ISHARES GOLD TRUST MICRO (IAUM) Institutional Shareholders

ISHARES GOLD TRUST MICRO (IAUM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.84B in IAUM holdings during the latest filing period.

Sumitomo Mitsui Trust Group, Inc. is currently the largest disclosed institutional shareholder of IAUM tracked by InsiderSet, reporting ownership valued at approximately $1.13B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.14B, representing an estimated gain of +0.90% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed IAUM value among the investors covered in this analysis. Major shareholders include Sumitomo Mitsui Trust Group, Inc., Alaska Permanent Fund Corp, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES GOLD TRUST MICRO (IAUM).

This page ranks the largest institutional IAUM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

269

Total Reported Value

$2.84B

Largest Holder

Sumitomo Mitsui Trust Group, Inc.

Largest Position

$1.13B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

66

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Sumitomo Mitsui Trust Group, Inc.0.65%28,234,927$1,129,679,429$1,139,844,003+$10,164,574+0.90%
Alaska Permanent Fund Corp10.86%3,709,000$170,539,820$149,732,330-$20,807,490-12.20%
Bank Of America Corp0.01%3,424,139$159,907,291$138,232,491-$21,674,800-13.55%
School Employees Retirement Board Of Ohio57.17%3,965,691$158,667,297$160,094,946+$1,427,649+0.90%
Asset Management One Co., Ltd.0.25%2,430,865$97,258,909$98,134,020+$875,111+0.90%
Vident Advisory, Llc0.67%1,683,974$78,641,586$67,982,030-$10,659,556-13.55%
Adventist Health System Sunbelt Healthcare Corp2.41%1,476,384$68,947,133$59,601,622-$9,345,511-13.55%
Alti Global, Inc.1.38%1,339,049$63,509,658$54,057,408-$9,452,250-14.88%
Blue Trust, Inc.0.66%1,583,057$63,338,111$63,908,011+$569,900+0.90%
Bok Financial Private Wealth, Inc.3.19%1,130,650$52,801,373$45,644,341-$7,157,033-13.55%
Quadrature Capital Ltd0.55%991,744$46,314,445$40,036,705-$6,277,740-13.55%
Alphacore Capital Llc1.04%940,234$43,908,928$37,957,247-$5,951,681-13.55%
Blackrock, Inc.0.00%843,490$39,390,983$34,051,691-$5,339,292-13.55%
Fifth Third Bancorp0.07%834,143$38,954,478$33,674,353-$5,280,125-13.55%
Raymond James Financial Inc0.01%734,747$34,312,685$29,661,736-$4,650,949-13.55%
Goldman Sachs Group Inc0.00%657,201$30,691,287$26,531,204-$4,160,083-13.55%
Heck Capital Advisors, Llc1.40%584,557$23,388,126$23,598,566+$210,440+0.90%
Mirae Asset Global Investments Co., Ltd.0.04%520,000$20,805,200$20,992,400+$187,200+0.90%
Sanctuary Advisors, Llc0.11%419,754$19,602,516$16,945,469-$2,657,047-13.55%
Fielder Capital Group Llc4.01%393,890$18,394,663$15,901,339-$2,493,324-13.55%
United Community Bank5.86%376,344$17,575,241$15,193,007-$2,382,234-13.55%
Reliant Wealth Planning4.76%336,983$15,737,106$13,604,004-$2,133,102-13.55%
Mai Capital Management0.08%314,987$14,709,893$12,716,025-$1,993,868-13.55%
Avestar Capital, Llc0.87%365,566$14,626,296$14,757,899+$131,603+0.90%
China Universal Asset Management Co., Ltd.0.84%353,000$14,123,530$14,250,610+$127,080+0.90%
Versant Capital Management, Inc1.24%345,409$13,819,814$13,944,161+$124,347+0.90%
World Investment Advisors0.21%274,866$12,836,241$11,096,340-$1,739,901-13.55%
Permanens Capital L.P.1.60%265,651$12,405,902$10,724,331-$1,681,571-13.55%
Ae Wealth Management Llc0.06%253,352$11,831,539$10,227,820-$1,603,719-13.55%
Envestnet Asset Management Inc0.00%252,629$11,797,774$10,198,633-$1,599,141-13.55%
Truist Financial Corp0.01%289,287$11,574,373$11,678,516+$104,143+0.90%
Howland Capital Management Llc0.39%268,081$10,725,921$10,822,430+$96,509+0.90%
Sigma Investment Counselors Inc0.47%239,218$9,571,113$9,657,231+$86,118+0.90%
Bauman Advisory Group, Llc6.25%190,927$8,916,291$7,707,723-$1,208,568-13.55%
Mgo One Seven Llc0.15%221,719$8,870,977$8,950,796+$79,819+0.90%
Sfm, Llc4.51%220,012$8,802,680$8,881,884+$79,204+0.90%
Mml Investors Services, Llc0.02%175,365$8,189,546$7,079,485-$1,110,061-13.55%
Greenline Partners, Llc0.86%170,451$7,960,062$6,881,107-$1,078,955-13.55%
Rfg Advisory, Llc0.12%198,410$7,938,392$8,009,812+$71,420+0.90%
Tableaux Llc3.81%168,626$7,874,834$6,807,432-$1,067,402-13.55%
Raub Brock Capital Management Lp2.16%195,990$7,841,560$7,912,116+$70,556+0.90%
Fifth Third Wealth Advisors Llc0.21%188,326$7,534,923$7,602,721+$67,798+0.90%
Spectrum Strategic Capital Management, Llc3.71%147,489$6,887,713$5,954,131-$933,582-13.55%
Lpl Financial Llc0.00%142,545$6,656,852$5,754,542-$902,310-13.55%
Jump Financial, Llc0.09%135,532$6,329,344$5,471,427-$857,917-13.55%
Amundi0.00%135,329$6,319,864$5,463,232-$856,632-13.55%
Vicus Capital0.46%133,915$6,253,819$5,406,149-$847,670-13.55%
Cerity Partners Llc0.01%129,176$6,032,519$5,214,835-$817,684-13.55%
Citadel Advisors Llc0.00%127,275$5,943,743$5,138,092-$805,651-13.55%
Focus Partners Wealth0.01%125,327$5,852,833$5,059,451-$793,382-13.56%

Frequently asked questions about IAUM

  • Who owns the most IAUM stock?

    The largest holders of IAUM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES GOLD TRUST MICRO (IAUM).

  • Is IAUM widely held by superinvestors?

    Many widely followed stocks like IAUM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IAUM is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.