Latest Institutional Transactions on I Shares Gold Trust Micro (IAUM)
This table provides information on the latest institutional transactions involving I Shares Gold Trust Micro (IAUM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.53KNew |
$218K - $237K
|
8.53K
$248K
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
51.5KNew |
$1.32M - $1.43M
|
51.5K
$1.5M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.3K+ 37.98% |
$288K - $314K
|
41K
$1.19M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
359K+ 730.16% |
$9.19M - $9.99M
|
409K
$11.9M
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-728- 2.89% |
$18.6K - $20.2K
|
24.5K
$713K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
721+ 16.94% |
$18.4K - $20.1K
|
4.98K
$145K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.83K- 3.26% |
$149K - $162K
|
173K
$5.03M
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.39K+ 38.36% |
$86.5K - $94.2K
|
12.2K
$356K
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
640+ 1.78% |
$16.4K - $17.8K
|
36.6K
$1.07M
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
12.8KNew |
$328K - $357K
|
12.8K
$374K
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
183K+ 124.07% |
$4.68M - $5.09M
|
331K
$9.62M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
10KNew |
$256K - $278K
|
10K
$291K
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-31- 1.17% |
$792 - $862
|
2.62K
$76.4K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.27K- 99.92% |
$32.6K - $35.4K
|
1
$29.1
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
29.8KNew |
$763K - $830K
|
29.8K
$869K
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
44.4KNew |
$1.13M - $1.23M
|
44.4K
$1.29M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
78K+ 20.23% |
$1.99M - $2.17M
|
463K
$13.5M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-162- 2.61% |
$4.14K - $4.51K
|
6.05K
$176K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.7K+ 13.14% |
$658K - $715K
|
222K
$6.45M
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4.48K+ 19.93% |
$114K - $125K
|
27K
$785K
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-264K- 3.88% |
$6.75M - $7.34M
|
6.54M
$190M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$10.2K - $11.1K
|
400
$11.6K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-480- 3.73% |
$12.3K - $13.3K
|
12.4K
$360K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-35.1K- 59.45% |
$898K - $977K
|
24K
$698K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
19.8K+ 9.56% |
$505K - $549K
|
226K
$6.59M
|
|
Q3 2024 | |||||||
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3KNew |
$69.8K - $80K
|
3K
$87.3K
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.01% |
$23.3 - $26.7
|
13.5K
$393K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$395K - $453K
|
17K
$495K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.01KNew |
$23.5K - $27K
|
1.01K
$29.5K
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
435KNew |
$10.1M - $11.6M
|
435K
$12.7M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
800+ 75.47% |
$18.6K - $21.3K
|
1.86K
$54.1K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
130+ 20.6% |
$3.02K - $3.47K
|
761
$22.2K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$20.9K - $24K
|
900
$26.2K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 1.49% |
$23.3 - $26.7
|
68
$1.98K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-4.35K- 26.83% |
$101K - $116K
|
11.9K
$345K
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.05M+ 23.86% |
$24.4M - $28M
|
5.45M
$159M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.2K- 24.52% |
$400K - $458K
|
52.9K
$1.54M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.77KNew |
$87.7K - $101K
|
3.77K
$110K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2+ 0.0% |
$46.5 - $53.3
|
45.2K
$1.31M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.05K+ 55.56% |
$47.7K - $54.8K
|
5.75K
$167K
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
15.5K+ 24.04% |
$359K - $412K
|
79.8K
$2.32M
|
|
Q2 2024 | |||||||
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
90New |
$2.02K - $2.18K
|
90
$2.62K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$67.2 - $72.7
|
3
$87.3
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.5KNew |
$952K - $1.03M
|
42.5K
$1.24M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$298K - $322K
|
13.3K
$387K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.05M- 99.53% |
$23.6M - $25.5M
|
5K
$146K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
80.5KNew |
$1.8M - $1.95M
|
80.5K
$2.34M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
174+ 9.05% |
$3.9K - $4.22K
|
2.1K
$61K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.48KNew |
$33.3K - $36K
|
1.48K
$43.2K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-91- 47.64% |
$2.04K - $2.2K
|
100
$2.91K
|