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 03, 2025
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
29.1KNew |
$579K - $645K
|
29.1K
$967K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-154- 22.16% |
$3.06K - $3.41K
|
541
$18K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.4KNew |
$565K - $630K
|
28.4K
$945K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27.7KNew |
$551K - $614K
|
27.7K
$921K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
11.8KNew |
$214K - $244K
|
11.8K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
367New |
$6.67K - $7.61K
|
367
$12.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
449+ 2.56% |
$8.16K - $9.31K
|
18K
$597K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.73K+ 1.45% |
$49.7K - $56.7K
|
192K
$6.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.7KNew |
$30.9K - $35.3K
|
1.7K
$56.6K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
34.4KNew |
$634K - $679K
|
34.4K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
20.8K+ 80.78% |
$384K - $411K
|
46.6K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.46KNew |
$27K - $28.9K
|
1.46K
$48.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
28.5KNew |
$526K - $563K
|
28.5K
$947K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-850K- 39.53% |
$15.7M - $16.8M
|
1.3M
$43.2M
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$279K - $300K
|
14.6K
$487K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
459New |
$8.74K - $9.4K
|
459
$15.3K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.9KNew |
$34.4K - $37.9K
|
1.9K
$63.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.06K+ 7.71% |
$19.1K - $21.1K
|
14.8K
$491K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$3.25K - $3.64K
|
200
$6.65K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
409New |
$6.65K - $7.45K
|
409
$13.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.4KNew |
$39K - $43.7K
|
2.4K
$79.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.37KNew |
$87.3K - $97.7K
|
5.37K
$178K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
BUY
|
- |
17.8K+ 84.45% |
$289K - $321K
|
38.8K
$1.29M
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-784Closed |
$13.8K - $14.6K
|
0
$0
|
|