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 75 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $738 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
59,096
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
55,290
shares
|
$1.46 Million
1.36% of portfolio
|
Q3 2024
Reduced 21.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
52,933
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.52%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
50,457
shares
|
$1.33 Million
0.25% of portfolio
|
Q3 2024
Reduced 42.38%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
49,216
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
46,572
shares
|
$1.23 Million
0.38% of portfolio
|
Q3 2023
Added 80.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,161
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
35,970
shares
|
$949,967
0.36% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
28,500
shares
|
$752,685
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,000
shares
|
$739,480
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
25,214
shares
|
$665,901
0.3% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
22,477
shares
|
$593,617
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
17,000
shares
|
$448,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
15,218
shares
|
$401,907
0.32% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
15,062
shares
|
$397,787
0.0% of portfolio
|
Q3 2024
Added 35.18%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
14,717
shares
|
$388,675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
14,655
shares
|
$387,038
0.11% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,920
shares
|
$367,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
13,860
shares
|
$366,042
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
13,517
shares
|
$356,983
0.01% of portfolio
|
Q2 2024
Added 1385.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,300
shares
|
$351,253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
12,862
shares
|
$339,685
0.01% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
11,866
shares
|
$313,381
0.15% of portfolio
|
Q3 2024
Reduced 26.83%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
11,777
shares
|
$311,030
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
8,827
shares
|
$233,121
0.09% of portfolio
|
Q3 2024
New holding
|