IAUM Institutional Ownership & Shareholders
ISHARES GOLD TRUST MICRO (IAUM) is currently held by 270 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.88B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Sumitomo Mitsui Trust Group, Inc. is currently the largest disclosed institutional shareholder of IAUM tracked by InsiderSet, reporting ownership valued at approximately $1.25B in its September 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 $1.17B, representing an estimated loss of -6.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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, Asset Management One Co., Ltd., 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
270
Total Reported Value
$2.88B
Largest Holder
Sumitomo Mitsui Trust Group, Inc.
Largest Position
$1.25B
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
47
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. | 0.72% | 30,134,927 | $1,248,188,676 | $1,166,221,675 | -$81,967,001 | -6.57% | |
| Alaska Permanent Fund Corp | 13.83% | 4,237,300 | $175,508,966 | $163,983,510 | -$11,525,456 | -6.57% | |
| Asset Management One Co., Ltd. | 0.41% | 3,976,449 | $164,704,518 | $153,888,576 | -$10,815,942 | -6.57% | |
| School Employees Retirement Board Of Ohio | 48.41% | 3,965,691 | $164,258,921 | $153,472,242 | -$10,786,679 | -6.57% | |
| Bank Of America Corp | 0.01% | 3,407,229 | $136,323,232 | $131,859,762 | -$4,463,470 | -3.27% | |
| Blackrock, Inc. | 0.00% | 2,438,487 | $97,563,865 | $94,369,447 | -$3,194,418 | -3.27% | |
| Alti Global, Inc. | 1.17% | 1,419,049 | $56,776,150 | $54,917,196 | -$1,858,954 | -3.27% | |
| Alphacore Capital Llc | 0.79% | 1,071,629 | $42,875,876 | $41,472,042 | -$1,403,834 | -3.27% | |
| Raymond James Financial Inc | 0.01% | 944,053 | $37,771,560 | $36,534,851 | -$1,236,709 | -3.27% | |
| Fifth Third Bancorp | 0.05% | 842,374 | $33,703,383 | $32,599,874 | -$1,103,509 | -3.27% | |
| Bok Financial Private Wealth, Inc. | 1.53% | 747,968 | $29,926,215 | $28,946,362 | -$979,853 | -3.27% | |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | 662,000 | $27,420,040 | $25,619,400 | -$1,800,640 | -6.57% | |
| Vident Advisory, Llc | 0.20% | 676,383 | $27,062,094 | $26,176,022 | -$886,072 | -3.27% | |
| Adventist Health System Sunbelt Healthcare Corp | 0.64% | 653,274 | $27,059,687 | $25,281,704 | -$1,777,983 | -6.57% | |
| Heck Capital Advisors, Llc | 1.46% | 644,677 | $26,702,522 | $24,949,000 | -$1,753,522 | -6.57% | |
| Goldman Sachs Group Inc | 0.00% | 461,001 | $18,444,650 | $17,840,739 | -$603,911 | -3.27% | |
| Sanctuary Advisors, Llc | 0.08% | 451,463 | $18,063,038 | $17,471,618 | -$591,420 | -3.27% | |
| Jpmorgan Chase & Co | 0.00% | 437,815 | $17,517,010 | $16,943,441 | -$573,570 | -3.27% | |
| Mai Capital Management | 0.07% | 433,092 | $17,328,011 | $16,760,660 | -$567,351 | -3.27% | |
| Fielder Capital Group Llc | 3.42% | 395,257 | $15,814,233 | $15,296,446 | -$517,787 | -3.27% | |
| Blue Trust, Inc. | 0.16% | 378,377 | $15,672,364 | $14,643,190 | -$1,029,174 | -6.57% | |
| Ancora Advisors Llc | 0.29% | 377,224 | $15,092,732 | $14,598,569 | -$494,163 | -3.27% | |
| Avestar Capital, Llc | 1.28% | 356,557 | $14,768,591 | $13,798,756 | -$969,835 | -6.57% | |
| China Universal Asset Management Co., Ltd. | 0.75% | 347,200 | $14,450,464 | $13,436,640 | -$1,013,824 | -7.02% | |
| Reliant Wealth Planning | 3.90% | 354,094 | $14,167,300 | $13,703,438 | -$463,862 | -3.27% | |
| Truist Financial Corp | 0.02% | 339,830 | $14,075,777 | $13,151,421 | -$924,356 | -6.57% | |
| United Community Bank | 4.15% | 336,464 | $13,936,339 | $13,021,157 | -$915,182 | -6.57% | |
| Versant Capital Management, Inc | 1.11% | 313,333 | $12,978,233 | $12,125,987 | -$852,246 | -6.57% | |
