Institutional shares held 24.7 Million
0 calls
0 puts
Total value of holdings $819M
$0 calls
$0 puts
# of Institutions 108


Latest Institutional Activity in IAUM

Top Purchases

Q1 2025
Sumitomo Mitsui Trust Holdings, Inc. Shares Held: 6.65M ($220M)
Q1 2025
Vicus Capital Shares Held: 1.11M ($36.9M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 223K ($7.39M)
Q1 2025
Fifth Third Bancorp Shares Held: 575K ($19M)
Q1 2025
Sfm, LLC Shares Held: 126K ($4.17M)

Top Sells

Q1 2025
Morgan Rosel Wealth Management, LLC Shares Held: 276K ($9.13M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 19.2K ($637K)
Q1 2025
Castle Wealth Management LLC Shares Held: 170K ($5.61M)
Q1 2025
Rooted Wealth Advisors, Inc. Shares Held: 22.4K ($743K)
Q1 2025
Rhs Financial, LLC Shares Held: 8.38K ($277K)

About IAUM

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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