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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
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$207M +$34.3M +1,200,000 +22%
APF
2
Alaska Permanent Fund
Alaska
$116M -$86.1M -3,012,000 -46%
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$72M +$65M +2,271,800 +5,919%
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$70.9M
Bank of America
5
Bank of America
North Carolina
$60.5M +$17.6M +615,418 +46%
Teacher Retirement System of Texas
6
Teacher Retirement System of Texas
Texas
$40.5M
VC
7
Vicus Capital
Pennsylvania
$34.7M +$20.2M +704,995 +173%
SA
8
Sanctuary Advisors
Indiana
$19.6M +$10.5M +365,584 +138%
JP Morgan Chase
9
JP Morgan Chase
New York
$19.2M +$11.3M +396,647 +181%
AC
10
AlphaCore Capital
California
$19.1M +$17.5M +612,704 New
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$17.9M +$3.18M +111,067 +24%
Renaissance Technologies
12
Renaissance Technologies
New York
$17.3M +$11.3M +395,400 +250%
FCG
13
Fielder Capital Group
Tennessee
$13.2M +$1.04M +36,261 +9%
AWM
14
AE Wealth Management
Kansas
$9.88M +$1.43M +49,985 +19%
AWS
15
Atria Wealth Solutions
New York
$9.55M +$8.76M +306,321 New
RA
16
RFG Advisory
Alabama
$8.61M +$1.56M +54,706 +25%
MWM
17
MorganRosel Wealth Management
Colorado
$8.6M -$1.29M -45,152 -14%
CUAMC
18
China Universal Asset Management Company
China
$8.49M -$1.66M -58,000 -18%
Goldman Sachs
19
Goldman Sachs
New York
$7.79M +$7.15M +250,016 New
VCM
20
Versant Capital Management
Arizona
$7.24M +$166K +5,793 +3%
WIA
21
World Investment Advisors
California
$6.96M +$6.38M +223,243 New
CWM
22
Castle Wealth Management
Florida
$5.28M -$96.5K -3,374 -2%
MOS
23
MGO One Seven
Ohio
$4.96M +$362K +12,658 +9%
NWM
24
Napa Wealth Management
California
$4.67M +$4.28M +149,777 New
SL
25
SFM LLC
New Hampshire
$3.92M +$2.38M +83,331 +196%

IAUM Hedge Fund Activity: Q1 2025 in Review

130 of the 7,459 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.