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Disclosery

IAUM ISHARES GOLD TRUST MICRO

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SHS (fund), issuer CIK 1759124

277 managers (280 13F filers) reported a position in IAUM shares at 2026-03-31, 67,915,933 shares in all. 52 filers opened a position and 15 filers sold out during the quarter.

Managers
277
13F filers
280
New
52
Added
107
Reduced
70
Sold out
15
Shares held by filers
67,915,933

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, …26,834,927$1.25B0.81%+4,900,00013F-HRTimelineGroup
Alaska Permanent Fund Corp3,709,000$171M10.86%+751,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,424,139$160M0.01%+499,96213F-HRTimelineGroup
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…2,875,749$134M54.75%+302,42513F-HRTimeline
Heck Capital Advisors, LLC2,435,620$114M8.44%+1,232,42913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,683,974$78.6M0.67%-27,80913F-HRTimelineGroup
Blue Trust, Inc.1,606,389$75M0.86%-143,84513F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…1,476,384$68.9M2.41%-1,853,07813F-HRTimeline
Asset Management One Co., Ltd.1,427,692$66.7M0.2%+237,66113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,339,049$63.5M1.38%-20,95113F-HRTimelineGroup
BOK Financial Private Wealth, Inc.1,130,650$52.8M3.19%+421,92713F-HRTimeline
Myriad Asset Management Advisors LLCgroup of 2 filers holding1,052,613$49.2M-115,875Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,028,056$48M+8,363Timeline
Quadrature Capital Ltdin group Quadrature Capital Ltd991,744$46.3M0.55%new13F-HRTimelineGroup
AlphaCore Capital LLC940,234$43.9M1.04%+188,40013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.843,490$39.4M<0.01%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…740,000$34.6M0.1%+428,00013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC734,747$34.3M0.01%+33,05413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC657,201$30.7M<0.01%+344,34413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC643,517$30.1M0.64%+28,30813F-HRTimelineGroup
Sanctuary Advisors, LLC419,754$19.6M0.11%-394,23013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO414,045$18.6M<0.01%-386,76213F-HR/ATimelineGroup
Fielder Capital Group LLC393,890$18.4M4.01%+9,83313F-HRTimeline
United Community Bankin group United Community Bank376,344$17.6M5.86%-13,32313F-HRTimelineGroup
Avestar Capital, LLC367,753$17.2M1.18%+13,23813F-HRTimeline
Reliant Wealth Planning336,983$15.7M4.76%+330,75813F-HRTimeline
China Universal Asset Management Co., L…333,000$15.6M1.18%-56,50013F-HRTimeline
Versant Capital Management, Inc320,167$15M1.47%+13,82813F-HRTimeline
MAI Capital Management314,987$14.7M0.08%+18,12313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC275,045$12.8M0.51%+15,65613F-HRTimeline
World Investment Advisors274,866$12.8M0.21%+43,54013F-HRTimeline
Permanens Capital L.P.265,651$12.4M1.6%+113,27013F-HRTimeline
RFG Advisory, LLC263,517$12.3M0.23%+132,04713F-HRTimeline
AE Wealth Management LLC253,352$11.8M0.06%-316,67513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC252,629$11.8M<0.01%+30,40813F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC244,500$11.4M0.6%-15,63713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…239,574$11.2M0.02%+180,59813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP238,621$11.1M0.02%+10,07013F-HRTimelineGroup
MGO ONE SEVEN LLC219,028$10.2M0.21%-4,25913F-HRTimeline
SFM, LLC216,857$10.1M6.12%-8,02213F-HRTimeline
Raub Brock Capital Management LP202,920$9.48M2.4%-3,12013F-HRTimeline
