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Disclosery

IAUM ISHARES GOLD TRUST MICRO

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SHS (fund), issuer CIK 1759124

189 managers (191 13F filers) reported a position in IAUM shares at 2025-09-30, 54,759,977 shares in all. 51 filers opened a position and 16 filers sold out during the quarter.

Managers
189
13F filers
191
New
51
Added
78
Reduced
27
Sold out
16
Shares held by filers
54,759,977

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, …18,134,927$698M0.4%+8,834,92713F-HRTimelineGroup
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…6,660,684$256M11.15%+3,196,90013F-HRTimeline
Alaska Permanent Fund Corp2,916,000$116M6.97%+2,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,703,033$104M0.01%+487,43413F-HR/ATimelineGroup
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…2,573,324$99.1M51.08%+299,24013F-HRTimeline
Blue Trust, Inc.1,823,937$70.2M0.79%+438,48813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,400,000$53.9M1.26%013F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS1,300,000$50M0.2%013F-HRTimeline
VICUS CAPITAL1,084,004$41.7M3.19%-30,94813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding925,624$35.6M+75,945Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO856,687$33M<0.01%+165,95413F-HR/ATimelineGroup
Sanctuary Advisors, LLC840,296$32.4M0.19%+218,90013F-HR/ATimeline
Vident Advisory, LLCin group Vident Advisory, LLC789,199$30.4M0.3%+121,44513F-HRTimelineGroup
Heck Capital Advisors, LLC712,000$27.4M2.12%new13F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…690,792$26.6M14.46%+570,65013F-HRTimelineGroup
AlphaCore Capital LLC686,638$26.4M0.89%+68,35613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC599,977$23.1M0.46%+467,11113F-HRTimelineGroup
AE Wealth Management LLC524,172$20.2M0.13%+74,57313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC466,155$17.9M0.01%+315,47013F-HRTimelineGroup
China Universal Asset Management Co., L…382,500$14.7M1.22%-30,00013F-HRTimeline
United Community Bankin group United Community Bank381,921$14.7M4.55%+21,90813F-HRTimelineGroup
Fielder Capital Group LLC360,207$13.9M3.16%+28913F-HRTimeline
Asset Management One Co., Ltd.303,294$11.7M0.03%new13F-HRTimeline
Avestar Capital, LLC298,849$11.5M0.82%-5,07113F-HRTimeline
Amundiin group Amundi283,451$11.2M<0.01%new13F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC251,501$9.68M0.37%+20,96613F-HRTimeline
MorganRosel Wealth Management, LLC248,249$9.56M2.48%-51,30913F-HRTimeline
Versant Capital Management, Inc236,175$9.09M1.24%-20,12713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC234,627$9.03M0.47%new13F-HRTimeline
SFM, LLC226,491$8.72M5.07%+8,34813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP221,082$8.51M0.01%+81,34213F-HRTimelineGroup
World Investment Advisors219,185$8.44M0.17%+8,77613F-HRTimeline
Raub Brock Capital Management LP207,700$8M1.72%+22,04013F-HRTimeline
MGO ONE SEVEN LLC205,050$7.89M0.18%+11,95013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC204,003$7.85M<0.01%+99,26813F-HRTimelineGroup
Stokes Family Office, LLC202,548$7.8M0.74%new13F-HRTimeline
TABLEAUX LLC199,350$7.67M3.07%+57,83913F-HRTimeline
U.S. Capital Wealth Advisors, LLC183,673$7.07M0.19%+176,31313F-HRTimeline
MML INVESTORS SERVICES, LLC170,414$6.56M0.02%+31,55213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC159,300$6.13M0.01%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC145,264$5.59M1.89%-1,79513F-HRTimeline
NAPA WEALTH MANAGEMENT140,626$5.41M2.54%+27,25213F-HRTimeline
RFG Advisory, LLC131,828$5.08M0.1%-344,46513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC131,032$5.04M<0.01%+72,36913F-HRTimelineGroup
Spectrum Strategic Capital Management, …130,814$5.04M3.01%-32013F-HRTimeline
Greenline Partners, LLC118,333$4.56M0.55%+9,02213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC110,336$4.25M0.49%+12,36513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.102,982$3.91M0.01%+98,67713F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…101,024$3.89M0.11%+10,70913F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd92,477$3.56M0.04%-374,41913F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD92,000$3.54M0.01%new13F-HRTimelineGroup
Scarborough Advisors, LLC89,839$3.46M0.61%+3,80613F-HRTimeline
LPL Financial LLC88,150$3.39M<0.01%+81,34613F-HRTimeline
Running Point Capital Advisors, LLC78,128$3.01M0.81%+6,13513F-HRTimeline
