DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES GOLD TRUST MICRO (IAUM)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
261
Reporting holders
$2.7B
Reported value
42.1%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-21
Holder change
Institutions report 66,905,059 shares against 158,800,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | $1.1B | 28,234,927 | 0.65% | 15q | +5.2%+$56.0M |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $158.7M | 3,965,691 | 57.17% | 9q | +37.9%+$43.6M |
| Alaska Permanent Fund Corp | $148.4M | 3,709,000 | 9.83% | 19q | HELD |
| BANK OF AMERICA CORP /DE/ | $136.3M | 3,407,229 | 0.01% | 18q | HELD |
| BlackRock, Inc. | $97.6M | 2,438,487 | 0.00% | 2q | +189.1%+$63.8M |
| Asset Management One Co., Ltd. | $97.3M | 2,430,865 | 0.25% | 4q | +70.3%+$40.1M |
| Blue Trust, Inc. | $63.3M | 1,583,057 | 0.66% | 8q | -1.5%-$933.5K |
| AlTi Global, Inc. | $56.8M | 1,419,049 | 1.17% | 5q | +6.0%+$3.2M |
| AlphaCore Capital LLC | $42.9M | 1,071,629 | 0.79% | 6q | +14.0%+$5.3M |
| RAYMOND JAMES FINANCIAL INC | $37.8M | 944,053 | 0.01% | 7q | +28.5%+$8.4M |
| FIFTH THIRD BANCORP | $33.7M | 842,374 | 0.05% | 10q | +1.0%+$329.3K |
| BOK Financial Private Wealth, Inc. | $29.9M | 747,968 | 1.53% | 3q | -33.8%-$15.3M |
| Vident Advisory, LLC | $27.1M | 676,383 | 0.20% | 5q | -59.8%-$40.3M |
| Heck Capital Advisors, LLC | $23.4M | 584,557 | 1.40% | 4q | -76.0%-$74.1M |
| Mirae Asset Global Investments Co., Ltd. | $20.8M | 520,000 | 0.03% | 3q | -29.7%-$8.8M |
| GOLDMAN SACHS GROUP INC | $18.4M | 461,001 | 0.00% | 3q | -29.9%-$7.8M |
| Sanctuary Advisors, LLC | $18.1M | 451,463 | 0.08% | 8q | +7.6%+$1.3M |
| JPMORGAN CHASE & CO | $17.5M | 437,815 | 0.00% | 7q | +5.7%+$951.0K |
| MAI Capital Management | $17.3M | 433,092 | 0.07% | 6q | +37.5%+$4.7M |
| Fielder Capital Group LLC | $15.8M | 395,257 | 3.42% | 11q | HELD |
| Ancora Advisors LLC | $15.1M | 377,224 | 0.29% | 6q | -41.4%-$10.7M |
| Avestar Capital, LLC | $14.6M | 365,566 | 0.82% | 5q | -0.6%-$87.5K |
| Reliant Wealth Planning | $14.2M | 354,094 | 3.90% | 3q | +5.1%+$684.6K |
| China Universal Asset Management Co., Ltd. | $14.1M | 353,000 | 0.84% | 12q | +6.0%+$800.2K |
| United Community Bank | $13.9M | 347,362 | 4.30% | 6q | -7.7%-$1.2M |
| Versant Capital Management, Inc | $13.8M | 345,409 | 1.24% | 19q | +7.9%+$1.0M |
| World Investment Advisors | $12.6M | 271,429 | 0.21% | 6q | -1.3%-$159.3K |
| ENVESTNET ASSET MANAGEMENT INC | $11.8M | 295,851 | 0.00% | 6q | +17.1%+$1.7M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $11.7M | 291,255 | 0.37% | 20q | -80.3%-$47.4M |
| TRUIST FINANCIAL CORP | $11.6M | 289,287 | 0.01% | 5q | +21.2%+$2.0M |
| HOWLAND CAPITAL MANAGEMENT LLC | $10.7M | 268,081 | 0.39% | 6q | -2.5%-$278.6K |
| Permanens Capital L.P. | $10.6M | 265,651 | 1.09% | 3q | HELD |
| SIGMA INVESTMENT COUNSELORS INC | $9.6M | 239,218 | 0.47% | 4q | -2.2%-$211.3K |
| Thrivent Financial for Lutherans | $9.1M | 226,369 | 0.02% | 4q | -5.5%-$528.3K |
| MGO ONE SEVEN LLC | $8.9M | 221,719 | 0.15% | 9q | +1.2%+$107.7K |
| SFM, LLC | $8.8M | 220,012 | 4.51% | 7q | +1.5%+$126.2K |
