IAUM iShares Gold Trust Micro Shares
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Institutional owners (13F) 271 filers · $2.3B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 29 (-34 vs prior Q) | 45 (+30 vs prior Q) | 113 (+18 vs prior Q) | 55 (-15 vs prior Q) | -2.4M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | $1,129,679,429 | 28,234,927 | 48.48% | Shares |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $158,667,297 | 3,965,691 | 6.81% | Shares |
| Heck Capital Advisors, LLC | $113,743,454 | 2,435,620 | 4.88% | Shares |
| BlackRock, Inc. | $97,563,865 | 2,438,487 | 4.19% | Shares |
| Asset Management One Co., Ltd. | $66,673,216 | 1,427,692 | 2.86% | Shares |
| Blue Trust, Inc. | $62,195,865 | 1,554,508 | 2.67% | Shares |
| AlphaCore Capital LLC | $42,875,876 | 1,071,629 | 1.84% | Shares |
| FIFTH THIRD BANCORP | $33,703,383 | 842,374 | 1.45% | Shares |
| BOK Financial Private Wealth, Inc. | $29,926,215 | 747,968 | 1.28% | Shares |
| Vident Advisory, LLC | $27,062,094 | 676,383 | 1.16% | Shares |
| Mirae Asset Global Investments Co., Ltd. | $20,805,200 | 520,000 | 0.89% | Shares |
| Sanctuary Advisors, LLC | $18,063,038 | 451,463 | 0.78% | Shares |
| GOLDMAN SACHS GROUP INC | $16,779,354 | 419,379 | 0.72% | Shares |
| Fielder Capital Group LLC | $15,814,233 | 395,257 | 0.68% | Shares |
| Avestar Capital, LLC | $14,626,296 | 365,566 | 0.63% | Shares |
| Reliant Wealth Planning | $14,167,300 | 354,094 | 0.61% | Shares |
| China Universal Asset Management Co., Ltd. | $14,123,530 | 353,000 | 0.61% | Shares |
| United Community Bank | $13,897,954 | 347,362 | 0.60% | Shares |
| Versant Capital Management, Inc | $13,819,814 | 345,409 | 0.59% | Shares |
| RAYMOND JAMES FINANCIAL INC | $12,607,871 | 315,118 | 0.54% | Shares |
| World Investment Advisors | $12,578,649 | 271,429 | 0.54% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $11,836,979 | 295,851 | 0.51% | Shares |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $11,654,266 | 291,255 | 0.50% | Shares |
| TRUIST FINANCIAL CORP | $11,574,373 | 289,287 | 0.50% | Shares |
| SIGMA INVESTMENT COUNSELORS INC | $11,418,150 | 244,500 | 0.49% | Shares |
| HOWLAND CAPITAL MANAGEMENT LLC | $10,725,921 | 268,081 | 0.46% | Shares |
| Permanens Capital L.P. | $10,628,697 | 265,651 | 0.46% | Shares |
| MGO ONE SEVEN LLC | $8,870,977 | 221,719 | 0.38% | Shares |
| SFM, LLC | $8,802,680 | 220,012 | 0.38% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $8,614,553 | 215,310 | 0.37% | Shares |
| LPL Financial LLC | $8,031,607 | 200,740 | 0.34% | Shares |
| RFG Advisory, LLC | $7,938,392 | 198,410 | 0.34% | Shares |
| MML INVESTORS SERVICES, LLC | $7,921,460 | 197,987 | 0.34% | Shares |
| Raub Brock Capital Management LP | $7,841,560 | 195,990 | 0.34% | Shares |
| Fifth Third Wealth Advisors LLC | $7,534,923 | 188,326 | 0.32% | Shares |
| TABLEAUX LLC | $7,336,514 | 183,367 | 0.31% | Shares |
| AE Wealth Management LLC | $7,166,247 | 179,111 | 0.31% | Shares |
| Greenline Partners, LLC | $6,819,745 | 170,451 | 0.29% | Shares |
| Savvy Advisors, Inc. | $6,289,932 | 157,209 | 0.27% | Shares |
| Amundi | $5,909,317 | 147,696 | 0.25% | Shares |
| VICUS CAPITAL | $5,825,245 | 145,595 | 0.25% | Shares |
| Cerity Partners LLC | $5,589,197 | 139,695 | 0.24% | Shares |
| Bauman Advisory Group, LLC | $5,577,914 | 139,413 | 0.24% | Shares |
| Atria Wealth Solutions, Inc. | $5,532,522 | 167,703 | 0.24% | Shares |
| NAPA WEALTH MANAGEMENT | $5,414,101 | 140,626 | 0.23% | Shares |
| CASTLE WEALTH MANAGEMENT LLC | $5,146,246 | 128,624 | 0.22% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $5,082,251 | 127,024 | 0.22% | Shares |
| Spectrum Strategic Capital Management, LLC | $5,005,831 | 125,114 | 0.21% | Shares |
