iShares Gold Trust Micro Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 26.83 M | $1.25 B | 22.34% | 24.33% |
| ALASKA PERMANENT FUND CORP | 05/19/2026 | 3.71 M | $170.54 M | 25.39% | 3.36% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 3.42 M | $159.91 M | 17.10% | 3.10% |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 04/24/2026 | 2.88 M | $134.30 M | 11.75% | 2.61% |
| HECK CAPITAL ADVISORS, LLC | 04/16/2026 | 2.44 M | $113.74 M | 102.43% | 2.21% |
| VIDENT ADVISORY, LLC | 05/15/2026 | 1.68 M | $78.64 M | -1.62% | 1.53% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 1.61 M | $75.02 M | -8.22% | 1.46% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 05/14/2026 | 1.48 M | $68.95 M | -55.66% | 1.34% |
| ASSET MANAGEMENT ONE CO., LTD. | 05/08/2026 | 1.43 M | $66.67 M | 19.97% | 1.29% |
| CARTESIAN GROWTH CORP | 05/07/2026 | 1.34 M | $63.51 M | -1.54% | 1.21% |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 05/12/2026 | 1.13 M | $52.80 M | 59.53% | 1.03% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 991.74 K | $46.31 M | 100.00% | 0.90% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 940.23 K | $43.91 M | 25.06% | 0.85% |
| BLACKROCK, INC. | 05/13/2026 | 843.49 K | $39.39 M | 100.00% | 0.76% |
| FIFTH THIRD BANCORP | 05/01/2026 | 834.14 K | $38.95 M | 4.65% | 0.76% |
| 04/30/2026 | 777.37 K | $36.30 M | -12.97% | 0.70% | |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 05/04/2026 | 740.00 K | $34.56 M | 137.18% | 0.67% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 734.75 K | $34.31 M | 4.71% | 0.67% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 657.20 K | $30.69 M | 110.06% | 0.60% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 643.52 K | $30.05 M | 4.60% | 0.58% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 419.75 K | $19.60 M | -48.43% | 0.38% |
| JPMORGAN CHASE & CO | 05/13/2026 | 414.05 K | $18.63 M | -48.30% | 0.38% |
| FIELDER CAPITAL GROUP LLC | 05/12/2026 | 393.89 K | $18.39 M | 2.56% | 0.36% |
| UNITED COMMUNITY BANK | 04/24/2026 | 376.34 K | $17.58 M | -3.42% | 0.34% |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 367.75 K | $17.17 M | 3.73% | 0.33% |
| RELIANT WEALTH PLANNING | 05/15/2026 | 336.98 K | $15.74 M | 5,313.38% | 0.31% |
| CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. | 04/28/2026 | 333.00 K | $15.55 M | -14.51% | 0.30% |
| VERSANT CAPITAL MANAGEMENT, INC | 04/07/2026 | 320.17 K | $14.95 M | 4.51% | 0.29% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 314.99 K | $14.71 M | 6.10% | 0.29% |
| MYRIAD ASSET MANAGEMENT US LP | 04/15/2026 | 275.24 K | $12.85 M | 0.00% | 0.25% |
| HOWLAND CAPITAL MANAGEMENT LLC | 04/14/2026 | 275.05 K | $12.84 M | 6.04% | 0.25% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 274.87 K | $12.84 M | 18.82% | 0.25% |
| PERMANENS CAPITAL L.P. | 05/15/2026 | 265.65 K | $12.41 M | 74.33% | 0.24% |
| RFG ADVISORY, LLC | 04/20/2026 | 263.52 K | $12.31 M | 100.44% | 0.24% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 253.35 K | $11.83 M | -55.55% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 252.63 K | $11.80 M | 13.68% | 0.23% |
| SIGMA INVESTMENT COUNSELORS INC | 04/29/2026 | 244.50 K | $11.42 M | -6.01% | 0.22% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 239.57 K | $11.18 M | 306.22% | 0.22% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 238.62 K | $11.14 M | 4.41% | 0.22% |
| MGO ONE SEVEN LLC | 05/14/2026 | 219.03 K | $10.23 M | -1.91% | 0.20% |
| SFM, LLC | 04/08/2026 | 216.86 K | $10.13 M | -3.57% | 0.20% |
| RAUB BROCK CAPITAL MANAGEMENT LP | 04/15/2026 | 202.92 K | $9.48 M | -1.51% | 0.18% |
| 05/06/2026 | 190.93 K | $8.92 M | 71.75% | 0.17% | |
| FIFTH THIRD WEALTH ADVISORS LLC | 04/20/2026 | 183.52 K | $8.57 M | -5.69% | 0.17% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 175.37 K | $8.19 M | -14.24% | 0.16% |
| GREENLINE PARTNERS, LLC | 05/15/2026 | 170.45 K | $7.96 M | 46.78% | 0.15% |
| TABLEAUX LLC | 05/14/2026 | 168.63 K | $7.87 M | 57.52% | 0.15% |
| SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC | 05/15/2026 | 147.49 K | $6.89 M | -1.94% | 0.13% |
| LPL FINANCIAL LLC | 05/06/2026 | 142.55 K | $6.66 M | 17.01% | 0.13% |
| JUMP FINANCIAL, LLC | 05/14/2026 | 135.53 K | $6.33 M | 797.56% | 0.12% |
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iShares Gold Trust Micro institutional Ownership - FAQ's
During the previous two years, 289 institutional investors and hedge funds held shares of iShares Gold Trust Micro. The most heavily invested institutionals were:
Sumitomo Mitsui Trust Holdings, Inc.: 26.83 M
Alaska Permanent Fund Corp: 3.71 M
BANK OF AMERICA CORP /DE/: 3.42 M
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO: 2.88 M
Heck Capital Advisors, LLC: 2.44 M
Vident Advisory, LLC: 1.68 M
61.57% of iShares Gold Trust Micro stock is owned by institutional investors.
Institutional investors have bought a total of 67.46 M shares in the last 24 months. This purchase volume represents approximately $3.46 B in transactions.