Bauman Advisory Group, LLC190,927$8.92M6.25%+79,76313F-HRTimeline
MML INVESTORS SERVICES, LLC175,365$8.19M0.02%-29,12813F-HRTimeline
Greenline Partners, LLC170,451$7.96M0.86%+54,32513F-HRTimeline
TABLEAUX LLC168,626$7.87M3.81%+61,57313F-HRTimeline
Spectrum Strategic Capital Management, …147,489$6.89M3.71%-2,92213F-HRTimeline
LPL Financial LLC142,545$6.66M<0.01%+20,72713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC135,532$6.33M0.09%+120,43213F-HRTimelineGroup
Amundiin group Amundi135,329$6.32M<0.01%-36,41813F-HRTimelineGroup
VICUS CAPITAL133,915$6.25M0.46%-945,17413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC129,176$6.03M0.01%+78,32413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC128,439$6M0.01%+107,70613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC127,275$5.94M<0.01%+20,84813F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC126,968$5.93M1.92%-8,03713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth125,327$5.85M0.01%+45,26913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.115,579$5.4M0.01%-12213F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…113,308$5.29M0.19%+14,58813F-HRTimelineGroup
MorganRosel Wealth Management, LLC110,084$5.14M2.03%-126,57913F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …105,101$4.91M0.14%+41,21013F-HRTimelineGroup
Summit Financial, LLC96,840$4.52M0.06%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC95,672$4.47M0.5%-24,90313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC95,080$4.44M0.02%+63,34913F-HRTimelineGroup
Cetera Investment Advisers88,606$4.14M<0.01%+7,66113F-HRTimeline
U.S. Capital Wealth Advisors, LLC87,596$4.09M0.1%-20,72913F-HRTimeline
Atria Investments, Inc82,598$3.86M0.04%+2,94213F-HRTimeline
Stokes Family Office, LLC80,024$3.74M0.39%-118,36213F-HRTimeline
Mariner, LLCin group Mariner, LLC79,883$3.73M<0.01%+3,37813F-HRTimelineGroup
M Wealth Management, LLC76,528$3.57M3.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD62,000$2.9M0.01%013F-HRTimelineGroup
SteelPeak Wealth, LLC59,626$2.78M0.09%-13113F-HRTimeline
Owl Creek Wealth Partners LLC57,961$2.71M0.96%13F-HRTimeline
Empowered Funds, LLC55,810$2.61M0.02%new13F-HR/ATimeline
Savvy Advisors, Inc.55,804$2.61M0.07%new13F-HRTimeline
Prospera Financial Services Inc53,941$2.52M0.04%+6,41213F-HRTimeline
Choate Investment Advisors53,698$2.51M0.05%+11,06413F-HRTimeline
Cedar Point Capital Partners, LLC50,906$2.38M1.54%+3,20513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC50,141$2.34M0.26%-10,07913F-HRTimeline
Turning Point Benefit Group, Inc.74,989$2.29M1.46%+9,18913F-HRTimeline
BOKF, NAin group BOKF, NA46,489$2.17M0.03%+17,14713F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,802$2.14M0.01%+8,65713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS45,408$2.12M<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning44,567$2.08M<0.01%+11,75613F-HRTimelineGroup
Heirloom Wealth Management44,279$2.07M0.37%new13F-HRTimeline
OARSMAN CAPITAL, INC.42,907$2M0.25%-2,06913F-HRTimeline
Vise Technologies, Inc.45,483$1.96M0.04%013F-HRTimeline
HighTower Advisors, LLC39,786$1.86M<0.01%+6,72213F-HRTimeline
Chemistry Wealth Management LLC37,801$1.77M0.31%+14,40113F-HRTimeline
Tactive Advisors, LLC36,868$1.72M0.49%+1,92013F-HRTimeline
Sankala Group LLC36,831$1.66M1.36%+1,00513F-HRTimeline
Westfuller Advisors, LLC35,165$1.64M0.71%+13,39413F-HRTimeline
