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iShares Gold Trust Micro
IAUM

Overview Fund Activity

55 hedge funds and large institutions have $624M invested in iShares Gold Trust Micro in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
12
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$23.2M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$7.25M
3
RA
RFG Advisory
Alabama
+$3.59M
4
Bank of America
Bank of America
North Carolina
+$2.86M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.03M

Top Sellers

1
Jane Street
Jane Street
New York
-$277M
2
AWM
AE Wealth Management
Kansas
-$20.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$20.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.1M
5
SC
Sinecera Capital
Texas
-$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
26
Vicus Capital
Pennsylvania
$669K +$42K +1,896 +7%
RWA
27
Rooted Wealth Advisors
Illinois
$632K +$25.3K +1,111 +4%
ACM
28
Ardent Capital Management
Ohio
$632K – – –
Millennium Management
29
Millennium Management
New York
$630K +$630K +28,423 New
Neuberger Berman Group
30
Neuberger Berman Group
New York
$621K – – –
SF
31
Slagle Financial
Illinois
$441K -$1.17M -52,642 -73%
PSA
32
Plum Street Advisors
Louisiana
$426K -$89.9K -3,423 -17%
NF
33
NavPoint Financial
Minnesota
$400K – – –
KFG
34
Kingdom Financial Group
Arizona
$349K -$197K -8,873 -36%
BCM
35
Brookstone Capital Management
Illinois
$339K -$95.3K -4,297 -22%
JCIA
36
Jackson Creek Investment Advisors
Colorado
$314K -$110K -4,952 -26%
BCI
37
Brinker Capital Investments
Pennsylvania
$273K -$29.9K -1,350 -10%
OPS
38
Orion Portfolio Solutions
Nebraska
$273K -$29.9K -1,350 -10%
PA
39
Pineridge Advisors
Missouri
$171K -$71.8K -3,237 -30%
SIS
40
Sound Income Strategies
Florida
$81.9K +$81.9K +3,695 New
Osaic Holdings
41
Osaic Holdings
Arizona
$62.9K +$421 +19 +0.7%
Wells Fargo
42
Wells Fargo
California
$46.3K +$45.2K +2,039 +4,161%
KFS
43
Kelly Financial Services
Massachusetts
$42.6K -$23.8K -1,074 -36%
TCCM
44
Timber Creek Capital Management
Massachusetts
$37.7K – – –
TWD
45
True Wealth Design
Ohio
$32.4K – – –
NS
46
NBC Securities
Alabama
$28K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$24K – – –
IA
48
IFP Advisors
Florida
$20.2K – – –
OLVIG
49
Oliver Lagore Vanvalin Investment Group
Michigan
$12K -$3.41K -154 -22%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$11.1K +$11.1K +500 New
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