iShares Gold Trust Micro - SHARES REPRESENT (IAUM)
CUSIP: 46436F103
Q1 2024 13F Holders as of 31 Mar 2024
- Type / Class
- Equity / SHARES REPRESENT
- Total 13F shares
- 28,050,407
- Share change
- -14,591,077
- Total reported value
- $622,547,377
- Price per share
- $22.17
- Number of holders
- 54
- Value change
- -$298,975,759
- Number of buys
- 22
- Number of sells
- 27
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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- Latest 13F filings for newly reported positions across managers.
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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 |
|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
13,442,813
|
$276,921,948 | — | 31 Dec 2023 | |
| Alaska Permanent Fund Corp |
13F
|
Company |
—
class O/S missing
|
10,601,000
|
$218,380,600 | — | 31 Dec 2023 | |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
13F
|
Company |
—
class O/S missing
|
5,256,414
|
$108,282,127 | — | 31 Dec 2023 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
4,400,000
|
$90,640,000 | — | 31 Dec 2023 | |
| AE Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
1,434,261
|
$28,886,017 | — | 31 Dec 2023 | |
| TEACHER RETIREMENT SYSTEM OF TEXAS |
13F
|
Company |
—
class O/S missing
|
1,300,000
|
$26,780,000 | — | 31 Dec 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
1,117,005
|
$23,010,303 | — | 31 Dec 2023 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
975,688
|
$20,186,985 | — | 31 Dec 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
855,795
|
$17,629,377 | — | 31 Dec 2023 | |
| Greenline Partners, LLC |
13F
|
Company |
—
class O/S missing
|
607,387
|
$12,512,172 | — | 31 Dec 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
589,781
|
$12,149,489 | — | 31 Dec 2023 | |
| MorganRosel Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
331,471
|
$6,828,303 | — | 31 Dec 2023 | |
| SINECERA CAPITAL, LLC |
13F
|
Company |
—
class O/S missing
|
271,387
|
$5,658,305 | — | 31 Dec 2023 | |
| THEORY FINANCIAL LLC |
13F
|
Company |
—
class O/S missing
|
191,904
|
$3,953,222 | — | 31 Dec 2023 | |
| CASTLE WEALTH MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
152,087
|
$3,132,993 | — | 31 Dec 2023 | |
| Versant Capital Management, Inc |
13F
|
Company |
—
class O/S missing
|
134,680
|
$2,774,408 | — | 31 Dec 2023 | |
| Fielder Capital Group LLC |
13F
|
Company |
—
class O/S missing
|
115,241
|
$2,373,965 | — | 31 Dec 2023 | |
| B.O.S.S. Retirement Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
99,791
|
$2,055,695 | — | 31 Dec 2023 | |
| Signal Advisors Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
92,218
|
$1,899,697 | — | 31 Dec 2023 | |
| MARIPAU WEALTH MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
86,985
|
$1,791,897 | — | 31 Dec 2023 | |
| Atria Investments, Inc |
13F
|
Company |
—
class O/S missing
|
85,833
|
$1,768,166 | — | 31 Dec 2023 | |
| Running Point Capital Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
81,664
|
$1,682,278 | — | 31 Dec 2023 | |
| OARSMAN CAPITAL, INC. |
13F
|
Company |
—
class O/S missing
|
71,707
|
$1,477,164 | — | 31 Dec 2023 | |
| Slagle Financial, LLC |
13F
|
Company |
—
class O/S missing
|
72,530
|
$747,061 | — | 31 Dec 2023 | |
| China Universal Asset Management Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
31,000
|
$638,600 | — | 31 Dec 2023 | |
| Ardent Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
28,500
|
$587,100 | — | 31 Dec 2023 | |
| VICUS CAPITAL |
13F
|
Company |
—
class O/S missing
|
28,292
|
$582,815 | — | 31 Dec 2023 | |
| Neuberger Berman Group LLC |
13F
|
Company |
—
class O/S missing
|
28,000
|
$576,800 | — | 31 Dec 2023 | |
| Rooted Wealth Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
26,666
|
$542,000 | — | 31 Dec 2023 | |
| Kingdom Financial Group LLC. |
13F
|
Company |
—
class O/S missing
|
24,615
|
$507,069 | — | 31 Dec 2023 | |
| Plum Street Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
19,647
|
$404,728 | — | 31 Dec 2023 | |
| Brookstone Capital Management |
13F
|
Company |
—
class O/S missing
|
19,581
|
$403,369 | — | 31 Dec 2023 | |
| Jackson Creek Investment Advisors LLC |
13F
|
Company |
—
class O/S missing
|
19,111
|
$394,000 | — | 31 Dec 2023 | |
| NavPoint Financial, Inc. |
13F
|
Company |
—
class O/S missing
|
18,020
|
$371,212 | — | 31 Dec 2023 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
17,958
|
$369,941 | — | 31 Dec 2023 | |
| Orion Porfolio Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
13,661
|
$276,499 | — | 31 Dec 2023 | |
| Orion Portfolio Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
13,661
|
$276,499 | — | 31 Dec 2023 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
11,760
|
$242,256 | — | 31 Dec 2023 | |
| Pineridge Advisors LLC |
13F
|
Company |
—
class O/S missing
|
10,951
|
$225,591 | — | 31 Dec 2023 | |
| Kelly Financial Services LLC |
13F
|
Company |
—
class O/S missing
|
2,997
|
$61,738 | — | 31 Dec 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
2,816
|
$58,009 | — | 31 Dec 2023 | |
| Timber Creek Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
1,702
|
$35,061 | — | 31 Dec 2023 | |
| True Wealth Design, LLC |
13F
|
Company |
—
class O/S missing
|
1,462
|
$30,118 | — | 31 Dec 2023 | |
| NBC SECURITIES, INC. |
13F
|
Company |
—
class O/S missing
|
1,275
|
$26,000 | — | 31 Dec 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,105
|
$23,000 | — | 31 Dec 2023 | |
| IFP Advisors, Inc |
13F
|
Company |
—
class O/S missing
|
910
|
$18,746 | — | 31 Dec 2023 | |
| PSI Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
785
|
$16,171 | — | 31 Dec 2023 | |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
13F
|
Company |
—
class O/S missing
|
695
|
$14,317 | — | 31 Dec 2023 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
—
class O/S missing
|
459
|
$9,455 | — | 31 Dec 2023 | |
| Penserra Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
367
|
$7,000 | — | 31 Dec 2023 |
Institutional Holders of iShares Gold Trust Micro - SHARES REPRESENT (IAUM) as of Q1 2024
As of 31 Mar 2024,
iShares Gold Trust Micro - SHARES REPRESENT (IAUM) was held by
54 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
28,050,407 shares.
The largest 10 holders included
Alaska Permanent Fund Corp, ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP, Sumitomo Mitsui Trust Holdings, Inc., TEACHER RETIREMENT SYSTEM OF TEXAS, BlackRock Inc., BANK OF AMERICA CORP /DE/, Greenline Partners, LLC, AE Wealth Management LLC, FIFTH THIRD BANCORP, and MorganRosel Wealth Management, LLC.
This page lists
54
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
52
Q1 2024 holders
54
Holder diff
2
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 Value $ | Q1 2024 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.