&PARTNERS34,406$1.61M0.01%+7,80213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC35,254$1.59M<0.01%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC33,760$1.58M0.11%+9,05913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…33,534$1.57M0.21%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33,397$1.56M0.02%-31913F-HRTimelineGroup
Wedmont Private Capital32,827$1.55M0.05%-26,49613F-HRTimeline
STUART INVESTMENT ADVISORS, INC.32,934$1.54M0.67%+8,90113F-HRTimeline
TUDOR INVESTMENT CORP ET AL31,233$1.46M0.01%-12,83513F-HRTimeline
Red Tortoise LLC31,072$1.45M0.61%013F-HRTimeline
Firestone Capital Management30,938$1.44M0.3%new13F-HRTimeline
Hilton Capital Management, LLC30,050$1.4M0.11%new13F-HRTimeline
Cushing Capital Partners, LLC29,416$1.37M1.06%+23,08513F-HRTimeline
Rooted Wealth Advisors, Inc.28,379$1.36M0.36%+4,13713F-HRTimeline
Ardent Capital Management, Inc.28,500$1.33M0.57%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,487$1.33M<0.01%+23,14013F-HRTimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC27,750$1.3M0.37%-2,51013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…26,495$1.24M0.15%-11813F-HRTimeline
Beacon Pointe Advisors, LLC26,191$1.22M0.01%+9,90013F-HRTimeline
IFP Advisors, Inc25,983$1.21M0.03%+44113F-HRTimeline
Kovack Advisors, Inc.24,854$1.16M0.06%-1,80213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,795$1.16M<0.01%new13F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…24,358$1.14M0.33%+9,72213F-HRTimeline
Scarborough Advisors, LLC24,325$1.14M0.12%-65,09413F-HRTimeline
Aptus Capital Advisors, LLC23,148$1.08M0.01%+3,04313F-HRTimeline
Independent Advisor Alliance21,964$1.03M0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC21,442$1M0.03%new13F-HRTimeline
Sound Portfolio Advisors, LLC21,050$983K0.8%-32513F-HRTimeline
Gotham Asset Management, LLC20,896$976K<0.01%new13F-HRTimeline
SMITH, MOORE & CO.20,353$950K0.07%+1,05313F-HRTimeline
Rede Wealth, LLC19,677$919K0.33%-21,91513F-HRTimeline
Mayflower Financial Advisors, LLC18,285$854K0.1%+58213F-HRTimeline
Vestmark Advisory Solutions, Inc.18,084$845K0.01%+57813F-HRTimeline
Family Investment Center, Inc.17,851$834K0.16%-2,49513F-HRTimeline
Signal Advisors Wealth, LLC17,611$822K0.06%+1,16013F-HRTimeline
Betterment LLC17,552$820K<0.01%+12,27013F-HRTimeline
Headlands Technologies LLC17,496$817K0.09%-4,25013F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…17,077$797K0.07%013F-HRTimelineGroup
New England Private Wealth Advisors LLC16,772$783K0.09%013F-HRTimeline
Meridian Wealth Management, LLC16,147$754K0.03%+31913F-HRTimeline
Brand Asset Management Group, Inc.16,028$749K0.19%-1,06113F-HRTimeline
Sivia Capital Partners, LLC15,727$734K0.14%+3,20613F-HRTimeline
Causey Wealth LLC15,599$728K0.31%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC15,405$719K0.32%+1,54313F-HR/ATimeline
NavPoint Financial, Inc.15,218$711K0.29%013F-HRTimeline
EVOKE WEALTH, LLC14,909$696K0.01%+6,45113F-HRTimeline
McKinley Carter Wealth Services, Inc.12,823$599K0.03%+4,44213F-HRTimeline
Townsend Financial Planning, LLC12,640$590K0.57%+3,45713F-HRTimeline
Summit Trail Advisors, LLC12,554$586K0.01%+5413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,495$582K<0.01%+3,28913F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…12,450$581K0.2%+5,45013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brookstone Capital Managementin group Brookstone Capital Management12,195$570K0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP11,847$553K<0.01%-5913F-HRTimeline
Avos Capital Management, LLC11,487$536K0.21%-5,70013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,319$529K<0.01%+76713F-HRTimeline
