iShares Gold Trust Micro
IAUM
24 hedge funds and large institutions have $232M invested in iShares Gold Trust Micro in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 5 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
8% less funds holding
Funds holding: 26 → 24 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
45.31% less ownership
Funds ownership: 69.47% → 24.16% (-45%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
70% less capital invested
Capital invested by funds: $784M → $232M (-$552M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$30.2M |
| 2 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$2.83M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.79M |
| 4 |
HF
HRT Financial
New York
|
+$1.64M |
| 5 |
MWM
Maripau Wealth Management
Fort Wayne,
Indiana
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$9.59M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.96M |
| 3 |
GP
Greenline Partners
New York
|
-$3.27M |
| 4 |
RFS
Retirement Financial Solutions
Knoxville,
Tennessee
|
-$97.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$43.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| – | -$43.7K | -2,399 | Closed |
|
|
BAM
27
Belpointe Asset Management
Reno,
Nevada
| – | -$7.45K | -409 | Closed |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -92 | Closed |
|
|
MCC
29
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$1.46K | -80 | Closed |
|
IAUM Hedge Fund Activity: Q1 2023 in Review
24 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q1 2023, worth a combined $232M — down 70% from $784M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IAUM and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 13 added.
The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $30.2M. The largest seller was BlackRock, cutting an estimated $9.59M.
- 24 institutional investors held iShares Gold Trust Micro (IAUM) as of Q1 2023, down from 26 in Q4 2022.
- Funds reported $232M of iShares Gold Trust Micro stock for Q1 2023, down 70% quarter-over-quarter.
- 4 funds opened new iShares Gold Trust Micro positions in Q1 2023 and 5 closed out, a net change of -1 holder.
- The largest iShares Gold Trust Micro buyer in Q1 2023 was Sumitomo Mitsui Trust Group, an estimated $30.2M added.
- The largest iShares Gold Trust Micro seller in Q1 2023 was BlackRock, an estimated $9.59M sold.
Based on aggregated 13F filings for Q1 2023.