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iShares Gold Trust Micro
IAUM

Overview Fund Activity

44 hedge funds and large institutions have $527M invested in iShares Gold Trust Micro in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
18
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$97.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.91M
3
MWM
MorganRosel Wealth Management
Colorado
$5.66M
4
AWM
AE Wealth Management
Kansas
$35.4M
5
Bank of America
Bank of America
North Carolina
$13.1M

Top Sellers

1
Jane Street
Jane Street
New York
$7.93M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.17M
3
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$24M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$81.2M
5
BlackRock
BlackRock
New York
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$517K +$517K +28,000 New
RWA
27
Rooted Wealth Advisors
Illinois
$497K +$51.4K +2,602 +12%
CUAMC
28
China Universal Asset Management Company
China
$480K +$480K +26,000 New
KFG
29
Kingdom Financial Group
Arizona
$399K +$108K +5,834 +37%
VC
30
Vicus Capital
Pennsylvania
$387K +$387K +20,984 New
JCIA
31
Jackson Creek Investment Advisors
Colorado
$373K -$37 -2 -0%
Osaic Holdings
32
Osaic Holdings
Arizona
$364K +$192K +10,390 +111%
Stifel Financial
33
Stifel Financial
Missouri
$323K -$1.96K -106 -0.6%
SC
34
Sinecera Capital
Texas
$292K +$28K +1,516 +11%
ETC
35
Exchange Traded Concepts
Oklahoma
$85.1K +$85.1K +4,613 New
KFS
36
Kelly Financial Services
Massachusetts
$48K +$12.9K +697 +37%
OLVIG
37
Oliver Lagore Vanvalin Investment Group
Michigan
$36.1K -$41.1K -2,229 -53%
TWD
38
True Wealth Design
Ohio
$27K +$27K +1,462 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$24K +$3.8K +208 +19%
NS
40
NBC Securities
Alabama
$23K +$23K +1,275 New
PA
41
PSI Advisors
Florida
$14.5K +$14.5K +785 New
RWPA
42
Richard W. Paul & Associates
Michigan
$9.32K -$922 -50 -9%
NFSG
43
Newbridge Financial Services Group
Florida
$8.47K – – –
S
44
SignatureFD
Georgia
$1.85K – – –
KA
45
Kovack Advisors
Florida
– -$281K -14,642 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$248K -12,909 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
– -$50.8K -2,650 Closed
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