Institutional Ownership I Shares Gold Trust Micro (IAUM)
This table provides information about the institutional ownership of I Shares Gold Trust Micro (IAUM). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 24.7 Million shares, which have been reported (via 13F filing form) to have a value of $818 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
83,716
shares
|
$2.77 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
79,783
shares
|
$2.64 Million
2.56% of portfolio
|
Q3 2024
Added 24.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
79,475
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
77,263
shares
|
$2.56 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
53,557
shares
|
$1.77 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
51,475
shares
|
$1.7 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
49,820
shares
|
$1.65 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
46,572
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2023
Added 80.78%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
46,062
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,161
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
42,936
shares
|
$1.42 Million
0.39% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
38,384
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 99.43%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
36,610
shares
|
$1.21 Million
0.37% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
33,534
shares
|
$1.11 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
29,846
shares
|
$988,499
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
29,366
shares
|
$972,601
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
28,500
shares
|
$943,919
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
28,000
shares
|
$927,359
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
27,997
shares
|
$927,260
0.09% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
27,439
shares
|
$908,779
0.24% of portfolio
|
Q1 2025
Added 113.8%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
26,956
shares
|
$892,782
0.48% of portfolio
|
Q4 2024
Added 19.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
26,623
shares
|
$881,753
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
25,815
shares
|
$854,992
0.54% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,202
shares
|
$834,690
0.03% of portfolio
|
Q4 2024
Reduced 80.96%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
22,448
shares
|
$743,477
0.29% of portfolio
|
Q1 2025
Reduced 8.32%
|