Purchases and Sales Made in Q4 2022 in I Shares Gold Trust Micro (IAUM)
This table provides information about the institutional ownership of I Shares Gold Trust Micro (IAUM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.15MNew |
$51.2M - $57.4M
|
3.15M
$83.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
782K+ 7041.25% |
$12.7M - $14.2M
|
793K
$20.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
591K+ 48.47% |
$9.61M - $10.8M
|
1.81M
$47.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
79.4K+ 5.07% |
$1.29M - $1.45M
|
1.65M
$43.5M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
72.1KNew |
$1.17M - $1.31M
|
72.1K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
19.2K+ 11.33% |
$311K - $349K
|
188K
$4.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
16.5KNew |
$268K - $300K
|
16.5K
$435K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
13.7KNew |
$223K - $250K
|
13.7K
$362K
|
|
|
Feb 10, 2023
Q4 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
11.1K+ 24.94% |
$180K - $201K
|
55.4K
$1.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.95K+ 46.81% |
$113K - $126K
|
21.8K
$575K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
6.44K+ 14.53% |
$105K - $117K
|
50.7K
$1.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.37KNew |
$87.3K - $97.7K
|
5.37K
$142K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.4KNew |
$39K - $43.7K
|
2.4K
$63.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.43KNew |
$23.2K - $26K
|
1.43K
$37.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.11KNew |
$18K - $20.1K
|
1.11K
$29.2K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
976+ 100.93% |
$15.9K - $17.8K
|
1.94K
$51.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
409New |
$6.65K - $7.45K
|
409
$10.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$3.25K - $3.64K
|
200
$5.28K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
92New |
$1.5K - $1.68K
|
92
$2.43K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
90+ 0.12% |
$1.46K - $1.64K
|
74.2K
$1.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.63K- 13.86% |
$26.4K - $29.6K
|
10.1K
$267K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.1K- 98.78% |
$896K - $1M
|
681
$18K
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-89.4K- 9.9% |
$1.45M - $1.63M
|
814K
$21.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-157K- 72.9% |
$2.55M - $2.85M
|
58.2K
$1.54M
|