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iShares Gold Trust Micro (IAUM) Institutional Ownership

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+0.39 (+1.64%)
(As of 05/17/2024 ET)
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Stock AnalysisChartOwnership

Institutional Ownership Changes (13F Filings) for iShares Gold Trust Micro (NYSEARCA:IAUM)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$275.14M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$32.85M
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IAUM Institutional Buying and Selling by Quarter

iShares Gold Trust Micro Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Pineridge Advisors LLC7,714$171K0.1%-29.6%0.016%
5/16/2024 Slagle Financial LLC19,888$441K0.2%-72.6%0.040%
4/29/2024 Castle Wealth Management LLC171,158$3.80M2.0%+12.5%0.342%
4/29/2024 China Universal Asset Management Co. Ltd.32,000$709K0.1%+3.2%0.064%
4/25/2024 Fielder Capital Group LLC173,809$3.85M1.7%+50.8%0.347%
4/23/2024 Fifth Third Bancorp326,809$7.25M0.0%N/A0.653%
4/18/2024 MorganRosel Wealth Management LLC314,356$6.97M2.5%-5.2%0.649%
4/17/2024 Vicus Capital30,188$669K0.1%+6.7%0.062%
4/15/2024 Sinecera Capital LLC62,844$1.40M1.9%-76.8%0.130%
4/15/2024 Brookstone Capital Management15,284$339K0.0%-21.9%0.032%
4/15/2024 Sound Income Strategies LLC3,695$82K0.0%N/A0.008%
4/11/2024 RFG Advisory LLC162,095$3.59M0.1%N/A0.335%
4/10/2024 Signal Advisors Wealth LLC97,817$2.17M0.5%+6.1%0.202%
4/3/2024 Versant Capital Management Inc129,240$2.87M0.8%-4.0%0.267%
3/5/2024 Slagle Financial LLC72,530$1.49M0.2%+111.8%0.150%
3/1/2024 Pineridge Advisors LLC10,951$226K0.1%N/A0.023%
2/16/2024 Oarsman Capital Inc.71,707$1.48M0.4%+14.8%0.148%
2/7/2024 Theory Financial LLC191,904$3.95M2.1%+1.4%0.396%
2/7/2024 Rooted Wealth Advisors Inc.26,666$542K0.3%+6.0%0.055%
2/6/2024 Fielder Capital Group LLC115,241$2.37M1.4%N/A0.238%
2/6/2024 NavPoint Financial Inc.18,020$371K0.3%N/A0.037%
2/5/2024 Jackson Creek Investment Advisors LLC19,111$394K0.2%-5.5%0.039%
2/1/2024 Vicus Capital28,292$583K0.1%+34.8%0.058%
1/31/2024 Castle Wealth Management LLC152,087$3.13M1.9%+2.6%0.314%
1/26/2024 B.O.S.S. Retirement Advisors LLC99,791$2.06M0.4%-0.8%0.206%
1/24/2024 China Universal Asset Management Co. Ltd.31,000$639K0.1%+19.2%0.064%
1/19/2024 MorganRosel Wealth Management LLC331,471$6.83M2.6%+8.1%0.685%
1/18/2024 Sinecera Capital LLC271,387$5.66M5.9%+1,614.5%0.561%
1/17/2024 Kingdom Financial Group LLC.24,615$507K0.4%+13.8%0.051%
1/11/2024 Brookstone Capital Management19,581$403K0.0%N/A0.040%
1/11/2024 Timber Creek Capital Management LLC1,702$35K0.0%N/A0.004%
1/9/2024 Versant Capital Management Inc134,680$2.77M0.8%+9.7%0.278%
1/8/2024 B.O.S.S. Retirement Advisors LLC90,542$1.87M0.4%-10.0%0.187%
11/21/2023 Rooted Wealth Advisors Inc.25,150$497K0.3%+11.5%0.052%
11/16/2023 Maripau Wealth Management LLC107,541$1.98M1.8%-4.5%0.222%
11/15/2023 Theory Financial LLC189,170$3.49M2.0%+5.1%0.391%
11/13/2023 True Wealth Design LLC1,462$27K0.0%N/A0.003%
11/9/2023 Oliver Lagore Vanvalin Investment Group1,959$36K0.0%-53.2%0.004%
11/7/2023Atria Investments Inc106,841$1.97M0.0%+23.5%0.221%
11/6/2023 Ardent Capital Management Inc.28,500$526K0.3%N/A0.059%
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11/6/2023 Castle Wealth Management LLC148,293$2.74M1.9%+9.5%0.306%