| CAPTRUST FINANCIAL ADVISORS | $8.6M | 215,310 | 0.01% | 2q | +374.2%+$6.8M |
| LPL Financial LLC | $8.0M | 200,740 | 0.00% | 6q | +40.8%+$2.3M |
| RFG Advisory, LLC | $7.9M | 198,410 | 0.12% | 10q | -24.7%-$2.6M |
| MML INVESTORS SERVICES, LLC | $7.9M | 197,987 | 0.02% | 8q | +12.9%+$905.1K |
| Raub Brock Capital Management LP | $7.8M | 195,990 | 2.16% | 5q | -3.4%-$277.3K |
| Fifth Third Wealth Advisors LLC | $7.5M | 188,326 | 0.21% | 6q | +2.6%+$192.4K |
| TABLEAUX LLC | $7.3M | 183,367 | 3.09% | 7q | +8.7%+$589.8K |
| AE Wealth Management LLC | $7.3M | 182,548 | 0.03% | 17q | -27.9%-$2.8M |
| Greenline Partners, LLC | $6.8M | 170,451 | 0.69% | 17q | HELD |
| Savvy Advisors, Inc. | $6.3M | 157,209 | 0.13% | 2q | +181.7%+$4.1M |
| Amundi | $5.9M | 147,696 | 0.00% | 4q | +9.1%+$494.8K |
| VICUS CAPITAL | $5.8M | 145,595 | 0.38% | 12q | +8.7%+$467.3K |
| Cerity Partners LLC | $5.6M | 139,695 | 0.01% | 8q | +8.1%+$420.9K |
| Bauman Advisory Group, LLC | $5.6M | 139,413 | 2.95% | 3q | -27.0%-$2.1M |
| OSAIC HOLDINGS, INC. | $5.2M | 130,731 | 0.01% | 17q | +13.1%+$606.2K |
| CASTLE WEALTH MANAGEMENT LLC | $5.1M | 128,624 | 1.52% | 13q | +1.3%+$66.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 127,024 | 0.01% | 6q | -1.1%-$56.6K |
| Spectrum Strategic Capital Management, LLC | $5.0M | 125,114 | 2.48% | 5q | -15.2%-$895.2K |
| Stonehage Fleming Financial Services Holdings Ltd | $4.8M | 118,947 | 0.16% | 7q | +5.0%+$225.6K |
| Arax Advisory Partners | $4.6M | 115,903 | 0.03% | 3q | +8033.5%+$4.6M |
| AQR CAPITAL MANAGEMENT LLC | $4.5M | 113,598 | 0.00% | 2q | +358.1%+$3.6M |
| Kestra Advisory Services, LLC | $4.4M | 109,039 | 0.01% | 6q | +14.7%+$558.5K |
| Cetera Investment Advisers | $4.0M | 100,435 | 0.00% | 8q | +13.4%+$473.3K |
| Focus Partners Wealth | $4.0M | 99,708 | 0.00% | 5q | -20.4%-$1.0M |
| Cambridge Investment Research Advisors, Inc. | $3.9M | 97,988 | 0.00% | 6q | +113.9%+$2.1M |
| Summit Financial, LLC | $3.9M | 97,266 | 0.04% | 2q | HELD |
| Encompass More Asset Management | $3.8M | 94,367 | 0.55% | new | NEW |
| Mariner, LLC | $3.5M | 86,690 | 0.00% | 4q | +8.5%+$272.3K |
| Atria Investments, Inc | $3.4M | 84,489 | 0.03% | 5q | +2.3%+$75.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.4M | 83,823 | 0.00% | 2q | +1021.4%+$3.1M |
| RENAISSANCE TECHNOLOGIES LLC | $3.3M | 81,791 | 0.00% | new | NEW |
| Prospera Financial Services Inc | $3.2M | 81,067 | 0.05% | 9q | +50.3%+$1.1M |
| M Wealth Management, LLC | $3.1M | 77,013 | 2.42% | 6q | +0.6%+$19.4K |
| Trek Financial, LLC | $2.9M | 73,521 | 0.15% | new | NEW |
| Empowered Funds, LLC | $2.9M | 72,922 | 0.02% | 2q | +30.7%+$684.7K |
| Turning Point Benefit Group, Inc. | $2.7M | 66,827 | 1.16% | 7q | -10.9%-$328.6K |
| Owl Creek Wealth Partners LLC | $2.7M | 66,699 | 0.78% | 2q | +15.1%+$349.6K |
| STUART INVESTMENT ADVISORS, INC. | $2.7M | 66,599 | 1.07% | 5q | +102.2%+$1.3M |
| Firestone Capital Management | $2.6M | 65,787 | 0.49% | 2q | +112.6%+$1.4M |
| Vise Technologies, Inc. | $2.5M | 61,556 | 0.03% | 4q | +35.3%+$643.1K |
| SteelPeak Wealth, LLC | $2.4M | 59,854 | 0.06% | 4q | HELD |
