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iShares Gold Trust Micro

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: 411 (+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: 96130 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PSA
76
Plum Street Advisors
Louisiana
$355K -$49.7K -1,739 -13%
FTWA
77
Fifth Third Wealth Advisors
Ohio
$326K +$299K +10,462 New
XT
78
XTX Topco
Cayman Islands
$319K +$293K +10,236 New
WN
79
Williams & Novak
California
$314K +$289K +10,092 New
SAM
80
Smartleaf Asset Management
Massachusetts
$289K +$183K +6,407 +214%
AWA
81
Arkadios Wealth Advisors
Georgia
$285K +$262K +9,148 New
KFG
82
Kingdom Financial Group
Arizona
$278K -$18.1K -634 -7%
MML Investors Services
83
MML Investors Services
Massachusetts
$278K +$33.9K +1,184 +15%
RF
84
RHS Financial
California
$261K -$46.6K -1,628 -16%
MCM
85
MAI Capital Management
Ohio
$250K +$230K +8,028 New
LPL Financial
86
LPL Financial
California
$235K +$215K +7,526 New
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$228K +$209K +7,313 New
CPL
88
CAP Partners LLC
Tennessee
$225K +$207K +7,228 New
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$222K +$204K +7,138 New
SOS
90
Silver Oak Securities
Tennessee
$201K +$187K +6,543 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$186K +$158K +5,516 +1,251%
AIC
92
Archer Investment Corporation
Indiana
$184K +$169K +5,915 New
ETC
93
Exchange Traded Concepts
Oklahoma
$171K -$16.4K -572 -9%
PA
94
Pineridge Advisors
Missouri
$157K +$1.52K +53 +1%
AAP
95
Arax Advisory Partners
Colorado
$152K +$140K +4,887 New
Q1WB
96
Quest 10 Wealth Builders
Virginia
$142K +$886 +31 +0.7%
SC
97
SouthState Corp
Florida
$123K +$113K +3,955 New
Osaic Holdings
98
Osaic Holdings
Arizona
$101K +$54.7K +1,914 +144%
CFB
99
Cullen/Frost Bankers
Texas
$88.5K
DRS
100
Deane Retirement Strategies
Louisiana
$85.8K +$3.75K +131 +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.