iShares Gold Trust Micro - SHARES REPRESENT (IAUM)

CUSIP: 46436F103

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / SHARES REPRESENT
Total 13F shares
27,938,039
Share change
+1,026,630
Total reported value
$733,521,983
Price per share
$26.25
Number of holders
76
Value change
+$27,827,313
Number of buys
45
Number of sells
28

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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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
8,410,000
$205,540,400 30 Jun 2024
13F
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
13F
Company
class O/S missing
6,721,063
$155,928,662 30 Jun 2024
13F
Sumitomo Mitsui Trust Group, Inc.
13F
Company
class O/S missing
4,400,000
$102,080,000 30 Jun 2024
13F
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO
13F
Company
class O/S missing
1,487,543
$34,510,998 30 Jun 2024
13F
TEACHER RETIREMENT SYSTEM OF TEXAS
13F
Company
class O/S missing
1,300,000
$30,160,000 30 Jun 2024
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
1,021,835
$23,706,572 30 Jun 2024
13F
AE Wealth Management LLC
13F
Company
class O/S missing
444,207
$10,305,607 30 Jun 2024
13F
Greenline Partners, LLC
13F
Company
class O/S missing
382,797
$8,900,030 30 Jun 2024
13F
FIFTH THIRD BANCORP
13F
Company
class O/S missing
341,626
$7,925,723 30 Jun 2024
13F
MorganRosel Wealth Management, LLC
13F
Company
class O/S missing
319,353
$7,408,990 30 Jun 2024
13F
Fielder Capital Group LLC
13F
Company
class O/S missing
236,357
$5,483,482 30 Jun 2024
13F
Versant Capital Management, Inc
13F
Company
class O/S missing
193,068
$4,479,178 30 Jun 2024
13F
CASTLE WEALTH MANAGEMENT LLC
13F
Company
class O/S missing
176,238
$4,088,722 30 Jun 2024
13F
RFG Advisory, LLC
13F
Company
class O/S missing
164,016
$3,805,171 30 Jun 2024
13F
MGO ONE SEVEN LLC
13F
Company
class O/S missing
135,794
$3,150,421 30 Jun 2024
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
96,796
$2,245,667 30 Jun 2024
13F
Running Point Capital Advisors, LLC
13F
Company
class O/S missing
87,578
$2,031,810 30 Jun 2024
13F
OARSMAN CAPITAL, INC.
13F
Company
class O/S missing
87,576
$2,031,763 30 Jun 2024
13F
HRT FINANCIAL LP
13F
Company
class O/S missing
80,492
$1,867,000 30 Jun 2024
13F
MARIPAU WEALTH MANAGEMENT LLC
13F
Company
class O/S missing
70,447
$1,634,376 30 Jun 2024
13F
Atria Investments, Inc
13F
Company
class O/S missing
70,124
$1,626,883 30 Jun 2024
13F
SINECERA CAPITAL, LLC
13F
Company
class O/S missing
64,322
$1,487,785 30 Jun 2024
13F
FLOW TRADERS U.S. LLC
13F
Company
class O/S missing
54,872
$1,273,000 30 Jun 2024
13F
VICUS CAPITAL
13F
Company
class O/S missing
46,042
$1,068,174 30 Jun 2024
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
class O/S missing
45,159
$1,047,689 30 Jun 2024
13F
CITADEL ADVISORS LLC
13F
Company
class O/S missing
42,471
$985,327 30 Jun 2024
13F
China Universal Asset Management Co., Ltd.
13F
Company
class O/S missing
41,000
$951,200 30 Jun 2024
13F
JANE STREET GROUP, LLC
13F
Company
class O/S missing
36,948
$857,194 30 Jun 2024
13F
Rede Wealth, LLC
13F
Company
class O/S missing
35,103
$814,390 30 Jun 2024
13F
Ardent Capital Management, Inc.
13F
Company
class O/S missing
28,500
$661,200 30 Jun 2024
13F
Neuberger Berman Group LLC
13F
Company
class O/S missing
28,000
$649,600 30 Jun 2024
13F
Rooted Wealth Advisors, Inc.
13F
Company
class O/S missing
26,086
$636,000 30 Jun 2024
13F
Slagle Financial, LLC
13F
Company
class O/S missing
22,257
$516,362 30 Jun 2024
13F
Plum Street Advisors, LLC
13F
Company
class O/S missing
17,831
$413,679 30 Jun 2024
13F
NAPA WEALTH MANAGEMENT
13F
Company
class O/S missing
16,216
$376,211 30 Jun 2024
13F
Brookstone Capital Management
13F
Company
class O/S missing
14,484
$355,148 30 Jun 2024
13F
Kingdom Financial Group LLC.
13F
Company
class O/S missing
15,262
$354,078 30 Jun 2024
13F
NavPoint Financial, Inc.
13F
Company
class O/S missing
15,218
$353,058 30 Jun 2024
13F
Jackson Creek Investment Advisors LLC
13F
Company
class O/S missing
14,491
$336,000 30 Jun 2024
13F
Wedmont Private Capital
13F
Company
class O/S missing
13,860
$333,610 30 Jun 2024
13F
Prospera Financial Services Inc
13F
Company
class O/S missing
13,618
$315,935 30 Jun 2024
13F
IFP Advisors, Inc
13F
Company
class O/S missing
13,517
$313,592 30 Jun 2024
13F
HighTower Advisors, LLC
13F
Company
class O/S missing
13,300
$308,000 30 Jun 2024
13F
Orion Porfolio Solutions, LLC
13F
Company
class O/S missing
11,142
$258,494 30 Jun 2024
13F
Orion Portfolio Solutions, LLC
13F
Company
class O/S missing
11,142
$258,494 30 Jun 2024
13F
Pineridge Advisors LLC
13F
Company
class O/S missing
6,970
$161,704 30 Jun 2024
13F
EXCHANGE TRADED CONCEPTS, LLC
13F
Company
class O/S missing
5,405
$125,396 30 Jun 2024
13F
BlackRock Finance, Inc.
13F
Company
class O/S missing
5,000
$116,000 30 Jun 2024
13F
Sound Income Strategies, LLC
13F
Company
class O/S missing
3,695
$85,724 30 Jun 2024
13F
OSAIC HOLDINGS, INC.
13F
Company
class O/S missing
2,835
$65,772 30 Jun 2024
13F

Institutional Holders of iShares Gold Trust Micro - SHARES REPRESENT (IAUM) as of Q3 2024

As of 30 Sep 2024, iShares Gold Trust Micro - SHARES REPRESENT (IAUM) was held by 76 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 27,938,039 shares. The largest 10 holders included Alaska Permanent Fund Corp, ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP, Sumitomo Mitsui Trust Group, Inc., SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO, BANK OF AMERICA CORP /DE/, TEACHER RETIREMENT SYSTEM OF TEXAS, Quadrature Capital Ltd, FIFTH THIRD BANCORP, Fielder Capital Group LLC, and MorganRosel Wealth Management, LLC. This page lists 76 institutional shareholders reporting positions in this security for the Q3 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2024 vs Q2 2024 Across Filers

Q2 2024 holders
71
Q3 2024 holders
76
Holder diff
5
Investor Q2 2024 Shares Q3 2024 Shares Share Diff Share Chg % Q2 2024 Value $ Q3 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.