SFMG, LLC10,899$509K0.03%+1,09313F-HRTimeline
Optivise Advisory Services LLC10,839$506K0.31%+28413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,739$502K<0.01%+2,61013F-HRTimelineGroup
CIBC WORLD MARKET INC.10,643$497K<0.01%013F-HRTimeline
AlphaStar Capital Management, LLC10,630$496K0.04%-12713F-HRTimeline
Painted Porch Advisors LLC10,500$490K0.23%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,457$488K<0.01%new13F-HRTimelineGroup
Beckerman Institutional, LLC10,043$469K0.25%+1,06613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,932$464K0.02%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP9,872$461K<0.01%+2,70213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,862$461K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC9,860$460K<0.01%-9,53713F-HRTimeline
Arkadios Wealth Advisors9,727$454K0.01%+4313F-HRTimeline
HRT FINANCIAL LP9,444$441K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.9,348$437K0.05%013F-HRTimeline
S.A. Mason LLC9,337$436K0.16%+4413F-HRTimeline
Slagle Financial, LLC9,213$430K0.14%-1,91613F-HRTimeline
Keystone Wealth Services, LLC8,992$420K0.09%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,968$419K0.01%+3,96313F-HR/ATimelineGroup
NewEdge Advisors, LLC8,596$401K<0.01%-26,32513F-HR/ATimeline
Bay Rivers Group8,376$391K0.16%+2,60513F-HRTimeline
GILL CAPITAL PARTNERS, LLC8,355$390K0.11%013F-HRTimeline
MJP ASSOCIATES INC /ADV7,962$372K0.05%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,962$372K0.03%new13F-HRTimelineGroup
XML Financial, LLC7,804$364K0.03%+2,90013F-HRTimeline
Orion Porfolio Solutions, LLC7,575$354K<0.01%-14,01313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,475$349K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED7,354$343K0.03%-7,23113F-HRTimeline
Plum Street Advisors, LLC7,342$343K0.12%-1,17913F-HRTimeline
W1M Asset Management Ltd7,282$340K<0.01%013F-HRTimeline
Discipline Wealth Solutions, LLC7,168$335K0.04%013F-HRTimeline
Cresset Asset Management, LLC7,167$335K<0.01%new13F-HRTimeline
Indivisible Partners7,112$332K0.03%+10313F-HRTimeline
Walkner Condon Financial Advisors LLC7,031$328K0.04%new13F-HRTimeline
Bedminster, LLC6,832$319K0.3%+21813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,687$312K0.01%new13F-HRTimelineGroup
LFG Wealth Partners, LLC6,685$312K0.19%013F-HRTimeline
Main Street Financial Solutions, LLC6,650$311K0.02%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,650$311K0.02%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,573$307K0.07%-4,33613F-HRTimeline
CAP Partners, LLC6,251$292K0.16%-3,29213F-HRTimeline
FRG Family Wealth Advisors LLC6,240$291K0.05%013F-HRTimeline
HOWE & RUSLING INC6,084$284K0.02%013F-HRTimeline
D'Orazio & Associates, Inc.5,983$279K0.04%013F-HRTimeline
Retirement Planning Group, LLC5,949$278K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,799$271K<0.01%013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC5,779$270K<0.01%+48213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,778$270K0.13%-32813F-HRTimeline
Womack Financial LLC5,720$267K0.2%new13F-HRTimeline
CacheTech Inc.5,509$257K0.05%new13F-HRTimeline
Kingsbury Capital Investment Advisors L…5,465$255K0.24%13F-HRTimeline
Apella Capital, LLC5,266$255K<0.01%new13F-HRTimeline
SVRN Asset Management, LLC5,365$251K0.24%013F-HRTimeline
Foundations Investment Advisors, LLC5,326$249K<0.01%-5713F-HRTimeline
OneDigital Investment Advisors LLC5,250$245K<0.01%+43513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,215$244K<0.01%-41013F-HRTimelineGroup