10/31/2023 Teacher Retirement System of Texas1,300,000$23.99M0.2%-39.5%2.686%
10/31/2023 China Universal Asset Management Co. Ltd.26,000$480K0.1%N/A0.054%
10/30/2023 MorganRosel Wealth Management LLC306,583$5.66M2.4%N/A0.633%
10/30/2023 Sumitomo Mitsui Trust Holdings Inc.4,400,000$81.18M0.1%-7.4%9.091%
10/27/2023 Oarsman Capital Inc.62,487$1.15M0.5%-4.0%0.129%
10/23/2023 Vicus Capital20,984$387K0.0%N/A0.043%
10/18/2023 Exchange Traded Concepts LLC4,613$85K0.0%N/A0.010%
10/17/2023 B.O.S.S. Retirement Advisors LLC100,615$1.86M0.4%+25.0%0.208%
10/16/2023 Kingdom Financial Group LLC.21,627$399K0.4%+36.9%0.045%
10/12/2023 Versant Capital Management Inc122,827$2.27M0.7%+49.6%0.254%
10/11/2023 AE Wealth Management LLC1,918,613$35.40M0.2%+11.4%3.964%
10/10/2023 Sinecera Capital LLC15,829$292K0.4%+10.6%0.033%
8/15/2023 Greenline Partners LLC635,216$12.18M2.3%-1.0%1.312%
8/14/2023 Slagle Financial LLC29,232$561K0.3%N/A0.060%
8/10/2023 Oarsman Capital Inc.65,110$1.25M0.5%+6.8%0.136%
8/8/2023 Theory Financial LLC180,049$3.45M2.0%-4.4%0.375%
8/4/2023Atria Investments Inc86,524$1.66M0.0%N/A0.180%
8/3/2023 Rooted Wealth Advisors Inc.22,548$432K0.3%+28.9%0.047%
8/3/2023 Jackson Creek Investment Advisors LLC20,225$388K0.2%-6.7%0.042%
8/2/2023 Bank of Montreal Can1,437,000$28.71M0.0%N/A2.994%
7/31/2023 Alaska Permanent Fund Corp10,601,000$203.33M4.0%N/A22.085%
7/31/2023 Kingdom Financial Group LLC.15,793$303K0.3%N/A0.033%
7/21/2023 Kovack Advisors Inc.14,642$281K0.0%N/A0.031%
7/17/2023 Castle Wealth Management LLC135,403$2.60M1.8%N/A0.282%
7/13/2023 Sinecera Capital LLC14,313$275K0.3%N/A0.030%
7/10/2023 Versant Capital Management Inc82,119$1.58M0.5%+50.5%0.171%
7/10/2023 B.O.S.S. Retirement Advisors LLC80,517$1.54M0.3%-2.1%0.168%
7/10/2023 AE Wealth Management LLC1,722,723$33.04M0.2%-9.5%3.589%
6/7/2023 Maripau Wealth Management LLC139,457$2.75M2.9%+87.9%0.286%
5/16/2023 Greenline Partners LLC641,458$12.63M2.4%-21.2%1.316%
5/11/2023 Oarsman Capital Inc.60,975$1.20M0.6%+4.7%0.125%
5/1/2023Truadvice LLC25,545$508K0.2%N/A0.052%
4/28/2023 Ameritas Advisory Services LLC1,900$38K0.0%N/A0.004%
4/27/2023 Sumitomo Mitsui Trust Holdings Inc.4,750,000$93.53M0.1%+50.8%9.744%
4/26/2023 Rooted Wealth Advisors Inc.17,486$350K0.3%+6.3%0.036%
4/20/2023 Arcadia Wealth Management LLC14,759$291K0.2%+7.7%0.030%
4/17/2023 B.O.S.S. Retirement Advisors LLC82,250$1.62M0.4%+14.0%0.169%
4/14/2023 AE Wealth Management LLC1,904,294$37.50M0.2%+5.2%3.906%
4/10/2023 Versant Capital Management Inc54,546$1.07M0.4%+7.5%0.112%
2/14/2023 Greenline Partners LLC814,336$14.83M2.9%-9.9%1.287%
2/13/2023 Rooted Wealth Advisors Inc.16,455$300K0.3%N/A0.026%
2/10/2023 Adventist Health System Sunbelt Healthcare Corp55,414$1.01M0.1%+24.9%0.088%
2/9/2023 Oarsman Capital Inc.58,234$1.06M0.5%-72.9%0.092%
2/8/2023 Theory Financial LLC188,235$3.43M2.3%N/A0.298%
2/7/2023 Arcadia Wealth Management LLC13,703$250K0.2%N/A0.022%
2/7/2023 Richard W. Paul & Associates LLC1,427$26K0.0%N/A0.002%
2/7/2023 B.O.S.S. Retirement Advisors LLC72,141$1.31M0.3%N/A0.114%
2/6/2023 Jackson Creek Investment Advisors LLC21,785$397K0.2%+46.8%0.034%
1/31/2023 AE Wealth Management LLC1,809,740$32.96M0.2%+48.5%2.861%
POTUS in ‘25 Not Biden/Trump, But (Ad)

