IAUM Institutional Ownership
iShares Gold Trust Micro
1W: -3.4%
1M: -5.5%
3M: -0.4%
YTD: -4.3%
1Y: +7.2%
3Y: +120.7%
5Y: +136.6%
$41.33
-0.26 (-0.63%)
Weekly Expected Move ±3.0%
$39
$40
$41
$43
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IAUM
305
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
31
New Positions
115
Increased
107
Reduced
45
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (321 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sumitomo Mitsui Trust Group, Inc. | 28,234,927 | 1.2B | +1,400,000 | +5.2% | 15Q | SEC ↗ |
| 2 | SCHOOL EMPLOYEES RETIREMENT BOARD OF O | 3,965,691 | $164M | +1,089,942 | +37.9% | 9Q | SEC ↗ |
| 3 | Alaska Permanent Fund Corp | 3,709,000 | $153M | — | +0.0% | 13Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 3,407,229 | $141M | -16,910 | -0.5% | 15Q | SEC ↗ |
| 5 | BlackRock, Inc. | 2,438,487 | $101M | +1,594,997 | +189.1% | 2Q | SEC ↗ |
| 6 | Asset Management One Co., Ltd. | 2,430,865 | $100M | +1,003,173 | +70.3% | 4Q | SEC ↗ |
| 7 | Blue Trust, Inc. | 1,583,057 | $65M | -23,332 | -1.5% | 8Q | SEC ↗ |
| 8 | AlTi Global, Inc. | 1,419,049 | $59M | +80,000 | +6.0% | 5Q | SEC ↗ |
| 9 | AlphaCore Capital LLC | 1,071,629 | $44M | +131,395 | +14.0% | 6Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 944,053 | $39M | +209,306 | +28.5% | 7Q | SEC ↗ |
| 11 | FIFTH THIRD BANCORP | 842,374 | $35M | +8,231 | +1.0% | 10Q | SEC ↗ |
| 12 | BOK Financial Private Wealth, Inc. | 747,968 | $31M | -382,682 | -33.8% | 3Q | SEC ↗ |
| 13 | Vident Advisory, LLC | 676,383 | $28M | -1,007,591 | -59.8% | 5Q | SEC ↗ |
| 14 | Heck Capital Advisors, LLC | 584,557 | $24M | -1,851,063 | -76.0% | 4Q | SEC ↗ |
| 15 | Mirae Asset Global Investments Co., Lt | 520,000 | $21M | -220,000 | -29.7% | 3Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 461,001 | $19M | -196,200 | -29.9% | 3Q | SEC ↗ |
| 17 | Sanctuary Advisors, LLC | 451,463 | $19M | +31,709 | +7.6% | 8Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 437,815 | $18M | +23,770 | +5.7% | 7Q | SEC ↗ |
| 19 | MAI Capital Management | 433,092 | $18M | +118,105 | +37.5% | 6Q | SEC ↗ |
| 20 | Fielder Capital Group LLC | 395,257 | $16M | +1,367 | +0.3% | 11Q | SEC ↗ |
| 21 | Avestar Capital, LLC | 365,566 | $15M | -2,187 | -0.6% | 5Q | SEC ↗ |
| 22 | Reliant Wealth Planning | 354,094 | $15M | +17,111 | +5.1% | 3Q | SEC ↗ |
| 23 | China Universal Asset Management Co., | 353,000 | $15M | +20,000 | +6.0% | 12Q | SEC ↗ |
| 24 | United Community Bank | 347,362 | $14M | -28,982 | -7.7% | 6Q | SEC ↗ |
| 25 | Versant Capital Management, Inc | 345,409 | $14M | +25,242 | +7.9% | 19Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 295,851 | $12M | +43,222 | +17.1% | 6Q | SEC ↗ |
| 27 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTH | 291,255 | $12M | -1,185,129 | -80.3% | 20Q | SEC ↗ |
| 28 | TRUIST FINANCIAL CORP | 289,287 | $12M | +50,666 | +21.2% | 5Q | SEC ↗ |
| 29 | World Investment Advisors | 271,429 | $11M | -3,437 | -1.3% | 6Q | SEC ↗ |
| 30 | HOWLAND CAPITAL MANAGEMENT LLC | 268,081 | $11M | -6,964 | -2.5% | 6Q | SEC ↗ |
| 31 | Permanens Capital L.P. | 265,651 | $11M | — | +0.0% | 3Q | SEC ↗ |
| 32 | SIGMA INVESTMENT COUNSELORS INC | 239,218 | $10M | -5,282 | -2.2% | 4Q | SEC ↗ |
| 33 | Thrivent Financial for Lutherans | 226,369 | $9M | -13,205 | -5.5% | 4Q | SEC ↗ |
| 34 | MGO ONE SEVEN LLC | 221,719 | $9M | +2,691 | +1.2% | 9Q | SEC ↗ |
| 35 | SFM, LLC | 220,012 | $9M | +3,155 | +1.5% | 7Q | SEC ↗ |
| 36 | CAPTRUST FINANCIAL ADVISORS | 215,310 | $9M | +169,902 | +374.2% | 2Q | SEC ↗ |
| 37 | LPL Financial LLC | 200,740 | $8M | +58,195 | +40.8% | 6Q | SEC ↗ |
| 38 | RFG Advisory, LLC | 198,410 | $8M | -65,107 | -24.7% | 10Q | SEC ↗ |
| 39 | MML INVESTORS SERVICES, LLC | 197,987 | $8M | +22,622 | +12.9% | 8Q | SEC ↗ |
| 40 | Raub Brock Capital Management LP | 195,990 | $8M | -6,930 | -3.4% | 5Q | SEC ↗ |
| 41 | Fifth Third Wealth Advisors LLC | 188,326 | $8M | +4,810 | +2.6% | 6Q | SEC ↗ |
