ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST

$IAUM
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Smart money positioned

6 of the Top-200 alpha managers hold $IAUM as of the latest 13F snapshot.

13F holders
266
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$IAUM is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.23%, with an average of 0.08% of portfolio. Largest holder: RFG Advisory, LLC at 0.23%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
RFG Advisory, LLC
0.23% NEW
α +16.2pts
02
Plum Street Advisors, LLC
0.12% held
α +18.0pts
03
Choate Investment Advisors
0.05% held
α +13.8pts
04
Walkner Condon Financial Advisors LLC
0.04% held
α +23.7pts
05
Principal Securities, Inc.
0.02% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 266 · Source: 13F-HR
01
Brown, Lisle/Cummings, Inc.
0.84% of portfolio
26,834,927 sh
02
Sumitomo Mitsui Trust Group, Inc.
0.81% of portfolio
26,834,927 sh
03
Harbor Asset Planning, Inc.
54.75% of portfolio
2,875,749 sh
04
Dale Q Rice Investment Management Ltd
8.44% of portfolio
2,435,620 sh
05
Signature Wealth Management Group
0.67% of portfolio
2,332,113 sh
06
US Financial Advisors, LLC
0.57% of portfolio
1,983,488 sh
07
Third Avenue Management LLC
2.41% of portfolio
1,476,384 sh
08
Mountain Pacific Investment Advisers LLC
0.20% of portfolio
1,427,692 sh
09
Suncoast Equity Management
3.19% of portfolio
1,130,650 sh
10
Arjuna Capital
1.04% of portfolio
940,234 sh
See all 266 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IAUM in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IAUM in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:10 UTC.