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iShares Gold Trust Micro (IAUM) Institutional Ownership

iShares Gold Trust Micro logo
$25.56 -0.05 (-0.20%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$125.79M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$135.71M
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IAUM Institutional Buying and Selling by Quarter

iShares Gold Trust Micro Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024MML Investors Services LLC7,663$201K0.0%N/A0.015%
11/15/2024Orion Portfolio Solutions LLC15,062$395K0.0%+35.2%0.030%
11/15/2024Jane Street Group LLC70,482$1.85M0.0%-97.7%0.142%
11/15/2024 Quadrature Capital Ltd435,344$11.43M0.3%N/A0.878%
11/14/2024 Flow Traders U.S. LLC132,356$3.47M0.2%+141.2%0.267%
11/12/2024 Running Point Capital Advisors LLC85,891$2.26M0.9%-1.9%0.173%
11/8/2024 Prospera Financial Services Inc85,401$2.24M0.1%+527.1%0.172%
11/7/2024 Napa Wealth Management11,866$311K0.1%-26.8%0.024%
11/7/2024 Westfuller Advisors LLC11,777$309K0.2%N/A0.024%
11/5/2024 Sumitomo Mitsui Trust Group Inc.5,450,000$143.06M0.1%+23.9%10.988%
11/1/2024 Atria Investments Inc52,933$1.39M0.0%-24.5%0.107%
10/31/2024 Castle Wealth Management LLC178,730$4.69M1.9%+1.4%0.360%
10/29/2024 Cedar Point Capital Partners LLC22,477$590K0.4%N/A0.045%
10/25/2024 Evermay Wealth Management LLC3,772$99K0.0%N/A0.008%
10/25/2024 China Universal Asset Management Co. Ltd.147,500$3.87M0.4%+259.8%0.297%
10/23/2024 Alaska Permanent Fund Corp6,804,000$178.61M2.6%-19.1%13.718%
10/22/2024 School Employees Retirement Board of Ohio1,894,435$49.73M28.3%+27.4%3.819%
10/22/2024 Maripau Wealth Management LLC55,290$1.45M1.3%-21.5%0.111%
10/21/2024 Vicus Capital49,216$1.29M0.1%+6.9%0.099%
10/19/2024Rede Wealth LLC35,970$944K0.4%+2.5%0.073%
10/18/2024Blue Trust Inc.7,035$185K0.0%N/A0.014%
10/17/2024RFG Advisory LLC195,827$5.14M0.2%+19.4%0.395%
10/10/2024 Sound Income Strategies LLC5,748$151K0.0%+55.6%0.012%
10/10/2024 Exchange Traded Concepts LLC6,213$163K0.0%+14.9%0.013%
10/10/2024 MorganRosel Wealth Management LLC325,226$8.54M2.8%+1.8%0.656%
10/8/2024 Sinecera Capital LLC79,783$2.09M2.5%+24.0%0.161%
10/8/2024 Brookstone Capital Management12,862$338K0.0%-11.2%0.026%
10/8/2024 Versant Capital Management Inc206,656$5.43M1.2%+7.0%0.417%
10/3/2024 Deane Retirement Strategies Inc.2,654$70K0.0%+22.4%0.005%
8/14/2024 Greenline Partners LLC382,797$8.90M1.4%-34.3%0.772%
8/13/2024 AE Wealth Management LLC444,207$10.31M0.1%-11.8%0.896%
8/7/2024 MGO One Seven LLC135,794$3.15M0.1%N/A0.274%
8/1/2024 Fielder Capital Group LLC236,357$5.48M2.1%+36.0%0.477%
7/26/2024 NavPoint Financial Inc.15,218$353K0.3%-15.5%0.031%
7/25/2024 Rooted Wealth Advisors Inc.26,086$636K0.3%-6.1%0.053%
7/25/2024Pineridge Advisors LLC6,970$162K0.1%-9.6%0.014%
7/24/2024 Slagle Financial LLC22,257$516K0.3%+11.9%0.045%
7/23/2024 Vicus Capital46,042$1.07M0.1%+52.5%0.093%
7/22/2024Fifth Third Bancorp341,626$7.93M0.0%+4.5%0.689%
7/20/2024 China Universal Asset Management Co. Ltd.41,000$951K0.1%+28.1%0.083%
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7/18/2024 Sinecera Capital LLC64,322$1.49M2.0%+2.4%0.130%
7/18/2024 Brookstone Capital Management14,484$355K0.0%-5.2%0.029%
7/16/2024 Wedmont Private Capital13,860$334K0.0%N/A0.028%
7/15/2024 MorganRosel Wealth Management LLC319,353$7.41M2.6%+1.6%0.644%
7/15/2024RFG Advisory LLC164,016$3.81M0.1%+1.2%0.331%
7/9/2024 School Employees Retirement Board of Ohio1,487,543$34.51M29.1%N/A2.999%
7/9/2024 Deane Retirement Strategies Inc.2,169$50K0.0%N/A0.004%
7/8/2024 Versant Capital Management Inc193,068$4.48M1.1%+49.4%0.389%
5/17/2024Pineridge 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%0.065%
4/25/2024 Fielder Capital Group LLC173,809$3.85M1.7%+50.8%0.347%
4/23/2024Fifth 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%
4/11/2024RFG 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%
3/1/2024Pineridge 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%
11/7/2023 Atria Investments Inc106,841$1.97M0.0%+23.5%0.221%
11/6/2023 Ardent Capital Management Inc.28,500$526K0.3%N/A0.059%
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%
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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%
(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, 59 institutional investors and hedge funds held shares of iShares Gold Trust Micro. The most heavily invested institutionals were Alaska Permanent Fund Corp ($178.61M), Sumitomo Mitsui Trust Group Inc. ($143.06M), Sumitomo Mitsui Trust Holdings Inc. ($81.18M), School Employees Retirement Board of Ohio ($49.73M), Bank of Montreal Can ($28.71M), Teacher Retirement System of Texas ($23.99M), and Quadrature Capital Ltd ($11.43M).Learn more on IAUM's institutional investors.

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

Of the 53 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), School Employees Retirement Board of Ohio ($1.89M), Bank of Montreal Can ($1.44M), Sumitomo Mitsui Trust Group Inc. ($1.05M), AE Wealth Management LLC ($881.24K), and Quadrature Capital Ltd ($435.34K).

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

Institutional investors have bought a total of 24,146,650 shares in the last 24 months. This purchase volume represents approximately $485.50M in transactions.

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

Of the 23 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: Jane Street Group LLC ($3.03M), Alaska Permanent Fund Corp ($1.61M), Teacher Retirement System of Texas ($850K), Greenline Partners LLC ($468.71K), Sumitomo Mitsui Trust Holdings Inc. ($350K), AE Wealth Management LLC ($241.28K), and Sinecera Capital LLC ($208.54K).

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

Institutional investors have sold a total of 7,076,852 shares in the last 24 months. This volume of shares sold represents approximately $169.74M in transactions.



This page (NYSEARCA:IAUM) was last updated on 11/17/2024 by MarketBeat.com Staff
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