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Disclosery

IAUM ISHARES GOLD TRUST MICRO

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SHS (fund), issuer CIK 1759124

240 managers (243 13F filers) reported a position in IAUM shares at 2025-12-31, 60,699,991 shares in all. 56 filers opened a position and 12 filers sold out during the quarter.

Managers
240
13F filers
243
New
56
Added
90
Reduced
54
Sold out
12
Shares held by filers
60,699,991

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …21,934,927$943M0.55%+3,800,00013F-HRTimelineGroup
Alaska Permanent Fund Corp2,958,000$143M9.18%+42,00013F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…3,329,462$143M4.26%-3,331,22213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,924,177$126M0.01%+221,14413F-HRTimelineGroup
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…2,573,324$111M54.04%013F-HRTimeline
Blue Trust, Inc.1,750,234$75.2M0.85%-73,70313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,711,783$73.6M0.69%+922,58413F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.1,360,000$58.5M1.25%-40,00013F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS1,300,000$55.9M0.19%013F-HRTimeline
Heck Capital Advisors, LLC1,203,191$51.7M3.85%+491,19113F-HRTimeline
Asset Management One Co., Ltd.1,190,031$51.4M0.14%+886,73713F-HRTimeline
Myriad Asset Management Advisors LLCgroup of 2 filers holding1,168,488$50.2M+477,696Timeline
VICUS CAPITAL1,079,089$46.4M3.48%-4,91513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,019,693$43.8M+94,069Timeline
Sanctuary Advisors, LLC813,984$35M0.19%-26,31213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO800,807$34.4M<0.01%-55,88013F-HRTimelineGroup
AlphaCore Capital LLC751,834$32.3M0.72%+65,19613F-HRTimeline
BOK Financial Private Wealth, Inc.708,723$30.5M1.86%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC701,693$30.2M0.01%+235,53813F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC615,209$26.4M0.55%+15,23213F-HRTimelineGroup
AE Wealth Management LLC570,027$24.5M0.14%+45,85513F-HRTimeline
United Community Bankin group United Community Bank389,667$16.8M6.33%+7,74613F-HRTimelineGroup
China Universal Asset Management Co., L…389,500$16.7M1.29%+7,00013F-HRTimeline
Fielder Capital Group LLC384,057$16.5M3.51%+23,85013F-HRTimeline
Avestar Capital, LLC354,515$15.2M1.05%+55,66613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC312,857$13.4M<0.01%new13F-HR/ATimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…312,000$13.4M0.04%new13F-HRTimelineGroup
Versant Capital Management, Inc306,339$13.2M1.65%+70,16413F-HRTimeline
MAI Capital Management296,864$12.8M0.07%+264,16613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC260,137$11.2M0.57%+25,51013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC259,389$11.2M0.42%+7,88813F-HRTimeline
MorganRosel Wealth Management, LLC236,663$10.2M2.55%-11,58613F-HRTimeline
World Investment Advisors231,326$9.94M0.16%+12,14113F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP228,551$9.83M0.01%+7,46913F-HRTimelineGroup
SFM, LLC224,879$9.67M5.66%-1,61213F-HRTimeline
MGO ONE SEVEN LLC223,287$9.6M0.2%+18,23713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC222,221$9.55M<0.01%+18,21813F-HRTimelineGroup
Raub Brock Capital Management LP206,040$8.86M1.97%-1,66013F-HRTimeline
MML INVESTORS SERVICES, LLC204,493$8.79M0.02%+34,07913F-HRTimeline
Stokes Family Office, LLC198,386$8.53M0.78%-4,16213F-HRTimeline
Amundiin group Amundi171,747$7.38M<0.01%-111,70413F-HRTimelineGroup
