Security record · archived quarter
IAUM
iShares Gold Trust Micro · Financial Services · Asset Management
42Tracked holders
+1Δ holders
30.87MShares held
$1.33BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow -2.1% ·
net new positions +2.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 26.33K | $1.08M | n/a | −1 |
| Q2 2026 | 43 | -2 | 42.20M | $1.69B | +3 | −7 |
| Q1 2026 | 48 | +6 | 38.09M | $1.78B | +10 | −4 |
| Q4 2025 | 42 | +1 | 30.87M | $1.33B | +1 | n/a |
| Q3 2025 | 5 | +1 | 2.00M | $77.18M | +1 | n/a |
| Q2 2025 | 2 | -1 | 59.28K | $1.96M | n/a | −1 |
| Q1 2025 | 2 | +1 | 655.79K | $20.44M | +1 | n/a |
| Q4 2024 | 1 | 0 | 158.10K | $4.14M | n/a | n/a |
| Q3 2024 | 1 | 0 | 154.30K | $4.05M | +1 | −1 |
| Q2 2024 | 1 | n/a | 42.47K | $985,327 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Sumitomo Mitsui Trust Group, Inc. | 21.93M | n/a | $942.98M | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.92M | n/a | $125.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Asset Management One Co., Ltd. | 1.19M | n/a | $51.41M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 800.81K | -53.3% | $34.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Fifth Third Bancorp | 797.07K | n/a | $34.27M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 701.69K | n/a | $30.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 312.86K | New | $13.45M | 0.0% | New | 1 | SEC ↗ |
| 8 | Mirae Asset Global Investments Co.… | 312.00K | n/a | $13.41M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 228.55K | n/a | $9.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 222.22K | n/a | $9.55M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 204.49K | n/a | $8.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Amundi | 171.75K | n/a | $7.38M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 121.82K | n/a | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 115.70K | n/a | $4.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Renaissance Technologies ✦ | 106.60K | -33.1% | $4.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 106.43K | -18.8% | $4.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Cetera Investment Advisers | 80.94K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 80.06K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 76.50K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Nomura Asset Management Co Ltd | 62.00K | n/a | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 50.85K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Tudor Investment Corp Et Al | 44.07K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 43.47K | n/a | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 33.06K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 32.81K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 20.73K | n/a | $891,309 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 14.34K | n/a | $616,478 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Quantinno Capital Management LP | 11.91K | n/a | $511,839 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cibc World Market Inc. | 10.64K | n/a | $457,543 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 9.86K | n/a | $423,967 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 9.21K | n/a | $412,337 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 8.13K | n/a | $349,466 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Neuberger Berman Group LLC | 6.50K | n/a | $279,435 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 5.35K | n/a | $229,868 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Brown Advisory Inc | 4.88K | n/a | $209,963 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 2.86K | n/a | $122,951 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 2.31K | n/a | $100,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Cwm, Llc | 1.45K | n/a | $62,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 1.01K | +1.2% | $43,623 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 1.00K | n/a | $42,980 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 813 | n/a | $34,951 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 154 | +190.6% | $6,620 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $13.45M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 274 holders, 67.47M shares, $3.13B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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