Institutional Ownership I Shares Gold Trust Micro (IAUM)
This table provides information about the institutional ownership of I Shares Gold Trust Micro (IAUM). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $676 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Fund Corp
Juneau, AK |
Aug 07, 2024 Q2 2024 |
8,410,000
shares
|
$209 Million
3.05% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Aug 14, 2024 Q2 2024 |
6,721,063
shares
|
$167 Million
8.11% of portfolio
|
Q2 2024
Added 6.62%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 19, 2024 Q2 2024 |
4,400,000
shares
|
$110 Million
0.08% of portfolio
|
Q3 2023
Reduced 7.37%
|
|
|
School Employees Retirement Board Of Ohio
Columbus, OH |
Jul 09, 2024 Q2 2024 |
1,487,543
shares
|
$37 Million
29.12% of portfolio
|
Q2 2024
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 09, 2024 Q2 2024 |
1,300,000
shares
|
$32.4 Million
0.17% of portfolio
|
Q3 2023
Reduced 39.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,021,835
shares
|
$25.4 Million
0.0% of portfolio
|
Q2 2024
Added 3.74%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
444,207
shares
|
$11.1 Million
0.11% of portfolio
|
Q2 2024
Reduced 11.85%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
382,797
shares
|
$9.53 Million
1.35% of portfolio
|
Q2 2024
Reduced 34.34%
|
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
341,626
shares
|
$8.5 Million
0.03% of portfolio
|
Q2 2024
Added 4.53%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
319,353
shares
|
$7.95 Million
2.73% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
236,357
shares
|
$5.88 Million
2.11% of portfolio
|
Q2 2024
Added 35.99%
|
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
193,068
shares
|
$4.81 Million
1.14% of portfolio
|
Q2 2024
Added 49.39%
|
|
|
Castle Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
176,238
shares
|
$4.39 Million
2.42% of portfolio
|
Q2 2024
Added 2.97%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
164,016
shares
|
$4.08 Million
0.13% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
135,794
shares
|
$3.38 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
96,796
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
87,578
shares
|
$2.18 Million
0.84% of portfolio
|
Q2 2024
Added 7.51%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
87,576
shares
|
$2.18 Million
0.45% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
80,492
shares
|
$2 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Jul 31, 2024 Q2 2024 |
70,447
shares
|
$1.75 Million
1.17% of portfolio
|
Q2 2024
Reduced 21.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
70,124
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2024
Reduced 18.27%
|
|
|
Sinecera Capital, LLC
|
Jul 18, 2024 Q2 2024 |
64,322
shares
|
$1.6 Million
2.09% of portfolio
|
Q2 2024
Added 2.35%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
54,872
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2024
Reduced 35.85%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
46,572
shares
|
$1.16 Million
0.38% of portfolio
|
Q3 2023
Added 80.78%
|
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
46,042
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2024
Added 52.52%
|