iShares Gold Trust Micro - SHARES REPRESENT (IAUM)
CUSIP: 46436F103
Q3 2023 13F Holders as of 30 Sep 2023
- Type / Class
- Equity / SHARES REPRESENT
- Total 13F shares
- 28,571,170
- Share change
- -8,187,452
- Total reported value
- $527,365,581
- Price per share
- $18.45
- Number of holders
- 44
- Value change
- -$151,924,259
- Number of buys
- 28
- Number of sells
- 14
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?
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- Latest 13F filings for newly reported positions across managers.
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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
|
10,601,000
|
$203,327,180 | — | 30 Jun 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
9,204,415
|
$176,540,680 | — | 30 Jun 2023 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
4,750,000
|
$91,105,000 | — | 30 Jun 2023 | |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
13F
|
Company |
—
class O/S missing
|
3,504,314
|
$67,212,743 | — | 30 Jun 2023 | |
| TEACHER RETIREMENT SYSTEM OF TEXAS |
13F
|
Company |
—
class O/S missing
|
2,150,000
|
$41,237,000 | — | 30 Jun 2023 | |
| AE Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
1,722,723
|
$33,041,827 | — | 30 Jun 2023 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
1,437,000
|
$28,711,260 | — | 30 Jun 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
1,159,762
|
$22,244,235 | — | 30 Jun 2023 | |
| Greenline Partners, LLC |
13F
|
Company |
—
class O/S missing
|
635,216
|
$12,183,443 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
606,969
|
$11,641,665 | — | 30 Jun 2023 | |
| THEORY FINANCIAL LLC |
13F
|
Company |
—
class O/S missing
|
180,049
|
$3,453,340 | — | 30 Jun 2023 | |
| CASTLE WEALTH MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
135,403
|
$2,597,030 | — | 30 Jun 2023 | |
| MARIPAU WEALTH MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
112,618
|
$2,160,008 | — | 30 Jun 2023 | |
| Atria Investments, Inc |
13F
|
Company |
—
class O/S missing
|
86,524
|
$1,659,525 | — | 30 Jun 2023 | |
| Versant Capital Management, Inc |
13F
|
Company |
—
class O/S missing
|
82,119
|
$1,575,042 | — | 30 Jun 2023 | |
| B.O.S.S. Retirement Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
80,517
|
$1,544,316 | — | 30 Jun 2023 | |
| OARSMAN CAPITAL, INC. |
13F
|
Company |
—
class O/S missing
|
65,110
|
$1,248,810 | — | 30 Jun 2023 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
50,132
|
$961,000 | — | 30 Jun 2023 | |
| Slagle Financial, LLC |
13F
|
Company |
—
class O/S missing
|
29,232
|
$560,669 | — | 30 Jun 2023 | |
| Truadvice, LLC |
13F
|
Company |
—
class O/S missing
|
25,761
|
$492,293 | — | 30 Jun 2023 | |
| Rooted Wealth Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
22,548
|
$432,000 | — | 30 Jun 2023 | |
| Jackson Creek Investment Advisors LLC |
13F
|
Company |
—
class O/S missing
|
20,225
|
$388,000 | — | 30 Jun 2023 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
17,615
|
$337,855 | — | 30 Jun 2023 | |
| Kingdom Financial Group LLC. |
13F
|
Company |
—
class O/S missing
|
15,793
|
$302,910 | — | 30 Jun 2023 | |
| Kovack Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
14,642
|
$280,843 | — | 30 Jun 2023 | |
| SINECERA CAPITAL, LLC |
13F
|
Company |
—
class O/S missing
|
14,313
|
$274,523 | — | 30 Jun 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
12,909
|
$247,595 | — | 30 Jun 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
9,358
|
$179,500 | — | 30 Jun 2023 | |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
13F
|
Company |
—
class O/S missing
|
4,188
|
$80,326 | — | 30 Jun 2023 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
2,650
|
$50,827 | — | 30 Jun 2023 | |
| Kelly Financial Services LLC |
13F
|
Company |
—
class O/S missing
|
1,907
|
$36,576 | — | 30 Jun 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,105
|
$21,000 | — | 30 Jun 2023 | |
| Richard W. Paul & Associates, LLC |
13F
|
Company |
—
class O/S missing
|
555
|
$10,645 | — | 30 Jun 2023 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
—
class O/S missing
|
459
|
$8,804 | — | 30 Jun 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
116
|
$2,225 | — | 30 Jun 2023 | |
| SIGNATUREFD, LLC |
13F
|
Company |
—
class O/S missing
|
100
|
$1,918 | — | 30 Jun 2023 |
Institutional Holders of iShares Gold Trust Micro - SHARES REPRESENT (IAUM) as of Q3 2023
As of 30 Sep 2023,
iShares Gold Trust Micro - SHARES REPRESENT (IAUM) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
28,571,170 shares.
The largest 10 holders included
Alaska Permanent Fund Corp, ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP, Sumitomo Mitsui Trust Holdings, Inc., AE Wealth Management LLC, TEACHER RETIREMENT SYSTEM OF TEXAS, BlackRock Inc., BANK OF AMERICA CORP /DE/, Greenline Partners, LLC, JANE STREET GROUP, LLC, and JPMORGAN CHASE & CO.
This page lists
44
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
36
Q3 2023 holders
44
Holder diff
8
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 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.