Purchases and Sales Made in Q2 2023 in I Shares Gold Trust Micro (IAUM)
This table provides information about the institutional ownership of I Shares Gold Trust Micro (IAUM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.2MNew |
$175M - $188M
|
9.2M
$243M
|
|
|
Aug 09, 2023
Q2 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
3.44M+ 5788.22% |
$65.6M - $70.5M
|
3.5M
$92.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44MNew |
$27.4M - $29.4M
|
1.44M
$38M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
594K+ 4607.38% |
$11.3M - $12.2M
|
607K
$16M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
135KNew |
$2.58M - $2.77M
|
135K
$3.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
86.5KNew |
$1.65M - $1.77M
|
86.5K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
29.2KNew |
$557K - $598K
|
29.2K
$772K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
27.6K+ 50.55% |
$525K - $564K
|
82.1K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
21.7K+ 1.91% |
$414K - $445K
|
1.16M
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6KNew |
$336K - $361K
|
17.6K
$465K
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
15.8KNew |
$301K - $323K
|
15.8K
$417K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$279K - $300K
|
14.6K
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
14.3KNew |
$273K - $293K
|
14.3K
$378K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.68K+ 1274.16% |
$165K - $178K
|
9.36K
$247K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.06K+ 28.95% |
$96.4K - $104K
|
22.5K
$595K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.19KNew |
$79.8K - $85.7K
|
4.19K
$111K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.14K+ 6.78% |
$78.8K - $84.6K
|
65.1K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.65KNew |
$50.5K - $54.2K
|
2.65K
$70K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
459New |
$8.74K - $9.4K
|
459
$12.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
216+ 0.85% |
$4.11K - $4.42K
|
25.8K
$680K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$1.91K - $2.05K
|
100
$2.64K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30- 20.55% |
$572 - $614
|
116
$3.06K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-54- 2.75% |
$1.03K - $1.11K
|
1.91K
$50.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-578- 51.02% |
$11K - $11.8K
|
555
$14.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.46K- 6.73% |
$27.8K - $29.9K
|
20.2K
$534K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.73K- 2.11% |
$33K - $35.5K
|
80.5K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-6.24K- 0.97% |
$119K - $128K
|
635K
$16.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-8.37K- 4.44% |
$159K - $171K
|
180K
$4.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-26.8K- 19.25% |
$511K - $549K
|
113K
$2.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-36.7K- 42.24% |
$699K - $751K
|
50.1K
$1.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-182K- 9.53% |
$3.46M - $3.72M
|
1.72M
$45.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-411K- 96.96% |
$7.84M - $8.42M
|
12.9K
$341K
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-21.7M- 67.16% |
$413M - $444M
|
10.6M
$280M
|