Purchases and Sales Made in Q1 2024 in I Shares Gold Trust Micro (IAUM)
This table provides information about the institutional ownership of I Shares Gold Trust Micro (IAUM) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
1.05M+ 19.92% |
$20.8M - $23.2M
|
6.3M
$162M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
327KNew |
$6.5M - $7.25M
|
327K
$8.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
162KNew |
$3.22M - $3.59M
|
162K
$4.18M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 15.1% |
$2.57M - $2.86M
|
985K
$25.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91.7KNew |
$1.82M - $2.03M
|
91.7K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
85.5KNew |
$1.7M - $1.9M
|
85.5K
$2.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
58.6K+ 50.82% |
$1.16M - $1.3M
|
174K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
29.1KNew |
$579K - $645K
|
29.1K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.4KNew |
$565K - $630K
|
28.4K
$732K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
28KNew |
$557K - $621K
|
28K
$722K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27.7KNew |
$551K - $614K
|
27.7K
$714K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
19.1K+ 12.54% |
$379K - $423K
|
171K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
15.6K+ 21.72% |
$310K - $345K
|
87.3K
$2.25M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.6K+ 6.07% |
$111K - $124K
|
97.8K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.7KNew |
$73.5K - $81.9K
|
3.7K
$95.2K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.3K+ 3.79% |
$65.6K - $73.1K
|
90.3K
$2.33M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.04K+ 4161.22% |
$40.5K - $45.2K
|
2.09K
$53.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.9K+ 6.7% |
$37.7K - $42K
|
30.2K
$778K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.11K+ 4.17% |
$22.1K - $24.6K
|
27.8K
$716K
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1K+ 3.23% |
$19.9K - $22.2K
|
32K
$825K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
191New |
$3.8K - $4.23K
|
191
$4.92K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19+ 0.67% |
$378 - $421
|
2.84K
$73.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 1.49% |
$19.9 - $22.2
|
66
$1.7K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36- 0.04% |
$716 - $798
|
85.8K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-154- 22.16% |
$3.06K - $3.41K
|
541
$13.9K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-204- 0.25% |
$4.06K - $4.52K
|
81.5K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-247- 72.86% |
$4.91K - $5.48K
|
92
$2.37K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.07K- 35.84% |
$21.4K - $23.8K
|
1.92K
$49.6K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.35K- 9.88% |
$26.8K - $29.9K
|
12.3K
$317K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3.24K- 29.56% |
$64.4K - $71.8K
|
7.71K
$199K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.3K- 21.94% |
$85.4K - $95.3K
|
15.3K
$394K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4.95K- 25.91% |
$98.4K - $110K
|
14.2K
$365K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-5.44K- 4.04% |
$108K - $121K
|
129K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-8.87K- 36.05% |
$176K - $197K
|
15.7K
$406K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-17.1K- 5.16% |
$340K - $379K
|
314K
$8.1M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-24.4K- 4.02% |
$486K - $542K
|
583K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-52.6K- 72.58% |
$1.05M - $1.17M
|
19.9K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-57.7K- 5.17% |
$1.15M - $1.28M
|
1.06M
$27.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-209K- 76.84% |
$4.15M - $4.62M
|
62.8K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-930K- 64.87% |
$18.5M - $20.6M
|
504K
$13M
|