iShares Gold Trust Micro Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 28.23 M | $1.13 B | 5.22% | 17.87% |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 07/13/2026 | 3.97 M | $158.67 M | 37.90% | 2.51% |
| ALASKA PERMANENT FUND CORP | 08/24/2026 | 3.71 M | $148.40 M | 0.00% | 2.35% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 3.41 M | $136.32 M | -0.49% | 2.16% |
| BLACKROCK, INC. | 08/07/2026 | 2.44 M | $97.56 M | 189.10% | 1.54% |
| ASSET MANAGEMENT ONE CO., LTD. | 07/28/2026 | 2.43 M | $97.26 M | 70.27% | 1.54% |
| BLUE TRUST, INC. | 07/21/2026 | 1.58 M | $63.34 M | -1.45% | 1.00% |
| ALTI GLOBAL, INC. | 08/05/2026 | 1.42 M | $56.78 M | 5.97% | 0.90% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 1.07 M | $42.88 M | 13.97% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 944.05 K | $37.77 M | 28.49% | 0.60% |
| FIFTH THIRD BANCORP | 08/05/2026 | 842.37 K | $33.70 M | 0.99% | 0.53% |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 08/10/2026 | 747.97 K | $29.93 M | -33.85% | 0.47% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 676.38 K | $27.06 M | -59.83% | 0.43% |
| HECK CAPITAL ADVISORS, LLC | 07/10/2026 | 584.56 K | $23.39 M | -76.00% | 0.37% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 07/22/2026 | 520.00 K | $20.81 M | -29.73% | 0.33% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 461.00 K | $18.44 M | -29.85% | 0.29% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 451.46 K | $18.06 M | 7.55% | 0.29% |
| JPMORGAN CHASE & CO | 08/12/2026 | 437.82 K | $17.52 M | 5.74% | 0.28% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 433.09 K | $17.33 M | 37.50% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 295.85 K | $11.84 M | 17.11% | 0.27% |
| FIELDER CAPITAL GROUP LLC | 08/06/2026 | 395.26 K | $15.81 M | 0.35% | 0.25% |
| ANCORA ADVISORS LLC | 08/14/2026 | 377.22 K | $15.09 M | -41.38% | 0.24% |
| AVESTAR CAPITAL, LLC | 07/29/2026 | 365.57 K | $14.63 M | -0.59% | 0.23% |
| RELIANT WEALTH PLANNING | 08/07/2026 | 354.09 K | $14.17 M | 5.08% | 0.22% |
| CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. | 07/24/2026 | 353.00 K | $14.12 M | 6.01% | 0.22% |
| UNITED COMMUNITY BANK | 08/13/2026 | 347.36 K | $13.90 M | -7.70% | 0.22% |
| VERSANT CAPITAL MANAGEMENT, INC | 07/02/2026 | 345.41 K | $13.82 M | 7.88% | 0.22% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 08/12/2026 | 291.26 K | $11.65 M | -80.27% | 0.18% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 289.29 K | $11.57 M | 21.23% | 0.18% |
| WORLD INVESTMENT ADVISORS | 08/14/2026 | 271.43 K | $12.58 M | -1.25% | 0.17% |
| HOWLAND CAPITAL MANAGEMENT LLC | 07/13/2026 | 268.08 K | $10.73 M | -2.53% | 0.17% |
| PERMANENS CAPITAL L.P. | 08/14/2026 | 265.65 K | $10.63 M | 0.00% | 0.17% |
| SIGMA INVESTMENT COUNSELORS INC | 07/28/2026 | 239.22 K | $9.57 M | -2.16% | 0.15% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 226.37 K | $9.06 M | -5.51% | 0.14% |
| MGO ONE SEVEN LLC | 07/31/2026 | 221.72 K | $8.87 M | 1.23% | 0.14% |
| SFM, LLC D/B/A SWEENEY FINANCIAL ADVISORS | 07/07/2026 | 220.01 K | $8.80 M | 1.45% | 0.14% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 215.31 K | $8.61 M | 374.17% | 0.14% |
| LPL FINANCIAL LLC | 08/07/2026 | 200.74 K | $8.03 M | 40.83% | 0.13% |
| RFG ADVISORY, LLC | 07/15/2026 | 198.41 K | $7.94 M | -24.71% | 0.13% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 197.99 K | $7.92 M | 12.90% | 0.13% |
| RAUB BROCK CAPITAL MANAGEMENT LP | 07/15/2026 | 195.99 K | $7.84 M | -3.42% | 0.12% |
| FIFTH THIRD WEALTH ADVISORS LLC | 07/17/2026 | 188.33 K | $7.53 M | 2.62% | 0.12% |
| TABLEAUX LLC | 08/07/2026 | 183.37 K | $7.34 M | 8.74% | 0.12% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 182.55 K | $7.30 M | -27.95% | 0.12% |
| GREENLINE PARTNERS, LLC | 08/14/2026 | 170.45 K | $6.82 M | 0.00% | 0.11% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 157.21 K | $6.29 M | 181.72% | 0.10% |
| AMUNDI | 08/11/2026 | 147.70 K | $5.91 M | 9.14% | 0.09% |
| VICUS CAPITAL | 08/05/2026 | 145.60 K | $5.83 M | 8.72% | 0.09% |
| CERITY PARTNERS LLC | 08/14/2026 | 139.70 K | $5.59 M | 8.14% | 0.09% |
| BAUMAN ADVISORY GROUP, LLC | 08/04/2026 | 139.41 K | $5.58 M | -26.98% | 0.09% |
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iShares Gold Trust Micro institutional Ownership - FAQ's
During the previous two years, 357 institutional investors and hedge funds held shares of iShares Gold Trust Micro. The most heavily invested institutionals were:
Sumitomo Mitsui Trust Group, Inc.: 30.13 M
Alaska Permanent Fund Corp: 4.24 M
Asset Management One Co., Ltd.: 3.98 M
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO: 3.97 M
AlphaCore Capital LLC: 1.22 M
Mirae Asset Global Investments Co., Ltd.: 662,000
42.33% of iShares Gold Trust Micro stock is owned by institutional investors.
Institutional investors have bought a total of 72.04 M shares in the last 24 months. This purchase volume represents approximately $3.69 B in transactions.