| Arax Advisory Partners | $4,637,279 | 115,903 | 0.20% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $4,545,056 | 113,598 | 0.20% | Shares |
| Krasney Financial LLC | $4,467,882 | 95,672 | 0.19% | Shares |
| Kestra Advisory Services, LLC | $4,362,650 | 109,039 | 0.19% | Shares |
| Stonehage Fleming Financial Services Holdings Ltd | $4,196,208 | 104,879 | 0.18% | Shares |
| U.S. Capital Wealth Advisors, LLC | $4,090,733 | 87,596 | 0.18% | Shares |
| Cetera Investment Advisers | $4,018,388 | 100,435 | 0.17% | Shares |
| Focus Partners Wealth | $3,989,330 | 99,708 | 0.17% | Shares |
| BANK OF AMERICA CORP /DE/ | $3,945,746 | 98,619 | 0.17% | Shares |
| Summit Financial, LLC | $3,891,613 | 97,266 | 0.17% | Shares |
| Encompass More Asset Management | $3,775,624 | 94,367 | 0.16% | Shares |
| Running Point Capital Advisors, LLC | $3,601,401 | 83,773 | 0.15% | Shares |
| Mariner, LLC | $3,468,482 | 86,690 | 0.15% | Shares |
| Atria Investments, Inc | $3,380,405 | 84,489 | 0.15% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3,353,758 | 83,823 | 0.14% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $3,272,458 | 81,791 | 0.14% | Shares |
| Prospera Financial Services Inc | $3,243,377 | 81,067 | 0.14% | Shares |
| M Wealth Management, LLC | $3,081,291 | 77,013 | 0.13% | Shares |
| Trek Financial, LLC | $2,941,575 | 73,521 | 0.13% | Shares |
| Empowered Funds, LLC | $2,917,609 | 72,922 | 0.13% | Shares |
| Turning Point Benefit Group, Inc. | $2,690,159 | 66,827 | 0.12% | Shares |
| Owl Creek Wealth Partners LLC | $2,668,627 | 66,699 | 0.11% | Shares |
| STUART INVESTMENT ADVISORS, INC. | $2,664,626 | 66,599 | 0.11% | Shares |
| Firestone Capital Management | $2,632,138 | 65,787 | 0.11% | Shares |
| Congress Wealth Management LLC / DE / | $2,506,281 | 75,971 | 0.11% | Shares |
| Vise Technologies, Inc. | $2,462,856 | 61,556 | 0.11% | Shares |
| SteelPeak Wealth, LLC | $2,394,759 | 59,854 | 0.10% | Shares |
| BOKF, NA | $2,376,354 | 59,394 | 0.10% | Shares |
| Sankala Group LLC | $2,311,472 | 53,284 | 0.10% | Shares |
| EVERMAY WEALTH MANAGEMENT LLC | $2,155,099 | 53,864 | 0.09% | Shares |
| Cedar Point Capital Partners, LLC | $2,150,418 | 53,747 | 0.09% | Shares |
| Choate Investment Advisors | $2,148,457 | 53,698 | 0.09% | Shares |
| Stokes Family Office, LLC | $2,071,054 | 51,763 | 0.09% | Shares |
| Creative Planning | $2,026,988 | 50,662 | 0.09% | Shares |
| NOMURA ASSET MANAGEMENT CO LTD | $2,000,500 | 50,000 | 0.09% | Shares |
| Chemistry Wealth Management LLC | $1,891,033 | 47,264 | 0.08% | Shares |
| OARSMAN CAPITAL, INC. | $1,678,860 | 41,961 | 0.07% | Shares |
| HighTower Advisors, LLC | $1,675,785 | 41,884 | 0.07% | Shares |
| Beacon Pointe Advisors, LLC | $1,582,891 | 39,562 | 0.07% | Shares |
| Tactive Advisors, LLC | $1,580,715 | 39,508 | 0.07% | Shares |
| OSAIC HOLDINGS, INC. | $1,564,157 | 39,095 | 0.07% | Shares |
| M&T Bank Corp | $1,495,334 | 37,374 | 0.06% | Shares |
| INSIGNEO ADVISORY SERVICES, LLC | $1,489,412 | 37,226 | 0.06% | Shares |
| Red Tortoise LLC | $1,451,062 | 31,072 | 0.06% | Shares |
| &PARTNERS | $1,448,122 | 36,194 | 0.06% | Shares |
| Alpha Cubed Investments, LLC | $1,362,310 | 31,689 | 0.06% | Shares |
| Rockefeller Capital Management L.P. | $1,344,496 | 33,604 | 0.06% | Shares |
| Rooted Wealth Advisors, Inc. | $1,332,533 | 33,305 | 0.06% | Shares |
| Wedmont Private Capital | $1,326,541 | 32,410 | 0.06% | Shares |
| Farther Finance Advisors, LLC | $1,319,210 | 32,972 | 0.06% | Shares |
| Cushing Capital Partners, LLC | $1,317,260 | 32,923 | 0.06% | Shares |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $1,270,398 | 31,752 | 0.05% | Shares |
ETF ownership Held by 2 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.