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Disclosery

IAUM ISHARES GOLD TRUST MICRO

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SHS (fund), issuer CIK 1759124

156 managers (158 13F filers) reported a position in IAUM shares at 2025-06-30, 37,457,034 shares in all. 41 filers opened a position and 15 filers sold out during the quarter.

Managers
156
13F filers
158
New
41
Added
47
Reduced
44
Sold out
15
Shares held by filers
37,457,034

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …9,300,000$307M0.19%+2,650,00013F-HRTimelineGroup
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…3,463,784$114M8.79%+1,153,60013F-HRTimeline
Alaska Permanent Fund Corp2,914,000$95.6M5.67%-614,00013F-HRTimeline
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…2,274,084$75M42.88%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,215,599$73.1M0.01%+275,89713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.1,400,000$46.2M1.16%new13F-HRTimelineGroup
Blue Trust, Inc.1,385,449$45.7M0.54%+1,339,38713F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS1,300,000$42.9M0.18%013F-HRTimeline
VICUS CAPITAL1,114,952$36.8M3.06%+1,38413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding849,679$28M+264,660Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO690,733$22.8M<0.01%+75,00013F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC667,754$22M0.25%new13F-HRTimelineGroup
Sanctuary Advisors, LLC621,396$20.5M0.13%-8,25513F-HRTimeline
AlphaCore Capital LLC618,282$20.4M0.78%+5,57813F-HRTimeline
RFG Advisory, LLC476,293$15.7M0.37%+200,03413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd466,896$15.4M0.27%new13F-HRTimelineGroup
AE Wealth Management LLC449,599$14.8M0.11%+132,69913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC417,287$13.8M0.02%new13F-HRTimelineGroup
China Universal Asset Management Co., L…412,500$13.6M1.28%+140,00013F-HRTimeline
United Community Bankin group United Community Bank360,013$11.9M4.06%+323,39813F-HRTimelineGroup
Fielder Capital Group LLC359,918$11.9M3.17%-64,85113F-HRTimeline
Avestar Capital, LLC303,920$10M0.73%new13F-HRTimeline
MorganRosel Wealth Management, LLC299,558$9.88M2.7%+23,76513F-HRTimeline
Versant Capital Management, Inc256,302$8.46M1.28%+24,10013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC230,535$7.61M0.31%+136,75513F-HRTimeline
SFM, LLC218,143$7.2M4.62%+92,22113F-HRTimeline
World Investment Advisors210,409$6.94M0.16%-12,83413F-HRTimeline
MGO ONE SEVEN LLC193,100$6.37M0.21%+33,83913F-HRTimeline
Raub Brock Capital Management LP185,660$6.12M1.33%new13F-HRTimeline
Atria Wealth Solutions, Inc.167,703$5.53M0.13%-138,61813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC150,685$4.97M<0.01%+34,07213F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC147,059$4.85M1.76%-22,46813F-HRTimeline
TABLEAUX LLC141,511$4.67M2.68%+44,04813F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP139,740$4.59M0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC138,862$4.58M0.01%+129,95213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC132,866$4.38M0.09%+29,68713F-HRTimelineGroup
Spectrum Strategic Capital Management, …131,134$4.33M2.76%new13F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…120,142$3.96M2.63%new13F-HRTimelineGroup
NAPA WEALTH MANAGEMENT113,374$3.74M1.79%-36,40313F-HRTimeline
Greenline Partners, LLC109,311$3.61M0.49%-1,97313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC104,735$3.46M<0.01%+97,42213F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC97,971$3.23M0.41%+68,60513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…90,315$2.98M0.09%+8,31413F-HRTimelineGroup
FLOW TRADERS U.S. LLC87,111$2.87M0.11%new13F-HRTimeline
Scarborough Advisors, LLC86,033$2.84M0.56%-5,87013F-HRTimeline
M Wealth Management, LLC76,528$2.52M2.33%013F-HRTimeline
CW Advisors, LLC75,971$2.51M0.02%-38413F-HRTimeline
Running Point Capital Advisors, LLC71,993$2.38M0.66%-3,07213F-HRTimeline
Turning Point Benefit Group, Inc.70,531$2.33M1.76%-6,52913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC68,530$2.26M0.28%-15,46613F-HRTimeline
Cetera Investment Advisers67,624$2.23M<0.01%+35,43713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …63,891$2.11M0.06%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV61,166$2.02M<0.01%new13F-HRTimeline
Prospera Financial Services Inc60,903$2.01M0.04%-16,28813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,663$1.94M<0.01%-43,62713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC53,109$1.75M0.03%new13F-HRTimelineGroup
OARSMAN CAPITAL, INC.48,240$1.59M0.25%-21013F-HRTimeline
Brookwood Investment Group LLC43,142$1.42M0.23%-29313F-HRTimeline
Tactive Advisors, LLC40,303$1.33M0.43%13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV40,253$1.33M0.89%-28,94213F-HRTimeline
Rede Wealth, LLC37,625$1.24M0.45%+1,09313F-HRTimeline
Cedar Point Capital Partners, LLC36,424$1.2M0.85%+4,25513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC33,544$1.11M0.28%-9,39213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…33,534$1.11M0.16%013F-HRTimeline
Wedmont Private Capital31,795$1.05M0.04%+17,93513F-HRTimeline
Choate Investment Advisors30,932$1.02M0.02%new13F-HRTimeline
NewEdge Advisors, LLC30,549$1.01M0.01%-18213F-HRTimeline
Cambridge Investment Research Advisors,…30,053$991K<0.01%+14,98813F-HRTimeline
Ardent Capital Management, Inc.28,500$940K0.45%013F-HRTimeline
Orion Porfolio Solutions, LLC25,153$830K0.01%+13,22013F-HR/ATimeline
