We are live on ! Find out more
IAUM icon

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
KWM
101
Kiker Wealth Management
Georgia
$71.7K +$65.8K +2,300 New
AP
102
Advisors Preferred
Maryland
$66.5K +$61.1K +2,137 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$60K +$13.4K +469 +32%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$58K – – –
HCM
105
Hollencrest Capital Management
California
$55.7K +$51.1K +1,786 New
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$52K -$8.66K -303 -15%
TWD
107
True Wealth Design
Ohio
$45.6K – – –
NS
108
NBC Securities
Alabama
$39K +$36.4K +1,274 +127,400%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.4K +$4K +140 +16%
SIC
110
SJS Investment Consulting
Ohio
$31.2K +$28.6K +1,000 New
WPA
111
Wealth Preservation Advisors
Tennessee
$31K +$28.5K +996 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$25.3K -$2K -70 -8%
PA
113
PSI Advisors
Florida
$24.5K – – –
TCM
114
Tradewinds Capital Management
Washington
$20.7K +$15.6K +544 +453%
RFA
115
Reyes Financial Architecture
California
$15.4K – – –
CAL
116
Capital Analysts LLC
Pennsylvania
$10K – – –
CAM
117
Creekmur Asset Management
Illinois
$9.51K +$8.72K +305 New
UIA
118
Ulland Investment Advisors
Minnesota
$9K +$7.86K +275 New
TSMHT
119
Thurston Springer Miller Herd & Titak
Indiana
$6.23K -$5.72K -200 -50%
T
120
Transce3nd
Texas
$5.95K +$172 +6 +3%
S
121
SignatureFD
Georgia
$4.68K – – –
RCM
122
Richardson Capital Management
Wisconsin
$4.42K +$2.15K +75 New
SS
123
Sunbelt Securities
Texas
$3.9K +$3.58K +125 New
FFA
124
Farther Finance Advisors
California
$3.11K – – –
BCMLT
125
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.87K +$2.63K +92 New
2 3 4
5
6

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.