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Disclosery

IAUM ISHARES GOLD TRUST MICRO

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SHS (fund), issuer CIK 1759124

131 managers (132 13F filers) reported a position in IAUM shares at 2025-03-31, 27,736,242 shares in all. 43 filers opened a position and 8 filers sold out during the quarter.

Managers
131
13F filers
132
New
43
Added
43
Reduced
27
Sold out
8
Shares held by filers
27,736,242

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …6,650,000$207M0.15%+1,200,00013F-HRTimelineGroup
Alaska Permanent Fund Corp3,528,000$116M1.63%-3,012,00013F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…2,310,184$72M2.86%+2,271,80013F-HRTimeline
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…2,274,084$70.9M41.09%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,939,702$60.5M0.01%+615,41813F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS1,300,000$40.5M0.17%013F-HRTimeline
VICUS CAPITAL1,113,568$34.7M3.23%+704,99513F-HRTimeline
Sanctuary Advisors, LLC629,651$19.6M0.14%+365,58413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO615,733$19.2M<0.01%+396,64713F-HRTimelineGroup
AlphaCore Capital LLC612,704$19.1M1.62%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding585,019$18.2M+121,529Timeline
RENAISSANCE TECHNOLOGIES LLC553,500$17.3M0.03%+395,40013F-HRTimeline
Fielder Capital Group LLC424,769$13.2M3.83%+36,26113F-HRTimeline
AE Wealth Management LLC316,900$9.88M0.08%+49,98513F-HRTimeline
Atria Wealth Solutions, Inc.306,321$9.55M0.12%new13F-HRTimeline
RFG Advisory, LLC276,259$8.61M0.23%+54,70613F-HRTimeline
MorganRosel Wealth Management, LLC275,793$8.6M2.61%-45,15213F-HRTimeline
China Universal Asset Management Co., L…272,500$8.49M0.79%-58,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC250,016$7.79M<0.01%new13F-HR/ATimelineGroup
Versant Capital Management, Inc232,202$7.24M1.21%+5,79313F-HRTimeline
World Investment Advisors223,243$6.96M0.18%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC169,527$5.28M2.07%-3,37413F-HRTimeline
MGO ONE SEVEN LLC159,261$4.96M0.19%+12,65813F-HRTimeline
NAPA WEALTH MANAGEMENT149,777$4.67M2.63%new13F-HRTimeline
SFM, LLC125,922$3.92M2.89%+83,33113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC116,613$3.63M<0.01%+37,13813F-HRTimelineGroup
Greenline Partners, LLC111,284$3.47M0.54%-27,03513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC103,179$3.22M0.07%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC102,290$3.19M<0.01%new13F-HRTimelineGroup
TABLEAUX LLC97,463$3.04M2.19%+43,90613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC93,780$2.92M0.13%new13F-HRTimeline
Scarborough Advisors, LLC91,903$2.86M0.41%+40,42813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC83,996$2.62M0.34%+80,22413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…82,001$2.56M0.09%+52,15513F-HRTimelineGroup
Prospera Financial Services Inc77,191$2.41M0.06%-20,12113F-HRTimeline
M Wealth Management, LLC76,528$2.39M2.22%new13F-HRTimeline
CW Advisors, LLC76,355$2.38M0.03%-90813F-HRTimeline
Running Point Capital Advisors, LLC75,065$2.34M0.74%-8,65113F-HRTimeline
Turning Point Benefit Group, Inc.77,060$2.28M2.14%-16,28513F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV69,195$2.16M1.52%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …63,891$1.99M0.06%new13F-HR/ATimelineGroup
OARSMAN CAPITAL, INC.48,450$1.51M0.27%-1,37013F-HRTimeline
Blue Trust, Inc.46,062$1.44M0.02%+5,07513F-HRTimeline
Brookwood Investment Group LLC43,435$1.35M0.23%13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC42,936$1.34M0.39%-1,44013F-HRTimeline
United Community Bankin group United Community Bank36,615$1.14M0.43%new13F-HRTimelineGroup
Rede Wealth, LLC36,532$1.14M0.4%-7813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…33,534$1.04M0.16%new13F-HRTimeline
Cetera Investment Advisers32,187$1M<0.01%+14,20913F-HRTimeline
Cedar Point Capital Partners, LLC32,169$1M0.67%+5,21313F-HRTimeline
NewEdge Advisors, LLC30,731$958K0.01%+4,10813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC29,366$915K0.12%new13F-HRTimeline
Cresset Asset Management, LLC29,160$909K<0.01%new13F-HRTimeline
Ardent Capital Management, Inc.28,500$888K0.38%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,997$873K0.09%+79813F-HRTimeline
Family Investment Center, Inc.27,439$855K0.21%+14,60513F-HRTimeline
Westfuller Advisors, LLC25,815$805K0.54%+2,72813F-HRTimeline
HUB Investment Partners, LLC23,414$730K0.03%+13,63713F-HRTimeline