Permanens Capital L.P.152,381$6.55M0.85%new13F-HRTimeline
Spectrum Strategic Capital Management, …150,411$6.47M3.44%+19,59713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC135,005$5.8M1.92%-10,25913F-HRTimeline
RFG Advisory, LLC131,470$5.65M0.11%-35813F-HRTimeline
LPL Financial LLC121,818$5.24M<0.01%+33,66813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC120,575$5.18M0.58%+10,23913F-HRTimeline
Greenline Partners, LLC116,126$4.99M0.57%-2,20713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.115,701$4.97M0.01%+12,71913F-HRTimelineGroup
TABLEAUX LLC107,053$4.86M3.44%-92,29713F-HR/ATimeline
Bauman Advisory Group, LLC111,164$4.78M3.85%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC108,325$4.66M0.12%-75,34813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC106,600$4.58M0.01%-52,70013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC106,427$4.58M<0.01%-24,60513F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…98,720$4.24M0.13%-2,30413F-HRTimelineGroup
Scarborough Advisors, LLC89,419$3.84M0.65%-42013F-HRTimeline
Running Point Capital Advisors, LLC83,773$3.6M0.98%+5,64513F-HRTimeline
Cetera Investment Advisers80,945$3.48M<0.01%+6,79113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth80,058$3.44M<0.01%+63,30013F-HRTimelineGroup
Atria Investments, Inc79,656$3.42M0.04%+18,38413F-HRTimeline
M Wealth Management, LLC76,528$3.29M2.86%013F-HRTimeline
Mariner, LLCin group Mariner, LLC76,505$3.29M<0.01%+24,15513F-HRTimelineGroup
Brookwood Investment Group LLC66,145$2.84M0.34%+10,75813F-HRTimeline
Turning Point Benefit Group, Inc.65,800$2.83M1.48%-3,36313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …63,891$2.75M0.08%013F-HR/ATimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD62,000$2.67M0.01%-30,00013F-HRTimelineGroup
Wedmont Private Capital59,323$2.63M0.09%-9,77913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC60,220$2.59M0.29%-7,58513F-HRTimeline
SteelPeak Wealth, LLC59,757$2.57M0.08%+28213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…58,976$2.55M<0.01%-13,04313F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC54,942$2.36M0.02%-11,18513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC50,852$2.19M<0.01%+23,40813F-HRTimelineGroup
Cedar Point Capital Partners, LLC47,701$2.05M1.31%+9,05113F-HRTimeline
Prospera Financial Services Inc47,529$2.04M0.03%-1,02613F-HRTimeline
Vise Technologies, Inc.45,483$1.96M0.04%+28,55413F-HRTimeline
OARSMAN CAPITAL, INC.44,976$1.93M0.25%-2,76913F-HRTimeline
TUDOR INVESTMENT CORP ET AL44,068$1.89M0.01%new13F-HRTimeline
Sankala Group LLC35,826$1.88M1.5%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV43,465$1.87M<0.01%-18,40113F-HRTimeline
Choate Investment Advisors42,634$1.83M0.04%+11,70213F-HRTimeline
Rede Wealth, LLC41,592$1.79M0.62%new13F-HRTimeline
Cambridge Investment Research Advisors,…37,145$1.6M<0.01%+4,73613F-HRTimeline
Tactive Advisors, LLC34,948$1.5M0.44%-2,06813F-HRTimeline
NewEdge Advisors, LLC34,921$1.5M0.01%+34113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33,716$1.45M0.02%-26,00613F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…33,534$1.44M0.19%013F-HRTimeline
HighTower Advisors, LLC33,064$1.42M<0.01%+2,06013F-HRTimeline
Creative Planningin group Creative Planning32,811$1.41M<0.01%+14,65213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,731$1.36M0.01%-1,17013F-HRTimelineGroup
Alpha Cubed Investments, LLC31,689$1.36M0.05%+19,82613F-HRTimeline
