iShares Gold Trust Micro hedge fund holdings
IAUMNYSE$41.33-0.26 (-0.63%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
IAUM · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+7.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 71 | 47 | $305M | $44.9M | 149 | Aug 14, 2025 |
| Q3 2025 | 109 | 29 | $780M | $58.5M | 184 | Nov 14, 2025 |
| Q4 2025 | 112 | 45 | $398M | $263M | 228 | Feb 14, 2026 |
| Q1 2026 | 124 | 58 | $567M | $180M | 263 | May 15, 2026 |
| Q2 2026 | 109 | 83 | $291M | $334M | 248 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
248 filersNew position
25$18.9M+471K sh
Increased
84$272M+6.8M sh
Reduced
43-$227M-5.67M sh
Out / sold
40-$107M-2.68M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Heck Capital Advisors, LLC | Reduce 76.00% | -$74.1M | $23.4M | 1.40% | Jul 10, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Added 5.22% | +$56M | $1.13B | 0.65% | Jul 30, 2026 |
| Adventist Health System Sunbelt Healthcare Corp | Reduce 80.27% | -$47.4M | $11.7M | 0.37% | Aug 12, 2026 |
| School Employees Retirement Board of Ohio | Added 37.90% | +$43.6M | $159M | 57.17% | Jul 13, 2026 |
| Vident Advisory, LLC | Reduce 59.83% | -$40.3M | $27.1M | 0.20% | Aug 12, 2026 |
| Asset Management One Co., Ltd. | Added 70.27% | +$40.1M | $97.3M | 0.25% | Jul 28, 2026 |
| Myriad Asset Management Advisors LLC | Sell 100% | -$36.3M | $0 | 0.00% | Jul 20, 2026 |
| BOK Financial Private Wealth, Inc. | Reduce 33.85% | -$15.3M | $29.9M | 1.53% | Aug 10, 2026 |
| Myriad Asset Management US LP | Sell 100% | -$12.9M | $0 | 0.00% | Jul 20, 2026 |
| AlphaCore Capital LLC | Added 13.97% | +$5.26M | $42.9M | 0.79% | Aug 6, 2026 |
| MorganRosel Wealth Management, LLC | Sell 100% | -$5.14M | $0 | 0.00% | Aug 14, 2026 |
| Savvy Advisors, Inc. | Added 181.72% | +$4.06M | $6.29M | 0.13% | Aug 3, 2026 |
| Encompass More Asset Management | New Buy | +$3.78M | $3.78M | 0.55% | Jul 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | Reduce 81.72% | -$3.44M | $769K | 0.02% | Aug 11, 2026 |
| AlTi Global, Inc. | Added 5.97% | +$3.2M | $56.8M | 1.17% | Aug 5, 2026 |
| Trek Financial, LLC | New Buy | +$2.94M | $2.94M | 0.15% | Aug 13, 2026 |
| RFG Advisory, LLC | Reduce 24.71% | -$2.6M | $7.94M | 0.12% | Jul 15, 2026 |
| Heirloom Wealth Management | Sell 100% | -$2.07M | $0 | 0.00% | Aug 3, 2026 |
| Bauman Advisory Group, LLC | Reduce 26.98% | -$2.06M | $5.58M | 2.95% | Aug 4, 2026 |
| Firestone Capital Management | Added 112.64% | +$1.39M | $2.63M | 0.49% | Aug 3, 2026 |
| Stuart Investment Advisors, Inc. | Added 102.22% | +$1.35M | $2.66M | 1.07% | Aug 6, 2026 |
| BIP Wealth, LLC | New Buy | +$1.24M | $1.24M | 0.04% | Aug 3, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Sell 100% | -$1.24M | $0 | 0.00% | Jul 9, 2026 |
| United Community Bank | Reduce 7.70% | -$1.16M | $13.9M | 4.30% | Aug 13, 2026 |
| Stokes Family Office, LLC | Reduce 35.32% | -$1.13M | $2.07M | 0.24% | Aug 11, 2026 |
| Prospera Financial Services Inc | Added 50.29% | +$1.09M | $3.24M | 0.05% | Jul 15, 2026 |
| Independent Advisor Alliance | Sell 100% | -$1.03M | $0 | 0.00% | Aug 12, 2026 |
