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 82 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $796 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
12,834
shares
|
$357,940
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
12,382
shares
|
$345,333
0.01% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
12,213
shares
|
$340,620
0.12% of portfolio
|
Q4 2024
Added 38.36%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
11,866
shares
|
$330,942
0.15% of portfolio
|
Q3 2024
Reduced 26.83%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
11,777
shares
|
$328,460
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
10,004
shares
|
$279,011
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
8,571
shares
|
$239,045
0.1% of portfolio
|
Q3 2024
Reduced 61.49%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
8,526
shares
|
$237,790
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,663
shares
|
$213,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
6,051
shares
|
$168,762
0.0% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,748
shares
|
$160,311
0.01% of portfolio
|
Q3 2024
Added 55.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$139,450
0.0% of portfolio
|
Q2 2024
Reduced 99.53%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
4,978
shares
|
$138,836
0.05% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
3,772
shares
|
$105,201
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
2,623
shares
|
$73,155
0.03% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,860
shares
|
$51,875
0.0% of portfolio
|
Q3 2024
Added 75.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,825
shares
|
$50,899
0.0% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,462
shares
|
$40,775
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,105
shares
|
$30,818
0.0% of portfolio
|
Q4 2023
Reduced 15.84%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,012
shares
|
$28,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
900
shares
|
$25,101
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
785
shares
|
$21,893
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
761
shares
|
$21,224
0.0% of portfolio
|
Q3 2024
Added 20.6%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
541
shares
|
$15,088
0.0% of portfolio
|
Q1 2024
Reduced 22.16%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
400
shares
|
$11,156
0.0% of portfolio
|
Q4 2024
New holding
|