Red Tortoise LLC31,072$1.34M0.57%013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC30,260$1.3M0.38%-7,06813F-HRTimeline
BOKF, NAin group BOKF, NA29,342$1.26M0.02%+15,58313F-HRTimelineGroup
Ardent Capital Management, Inc.28,500$1.23M0.48%013F-HRTimeline
Rooted Wealth Advisors, Inc.24,242$1.19M0.34%+20313F-HRTimeline
Kovack Advisors, Inc.26,656$1.15M0.05%new13F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…26,613$1.14M0.14%+6,09613F-HRTimeline
&PARTNERS26,604$1.14M0.01%+1,02813F-HRTimeline
IFP Advisors, Inc25,542$1.1M0.02%+1,13713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC24,701$1.06M0.08%-30413F-HRTimeline
STUART INVESTMENT ADVISORS, INC.24,033$1.03M0.93%+9,58713F-HRTimeline
Chemistry Wealth Management LLC23,400$1.01M0.19%+6,83513F-HRTimeline
Westfuller Advisors, LLC21,771$936K0.38%-10,77113F-HRTimeline
Headlands Technologies LLC21,746$935K0.08%new13F-HRTimeline
Orion Porfolio Solutions, LLC21,588$928K0.01%+2,54913F-HRTimeline
Sound Portfolio Advisors, LLC21,375$919K0.77%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,733$891K<0.01%+2,70413F-HRTimeline
Family Investment Center, Inc.20,346$875K0.18%+1,24213F-HRTimeline
Aptus Capital Advisors, LLC20,105$864K0.01%+5,00013F-HRTimeline
Merit Financial Group, LLC19,397$834K0.01%+9,53713F-HRTimeline
SMITH, MOORE & CO.19,300$830K0.06%+78213F-HRTimeline
Mayflower Financial Advisors, LLC17,703$761K0.09%+60113F-HRTimeline
Vestmark Advisory Solutions, Inc.17,506$753K0.01%+2,03313F-HRTimeline
Avos Capital Management, LLC17,187$739K0.32%new13F-HRTimeline
Brand Asset Management Group, Inc.17,089$735K0.21%+76913F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…17,077$734K0.06%new13F-HRTimelineGroup
New England Private Wealth Advisors LLC16,772$721K0.09%013F-HR/ATimeline
Signal Advisors Wealth, LLC16,451$707K0.06%-1,12613F-HRTimeline
Beacon Pointe Advisors, LLC16,291$700K<0.01%+6,89113F-HRTimeline
Meridian Wealth Management, LLC15,828$680K0.02%new13F-HRTimeline
NavPoint Financial, Inc.15,218$654K0.28%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC15,100$649K0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,585$631K0.04%+7,75513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…14,636$629K0.2%+60013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC13,862$596K0.27%-22113F-HRTimeline
Sivia Capital Partners, LLC12,521$538K0.11%new13F-HRTimeline
Summit Trail Advisors, LLC12,500$537K0.01%+3,80013F-HRTimeline
Quantinno Capital Management LP11,906$512K<0.01%+4,56113F-HRTimeline
Slagle Financial, LLC11,129$478K0.17%-2,01413F-HRTimeline
Global Retirement Partners, LLC10,911$469K0.01%+5,08813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC10,909$469K0.13%+2,12613F-HRTimeline
AlphaStar Capital Management, LLC10,757$462K0.03%new13F-HRTimeline
CIBC WORLD MARKET INC.10,643$458K<0.01%new13F-HRTimeline
Optivise Advisory Services LLC10,555$454K0.26%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,552$454K<0.01%+1,78313F-HRTimeline
Painted Porch Advisors LLC10,500$451K0.18%013F-HRTimeline
TWO SIGMA SECURITIES, LLC10,149$436K0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,862$424K<0.01%new13F-HR/ATimelineGroup
SFMG, LLC9,806$422K0.03%new13F-HRTimeline
Arkadios Wealth Advisors9,684$416K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,206$412K<0.01%-53013F-HRTimeline
CAP Partners, LLC9,543$410K0.23%+42913F-HRTimeline
SJS Investment Consulting Inc.9,348$402K0.05%013F-HRTimeline
S.A. Mason LLC9,293$400K0.16%new13F-HRTimeline