| Versant Capital Management, Inc | Added 7.88% | +$1.01M | $13.8M | 1.24% | Jul 2, 2026 |
| MML Investors Services, LLC | Added 12.90% | +$905K | $7.92M | 0.02% | Aug 7, 2026 |
| Spectrum Strategic Capital Management, LLC | Reduce 15.17% | -$895K | $5.01M | 2.48% | Aug 14, 2026 |
| Upper Left Wealth Management, LLC | New Buy | +$881K | $881K | 0.49% | Jul 14, 2026 |
| China Universal Asset Management Co., Ltd. | Added 6.01% | +$800K | $14.1M | 0.84% | Jul 24, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$696K | $0 | 0.00% | Aug 10, 2026 |
| Columbus Macro, LLC | New Buy | +$686K | $686K | 0.07% | Jul 22, 2026 |
| Empowered Funds, LLC | Added 30.66% | +$685K | $2.92M | 0.02% | Aug 17, 2026 |
| Reliant Wealth Planning | Added 5.08% | +$685K | $14.2M | 3.90% | Aug 7, 2026 |
| Vise Technologies, Inc. | Added 35.34% | +$643K | $2.46M | 0.03% | Aug 11, 2026 |
| Tableaux LLC | Added 8.74% | +$590K | $7.34M | 3.09% | Aug 7, 2026 |
| Summit Trail Advisors, LLC | Sell 100% | -$586K | $0 | 0.00% | Aug 11, 2026 |
| Kovack Advisors, Inc. | Reduce 56.93% | -$566K | $428K | 0.02% | Jul 29, 2026 |
| Thrivent Financial for Lutherans | Reduce 5.51% | -$528K | $9.06M | 0.02% | Aug 14, 2026 |
| RiverGlades Family Offices LLC | New Buy | +$520K | $520K | 0.24% | Aug 10, 2026 |
| Bokf, NA | Added 27.76% | +$516K | $2.38M | 0.03% | Aug 10, 2026 |
| Optivise Advisory Services LLC | Sell 100% | -$506K | $0 | 0.00% | Jul 13, 2026 |
| Fifth Third Securities, Inc. | Sell 100% | -$486K | $0 | 0.00% | Jul 15, 2026 |
| Nomura Asset Management Co Ltd | Reduce 19.35% | -$480K | $2M | 0.00% | Aug 13, 2026 |
| Level Four Advisory Services, LLC | Sell 100% | -$464K | $0 | 0.00% | Aug 10, 2026 |
| Precision Wealth Strategies, LLC | New Buy | +$450K | $450K | 0.14% | Aug 10, 2026 |
| Slagle Financial, LLC | Sell 100% | -$430K | $0 | 0.00% | Jul 29, 2026 |
| Gill Capital Partners, LLC | Sell 100% | -$390K | $0 | 0.00% | Aug 20, 2026 |
| Westfuller Advisors, LLC | Added 27.47% | +$387K | $1.79M | 0.65% | Jul 29, 2026 |
| Chemistry Wealth Management LLC | Added 25.03% | +$379K | $1.89M | 0.30% | Jul 9, 2026 |
| Owl Creek Wealth Partners LLC | Added 15.08% | +$350K | $2.67M | 0.78% | Jul 20, 2026 |
| KFG Wealth Management, LLC | New Buy | +$333K | $333K | 0.04% | Jul 22, 2026 |
| Indivisible Partners | Sell 100% | -$332K | $0 | 0.00% | Aug 4, 2026 |
| Flow Traders U.S. LLC | Reduce 36.54% | -$313K | $544K | 0.02% | Aug 14, 2026 |
| Transcend Capital Advisors, LLC | Sell 100% | -$311K | $0 | 0.00% | Aug 4, 2026 |
| Archer Investment Management, LLC | Added 137.12% | +$283K | $490K | 0.17% | Jul 7, 2026 |
| Family Investment Center, Inc. | Reduce 39.48% | -$282K | $432K | 0.07% | Jul 23, 2026 |
| Howland Capital Management LLC | Reduce 2.53% | -$279K | $10.7M | 0.39% | Jul 13, 2026 |
| Raub Brock Capital Management LP | Reduce 3.42% | -$277K | $7.84M | 2.16% | Jul 15, 2026 |
| Mission Wealth Management, LP | New Buy | +$273K | $273K | 0.00% | Jul 20, 2026 |
| United Capital Financial Advisors, LLC | Sell 100% | -$271K | $0 | 0.00% | Aug 17, 2026 |
| Womack Financial LLC | Sell 100% | -$267K | $0 | 0.00% | Aug 14, 2026 |
