iShares Gold Trust Micro (IAUM) — Institutional Holders, Q2 2026 (page 3)
262 institutional investment managers reported a IAUM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 262. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IAUM 13F holders ranked 201–262 of 262
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Discipline Wealth Solutions#201 · 5,168 sh | 5,168 | $206.8K | — | -27.9% |
| 202 | Baker Avenue Asset Management#202 · 5,096 sh | 5,096 | $203.9K | <0.01% | 0.0% |
| 203 | Keystone Wealth Services#203 · 5,088 sh | 5,088 | $203.6K | 0.04% | -43.4% |
| 204 | Aspect Partners#204 · 5,035 sh | 5,035 | $201.4K | — | +0.2% |
| 205 | FIRST FINANCIAL BANKSHARES#205 · 5,032 sh | 5,032 | $201.3K | <0.01% | 0.0% |
| 206 | FMR#206 · 4,658 sh | 4,658 | $186.4K | 0.00% | +52.3% |
| 207 | PlanVest Financial#207 · 3,762 sh | 3,762 | $150.5K | 0.10% | +11.1% |
| 208 | ACTION POINT FINANCIAL PLANNING#208 · 3,680 sh | 3,680 | $147.1K | 0.01% | New |
| 209 | CoreFirst Bank#209 · 3,060 sh | 3,060 | $122.4K | 0.06% | 0.0% |
| 210 | Atomic Invest#210 · 2,980 sh | 2,980 | $119.2K | 0.01% | +35.9% |
| 211 | Smartleaf Asset Management#211 · 2,867 sh | 2,867 | $114.7K | <0.01% | 0.0% |
| 212 | SouthState Bank#212 · 2,858 sh | 2,858 | $114.3K | <0.01% | 0.0% |
| 213 | Networth Advisors#213 · 2,805 sh | 2,805 | $112.2K | 0.07% | -28.5% |
| 214 | MORGAN STANLEY#214 · 2,727 sh | 2,727 | $109.1K | 0.00% | +202.3% |
| 215 | NBC SECURITIES#215 · 2,656 sh | 2,656 | $106.3K | — | +7.1% |
| 216 | US BANCORP \DE\#216 · 2,575 sh | 2,575 | $103.0K | <0.01% | +157.5% |
| 217 | Kingdom Financial Group#217 · 2,462 sh | 2,462 | $98.5K | 0.03% | -52.5% |
| 218 | Avion Wealth#218 · 1,860 sh | 1,860 | $74.0K | 0.01% | New |
| 219 | Heritage Wealth Advisors#219 · 1,761 sh | 1,761 | $70.5K | <0.01% | -15.8% |
| 220 | Quest 10 Wealth Builders#220 · 1,505 sh | 1,505 | $60.2K | 0.05% | -50.5% |
| 221 | Abound Wealth Management#221 · 1,482 sh | 1,482 | $59.3K | — | +5.6% |
| 222 | True Wealth Design#222 · 1,462 sh | 1,462 | $58.5K | — | 0.0% |
| 223 | MATHER GROUP#223 · 1,157 sh | 1,157 | $46.3K | — | +888.9% |
| 224 | Imprint Wealth#224 · 1,152 sh | 1,152 | $46.1K | 0.19% | +23.7% |
| 225 | Tradewinds Capital Management#225 · 1,097 sh | 1,097 | $43.9K | — | -6.4% |
| 226 | Rossby Financial, LCC#226 · 1,025 sh | 1,025 | $41.0K | <0.01% | +0.1% |
| 227 | PNC FINANCIAL SERVICES GROUP#227 · 997 sh | 997 | $39.9K | 0.00% | 0.0% |
| 228 | Fairman Group#228 · 959 sh | 959 | $38.4K | — | +60.9% |
| 229 | Lloyd Advisory Services#229 · 929 sh | 929 | $37.2K | 0.01% | -82.1% |
| 230 | COMPASS FINANCIAL MANAGEMENT#230 · 919 sh | 919 | $37.1K | <0.01% | — |
| 231 | Bogart Wealth#231 · 824 sh | 824 | $33.0K | <0.01% | -22.2% |
| 232 | AdvisorNet Financial#232 · 750 sh | 750 | $30.0K | — | 0.0% |
| 233 | Decker Retirement Planning#233 · 661 sh | 661 | $26.4K | — | 0.0% |
| 234 | Marshall & Sterling Wealth Advisors#234 · 611 sh | 611 | $24.4K | 0.01% | -29.0% |
| 235 | Parallel Advisors#235 · 538 sh | 538 | $21.5K | <0.01% | 0.0% |
| 236 | Triumph Capital Management#236 · 500 sh | 500 | $20.0K | — | 0.0% |
| 237 | HARBOUR INVESTMENTS#237 · 500 sh | 500 | $20.0K | <0.01% | 0.0% |
| 238 | NATIONAL BANK OF CANADA#238 · 500 sh | 500 | $20.0K | 0.00% | New |
| 239 | Reyes Financial Architecture#239 · 495 sh | 495 | $19.8K | — | 0.0% |
| 240 | PRIVATE NA#240 · 474 sh | 474 | $19.0K | — | New |
| 241 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#241 · 400 sh | 400 | $16.1K | <0.01% | -46.7% |
| 242 | SOA Wealth Advisors#242 · 343 sh | 343 | $13.7K | <0.01% | 0.0% |
| 243 | Capital Analysts#243 · 320 sh | 320 | $13.0K | <0.01% | 0.0% |
| 244 | Costello Asset Management#244 · 300 sh | 300 | $12.0K | <0.01% | 0.0% |
| 245 | IFG Advisory#245 · 273 sh | 273 | $10.9K | <0.01% | New |
| 246 | SIGNATUREFD#246 · 246 sh | 246 | $9.8K | — | +40.6% |
| 247 | Stone House Investment Management#247 · 245 sh | 245 | $9.8K | — | 0.0% |
| 248 | Integrated Wealth Concepts#248 · 197 sh | 197 | $7.9K | 0.00% | New |
| 249 | BEACON INVESTMENT ADVISORY SERVICES#249 · 189 sh | 189 | $7.6K | — | 0.0% |
| 250 | Federation des caisses Desjardins du Quebec#250 · 163 sh | 163 | $6.5K | 0.00% | 0.0% |
| 251 | HUNTINGTON NATIONAL BANK#251 · 143 sh | 143 | $5.7K | 0.00% | 0.0% |
| 252 | ASSETMARK#252 · 139 sh | 139 | $5.6K | — | 0.0% |
| 253 | Allworth Financial#253 · 122 sh | 122 | $4.9K | 0.00% | 0.0% |
| 254 | Archer Investment#254 · 119 sh | 119 | $4.8K | <0.01% | -75.8% |
| 255 | Fairway Wealth#255 · 106 sh | 106 | $4.2K | <0.01% | New |
| 256 | CoreCap Advisors#256 · 68 sh | 68 | $2.7K | — | -86.0% |
| 257 | RMG Wealth Management#257 · 49 sh | 49 | $2.2K | — | New |
| 258 | Deane Retirement Strategies#258 · 51 sh | 51 | $2.0K | — | +6.2% |
| 259 | Union Bankshares#259 · 50 sh | 50 | $2.0K | 0.00% | 0.0% |
| 260 | Concord Wealth Partners#260 · 27 sh | 27 | $1.1K | <0.01% | New |
| 261 | Richard W. Paul & Associates#261 · 25 sh | 25 | $1.0K | <0.01% | -49.0% |
| 262 | Coston, McIsaac & Partners#262 · 21 sh | 21 | $0.00 | 0.00% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.