M Wealth Management, LLC76,528$2.95M2.59%013F-HRTimeline
Cetera Investment Advisers74,154$2.85M<0.01%+6,53013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…72,019$2.77M0.01%new13F-HRTimelineGroup
Wedmont Private Capital69,102$2.74M0.1%+37,30713F-HRTimeline
Turning Point Benefit Group, Inc.69,163$2.67M1.61%-1,36813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC67,805$2.61M0.3%-72513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC66,127$2.55M0.02%new13F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …63,891$2.46M0.06%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV61,866$2.38M<0.01%+70013F-HRTimeline
Atria Investments, Inc61,272$2.36M0.03%+52,19013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC59,722$2.3M0.04%+6,61313F-HRTimelineGroup
SteelPeak Wealth, LLC59,475$2.29M0.08%new13F-HRTimeline
NorthCoast Asset Management LLC56,328$2.17M0.01%new13F-HRTimeline
Brookwood Investment Group LLC55,387$2.13M0.28%+12,24513F-HRTimeline
Mariner, LLCin group Mariner, LLC52,350$2.02M<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc48,555$1.87M0.03%-12,34813F-HRTimeline
OARSMAN CAPITAL, INC.47,745$1.84M0.26%-49513F-HRTimeline
Cedar Point Capital Partners, LLC38,650$1.49M0.98%+2,22613F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC37,328$1.44M0.45%new13F-HR/ATimeline
Tactive Advisors, LLC37,016$1.43M0.4%-3,28713F-HRTimeline
NewEdge Advisors, LLC34,580$1.33M0.01%+4,03113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…33,534$1.29M0.18%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,901$1.27M0.01%+10,02913F-HRTimelineGroup
MAI Capital Management32,698$1.26M0.01%+24,67013F-HRTimeline
Westfuller Advisors, LLC32,542$1.25M0.57%+10,18313F-HRTimeline
Cambridge Investment Research Advisors,…32,409$1.25M<0.01%+2,35613F-HRTimeline
Red Tortoise LLC31,072$1.2M0.52%new13F-HRTimeline
HighTower Advisors, LLC31,004$1.19M<0.01%+6,82013F-HRTimeline
Choate Investment Advisors30,932$1.19M0.02%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC29,332$1.13M0.27%-4,21213F-HRTimeline
Ardent Capital Management, Inc.28,500$1.1M0.46%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,444$1.06M<0.01%+9,16113F-HRTimelineGroup
&PARTNERS25,576$985K0.01%+18,61813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC25,005$963K0.07%+3,44313F-HRTimeline
IFP Advisors, Inc24,405$940K0.02%+43413F-HR/ATimeline
Rooted Wealth Advisors, Inc.24,039$931K0.28%+56813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…20,517$790K0.09%new13F-HRTimeline
Family Investment Center, Inc.19,104$736K0.15%+40213F-HRTimeline
Orion Porfolio Solutions, LLC19,039$733K0.01%-6,11413F-HRTimeline
SMITH, MOORE & CO.18,518$713K0.05%new13F-HRTimeline
Creative Planningin group Creative Planning18,159$699K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,029$694K<0.01%+1,37513F-HRTimeline
Signal Advisors Wealth, LLC17,577$677K0.06%-31613F-HRTimeline
Mayflower Financial Advisors, LLC17,102$658K0.08%+2,13313F-HRTimeline
Vise Technologies, Inc.16,929$652K0.02%new13F-HRTimeline
New England Private Wealth Advisors LLC16,772$646K0.09%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,758$645K<0.01%+7,21313F-HRTimelineGroup
Chemistry Wealth Management LLC16,565$638K0.12%new13F-HRTimeline
Brand Asset Management Group, Inc.16,320$628K0.18%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.15,473$596K0.01%+3,33213F-HRTimeline
NavPoint Financial, Inc.15,218$586K0.31%013F-HRTimeline
Aptus Capital Advisors, LLC15,105$582K0.01%new13F-HRTimeline
STUART INVESTMENT ADVISORS, INC.14,446$556K0.52%+6,39713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,272$549K0.01%+1,07513F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC14,083$542K0.27%-1,06513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…14,036$540K0.18%013F-HRTimeline
BOKF, NAin group BOKF, NA13,759$530K0.01%new13F-HRTimelineGroup
Slagle Financial, LLC13,143$506K0.19%013F-HRTimeline
Alpha Cubed Investments, LLC11,863$457K0.02%new13F-HRTimeline
HUB Investment Partners, LLC11,608$447K0.02%-12013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,990$423K<0.01%new13F-HR/ATimelineGroup
Painted Porch Advisors LLC10,500$404K0.15%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,736$386K<0.01%+1,07013F-HRTimeline
Plum Street Advisors, LLC9,975$384K0.15%+17913F-HRTimeline
Merit Financial Group, LLC9,860$380K<0.01%013F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC9,837$379K0.11%013F-HR/ATimeline