| World Investment Advisors | 0.21% | 271,429 | $12,578,649 | $10,504,302 | -$2,074,347 | -16.49% | |
| Howland Capital Management Llc | 0.43% | 295,008 | $12,219,232 | $11,416,810 | -$802,422 | -6.57% | |
| Envestnet Asset Management Inc | 0.00% | 295,851 | $11,836,979 | $11,449,434 | -$387,545 | -3.27% | |
| Permanens Capital L.P. | 1.09% | 265,651 | $10,628,697 | $10,280,694 | -$348,003 | -3.27% | |
| Sigma Investment Counselors Inc | 0.47% | 243,975 | $10,105,445 | $9,441,833 | -$663,613 | -6.57% | |
| Encompass More Asset Management | 1.32% | 224,429 | $9,295,849 | $8,685,402 | -$610,447 | -6.57% | |
| Mgo One Seven Llc | 0.15% | 221,705 | $9,183,021 | $8,579,984 | -$603,038 | -6.57% | |
| Thrivent Financial For Lutherans | 0.02% | 226,369 | $9,057,000 | $8,760,480 | -$296,520 | -3.27% | |
| Sfm, Llc | 4.52% | 217,285 | $8,999,945 | $8,408,930 | -$591,016 | -6.57% | |
| Captrust Financial Advisors | 0.01% | 215,310 | $8,614,553 | $8,332,497 | -$282,056 | -3.27% | |
| Fifth Third Wealth Advisors Llc | 0.22% | 196,497 | $8,138,906 | $7,604,434 | -$534,472 | -6.57% | |
| Raub Brock Capital Management Lp | 2.48% | 194,835 | $8,070,066 | $7,540,115 | -$529,951 | -6.57% | |
| Lpl Financial Llc | 0.00% | 200,740 | $8,031,607 | $7,768,638 | -$262,969 | -3.27% | |
| Rfg Advisory, Llc | 0.12% | 198,410 | $7,938,392 | $7,678,467 | -$259,925 | -3.27% | |
| Mml Investors Services, Llc | 0.02% | 197,987 | $7,921,460 | $7,662,097 | -$259,363 | -3.27% | |
| Spectrum Strategic Capital Management, Llc | 3.72% | 182,841 | $7,573,295 | $7,075,947 | -$497,348 | -6.57% | |
| Tableaux Llc | 3.00% | 177,729 | $7,361,536 | $6,878,112 | -$483,424 | -6.57% | |
| Greenline Partners, Llc | 0.69% | 170,451 | $6,819,745 | $6,596,454 | -$223,291 | -3.27% | |
| Savvy Advisors, Inc. | 0.13% | 157,209 | $6,289,932 | $6,083,988 | -$205,944 | -3.27% | |
| Bauman Advisory Group, Llc | 3.03% | 148,235 | $6,139,884 | $5,736,695 | -$403,190 | -6.57% | |
| Maltin Wealth Management, Inc. | 1.95% | 142,977 | $5,922,107 | $5,533,210 | -$388,897 | -6.57% | |
| Vicus Capital | 0.38% | 145,595 | $5,825,245 | $5,634,527 | -$190,719 | -3.27% |
Frequently asked questions about IAUM
Who are the largest institutional holders of IAUM?
The largest institutional holders of IAUM reported in the latest SEC Form 13F filings include Sumitomo Mitsui Trust Group, Inc., Alaska Permanent Fund Corp, Asset Management One Co., Ltd., School Employees Retirement Board Of Ohio, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported IAUM position.
What is IAUM institutional ownership?
This page tracks IAUM positions reported by institutional investment managers through SEC Form 13F. ISHARES GOLD TRUST MICRO (IAUM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IAUM?
InsiderSet currently tracks 270 institutional managers reporting IAUM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IAUM shareholders.
How much IAUM stock do institutions own?
Institutional investment managers disclosed approximately $2.88B in IAUM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IAUM institutional ownership last updated?
The latest IAUM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IAUM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IAUM position after the reporting date.
Are institutions buying or selling IAUM?
Institutional buying and selling can be analyzed by comparing IAUM positions across consecutive 13F reporting periods. InsiderSet's IAUM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IAUM ownership changes.
How has IAUM institutional ownership changed over time?
InsiderSet tracks IAUM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.