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iShares Gold Trust Micro
IAUM

130 hedge funds and large institutions have $868M invested in iShares Gold Trust Micro in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 8

175% more funds holding in top 10

Funds holding in top 10: 4 → 11 (+7)

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

50% more capital invested

Capital invested by funds: $580M → $868M (+$288M)

35% more funds holding

Funds holding: 96 → 130 (+34)

1.43% less ownership

Funds ownership: 42.45% → 41.02% (-1.4%)

Holders
130
Holders Change
+34
Holders Change %
+35.42%
% of All Funds
1.74%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.15%
New
44
Increased
43
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$65M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$34.3M
3
VC
Vicus Capital
Pennsylvania
+$20.2M
4
Bank of America
Bank of America
North Carolina
+$17.6M
5
AC
AlphaCore Capital
California
+$17.5M

Top Sellers

Rank Fund Capital Flow
1
APF
Alaska Permanent Fund
Alaska
-$86.1M
2
Jane Street
Jane Street
New York
-$3.8M
3
CUAMC
China Universal Asset Management Company
China
-$1.66M
4
MWM
MorganRosel Wealth Management
Colorado
-$1.29M
5
GP
Greenline Partners
New York
-$773K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$3.63M +$1.06M +37,138 +47%
GP
27
Greenline Partners
New York
$3.47M -$773K -27,035 -20%
AA
28
Ancora Advisors
Ohio
$3.22M +$2.95M +103,179 New
Citadel Advisors
29
Citadel Advisors
Florida
$3.19M +$2.93M +102,290 New
T
30
Tableaux
Massachusetts
$3.04M +$1.26M +43,906 +82%
HCM
31
Howland Capital Management
Massachusetts
$2.92M +$2.68M +93,780 New
SA
32
Scarborough Advisors
Maryland
$2.86M +$1.16M +40,428 +79%
EWM
33
Evermay Wealth Management
Virginia
$2.62M +$2.29M +80,224 +2,127%
SFFS
34
Stonehage Fleming Financial Services
Jersey
$2.56M +$1.49M +52,155 +175%
PFS
35
Prospera Financial Services
Texas
$2.41M -$575K -20,121 -21%
MWML
36
M Wealth Management LLC
California
$2.39M +$2.19M +76,528 New
CWM
37
Congress Wealth Management
Massachusetts
$2.38M -$26K -908 -1%
RPCA
38
Running Point Capital Advisors
California
$2.34M -$247K -8,651 -10%
TPBG
39
Turning Point Benefit Group
Maryland
$2.28M -$466K -16,285 -17%
OCBCO
40
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.99M +$1.83M +63,891 New
OC
41
Oarsman Capital
Wisconsin
$1.51M -$39.2K -1,370 -3%
BTI
42
Blue Trust Inc
Georgia
$1.44M +$145K +5,075 +12%
BIG
43
Brookwood Investment Group
Arizona
$1.35M +$1.24M +43,435 New
BOSSRA
44
B.O.S.S. Retirement Advisors
Utah
$1.34M -$41.2K -1,440 -3%
UCB
45
United Community Bank
South Carolina
$1.14M +$1.05M +36,615 New
RW
46
Rede Wealth
Virginia
$1.14M -$2.23K -78 -0.2%
HAIM
47
Hunter Associates Investment Management
Pennsylvania
$1.04M +$959K +33,534 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1M +$406K +14,209 +79%
CPCP
49
Cedar Point Capital Partners
Iowa
$1M +$149K +5,213 +19%
NA
50
NewEdge Advisors
Louisiana
$958K +$117K +4,108 +15%
1
2
3 4 5

IAUM Hedge Fund Activity: Q1 2025 in Review

130 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q1 2025, worth a combined $868M — up 50% from $580M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IAUM positions and 8 closed out — a net gain of 36 holders — while 43 added to existing stakes and 27 trimmed.

The largest buyer was Adventist Health System Sunbelt Healthcare Corp, adding an estimated $65M. The largest seller was Alaska Permanent Fund, cutting an estimated $86.1M.

  • 130 institutional investors held iShares Gold Trust Micro (IAUM) as of Q1 2025, up from 96 in Q4 2024.
  • Funds reported $868M of iShares Gold Trust Micro stock for Q1 2025, up 50% quarter-over-quarter.
  • 44 funds opened new iShares Gold Trust Micro positions in Q1 2025 and 8 closed out, a net change of +36 holders.
  • The largest iShares Gold Trust Micro buyer in Q1 2025 was Adventist Health System Sunbelt Healthcare Corp, an estimated $65M added.
  • The largest iShares Gold Trust Micro seller in Q1 2025 was Alaska Permanent Fund, an estimated $86.1M sold.

Based on aggregated 13F filings for Q1 2025.