And I believe when they do take the oath of office, their fingers will be crossed… and America will descend into chaos.

Click here now to see my urgent election warning.
1/30/2023 Sumitomo Mitsui Trust Holdings Inc.3,150,000$57.36M0.0%N/A4.980%
1/25/2023 Versant Capital Management Inc50,718$924K0.3%+14.5%0.080%
1/18/2023 Retirement Financial Solutions LLC5,367$98K0.1%N/A0.008%
12/30/2022 Versant Capital Management Inc44,282$735K0.3%+14.1%0.073%
11/15/2022 Greenline Partners LLC903,766$14.99M3.4%+699.8%1.498%
11/10/2022 Oarsman Capital Inc.214,917$3.57M1.9%-19.7%0.356%
11/9/2022 Jackson Creek Investment Advisors LLC14,839$246K0.1%+10.0%0.025%
11/8/2022 IMC Chicago LLC38,838$644K0.0%+84.5%0.064%
11/4/2022 Maripau Wealth Management LLC74,111$1.21M1.3%+243.8%0.123%
10/28/2022 Adventist Health System Sunbelt Healthcare Corp44,353$736K0.1%+26.7%0.074%
(Data available from 1/1/2016 forward)

IAUM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAUM shares?

During the previous two years, 44 institutional investors and hedge funds held shares of iShares Gold Trust Micro. The most heavily invested institutionals were Alaska Permanent Fund Corp ($203.33M), Sumitomo Mitsui Trust Holdings Inc. ($81.18M), AE Wealth Management LLC ($35.40M), Bank of Montreal Can ($28.71M), Teacher Retirement System of Texas ($23.99M), Greenline Partners LLC ($12.18M), and JPMorgan Chase & Co. ($8.17M).Learn more on IAUM's institutional investors.

Which institutional investors have been buying iShares Gold Trust Micro stock?

Of the 41 institutional investors that purchased iShares Gold Trust Micro stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alaska Permanent Fund Corp ($10.60M), Sumitomo Mitsui Trust Holdings Inc. ($4.75M), AE Wealth Management LLC ($2.10M), Bank of Montreal Can ($1.44M), Greenline Partners LLC ($790.76K), JPMorgan Chase & Co. ($452.39K), and MorganRosel Wealth Management LLC ($331.47K).

How much institutional buying is happening at iShares Gold Trust Micro?

Institutional investors have bought a total of 22,672,860 shares in the last 24 months. This purchase volume represents approximately $428.26M in transactions.

Which iShares Gold Trust Micro major shareholders have been selling company stock?

Of the 17 institutional investors that sold iShares Gold Trust Micro stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flow Traders U.S. LLC ($1.36M), Teacher Retirement System of Texas ($850K), Sumitomo Mitsui Trust Holdings Inc. ($350K), Greenline Partners LLC ($268.55K), Oarsman Capital Inc. ($211.98K), Sinecera Capital LLC ($208.54K), and AE Wealth Management LLC ($181.57K).

How much institutional selling is happening at iShares Gold Trust Micro?

Institutional investors have sold a total of 3,540,875 shares in the last 24 months. This volume of shares sold represents approximately $66.11M in transactions.


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This page (NYSEARCA:IAUM) was last updated on 5/18/2024 by MarketBeat.com Staff

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