iShares Gold Trust Micro - SHARES REPRESENT (IAUM)
CUSIP: 46436F103
Q4 2023 13F Holders as of 31 Dec 2023
- Type / Class
- Equity / SHARES REPRESENT
- Total 13F shares
- 42,621,596
- Share change
- +13,875,165
- Total reported value
- $877,483,257
- Price per share
- $20.60
- Number of holders
- 52
- Value change
- +$286,575,309
- Number of buys
- 25
- Number of sells
- 16
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.
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These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
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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
|
$195,588,450 | — | 30 Sep 2023 | |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
13F
|
Company |
—
class O/S missing
|
5,261,514
|
$97,074,933 | — | 30 Sep 2023 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
4,400,000
|
$81,180,000 | — | 30 Sep 2023 | |
| AE Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
1,918,613
|
$35,398,410 | — | 30 Sep 2023 | |
| TEACHER RETIREMENT SYSTEM OF TEXAS |
13F
|
Company |
—
class O/S missing
|
1,300,000
|
$23,985,000 | — | 30 Sep 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
1,130,639
|
$20,860,290 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
710,069
|
$13,100,773 | — | 30 Sep 2023 | |
| Greenline Partners, LLC |
13F
|
Company |
—
class O/S missing
|
635,216
|
$11,719,735 | — | 30 Sep 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
429,891
|
$7,931,489 | — | 30 Sep 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
320,089
|
$5,905,642 | — | 30 Sep 2023 | |
| MorganRosel Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
306,583
|
$5,656,456 | — | 30 Sep 2023 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
217,849
|
$4,173,987 | — | 30 Sep 2023 | |
| THEORY FINANCIAL LLC |
13F
|
Company |
—
class O/S missing
|
189,170
|
$3,490,187 | — | 30 Sep 2023 | |
| CASTLE WEALTH MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
148,293
|
$2,736,006 | — | 30 Sep 2023 | |
| Versant Capital Management, Inc |
13F
|
Company |
—
class O/S missing
|
122,827
|
$2,266,158 | — | 30 Sep 2023 | |
| MARIPAU WEALTH MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
107,541
|
$1,984,127 | — | 30 Sep 2023 | |
| Atria Investments, Inc |
13F
|
Company |
—
class O/S missing
|
106,841
|
$1,971,230 | — | 30 Sep 2023 | |
| B.O.S.S. Retirement Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
100,615
|
$1,856,347 | — | 30 Sep 2023 | |
| FLOW TRADERS U.S. LLC |
13F
|
Company |
—
class O/S missing
|
92,571
|
$1,708,000 | — | 30 Sep 2023 | |
| OARSMAN CAPITAL, INC. |
13F
|
Company |
—
class O/S missing
|
62,487
|
$1,152,885 | — | 30 Sep 2023 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
55,546
|
$1,024,000 | — | 30 Sep 2023 | |
| Truadvice, LLC |
13F
|
Company |
—
class O/S missing
|
46,572
|
$900,702 | — | 30 Sep 2023 | |
| Tidal Investments LLC |
13F
|
Company |
—
class O/S missing
|
34,355
|
$633,850 | — | 30 Sep 2023 | |
| Slagle Financial, LLC |
13F
|
Company |
—
class O/S missing
|
34,244
|
$631,802 | — | 30 Sep 2023 | |
| Ardent Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
28,500
|
$525,825 | — | 30 Sep 2023 | |
| Neuberger Berman Group LLC |
13F
|
Company |
—
class O/S missing
|
28,000
|
$516,600 | — | 30 Sep 2023 | |
| Rooted Wealth Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
25,150
|
$497,000 | — | 30 Sep 2023 | |
| China Universal Asset Management Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
26,000
|
$479,700 | — | 30 Sep 2023 | |
| Kingdom Financial Group LLC. |
13F
|
Company |
—
class O/S missing
|
21,627
|
$399,018 | — | 30 Sep 2023 | |
| VICUS CAPITAL |
13F
|
Company |
—
class O/S missing
|
20,984
|
$387,155 | — | 30 Sep 2023 | |
| Jackson Creek Investment Advisors LLC |
13F
|
Company |
—
class O/S missing
|
20,223
|
$373,000 | — | 30 Sep 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
19,748
|
$364,350 | — | 30 Sep 2023 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
17,509
|
$323,043 | — | 30 Sep 2023 | |
| SINECERA CAPITAL, LLC |
13F
|
Company |
—
class O/S missing
|
15,829
|
$292,045 | — | 30 Sep 2023 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
—
class O/S missing
|
4,613
|
$85,110 | — | 30 Sep 2023 | |
| Kelly Financial Services LLC |
13F
|
Company |
—
class O/S missing
|
2,604
|
$48,044 | — | 30 Sep 2023 | |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
13F
|
Company |
—
class O/S missing
|
1,959
|
$36,144 | — | 30 Sep 2023 | |
| True Wealth Design, LLC |
13F
|
Company |
—
class O/S missing
|
1,462
|
$26,974 | — | 30 Sep 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,313
|
$24,000 | — | 30 Sep 2023 | |
| NBC SECURITIES, INC. |
13F
|
Company |
—
class O/S missing
|
1,275
|
$23,000 | — | 30 Sep 2023 | |
| PSI Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
785
|
$14,483 | — | 30 Sep 2023 | |
| Richard W. Paul & Associates, LLC |
13F
|
Company |
—
class O/S missing
|
505
|
$9,317 | — | 30 Sep 2023 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
—
class O/S missing
|
459
|
$8,469 | — | 30 Sep 2023 | |
| SIGNATUREFD, LLC |
13F
|
Company |
—
class O/S missing
|
100
|
$1,845 | — | 30 Sep 2023 |
Institutional Holders of iShares Gold Trust Micro - SHARES REPRESENT (IAUM) as of Q4 2023
As of 31 Dec 2023,
iShares Gold Trust Micro - SHARES REPRESENT (IAUM) was held by
52 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
42,621,596 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, 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 MONTREAL /CAN/, BANK OF AMERICA CORP /DE/, and Greenline Partners, LLC.
This page lists
52
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
44
Q4 2023 holders
52
Holder diff
8
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 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.