iShares Gold Trust Micro - SHARES REPRESENT (IAUM)
CUSIP: 46436F103
Q1 2023 13F Holders as of 31 Mar 2023
- Type / Class
- Equity / SHARES REPRESENT
- Total 13F shares
- 11,779,256
- Share change
- +992,497
- Total reported value
- $231,945,067
- Price per share
- $19.69
- Number of holders
- 24
- Value change
- +$19,559,497
- Number of buys
- 17
- Number of sells
- 9
Quarterly Holders Quick Answers
What is CUSIP 46436F103?
CUSIP 46436F103 identifies IAUM - iShares Gold Trust Micro - SHARES REPRESENT in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 46436F103:
Top shareholders of IAUM - iShares Gold Trust Micro - SHARES REPRESENT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Alaska Permanent Fund Corp |
13F
|
Company |
—
class O/S missing
|
32,283,700
|
$587,886,000 | — | 31 Dec 2022 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
3,150,000
|
$57,361,500 | — | 31 Dec 2022 | |
| TEACHER RETIREMENT SYSTEM OF TEXAS |
13F
|
Company |
—
class O/S missing
|
2,000,000
|
$36,420,000 | — | 31 Dec 2022 | |
| AE Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
1,809,740
|
$32,955,356 | — | 31 Dec 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
1,645,599
|
$29,966,358 | — | 31 Dec 2022 | |
| Greenline Partners, LLC |
13F
|
Company |
—
class O/S missing
|
814,336
|
$14,829,059 | — | 31 Dec 2022 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
792,679
|
$14,434,685 | — | 31 Dec 2022 | |
| THEORY FINANCIAL LLC |
13F
|
Company |
—
class O/S missing
|
188,235
|
$3,427,759 | — | 31 Dec 2022 | |
| MARIPAU WEALTH MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
74,201
|
$1,432,817 | — | 31 Dec 2022 | |
| B.O.S.S. Retirement Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
72,141
|
$1,313,688 | — | 31 Dec 2022 | |
| OARSMAN CAPITAL, INC. |
13F
|
Company |
—
class O/S missing
|
58,234
|
$1,060,441 | — | 31 Dec 2022 | |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
13F
|
Company |
—
class O/S missing
|
55,414
|
$1,009,089 | — | 31 Dec 2022 | |
| Versant Capital Management, Inc |
13F
|
Company |
—
class O/S missing
|
50,718
|
$923,575 | — | 31 Dec 2022 | |
| Jackson Creek Investment Advisors LLC |
13F
|
Company |
—
class O/S missing
|
21,785
|
$397,000 | — | 31 Dec 2022 | |
| Rooted Wealth Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
16,455
|
$300,000 | — | 31 Dec 2022 | |
| Arcadia Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
13,703
|
$249,532 | — | 31 Dec 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
10,096
|
$183,848 | — | 31 Dec 2022 | |
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
13F
|
Company |
—
class O/S missing
|
5,367
|
$97,733 | — | 31 Dec 2022 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
2,399
|
$43,686 | — | 31 Dec 2022 | |
| Kelly Financial Services LLC |
13F
|
Company |
—
class O/S missing
|
1,943
|
$35,382 | — | 31 Dec 2022 | |
| Richard W. Paul & Associates, LLC |
13F
|
Company |
—
class O/S missing
|
1,427
|
$25,986 | — | 31 Dec 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,105
|
$20,000 | — | 31 Dec 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
681
|
$12,000 | — | 31 Dec 2022 | |
| Belpointe Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
409
|
$7,448 | — | 31 Dec 2022 | |
| CWM, LLC |
13F
|
Company |
—
class O/S missing
|
92
|
$2,000 | — | 31 Dec 2022 | |
| MONEY CONCEPTS CAPITAL CORP |
13F
|
Company |
—
class O/S missing
|
80
|
$1,457 | — | 31 Dec 2022 |
Institutional Holders of iShares Gold Trust Micro - SHARES REPRESENT (IAUM) as of Q1 2023
As of 31 Mar 2023,
iShares Gold Trust Micro - SHARES REPRESENT (IAUM) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,779,256 shares.
The largest 10 holders included
Sumitomo Mitsui Trust Holdings, Inc., TEACHER RETIREMENT SYSTEM OF TEXAS, AE Wealth Management LLC, BlackRock Inc., Greenline Partners, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, THEORY FINANCIAL LLC, MARIPAU WEALTH MANAGEMENT LLC, HRT FINANCIAL LP, and B.O.S.S. Retirement Advisors, LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
26
Q1 2023 holders
24
Holder diff
-2
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 Value $ | Q1 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.