Rooted Wealth Advisors, Inc.22,448$680K0.29%-2,03813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC21,500$670K<0.01%-6,50013F-HRTimelineGroup
Signal Advisors Wealth, LLC19,236$600K0.06%-4,72913F-HRTimeline
Bison Wealth, LLC18,769$585K0.05%-1,39913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,533$547K<0.01%+1,44913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,723$521K<0.01%new13F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC16,491$514K0.29%-4,50113F-HRTimeline
Slagle Financial, LLC16,012$499K0.22%-95313F-HRTimeline
Jackson Creek Investment Advisors LLC15,829$493K0.16%+91913F-HRTimeline
NavPoint Financial, Inc.15,218$474K0.33%013F-HRTimeline
Cambridge Investment Research Advisors,…15,065$470K<0.01%new13F-HRTimeline
Wedmont Private Capital13,860$447K0.02%013F-HRTimeline
IFP Advisors, Inc13,516$421K0.01%013F-HRTimeline
Vestmark Advisory Solutions, Inc.12,699$396K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC11,933$372K<0.01%+24613F-HRTimeline
Orion Portfolio Solutions, LLC11,933$372K<0.01%+24613F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management11,874$370K0.01%-50813F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC11,590$361K0.12%-62313F-HR/ATimeline
Plum Street Advisors, LLC11,385$355K0.17%-1,73913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,236$319K0.02%new13F-HRTimelineGroup
Williams & Novak Wealth Management, LLC10,092$314K0.31%new13F-HRTimeline
Smartleaf Asset Management LLC9,397$289K0.03%+6,40713F-HRTimeline
Arkadios Wealth Advisors9,148$285K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.8,925$278K0.2%-63413F-HRTimeline
MML INVESTORS SERVICES, LLC8,910$278K<0.01%+1,18413F-HRTimeline
RHS Financial, LLC8,376$261K0.15%-1,62813F-HRTimeline
MAI Capital Management8,028$250K<0.01%new13F-HRTimeline
LPL Financial LLC7,526$235K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,313$228K<0.01%new13F-HRTimelineGroup
CAP Partners, LLC7,228$225K0.16%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,138$222K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,543$201K0.02%new13F-HR/ATimeline
FMR LLCin group FMR LLC5,957$186K<0.01%+5,51613F-HRTimelineGroup
Archer Investment Corp5,915$184K0.05%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC5,479$171K<0.01%-57213F-HRTimeline
Pineridge Advisors LLC5,031$157K0.06%+5313F-HRTimeline
Arax Advisory Partners4,887$152K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.4,554$142K0.15%+3113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,955$123K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,239$101K<0.01%+1,91413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,839$88.5K<0.01%013F-HRTimelineGroup
Deane Retirement Strategies, Inc.2,754$85.8K0.04%+13113F-HRTimeline
Kiker Wealth Management, LLC2,300$71.7K0.05%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,137$66.5K0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,919$60K<0.01%+46913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,860$58K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,786$55.7K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,692$52K<0.01%-30313F-HR/ATimelineGroup
True Wealth Design, LLC1,462$45.6K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.1,275$39K<0.01%+1,27413F-HRTimeline
Federation des caisses Desjardins du Qu…1,040$32.4K<0.01%+14013F-HRTimeline
SJS Investment Consulting Inc.1,000$31.2K0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC996$31K0.02%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…813$25.3K<0.01%-7013F-HRTimelineGroup
PSI Advisors, LLC785$24.5K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC664$20.7K0.01%+54413F-HRTimeline
Reyes Financial Architecture, Inc.495$15.4K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC320$10K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC305$9.51K<0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC275$9K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$6.23K<0.01%-20013F-HRTimeline
Transce3nd, LLC191$5.95K<0.01%+613F-HRTimeline
SIGNATUREFD, LLC150$4.68K<0.01%013F-HRTimeline
Richardson Capital Management LLC75$4.42K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.125$3.9K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC100$3.11K<0.01%013F-HRTimeline
Beacon Capital Management, LLC92$2.87K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC82$2.56K<0.01%013F-HRTimeline
Rossby Financial, LCC70$2.31K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC68$2.12K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60$1.87K<0.01%new13F-HRTimelineGroup
Sandy Spring Bank50$1.56K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.