IAUM · Insider trading · 13F holders · Congress trades
Ishares Gold Trust Micro (IAUM)
Who is buying and selling IAUM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 59
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IAUM at a glance
- No open-market insider purchases or sales of IAUM were filed in the last 90 days.
- 59 13F filers hold IAUM among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are SFM, LLC d/b/a Sweeney Financial Advisors (4.5%), United Community Bank (4.1%) and Reliant Wealth Planning (3.9%). In their latest 13Fs, 3 managers opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in IAUM.
IAUM insider trading
No open-market insider purchases or sales of IAUM were filed in the last 90 days.
Who owns IAUM? Hedge funds and superinvestors
59 13F filers hold IAUM among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are SFM, LLC d/b/a Sweeney Financial Advisors (4.5%), United Community Bank (4.1%) and Reliant Wealth Planning (3.9%). In their latest 13Fs, 3 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc.Bank & trust | 0.7% | $1.2B | 30,134,927 | +6.7% shares | Q3 2026 |
| Alaska Permanent Fund CorpAsset manager | 13.8% | $175.5M | 4,237,300 | +14.2% shares | Q3 2026 |
| Asset Management One Co., Ltd.Institutional asset manager | 0.4% | $164.7M | 3,976,449 | — | Q3 2026 |
| School Employees Retirement Board of OhioPension fund | 48.4% | $164.3M | 3,965,691 | +0.0% shares | Q3 2026 |
| AlTi Global, Inc.Investment manager | 1.2% | $56.8M | 1,419,049 | +6.0% shares | Q2 2026 |
| AlphaCore Capital LLCWealth manager | 0.8% | $42.9M | 1,071,629 | +14.0% shares | Q2 2026 |
| BOK Financial Private Wealth, Inc.Wealth manager | 1.5% | $29.9M | 747,968 | -33.8% shares | Q2 2026 |
| Heck Capital Advisors, LLCInstitutional asset manager | 1.5% | $26.7M | 644,677 | +10.3% shares | Q3 2026 |
| Fielder Capital Group LLCWealth manager | 3.4% | $15.8M | 395,257 | +0.3% shares | Q2 2026 |
| Blue Trust, Inc.Investment manager | 0.2% | $15.7M | 378,377 | -76.1% shares | Q3 2026 |
| Avestar Capital, LLCWealth manager | 1.3% | $14.8M | 356,557 | -2.5% shares | Q3 2026 |
| China Universal Asset Management Co., Ltd.Asset manager | 0.8% | $14.5M | 347,200 | -1.6% shares | Q3 2026 |
| Reliant Wealth PlanningWealth manager | 3.9% | $14.2M | 354,094 | +5.1% shares | Q2 2026 |
| United Community BankBank & trust | 4.1% | $13.9M | 336,464 | -3.1% shares | Q3 2026 |
| Versant Capital Management, IncWealth manager | 1.1% | $13.0M | 313,333 | -9.3% shares | Q3 2026 |
| Adventist Health System Sunbelt Healthcare CorpInvestment manager | 0.4% | $11.7M | 291,255 | -80.3% shares | Q2 2026 |
| Permanens Capital L.P.Wealth manager | 1.1% | $10.6M | 265,651 | +0.0% shares | Q2 2026 |
| Sigma Investment Counselors IncWealth manager | 0.5% | $10.1M | 243,975 | +2.0% shares | Q3 2026 |
| Encompass More Asset ManagementWealth manager | 1.3% | $9.3M | 224,429 | +137.8% shares | Q3 2026 |
| SFM, LLC d/b/a Sweeney Financial AdvisorsWealth manager | 4.5% | $9.0M | 217,285 | -1.2% shares | Q3 2026 |
| Raub Brock Capital Management LPInstitutional asset manager | 2.5% | $8.1M | 194,835 | -0.6% shares | Q3 2026 |
| Spectrum Strategic Capital Management, LLCWealth manager | 3.7% | $7.6M | 182,841 | +46.1% shares | Q3 2026 |
| Tableaux LLCWealth manager | 3.0% | $7.4M | 177,729 | -3.1% shares | Q3 2026 |
| Greenline Partners, LLCWealth manager | 0.7% | $6.8M | 170,451 | +0.0% shares | Q2 2026 |
| Bauman Advisory Group, LLCWealth manager | 3.0% | $6.1M | 148,235 | +6.3% shares | Q3 2026 |
| Maltin Wealth Management, Inc.Wealth manager | 1.9% | $5.9M | 142,977 | — | Q3 2026 |
| Vicus CapitalWealth manager | 0.4% | $5.8M | 145,595 | +8.7% shares | Q2 2026 |
| Castle Wealth Management LLCWealth manager | 1.5% | $5.1M | 128,624 | +1.3% shares | Q2 2026 |
| Stonehage Fleming Financial Services Holdings LtdWealth manager | 0.2% | $4.8M | 118,947 | +5.0% shares | Q2 2026 |
| M Wealth Management, LLCWealth manager | 2.5% | $3.2M | 77,401 | +0.5% shares | Q3 2026 |
The 30 largest of 59 positions, by value. Each manager counts with its latest 13F (Q3 2026: 36, Q2 2026: 22, Q1 2026: 1). Screen IAUM in the grand portfolio →
IAUM stock trades by members of Congress
No member of Congress has disclosed a trade in IAUM.
IAUM questions and answers
Are insiders buying IAUM stock?
No open-market insider purchases or sales of IAUM were filed in the last 90 days.
Which hedge funds own IAUM?
59 13F filers hold IAUM among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are SFM, LLC d/b/a Sweeney Financial Advisors (4.5%), United Community Bank (4.1%) and Reliant Wealth Planning (3.9%). In their latest 13Fs, 3 managers opened a new position and 16 added to one.
Has Congress traded IAUM?
No member of Congress has disclosed a trade in IAUM.
Who is the largest holder of IAUM?
Among 13F filers, Sumitomo Mitsui Trust Group, Inc. reports the largest IAUM position, $1.2B (30,134,927 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is SFM, LLC d/b/a Sweeney Financial Advisors's: 4.5% of its portfolio.
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