Stark Wealth Management LLC25,630$823K1.18%new13F-HRTimeline
HighTower Advisors, LLC24,184$798K<0.01%new13F-HRTimeline
IFP Advisors, Inc23,971$791K0.02%+10,45513F-HRTimeline
Rooted Wealth Advisors, Inc.23,471$786K0.27%+1,02313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,872$755K<0.01%+6,14913F-HRTimelineGroup
Westfuller Advisors, LLC22,359$738K0.42%-3,45613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC21,562$711K0.06%-6,43513F-HRTimeline
Bison Wealth, LLC18,731$618K0.05%-3813F-HRTimeline
Family Investment Center, Inc.18,702$617K0.14%-8,73713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,283$603K<0.01%+75013F-HRTimelineGroup
Signal Advisors Wealth, LLC17,893$590K0.05%-1,34313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,654$549K<0.01%+9,51613F-HRTimeline
NavPoint Financial, Inc.15,218$502K0.3%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC15,148$500K0.25%-1,34313F-HRTimeline
Mayflower Financial Advisors, LLC14,969$494K0.07%new13F-HRTimeline
Jackson Creek Investment Advisors LLC14,718$486K0.13%-1,11113F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…14,036$463K0.15%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,197$435K0.01%+1,32313F-HRTimelineGroup
Slagle Financial, LLC13,143$434K0.17%-2,86913F-HRTimeline
Vestmark Advisory Solutions, Inc.12,141$401K0.01%-55813F-HRTimeline
HUB Investment Partners, LLC11,728$387K0.01%-11,68613F-HRTimeline
Painted Porch Advisors LLC10,500$346K0.14%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,981$329K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC9,860$325K<0.01%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC9,837$325K0.1%-1,75313F-HR/ATimeline
Plum Street Advisors, LLC9,796$323K0.14%-1,58913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,545$315K<0.01%new13F-HRTimelineGroup
Atria Investments, Inc9,082$300K<0.01%new13F-HRTimeline
Williams & Novak Wealth Management, LLC8,975$296K0.25%-1,11713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,666$288K<0.01%new13F-HRTimeline
STUART INVESTMENT ADVISORS, INC.8,049$266K0.14%new13F-HRTimeline
MAI Capital Management8,028$265K<0.01%013F-HRTimeline
CAP Partners, LLC7,880$260K0.16%+65213F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,360$243K0.01%new13F-HRTimeline
United Advisor Group, LLC7,170$237K0.04%new13F-HRTimeline
Traction Financial Partners, LLC7,105$234K0.16%new13F-HRTimeline
&PARTNERS6,958$230K<0.01%new13F-HRTimeline
LPL Financial LLC6,804$224K<0.01%-72213F-HRTimeline
TWO SIGMA SECURITIES, LLC6,804$224K0.03%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,790$224K0.02%+24713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,500$214K<0.01%-15,00013F-HR/ATimelineGroup
Global Retirement Partners, LLC6,217$205K0.01%13F-HRTimeline
Archer Investment Corp6,156$203K0.05%+24113F-HRTimeline
HOWE & RUSLING INC6,084$201K0.01%new13F-HRTimeline
Aspect Partners, LLC4,985$164K0.08%new13F-HRTimeline
Arax Advisory Partners4,887$161K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,305$142K<0.01%+1,06613F-HR/ATimelineGroup
SouthState Bank Corpin group SouthState Bank Corp4,205$139K0.01%+25013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.3,947$130K0.13%-60713F-HRTimeline
Smartleaf Asset Management LLC3,361$110K0.01%-6,03613F-HRTimeline
CoreFirst Bank & Trust3,000$99K0.06%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,839$93.7K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,732$91K<0.01%+1,04013F-HR/ATimelineGroup
Pineridge Advisors LLC2,674$88.2K0.03%-2,35713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,303$76K<0.01%new13F-HRTimelineGroup
Deane Retirement Strategies, Inc.2,072$68.4K0.03%-68213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,860$61.4K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,786$58.9K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC1,500$49.5K0.03%-80013F-HRTimeline
True Wealth Design, LLC1,462$48.2K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,450$48K<0.01%-46913F-HRTimelineGroup
LANARK FINANCIAL, INC.1,275$42K<0.01%013F-HRTimeline
Rossby Financial, LCC1,161$38.3K0.01%+1,09113F-HRTimeline
SJS Investment Consulting Inc.1,000$33K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC996$32.9K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.860$28.4K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…813$26.8K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC739$24.4K<0.01%+43413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…700$23.1K<0.01%+50013F-HRTimeline
Tradewinds Capital Management, LLC696$23K0.01%+3213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…619$20.4K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC617$20.4K<0.01%-5,34013F-HRTimelineGroup
Reyes Financial Architecture, Inc.495$16.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC320$11K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC300$9.9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.200$6.6K<0.01%new13F-HRTimeline
Transce3nd, LLC164$5.41K<0.01%-2713F-HRTimeline
SIGNATUREFD, LLC150$4.95K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG100$3.3K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC100$3.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC68$2.24K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC66$2.18K<0.01%-1613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60$1.98K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50$1.65K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7$231<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.