| BOKF, NA | $2.4M | 59,394 | 0.03% | 4q | +27.8%+$516.3K |
| Sankala Group LLC | $2.3M | 53,284 | 1.54% | 3q | +44.7%+$713.7K |
| EVERMAY WEALTH MANAGEMENT LLC | $2.2M | 53,864 | 0.22% | 8q | +7.4%+$149.0K |
| Cedar Point Capital Partners, LLC | $2.2M | 53,747 | 1.24% | 8q | +5.6%+$113.7K |
| Choate Investment Advisors | $2.1M | 53,698 | 0.04% | 5q | HELD |
| Stokes Family Office, LLC | $2.1M | 51,763 | 0.24% | 4q | -35.3%-$1.1M |
| Creative Planning | $2.0M | 50,662 | 0.00% | 4q | +13.7%+$243.9K |
| NOMURA ASSET MANAGEMENT CO LTD | $2.0M | 50,000 | 0.00% | 4q | -19.4%-$480.1K |
| Chemistry Wealth Management LLC | $1.9M | 47,264 | 0.30% | 4q | +25.0%+$378.6K |
| Westfuller Advisors, LLC | $1.8M | 44,826 | 0.65% | 8q | +27.5%+$386.5K |
| OARSMAN CAPITAL, INC. | $1.7M | 41,961 | 0.18% | 18q | -2.2%-$37.8K |
| HighTower Advisors, LLC | $1.7M | 41,884 | 0.00% | 5q | +5.3%+$83.9K |
| Beacon Pointe Advisors, LLC | $1.6M | 39,562 | 0.01% | 4q | +51.1%+$535.0K |
| Tactive Advisors, LLC | $1.6M | 39,508 | 0.39% | 5q | +7.2%+$105.6K |
| M&T Bank Corp | $1.5M | 37,374 | 0.00% | new | NEW |
| INSIGNEO ADVISORY SERVICES, LLC | $1.5M | 37,226 | 0.06% | 7q | +10.3%+$138.7K |
| &PARTNERS | $1.4M | 36,194 | 0.01% | 5q | +5.2%+$71.5K |
| Rockefeller Capital Management L.P. | $1.3M | 33,604 | 0.00% | 4q | +18.0%+$204.7K |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $1.3M | 33,534 | 0.15% | 6q | HELD |
| Rooted Wealth Advisors, Inc. | $1.3M | 33,305 | 0.33% | 15q | +17.4%+$197.1K |
| Tidal Investments LLC | $1.3M | 33,181 | 0.00% | 2q | -5.9%-$82.9K |
| Wedmont Private Capital | $1.3M | 32,410 | 0.04% | 9q | -1.3%-$17.1K |
| Farther Finance Advisors, LLC | $1.3M | 32,972 | 0.01% | 10q | +580.4%+$1.1M |
Showing the largest 100 of 261 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 115 | $2.0B | 49,194,091 | 30 | 34 | 25 | 0.0% |
| Q2 2026 | 261 | $2.7B | 66,905,059 | 27 | 110 | 63 | 0.0% |
| Q1 2026 | 282 | $3.2B | 67,946,325 | 53 | 103 | 68 | 0.0% |
| Q4 2025 | 244 | $2.6B | 60,732,097 | 55 | 89 | 51 | 0.0% |
| Q3 2025 | 193 | $2.2B | 56,287,394 | 52 | 77 | 27 | 0.0% |
| Q2 2025 | 159 | $1.2B | 37,465,972 | 45 | 46 | 42 | 0.0% |
| Q1 2025 | 131 | $870.7M | 27,747,929 | 43 | 43 | 26 | 0.0% |
| Q4 2024 | 96 | $580.4M | 22,160,392 | 20 | 28 | 22 | 0.0% |
| Q3 2024 | 76 | $733.5M | 27,938,039 | 16 | 27 | 15 | 0.0% |
| Q2 2024 | 72 | $637.0M | 27,004,440 | 21 | 20 | 16 | 0.0% |
| Q1 2024 | 55 | $624.9M | 28,107,202 | 11 | 12 | 17 | 0.0% |
| Q4 2023 | 53 | $890.4M | 43,283,907 | 9 | 17 | 11 | 0.0% |
| Q3 2023 | 44 | $527.4M | 28,571,170 | 10 | 18 | 10 | 0.0% |
| Q2 2023 | 36 | $706.2M | 36,757,347 | 11 | 8 | 12 | 0.0% |
| Q1 2023 | 24 | $231.9M | 11,779,256 | 4 | 12 | 4 | 0.0% |
| Q4 2022 | 26 | $784.4M | 43,070,539 | 6 | 7 | 5 | 0.0% |
| Q3 2022 | 16 | $657.7M | 39,645,744 | 2 | 10 | 2 | 0.0% |
| Q2 2022 | 17 | $651.6M | 36,081,929 | 7 | 5 | 3 | 0.0% |
| Q1 2022 | 11 | $873.5M | 45,117,689 | 7 | 2 | 1 | 0.0% |
| Q4 2021 | 4 | $775.9M | 42,870,573 | 2 | 2 | 0 | 0.0% |
| Q3 2021 | 7 | $229.5M | 13,074,634 | 6 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $8.9M | 500,000 | 1 | 0 | 0 | 0.0% |