Institutional Ownership I Shares Gold Trust Micro (IAUM)
This table provides information about the institutional ownership of I Shares Gold Trust Micro (IAUM). We have compiled data on the 162 institutions that hold shares in the stock, with a total of 37.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
226,491
shares
|
$9.48 Million
5.07% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
219,185
shares
|
$9.17 Million
0.18% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Raub Brock Capital Management LP
|
Oct 15, 2025 Q3 2025 |
207,700
shares
|
$8.69 Million
1.72% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
193,100
shares
|
$8.08 Million
0.22% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
183,673
shares
|
$7.69 Million
0.21% of portfolio
|
Q3 2025
Added 2395.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
167,703
shares
|
$7.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 45.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
150,685
shares
|
$6.31 Million
0.0% of portfolio
|
Q2 2025
Added 29.22%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
147,059
shares
|
$6.15 Million
2.52% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
139,740
shares
|
$5.85 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
138,862
shares
|
$5.81 Million
0.01% of portfolio
|
Q2 2025
Added 1458.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
132,866
shares
|
$5.56 Million
0.1% of portfolio
|
Q2 2025
Added 28.77%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
131,134
shares
|
$5.49 Million
2.8% of portfolio
|
Q2 2025
New holding
|
|
|
Myriad Asset Management Us LP
|
Jul 10, 2025 Q2 2025 |
120,142
shares
|
$5.03 Million
2.73% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
116,297
shares
|
$4.87 Million
0.16% of portfolio
|
Q2 2025
Added 1011.61%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
113,374
shares
|
$4.74 Million
1.79% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
109,311
shares
|
$4.57 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
104,735
shares
|
$4.38 Million
0.0% of portfolio
|
Q2 2025
Added 1332.18%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
97,971
shares
|
$4.1 Million
0.43% of portfolio
|
Q2 2025
Added 233.62%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
90,315
shares
|
$3.78 Million
0.09% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
87,111
shares
|
$3.65 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
86,033
shares
|
$3.6 Million
0.63% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
79,783
shares
|
$3.34 Million
2.56% of portfolio
|
Q3 2024
Added 24.04%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
76,528
shares
|
$3.2 Million
2.33% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
75,971
shares
|
$3.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
75,065
shares
|
$3.14 Million
0.77% of portfolio
|
Q1 2025
Reduced 10.33%
|