Purchases and Sales Made in Q4 2024 in I Shares Gold Trust Micro (IAUM)
This table provides information about the institutional ownership of I Shares Gold Trust Micro (IAUM) during Q4 2024. 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 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
255+ 1.74% |
$6.52K - $7.09K
|
14.9K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
185New |
$4.73K - $5.14K
|
185
$5.68K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
120New |
$3.07K - $3.34K
|
120
$3.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
114+ 55.34% |
$2.91K - $3.17K
|
320
$9.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
63+ 0.82% |
$1.61K - $1.75K
|
7.73K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 50.0% |
$1.28K - $1.39K
|
150
$4.61K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
45+ 121.62% |
$1.15K - $1.25K
|
82
$2.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-31- 1.17% |
$792 - $862
|
2.62K
$80.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-162- 2.61% |
$4.14K - $4.51K
|
6.05K
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-480- 3.73% |
$12.3K - $13.3K
|
12.4K
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-637- 1.26% |
$16.3K - $17.7K
|
49.8K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-728- 2.89% |
$18.6K - $20.2K
|
24.5K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 54.79% |
$25.6K - $27.8K
|
825
$25.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.27K- 99.92% |
$32.6K - $35.4K
|
1
$30.7
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.32K- 1.68% |
$33.8K - $36.8K
|
77.3K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 2.53% |
$55.6K - $60.5K
|
83.7K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.38K- 22.41% |
$86.3K - $93.9K
|
11.7K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-4.28K- 1.32% |
$109K - $119K
|
321K
$9.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.83K- 3.26% |
$149K - $162K
|
173K
$5.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-34.3K- 62.03% |
$877K - $954K
|
21K
$645K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-35.1K- 59.45% |
$898K - $977K
|
24K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-48.5K- 25.97% |
$1.24M - $1.35M
|
138K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-107K- 80.96% |
$2.74M - $2.98M
|
25.2K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-115K- 8.0% |
$2.94M - $3.2M
|
1.32M
$40.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-264K- 3.88% |
$6.75M - $7.34M
|
6.54M
$201M
|
|
|
Feb 06, 2025
Q4 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-6.67M- 99.43% |
$170M - $185M
|
38.4K
$1.18M
|