We are live on ! Find out more
IAUM icon

iShares Gold Trust Micro

44 hedge funds and large institutions have $527M invested in iShares Gold Trust Micro in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

22% more funds holding

Funds holding: 3644 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15.29% less ownership

Funds ownership: 76.74%61.44% (-15%)

25% less capital invested

Capital invested by funds: $706M → $527M (-$179M)

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
18
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$196M
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$97.1M +$33.8M +1,757,200 +50%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$81.2M -$6.73M -350,000 -7%
AWM
4
AE Wealth Management
Kansas
$35.4M +$3.77M +195,890 +11%
Teacher Retirement System of Texas
5
Teacher Retirement System of Texas
Texas
$24M -$16.4M -850,000 -40%
BlackRock
6
BlackRock
New York
$20.9M -$560K -29,123 -3%
Bank of America
7
Bank of America
North Carolina
$13.1M +$1.98M +103,100 +17%
GP
8
Greenline Partners
New York
$11.7M
Jane Street
9
Jane Street
New York
$7.93M -$169M -8,774,524 -95%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.91M +$6.16M +319,973 +275,839%
MWM
11
MorganRosel Wealth Management
Colorado
$5.66M +$5.9M +306,583 New
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$4.17M -$23.5M -1,219,151 -85%
TF
13
Theory Financial
Colorado
$3.49M +$175K +9,121 +5%
CWM
14
Castle Wealth Management
Florida
$2.74M +$248K +12,890 +10%
VCM
15
Versant Capital Management
Arizona
$2.27M +$783K +40,708 +50%
MWM
16
Maripau Wealth Management
Indiana
$1.98M -$97.7K -5,077 -5%
AI
17
Atria Investments
North Carolina
$1.97M +$391K +20,317 +23%
BOSSRA
18
B.O.S.S. Retirement Advisors
Utah
$1.86M +$387K +20,098 +25%
FTUS
19
Flow Traders U.S.
New York
$1.71M +$1.78M +92,571 New
OC
20
Oarsman Capital
Wisconsin
$1.15M -$50.5K -2,623 -4%
HF
21
HRT Financial
New York
$1.02M +$104K +5,414 +11%
T
22
TRUADVICE
Florida
$901K +$400K +20,811 +81%
TI
23
Tidal Investments
Wisconsin
$634K +$661K +34,355 New
SF
24
Slagle Financial
Illinois
$632K +$96.4K +5,012 +17%
ACM
25
Ardent Capital Management
Ohio
$526K +$548K +28,500 New

IAUM Hedge Fund Activity: Q3 2023 in Review

44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q3 2023, worth a combined $527M — down 25% from $706M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IAUM positions and 3 closed out — a net gain of 8 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Adventist Health System Sunbelt Healthcare Corp, adding an estimated $33.8M. The largest seller was Jane Street, cutting an estimated $169M.

  • 44 institutional investors held iShares Gold Trust Micro (IAUM) as of Q3 2023, up from 36 in Q2 2023.
  • Funds reported $527M of iShares Gold Trust Micro stock for Q3 2023, down 25% quarter-over-quarter.
  • 11 funds opened new iShares Gold Trust Micro positions in Q3 2023 and 3 closed out, a net change of +8 holders.
  • The largest iShares Gold Trust Micro buyer in Q3 2023 was Adventist Health System Sunbelt Healthcare Corp, an estimated $33.8M added.
  • The largest iShares Gold Trust Micro seller in Q3 2023 was Jane Street, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2023.