Purchases and Sales Made in Q1 2023 in I Shares Gold Trust Micro (IAUM)
This table provides information about the institutional ownership of I Shares Gold Trust Micro (IAUM) during Q1 2023. The information is specifically focused on institutions that hold shares of iShares Gold Trust Micro.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.6M+ 50.79% |
$28.9M - $31.9M
|
4.75M
$125M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
150K+ 7.5% |
$2.71M - $2.99M
|
2.15M
$56.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
94.6K+ 5.22% |
$1.71M - $1.89M
|
1.9M
$50.3M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
86.8KNew |
$1.57M - $1.73M
|
86.8K
$2.29M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
65.3K+ 87.94% |
$1.18M - $1.3M
|
139K
$3.68M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
25.5KNew |
$462K - $510K
|
25.5K
$675K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10.1K+ 14.01% |
$183K - $202K
|
82.3K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
6.18K+ 11.6% |
$112K - $123K
|
59.5K
$1.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3.83K+ 7.55% |
$69.2K - $76.4K
|
54.5K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.8K+ 27.71% |
$50.6K - $55.8K
|
12.9K
$341K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.74K+ 4.71% |
$49.6K - $54.7K
|
61K
$1.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.9KNew |
$34.4K - $37.9K
|
1.9K
$50.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.06K+ 7.71% |
$19.1K - $21.1K
|
14.8K
$390K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.03K+ 6.27% |
$18.6K - $20.6K
|
17.5K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
182+ 0.1% |
$3.29K - $3.63K
|
188K
$4.98M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
146New |
$2.64K - $2.91K
|
146
$3.86K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18+ 0.93% |
$325 - $359
|
1.96K
$51.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-101- 0.46% |
$1.83K - $2.01K
|
21.7K
$573K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-294- 20.6% |
$5.32K - $5.87K
|
1.13K
$29.9K
|
|
|
May 12, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2.08K- 3.76% |
$37.7K - $41.6K
|
53.3K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-173K- 21.23% |
$3.13M - $3.45M
|
641K
$16.9M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-368K- 46.48% |
$6.66M - $7.35M
|
424K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-508K- 30.84% |
$9.18M - $10.1M
|
1.14M
$30.1M
|