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iShares Gold Trust Micro
IAUM

Overview Fund Activity

26 hedge funds and large institutions have $784M invested in iShares Gold Trust Micro in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
8
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$57.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$14.4M
3
AWM
AE Wealth Management
Kansas
$33M
4
BlackRock
BlackRock
New York
$30M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.01M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
OC
Oarsman Capital
Wisconsin
$1.06M
3
GP
Greenline Partners
New York
$14.8M
4
Osaic Holdings
Osaic Holdings
Arizona
$12K
5
IMC Chicago
IMC Chicago
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APF
1
Alaska Permanent Fund
Alaska
$588M – – –
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$57.4M +$57.4M +3,150,000 New
Teacher Retirement System of Texas
3
Teacher Retirement System of Texas
Texas
$36.4M – – –
AWM
4
AE Wealth Management
Kansas
$33M +$10.8M +590,796 +48%
BlackRock
5
BlackRock
New York
$30M +$1.45M +79,401 +5%
GP
6
Greenline Partners
New York
$14.8M -$1.63M -89,430 -10%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$14.4M +$14.2M +781,579 +7,041%
TF
8
Theory Financial
Colorado
$3.43M +$3.43M +188,235 New
MWM
9
Maripau Wealth Management
Indiana
$1.43M +$1.74K +90 +0.1%
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$1.31M +$1.31M +72,141 New
OC
11
Oarsman Capital
Wisconsin
$1.06M -$2.85M -156,683 -73%
AHSSHC
12
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.01M +$201K +11,061 +25%
VCM
13
Versant Capital Management
Arizona
$924K +$117K +6,436 +15%
JCIA
14
Jackson Creek Investment Advisors
Colorado
$397K +$127K +6,946 +47%
RWA
15
Rooted Wealth Advisors
Illinois
$300K +$300K +16,455 New
AWMNH
16
Arcadia Wealth Management (New Hampshire)
New Hampshire
$250K +$250K +13,703 New
Bank of America
17
Bank of America
North Carolina
$184K -$29.6K -1,625 -14%
RFS
18
Retirement Financial Solutions
Tennessee
$97.7K +$97.7K +5,367 New
UBS Group
19
UBS Group
Switzerland
$43.7K +$43.7K +2,399 New
KFS
20
Kelly Financial Services
Massachusetts
$35.4K +$17.8K +976 +101%
RWPA
21
Richard W. Paul & Associates
Michigan
$26K +$26K +1,427 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$20K +$20K +1,105 New
Osaic Holdings
23
Osaic Holdings
Arizona
$12K -$971K -55,104 -99%
BAM
24
Belpointe Asset Management
Nevada
$7.45K +$7.45K +409 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +92 New
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