Townsend Financial Planning, LLC9,183$395K0.4%13F-HRTimeline
Beckerman Institutional, LLC8,977$386K0.22%+25213F-HRTimeline
Plum Street Advisors, LLC8,521$366K0.13%-1,45413F-HRTimeline
EVOKE WEALTH, LLC8,458$364K0.01%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.8,381$360K0.02%+2,87813F-HRTimeline
GILL CAPITAL PARTNERS, LLC8,355$359K0.11%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,129$349K<0.01%-34813F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC7,635$328K0.13%-2,20213F-HRTimeline
W1M Asset Management Ltd7,282$313K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,170$308K<0.01%new13F-HR/ATimelineGroup
Discipline Wealth Solutions, LLC7,168$308K0.06%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,032$302K<0.01%new13F-HRTimelineGroup
Indivisible Partners7,009$301K0.03%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…7,000$301K0.08%+1,00013F-HRTimeline
LFG Wealth Partners, LLC6,685$287K0.18%13F-HRTimeline
Main Street Financial Solutions, LLC6,650$286K0.02%new13F-HRTimeline
Bedminster, LLC6,614$284K0.26%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,500$279K<0.01%013F-HRTimelineGroup
Cushing Capital Partners, LLC6,331$272K0.2%new13F-HRTimeline
FRG Family Wealth Advisors LLC6,240$268K0.04%013F-HRTimeline
Reliant Wealth Planning6,225$268K0.08%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.6,106$262K0.12%-75613F-HRTimeline
HOWE & RUSLING INC6,084$262K0.02%013F-HRTimeline
D'Orazio & Associates, Inc.5,983$257K0.03%013F-HRTimeline
Retirement Planning Group, LLC5,949$256K0.01%013F-HRTimeline
United Advisor Group, LLC5,896$253K0.03%-1,74313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,823$250K0.08%-23,50913F-HRTimeline
Kingdom Financial Group LLC.5,810$250K0.08%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,799$249K<0.01%013F-HRTimelineGroup
Bay Rivers Group5,771$248K0.1%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,625$242K<0.01%-68613F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp5,414$233K0.01%+5,16413F-HRTimelineGroup
Foundations Investment Advisors, LLC5,383$231K<0.01%new13F-HRTimeline
SVRN Asset Management, LLC5,365$231K0.19%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,347$230K<0.01%-3,92213F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC5,297$228K<0.01%-59113F-HRTimeline
Betterment LLC5,282$227K<0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP5,096$219K0.01%new13F-HRTimeline
First Financial Bankshares Inc5,032$216K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,005$215K0.01%+3,11813F-HRTimelineGroup
Aspect Partners, LLC5,005$215K0.09%+2013F-HRTimeline
XML Financial, LLC4,904$211K0.02%new13F-HRTimeline
Arax Advisory Partners4,887$210K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,884$210K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC4,815$207K<0.01%new13F-HRTimeline
Networth Advisors, LLC4,134$178K0.13%13F-HRTimeline
Smartleaf Asset Management LLC3,531$153K0.01%013F-HRTimeline
Deane Retirement Strategies, Inc.3,509$151K0.06%+1,06713F-HRTimeline
Quest 10 Wealth Builders, Inc.3,356$144K0.13%-61213F-HRTimeline
Atomic Invest LLC3,112$135K0.08%13F-HRTimeline
CoreFirst Bank & Trust3,000$129K0.07%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,860$123K<0.01%+1,00013F-HRTimelineGroup
Orion Capital Management LLC2,445$105K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,315$100K<0.01%+64713F-HRTimelineGroup
Imprint Wealth LLC2,094$90K0.42%+94613F-HRTimeline
LANARK FINANCIAL, INC.1,902$81.8K0.01%+31413F-HRTimeline