Purchases and Sales Made in Q1 2025 in I Shares Gold Trust Micro (IAUM)
This table provides information about the institutional ownership of I Shares Gold Trust Micro (IAUM) during Q1 2025. 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 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5.79K+ 2.56% |
$152K - $181K
|
232K
$7.76M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.21K+ 19.34% |
$137K - $162K
|
32.2K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.08K+ 12.38% |
$133K - $158K
|
46.1K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.89KNew |
$128K - $152K
|
4.89K
$163K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.11K+ 15.43% |
$108K - $128K
|
30.7K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.96KNew |
$104K - $123K
|
3.96K
$132K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.73K+ 11.82% |
$71.7K - $85K
|
25.8K
$863K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.41K+ 292.61% |
$63.5K - $75.2K
|
3.24K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.3KNew |
$60.5K - $71.7K
|
2.3K
$76.9K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.14KNew |
$56.2K - $66.6K
|
2.14K
$71.5K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.79KNew |
$47K - $55.7K
|
1.79K
$59.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.45K+ 9.01% |
$38.1K - $45.2K
|
17.5K
$586K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27K+ 127400.0% |
$33.5K - $39.7K
|
1.28K
$42.6K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.18K+ 15.32% |
$31.1K - $36.9K
|
8.91K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1KNew |
$26.3K - $31.2K
|
1K
$33.4K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
996New |
$26.2K - $31K
|
996
$33.3K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
919+ 6.16% |
$24.2K - $28.6K
|
15.8K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
798+ 2.93% |
$21K - $24.9K
|
28K
$936K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
544+ 453.33% |
$14.3K - $17K
|
664
$22.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
469+ 32.34% |
$12.3K - $14.6K
|
1.92K
$64.2K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
305New |
$8.02K - $9.51K
|
305
$10.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
275New |
$7.23K - $8.57K
|
275
$9.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
246+ 2.1% |
$6.47K - $7.67K
|
11.9K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
140+ 15.56% |
$3.68K - $4.36K
|
1.04K
$34.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
131+ 4.99% |
$3.44K - $4.08K
|
2.75K
$92.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
125New |
$3.29K - $3.9K
|
125
$4.18K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
92New |
$2.42K - $2.87K
|
92
$3.08K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
75New |
$1.97K - $2.34K
|
75
$2.51K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
70New |
$1.84K - $2.18K
|
70
$2.34K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60New |
$1.58K - $1.87K
|
60
$2.01K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
53+ 1.06% |
$1.39K - $1.65K
|
5.03K
$168K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
50New |
$1.31K - $1.56K
|
50
$1.67K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
31+ 0.69% |
$815 - $966
|
4.55K
$152K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 3.24% |
$158 - $187
|
191
$6.39K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-70- 7.93% |
$1.84K - $2.18K
|
813
$27.2K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-78- 0.21% |
$2.05K - $2.43K
|
36.5K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-200- 50.0% |
$5.26K - $6.23K
|
200
$6.69K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-303- 15.19% |
$7.97K - $9.44K
|
1.69K
$56.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-508- 4.1% |
$13.4K - $15.8K
|
11.9K
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-572- 9.45% |
$15K - $17.8K
|
5.48K
$183K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-623- 5.1% |
$16.4K - $19.4K
|
11.6K
$388K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-634- 6.63% |
$16.7K - $19.8K
|
8.93K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-908- 1.18% |
$23.9K - $28.3K
|
76.4K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-953- 5.62% |
$25.1K - $29.7K
|
16K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.37K- 2.75% |
$36K - $42.7K
|
48.5K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 6.94% |
$36.8K - $43.6K
|
18.8K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.44K- 3.24% |
$37.9K - $44.9K
|
42.9K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.63K- 16.27% |
$42.8K - $50.7K
|
8.38K
$280K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.74K- 13.25% |
$45.7K - $54.2K
|
11.4K
$381K
|