Beacon Pointe Advisors, LLC9,400$362K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.9,348$360K0.05%+8,34813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,269$357K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,196$354K<0.01%+9,09613F-HRTimelineGroup
CAP Partners, LLC9,114$351K0.2%+1,23413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC8,783$338K0.1%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,769$338K<0.01%new13F-HRTimeline
Beckerman Institutional, LLC8,725$336K0.2%new13F-HRTimeline
Summit Trail Advisors, LLC8,700$335K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,477$326K<0.01%new13F-HRTimelineGroup
Williams & Novak Wealth Management, LLC7,720$297K0.23%-1,25513F-HRTimeline
United Advisor Group, LLC7,639$294K0.04%+46913F-HRTimeline
Quantinno Capital Management LP7,345$283K<0.01%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.6,862$274K0.13%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,830$263K0.02%+4013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,500$250K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,311$243K<0.01%+3,47213F-HRTimelineGroup
Archer Investment Corp6,275$242K0.05%+11913F-HRTimeline
FRG Family Wealth Advisors LLC6,240$240K0.04%new13F-HRTimeline
HOWE & RUSLING INC6,084$234K0.02%013F-HRTimeline
D'Orazio & Associates, Inc.5,983$230K0.03%new13F-HRTimeline
Retirement Planning Group, LLC5,949$229K0.01%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…6,000$229K0.05%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,888$227K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC5,823$224K0.01%-39413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,799$223K<0.01%new13F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.5,503$212K0.01%new13F-HRTimeline
Aspect Partners, LLC4,985$192K0.09%013F-HRTimeline
Quest 10 Wealth Builders, Inc.3,968$153K0.14%+2113F-HRTimeline
Smartleaf Asset Management LLC3,531$135K0.01%+17013F-HRTimeline
CWM, LLCin group CWM, LLC3,310$127K<0.01%+1,86013F-HRTimelineGroup
CoreFirst Bank & Trust3,000$116K0.06%013F-HRTimeline
Pineridge Advisors LLC2,674$103K0.03%013F-HRTimeline
Deane Retirement Strategies, Inc.2,442$94K0.04%+37013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,887$72.7K<0.01%+1,26813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,860$71.6K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,786$68.8K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,668$65K<0.01%-1,06413F-HRTimelineGroup
LANARK FINANCIAL, INC.1,588$61.1K<0.01%+31313F-HRTimeline
True Wealth Design, LLC1,462$56.3K0.02%013F-HRTimeline
Imprint Wealth LLC1,148$44.2K0.14%13F-HRTimeline
Rossby Financial, LCC1,047$40.4K0.01%-11413F-HRTimeline
FMR LLCin group FMR LLC1,003$38.6K<0.01%+38613F-HRTimelineGroup
Wealth Preservation Advisors, LLC996$38.3K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.860$33.1K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…813$31.3K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\734$28.3K<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC696$26.8K0.01%013F-HRTimeline
Advisory Services Network, LLC586$22.6K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.495$19.1K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…457$17.6K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.343$13.2K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC320$12K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC305$11.7K<0.01%-43413F-HRTimeline
Costello Asset Management, INC300$11.6K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp250$9.62K<0.01%-3,95513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.200$7.7K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…192$7.39K<0.01%-2,11113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…163$6.27K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC150$5.78K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.125$4.81K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.100$3.85K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC100$3.85K<0.01%013F-HRTimeline
CoreCap Advisors, LLC68$2.62K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC66$2.54K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY53$2.04K<0.01%new13F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50$1.93K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC50$1.93K<0.01%new13F-HRTimeline
North Capital, Inc.13$501<0.01%new13F-HRTimeline