| 42 | TABLEAUX LLC | 183,367 | $8M | +14,741 | +8.7% | 7Q | SEC ↗ |
| 43 | AE Wealth Management LLC | 182,548 | $8M | -70,804 | -27.9% | 17Q | SEC ↗ |
| 44 | Greenline Partners, LLC | 170,451 | $7M | — | +0.0% | 17Q | SEC ↗ |
| 45 | Savvy Advisors, Inc. | 157,209 | $6M | +101,405 | +181.7% | 2Q | SEC ↗ |
| 46 | Amundi | 147,696 | $6M | +12,367 | +9.1% | 4Q | SEC ↗ |
| 47 | VICUS CAPITAL | 145,595 | $6M | +11,680 | +8.7% | 12Q | SEC ↗ |
| 48 | Cerity Partners LLC | 139,695 | $6M | +10,519 | +8.1% | 8Q | SEC ↗ |
| 49 | Bauman Advisory Group, LLC | 139,413 | $6M | -51,514 | -27.0% | 3Q | SEC ↗ |
| 50 | OSAIC HOLDINGS, INC. | 130,731 | $5M | +15,152 | +13.1% | 17Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Encompass More Asset Management | 94,367 | $4M |
| RENAISSANCE TECHNOLOGIES LLC | 81,791 | $3M |
| Trek Financial, LLC | 73,521 | $3M |
| M&T Bank Corp | 37,374 | $2M |
| BIP Wealth, LLC | 31,072 | $1M |
| Global Retirement Partners, LLC | 30,467 | $1M |
| Virtu Financial LLC | 28,533 | $1M |
| J. M. Brown & Associates Inc. | 23,898 | $988K |
| Upper Left Wealth Management, LLC | 22,021 | $910K |
| Columbus Macro, LLC | 17,143 | $709K |
| RiverGlades Family Offices LLC | 13,000 | $537K |
| Precision Wealth Strategies, LLC | 11,244 | $465K |
| FORT WASHINGTON INVESTMENT ADVISORS | 10,975 | $454K |
| Compound Planning, Inc. | 10,713 | $443K |
| KFG WEALTH MANAGEMENT, LLC | 8,333 | $344K |
| MISSION WEALTH MANAGEMENT, LP | 6,833 | $282K |
| EXCALIBUR MANAGEMENT CORP | 6,227 | $257K |
| Daiwa Securities Group Inc. | 6,210 | $257K |
| KMT WEALTH MANAGEMENT, LLC | 5,465 | $226K |
| Sigma Planning Corp | 5,464 | $226K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TEACHER RETIREMENT SYSTEM OF TEXAS | 1,300,000 | $54M |
| Quadrature Capital Ltd | 991,744 | $41M |
| Myriad Asset Management Advisors LL | 777,371 | $32M |
| Myriad Asset Management US LP | 275,242 | $11M |
| Jump Financial, LLC | 135,532 | $6M |
| CITADEL ADVISORS LLC | 127,275 | $5M |
| MorganRosel Wealth Management, LLC | 110,084 | $5M |
| Brookwood Investment Group LLC | 66,145 | $3M |
| PRUDENTIAL PLC | 54,942 | $2M |
| Heirloom Wealth Management | 44,279 | $2M |
| Bay Colony Advisory Group, Inc d/b/ | 26,495 | $1M |
| Independent Advisor Alliance | 21,964 | $908K |
| EVOKE WEALTH, LLC | 14,909 | $616K |
| Summit Trail Advisors, LLC | 12,554 | $519K |
| Optivise Advisory Services LLC | 10,839 | $448K |
| Fifth Third Securities, Inc. | 10,397 | $430K |
| TWO SIGMA SECURITIES, LLC | 10,149 | $419K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,932 | $410K |
| Corient Private Wealth LLC | 9,872 | $408K |
| HRT FINANCIAL LP | 9,444 | $390K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +1,594,997 | +189.1% | 2,438,487 |
| Sumitomo Mitsui Trust Group, Inc. | +1,400,000 | +5.2% | 28,234,927 |
| SCHOOL EMPLOYEES RETIREMENT BOARD O | +1,089,942 | +37.9% | 3,965,691 |
| Asset Management One Co., Ltd. | +1,003,173 | +70.3% | 2,430,865 |
| RAYMOND JAMES FINANCIAL INC | +209,306 | +28.5% | 944,053 |
| CAPTRUST FINANCIAL ADVISORS | +169,902 | +374.2% | 215,310 |
| AlphaCore Capital LLC | +131,395 | +14.0% | 1,071,629 |
| MAI Capital Management | +118,105 | +37.5% | 433,092 |
| Arax Advisory Partners | +114,478 | +8033.5% | 115,903 |
| Savvy Advisors, Inc. | +101,405 | +181.7% | 157,209 |
| AQR CAPITAL MANAGEMENT LLC | +88,803 | +358.1% | 113,598 |
| AlTi Global, Inc. | +80,000 | +6.0% | 1,419,049 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +76,348 | +1021.4% | 83,823 |
| LPL Financial LLC | +58,195 | +40.8% | 200,740 |
| TRUIST FINANCIAL CORP | +50,666 | +21.2% | 289,287 |
| ENVESTNET ASSET MANAGEMENT INC | +43,222 | +17.1% | 295,851 |
| Firestone Capital Management | +34,849 | +112.6% | 65,787 |
| STUART INVESTMENT ADVISORS, INC. | +33,665 | +102.2% | 66,599 |
| Sanctuary Advisors, LLC | +31,709 | +7.6% | 451,463 |
| Farther Finance Advisors, LLC | +28,126 | +580.4% | 32,972 |