11,687$306K<0.01%-3,37513F-HRTimeline
RHS Financial, LLC10,004$262K0.14%new13F-HRTimeline
HUB Investment Partners, LLC9,777$256K0.01%new13F-HRTimeline
Riggs Capital Management LLC9,600$251K0.25%13F-HRTimeline
Kingdom Financial Group LLC.9,559$250K0.17%new13F-HRTimeline
Csenge Advisory Group8,526$223K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC7,726$202K<0.01%+6313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC6,051$158K<0.01%-16213F-HRTimeline
Sound Income Strategies, LLC5,748$150K0.01%013F-HRTimeline
Pineridge Advisors LLC4,978$130K0.05%+72113F-HRTimeline
Quest 10 Wealth Builders, Inc.4,523$118K0.12%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,850$101K<0.01%new13F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC3,772$98.7K0.01%013F-HRTimeline
CoreFirst Bank & Trust3,000$78.5K0.05%013F-HRTimeline
Smartleaf Asset Management LLC2,990$77.8K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,839$74.3K<0.01%new13F-HRTimelineGroup
Deane Retirement Strategies, Inc.2,623$68.6K0.03%-3113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,995$52K<0.01%+89013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,860$48.7K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC1,462$38.3K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,450$38K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,325$34.7K<0.01%-50013F-HR/ATimelineGroup
COMERICA BANK1,012$26.5K<0.01%013F-HR/ATimeline
Federation des caisses Desjardins du Qu…900$23.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…883$23.1K<0.01%new13F-HRTimelineGroup
PSI Advisors, LLC785$20.5K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP541$14.2K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.495$13K0.01%13F-HRTimeline
FMR LLCin group FMR LLC441$11.5K<0.01%-10713F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…400$10.5K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC320$8K<0.01%+11413F-HRTimelineGroup
Transce3nd, LLC185$4.84K<0.01%13F-HRTimeline
SIGNATUREFD, LLC150$3.93K<0.01%+5013F-HRTimeline
Tradewinds Capital Management, LLC120$3.14K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC100$2.62K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC82$2.15K<0.01%+4513F-HRTimeline
CoreCap Advisors, LLC68$1.78K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$33<0.01%-1,27413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.