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. | 01/23/2026 | 21.93 M | $942.98 M | 20.95% | 19.89% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 02/13/2026 | 3.33 M | $143.13 M | -50.01% | 3.02% |
| ALASKA PERMANENT FUND CORP | 02/12/2026 | 2.96 M | $143.40 M | 1.44% | 2.68% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.92 M | $125.71 B | 8.18% | 2.65% |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 02/10/2026 | 2.57 M | $110.63 M | 0.00% | 2.33% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 1.75 M | $75.24 M | -4.04% | 1.59% |
| VIDENT ADVISORY, LLC | 02/18/2026 | 1.71 M | $73.59 M | 116.90% | 1.55% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 01/28/2026 | 1.30 M | $55.89 M | 0.00% | 1.18% |
| HECK CAPITAL ADVISORS, LLC | 01/16/2026 | 1.20 M | $51.73 M | 68.99% | 1.09% |
| ASSET MANAGEMENT ONE CO., LTD. | 01/27/2026 | 1.19 M | $51.41 M | 292.37% | 1.08% |
| VICUS CAPITAL | 01/22/2026 | 1.08 M | $46.39 M | -0.45% | 0.98% |
| 02/11/2026 | 893.25 K | $38.40 M | 100.00% | 0.81% | |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 813.98 K | $34.99 M | -3.13% | 0.74% |
| JPMORGAN CHASE & CO | 02/11/2026 | 800.81 K | $34.43 M | -6.52% | 0.73% |
| FIFTH THIRD BANCORP | 02/02/2026 | 797.07 K | $34.27 M | 4.50% | 0.72% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 751.83 K | $32.32 M | 9.50% | 0.68% |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 02/06/2026 | 708.72 K | $30.47 M | 100.00% | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 701.69 K | $30.17 M | 50.53% | 0.64% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 615.21 K | $26.45 M | 2.54% | 0.56% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 570.03 K | $24.51 M | 8.75% | 0.52% |
| UNITED COMMUNITY BANK | 01/30/2026 | 389.67 K | $16.75 M | 2.03% | 0.35% |
| CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. | 01/29/2026 | 389.50 K | $16.74 M | 1.83% | 0.35% |
| FIELDER CAPITAL GROUP LLC | 02/10/2026 | 384.06 K | $16.51 M | 6.62% | 0.35% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 354.52 K | $15.24 M | 18.63% | 0.32% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 312.86 K | $13.45 B | 100.00% | 0.28% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 01/26/2026 | 312.00 K | $13.41 M | 100.00% | 0.28% |
| VERSANT CAPITAL MANAGEMENT, INC | 01/08/2026 | 306.34 K | $13.17 M | 29.71% | 0.28% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 296.86 K | $12.76 M | 807.90% | 0.27% |
| MYRIAD ASSET MANAGEMENT US LP | 01/20/2026 | 275.24 K | $11.83 M | -60.16% | 0.25% |
| SIGMA INVESTMENT COUNSELORS INC | 02/03/2026 | 260.14 K | $11.18 M | 10.87% | 0.24% |
| HOWLAND CAPITAL MANAGEMENT LLC | 02/13/2026 | 259.39 K | $11.15 M | 3.14% | 0.24% |
| MORGANROSEL WEALTH MANAGEMENT, LLC | 02/13/2026 | 236.66 K | $10.17 M | -4.67% | 0.21% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 231.33 K | $9.68 M | 5.54% | 0.21% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 228.55 K | $9.83 M | 3.38% | 0.21% |
| SFM, LLC | 01/23/2026 | 224.88 K | $9.67 M | -0.71% | 0.20% |
| MGO ONE SEVEN LLC | 02/03/2026 | 223.29 K | $9.60 M | 8.89% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 222.22 K | $9.55 M | 8.93% | 0.20% |
| RAUB BROCK CAPITAL MANAGEMENT LP | 01/15/2026 | 206.04 K | $8.86 M | -0.80% | 0.19% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 204.49 K | $8.79 M | 20.00% | 0.19% |
| FIFTH THIRD WEALTH ADVISORS LLC | 01/15/2026 | 194.59 K | $8.37 M | 43.54% | 0.18% |
| SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC | 02/05/2026 | 150.41 K | $6.47 M | 14.98% | 0.14% |
| CASTLE WEALTH MANAGEMENT LLC | 01/22/2026 | 135.01 K | $5.80 M | -7.06% | 0.12% |
| RFG ADVISORY, LLC | 02/03/2026 | 131.47 K | $5.65 M | -0.27% | 0.12% |
| LPL FINANCIAL LLC | 02/11/2026 | 121.82 K | $5.24 M | 38.19% | 0.11% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 01/08/2026 | 120.58 K | $5.18 M | 9.28% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 115.70 K | $4.97 M | 12.35% | 0.10% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 108.33 K | $4.66 M | -41.02% | 0.10% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 106.60 K | $4.58 M | -33.08% | 0.10% |
| CITADEL ADVISORS LLC | 02/17/2026 | 106.43 K | $4.58 B | -18.78% | 0.10% |
| STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | 01/13/2026 | 98.72 K | $4.24 M | -2.28% | 0.09% |
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iShares Gold Trust Micro institutional Ownership - FAQ's
During the previous two years, 223 institutional investors and hedge funds held shares of iShares Gold Trust Micro. The most heavily invested institutionals were:
Sumitomo Mitsui Trust Holdings, Inc.: 21.93 M
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP: 3.33 M
Alaska Permanent Fund Corp: 2.96 M
BANK OF AMERICA CORP /DE/: 2.92 M
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO: 2.57 M
Ronald Blue Trust, Inc.: 1.75 M
46.40% of iShares Gold Trust Micro stock is owned by institutional investors.
Institutional investors have bought a total of 57.31 M shares in the last 24 months. This purchase volume represents approximately $2.86 B in transactions.