Purchases and Sales Made in Q3 2023 in I Shares Gold Trust Micro (IAUM)
This table provides information about the institutional ownership of I Shares Gold Trust Micro (IAUM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
1.76M+ 50.14% |
$32.4M - $34.7M
|
5.26M
$144M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
320K+ 275838.78% |
$5.9M - $6.32M
|
320K
$8.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
307KNew |
$5.66M - $6.06M
|
307K
$8.36M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
196K+ 11.37% |
$3.61M - $3.87M
|
1.92M
$52.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
92.6KNew |
$1.71M - $1.83M
|
92.6K
$2.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
40.7K+ 49.57% |
$751K - $804K
|
123K
$3.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
34.4KNew |
$634K - $679K
|
34.4K
$937K
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
28.5KNew |
$526K - $563K
|
28.5K
$777K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
28KNew |
$517K - $553K
|
28K
$764K
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
26KNew |
$480K - $514K
|
26K
$709K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
21KNew |
$387K - $414K
|
21K
$572K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
20.8K+ 80.78% |
$384K - $411K
|
46.6K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 23.48% |
$375K - $401K
|
107K
$2.91M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
20.1K+ 24.96% |
$371K - $397K
|
101K
$2.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
12.9K+ 9.52% |
$238K - $255K
|
148K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 111.03% |
$192K - $205K
|
19.7K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
9.12K+ 5.07% |
$168K - $180K
|
189K
$5.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
5.83K+ 36.94% |
$108K - $115K
|
21.6K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.41K+ 10.8% |
$99.9K - $107K
|
55.5K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5.01K+ 17.15% |
$92.5K - $99K
|
34.2K
$934K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.61KNew |
$85.1K - $91.1K
|
4.61K
$126K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.6K+ 11.54% |
$48K - $51.4K
|
25.2K
$686K
|
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
1.52K+ 10.59% |
$28K - $29.9K
|
15.8K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.46KNew |
$27K - $28.9K
|
1.46K
$39.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.28KNew |
$23.5K - $25.2K
|
1.28K
$34.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
785New |
$14.5K - $15.5K
|
785
$21.4K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
697+ 36.55% |
$12.9K - $13.8K
|
2.6K
$71K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
208+ 18.82% |
$3.84K - $4.11K
|
1.31K
$35.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2- 0.01% |
$36.9 - $39.5
|
20.2K
$552K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-50- 9.01% |
$923 - $988
|
505
$13.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-106- 0.6% |
$1.96K - $2.09K
|
17.5K
$478K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.23K- 53.22% |
$41.1K - $44K
|
1.96K
$53.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.62K- 4.03% |
$48.4K - $51.8K
|
62.5K
$1.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.08K- 4.51% |
$93.7K - $100K
|
108K
$2.93M
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-6K- 18.75% |
$111K - $119K
|
26K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-29.1K- 2.51% |
$537K - $575K
|
1.13M
$30.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-350K- 7.37% |
$6.46M - $6.91M
|
4.4M
$120M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-850K- 39.53% |
$15.7M - $16.8M
|
1.3M
$35.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.22M- 84.84% |
$22.5M - $24.1M
|
218K
$5.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.77M- 95.33% |
$162M - $173M
|
430K
$11.7M
|