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 $2.51B 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 $1.22B, representing an estimated gain of +8.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed IAUM value among the investors covered in this analysis. Major shareholders include Sumitomo Mitsui Trust Group, Inc., School Employees Retirement Board Of Ohio, 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
248
Total Reported Value
$2.51B
Largest Holder
Sumitomo Mitsui Trust Group, Inc.
Largest Position
$1.13B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | 0.65% | 28,234,927 | $1,129,679,429 | $1,222,854,688 | +$93,175,259 | +8.25% | |
| School Employees Retirement Board Of Ohio | 57.17% | 3,965,691 | $158,667,297 | $171,754,077 | +$13,086,780 | +8.25% | |
| Bank Of America Corp | 0.01% | 3,407,229 | $136,323,232 | $147,567,088 | +$11,243,856 | +8.25% | |
| Blackrock, Inc. | 0.00% | 2,438,487 | $97,563,865 | $105,610,872 | +$8,047,007 | +8.25% | |
| Asset Management One Co., Ltd. | 0.25% | 2,430,865 | $97,258,909 | $105,280,763 | +$8,021,854 | +8.25% | |
| Blue Trust, Inc. | 0.66% | 1,583,057 | $63,338,111 | $68,562,199 | +$5,224,088 | +8.25% | |
| Alti Global, Inc. | 1.17% | 1,419,049 | $56,776,150 | $61,459,012 | +$4,682,862 | +8.25% | |
| Alphacore Capital Llc | 0.79% | 1,071,629 | $42,875,876 | $46,412,252 | +$3,536,376 | +8.25% | |
| Raymond James Financial Inc | 0.01% | 944,053 | $37,771,560 | $40,886,935 | +$3,115,375 | +8.25% | |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | 740,000 | $34,558,000 | $32,049,400 | -$2,508,600 | -7.26% | |
| Fifth Third Bancorp | 0.05% | 842,374 | $33,703,383 | $36,483,218 | +$2,779,835 | +8.25% | |
| Bok Financial Private Wealth, Inc. | 1.53% | 747,968 | $29,926,215 | $32,394,494 | +$2,468,279 | +8.25% | |
| Vident Advisory, Llc | 0.20% | 676,383 | $27,062,094 | $29,294,148 | +$2,232,054 | +8.25% | |
| Heck Capital Advisors, Llc | 1.40% | 584,557 | $23,388,126 | $25,317,164 | +$1,929,038 | +8.25% | |
| Goldman Sachs Group Inc | 0.00% | 461,001 | $18,444,650 | $19,965,953 | +$1,521,303 | +8.25% | |
| Sanctuary Advisors, Llc | 0.08% | 451,463 | $18,063,038 | $19,552,863 | +$1,489,825 | +8.25% | |
| Jpmorgan Chase & Co | 0.00% | 437,815 | $17,517,010 | $18,961,768 | +$1,444,758 | +8.25% | |
| Mai Capital Management | 0.07% | 433,092 | $17,328,011 | $18,757,215 | +$1,429,204 | +8.25% | |
| Fielder Capital Group Llc | 3.42% | 395,257 | $15,814,233 | $17,118,581 | +$1,304,348 | +8.25% | |
| Avestar Capital, Llc | 0.87% | 365,566 | $14,626,296 | $15,832,663 | +$1,206,367 | +8.25% | |
| Reliant Wealth Planning | 3.90% | 354,094 | $14,167,300 | $15,335,811 | +$1,168,511 | +8.25% | |
| China Universal Asset Management Co., Ltd. | 0.84% | 353,000 | $14,123,530 | $15,288,430 | +$1,164,900 | +8.25% | |
| United Community Bank | 4.30% | 347,362 | $13,897,954 | $15,044,248 | +$1,146,294 | +8.25% | |
| Versant Capital Management, Inc | 1.24% | 345,409 | $13,819,814 | $14,959,664 | +$1,139,850 | +8.25% | |
| World Investment Advisors | 0.21% | 271,429 | $12,578,649 | $11,755,590 | -$823,059 | -6.54% | |
| Envestnet Asset Management Inc | 0.00% | 295,851 | $11,836,979 | $12,813,307 | +$976,328 | +8.25% | |
| Adventist Health System Sunbelt Healthcare Corp | 0.37% | 291,255 | $11,654,266 | $12,614,254 | +$959,988 | +8.24% | |
| Truist Financial Corp | 0.01% | 289,287 | $11,574,373 | $12,529,020 | +$954,647 | +8.25% | |
| Howland Capital Management Llc | 0.39% | 268,081 | $10,725,921 | $11,610,588 | +$884,667 | +8.25% | |
| Permanens Capital L.P. | 1.09% | 265,651 | $10,628,697 | $11,505,345 | +$876,648 | +8.25% | |
| Sigma Investment Counselors Inc | 0.47% | 239,218 | $9,571,113 | $10,360,532 | +$789,419 | +8.25% | |
| Thrivent Financial For Lutherans | 0.02% | 226,369 | $9,057,000 | $9,804,041 | +$747,041 | +8.25% | |
| Mgo One Seven Llc | 0.15% | 221,719 | $8,870,977 | $9,602,650 | +$731,673 | +8.25% | |
| Sfm, Llc | 4.51% | 220,012 | $8,802,680 | $9,528,720 | +$726,040 | +8.25% | |
| Captrust Financial Advisors | 0.01% | 215,310 | $8,614,553 | $9,325,076 | +$710,523 | +8.25% | |
| Lpl Financial Llc | 0.00% | 200,740 | $8,031,607 | $8,694,049 | +$662,442 | +8.25% | |
| Rfg Advisory, Llc | 0.12% | 198,410 | $7,938,392 | $8,593,137 | +$654,745 | +8.25% | |
| Mml Investors Services, Llc | 0.02% | 197,987 | $7,921,460 | $8,574,817 | +$653,357 | +8.25% | |
| Raub Brock Capital Management Lp | 2.16% | 195,990 | $7,841,560 | $8,488,327 | +$646,767 | +8.25% | |
| Fifth Third Wealth Advisors Llc | 0.21% | 188,326 | $7,534,923 | $8,156,399 | +$621,476 | +8.25% | |
| Tableaux Llc | 3.09% | 183,367 | $7,336,514 | $7,941,625 | +$605,111 | +8.25% | |
| Greenline Partners, Llc | 0.69% | 170,451 | $6,819,745 | $7,382,233 | +$562,488 | +8.25% | |
| Savvy Advisors, Inc. | 0.13% | 157,209 | $6,289,932 | $6,808,722 | +$518,790 | +8.25% | |
| Vicus Capital | 0.38% | 145,595 | $5,825,245 | $6,305,719 | +$480,474 | +8.25% | |
| Cerity Partners Llc | 0.01% | 139,695 | $5,589,197 | $6,050,190 | +$460,993 | +8.25% | |
| Bauman Advisory Group, Llc | 2.95% | 139,413 | $5,577,914 | $6,037,977 | +$460,063 | +8.25% | |
| Osaic Holdings, Inc. | 0.01% | 130,731 | $5,230,523 | $5,661,960 | +$431,437 | +8.25% | |
| Castle Wealth Management Llc | 1.52% | 128,624 | $5,146,246 | $5,570,705 | +$424,459 | +8.25% | |
| Commonwealth Equity Services, Llc | 0.01% | 127,024 | $5,082,251 | $5,501,409 | +$419,158 | +8.25% | |
| Spectrum Strategic Capital Management, Llc | 2.48% | 125,114 | $5,005,831 | $5,418,687 | +$412,856 | +8.25% |
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.