| SVRN Asset Management, LLC | Sell 100% | -$251K | $0 | 0.00% | Aug 14, 2026 |
| Excalibur Management Corp | New Buy | +$249K | $249K | 0.08% | Aug 3, 2026 |
| Daiwa Securities Group Inc. | New Buy | +$248K | $248K | 0.00% | Jul 31, 2026 |
| PFG Investments, LLC | Sell 100% | -$240K | $0 | 0.00% | Jul 23, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | Added 4.98% | +$226K | $4.76M | 0.16% | Aug 17, 2026 |
| HUB Investment Partners, LLC | Sell 100% | -$220K | $0 | 0.00% | Jul 31, 2026 |
| KMT Wealth Management, LLC | New Buy | +$219K | $219K | 0.19% | Aug 5, 2026 |
| Sigma Planning Corp | New Buy | +$219K | $219K | 0.01% | Aug 7, 2026 |
| Epiq Partners, LLC | New Buy | +$217K | $217K | 0.09% | Jul 7, 2026 |
| Howard Bailey Securities, LLC | Sell 100% | -$213K | $0 | 0.00% | Aug 10, 2026 |
| Capital Squared Financial LLC | Sell 100% | -$213K | $0 | 0.00% | Jul 22, 2026 |
| Mainstay Capital Management LLC | Sell 100% | -$212K | $0 | 0.00% | Aug 12, 2026 |
| Sigma Investment Counselors Inc | Reduce 2.16% | -$211K | $9.57M | 0.47% | Jul 28, 2026 |
| Chapman Financial Group, LLC | Added 189.53% | +$211K | $322K | 0.21% | Aug 5, 2026 |
| Betterment LLC | Added 29.76% | +$209K | $911K | 0.00% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 43.95% | +$208K | $682K | 0.00% | Aug 13, 2026 |
| OneAscent Financial Services LLC | Sell 100% | -$207K | $0 | 0.00% | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | Sell 100% | -$201K | $0 | 0.00% | Jul 27, 2026 |
| Rooted Wealth Advisors, Inc. | Added 17.36% | +$197K | $1.33M | 0.33% | Jul 28, 2026 |
| Fifth Third Wealth Advisors LLC | Added 2.62% | +$192K | $7.53M | 0.21% | Jul 17, 2026 |
| McKinley Carter Wealth Services, Inc. | Added 37.49% | +$192K | $705K | 0.04% | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 25.72% | +$186K | $910K | 0.01% | Aug 14, 2026 |
| Scarborough Advisors, LLC | Reduce 17.98% | -$183K | $837K | 0.10% | Jul 21, 2026 |
| Regions Financial Corp | Added 41.47% | +$173K | $592K | 0.00% | Aug 10, 2026 |
| Retirement Financial Solutions, LLC | Added 14.42% | +$160K | $1.27M | 0.31% | Jul 30, 2026 |
| World Investment Advisors | Reduce 1.25% | -$159K | $12.6M | 0.21% | Aug 14, 2026 |
| Keystone Wealth Services, LLC | Reduce 43.42% | -$156K | $204K | 0.04% | Aug 5, 2026 |
| Evermay Wealth Management LLC | Added 7.43% | +$149K | $2.16M | 0.22% | Jul 27, 2026 |
| Fiduciary Financial Advisors | New Buy | +$147K | $147K | 0.01% | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | Added 15.41% | +$143K | $1.07M | 0.01% | Aug 12, 2026 |
| Cushing Capital Partners, LLC | Added 11.92% | +$140K | $1.32M | 0.91% | Jul 29, 2026 |
| Insigneo Advisory Services, LLC | Added 10.27% | +$139K | $1.49M | 0.06% | Aug 14, 2026 |
| SFM, LLC | Added 1.45% | +$126K | $8.8M | 4.51% | Jul 7, 2026 |
| Cedar Point Capital Partners, LLC | Added 5.58% | +$114K | $2.15M | 1.24% | Jul 27, 2026 |
| Kingdom Financial Group LLC. | Reduce 52.47% | -$109K | $98.5K | 0.03% | Aug 7, 2026 |
| Mayflower Financial Advisors, LLC | Added 14.76% | +$108K | $840K | 0.07% | Jul 9, 2026 |