Purchases and Sales Made in Q4 2023 in I Shares Gold Trust Micro (IAUM)
This table provides information about the institutional ownership of I Shares Gold Trust Micro (IAUM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13M+ 3027.03% |
$237M - $270M
|
13.4M
$355M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
758K+ 347.87% |
$13.8M - $15.7M
|
976K
$25.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
270K+ 84.26% |
$4.9M - $5.59M
|
590K
$15.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
256K+ 1614.49% |
$4.65M - $5.3M
|
271K
$7.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
249K+ 40.99% |
$4.52M - $5.16M
|
856K
$22.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
115KNew |
$2.1M - $2.39M
|
115K
$3.04M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
99.8KNew |
$1.81M - $2.07M
|
99.8K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
92.2KNew |
$1.68M - $1.91M
|
92.2K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
81.7KNew |
$1.48M - $1.69M
|
81.7K
$2.16M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
38.3K+ 111.8% |
$696K - $794K
|
72.5K
$1.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
24.9K+ 8.12% |
$452K - $516K
|
331K
$8.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
19.6KNew |
$356K - $406K
|
19.6K
$517K
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
18KNew |
$328K - $374K
|
18K
$476K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.7KNew |
$248K - $283K
|
13.7K
$361K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
11.9K+ 9.65% |
$215K - $246K
|
135K
$3.56M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
11.8KNew |
$214K - $244K
|
11.8K
$311K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11KNew |
$199K - $227K
|
11K
$289K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
9.22K+ 14.76% |
$168K - $191K
|
71.7K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
7.31K+ 34.83% |
$133K - $152K
|
28.3K
$747K
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5K+ 19.23% |
$90.9K - $104K
|
31K
$819K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
3.79K+ 2.56% |
$69K - $78.7K
|
152K
$4.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.99K+ 13.82% |
$54.3K - $62K
|
24.6K
$650K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.73K+ 1.45% |
$49.7K - $56.7K
|
192K
$5.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.7KNew |
$30.9K - $35.3K
|
1.7K
$44.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.52K+ 6.03% |
$27.6K - $31.4K
|
26.7K
$704K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
910New |
$16.5K - $18.9K
|
910
$24K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
449+ 2.56% |
$8.16K - $9.31K
|
18K
$474K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
393+ 15.09% |
$7.14K - $8.15K
|
3K
$79.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
367New |
$6.67K - $7.61K
|
367
$9.69K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49New |
$891 - $1.02K
|
49
$1.29K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-166- 32.87% |
$3.02K - $3.44K
|
339
$8.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-208- 15.84% |
$3.78K - $4.31K
|
1.11K
$29.2K
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1K- 3.13% |
$18.2K - $20.7K
|
31K
$819K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.11K- 5.5% |
$20.2K - $23.1K
|
19.1K
$505K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.26K- 64.52% |
$23K - $26.2K
|
695
$18.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-5.1K- 0.1% |
$92.7K - $106K
|
5.26M
$139M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-10.1K- 10.01% |
$183K - $209K
|
90.5K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13.6K- 1.21% |
$248K - $283K
|
1.12M
$29.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.9K- 85.74% |
$308K - $351K
|
2.82K
$74.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-20.6K- 19.11% |
$374K - $426K
|
87K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21K- 19.66% |
$382K - $436K
|
85.8K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-27.8K- 4.38% |
$506K - $577K
|
607K
$16M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-90.5KClosed |
$1.65M - $1.88M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-484K- 25.24% |
$8.81M - $10M
|
1.43M
$37.9M
|