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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.89KNew |
$128K - $152K
|
4.89K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
996New |
$26.2K - $31K
|
996
$40.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60New |
$1.58K - $1.87K
|
60
$2.45K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
50New |
$1.31K - $1.56K
|
50
$2.04K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
250KNew |
$6.57M - $7.79M
|
250K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-70- 7.93% |
$1.84K - $2.18K
|
813
$33.1K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.15KNew |
$241K - $285K
|
9.15K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.93M- 96.79% |
$50.7M - $60.1M
|
63.9K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.2KNew |
$269K - $319K
|
10.2K
$417K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.14KNew |
$56.2K - $66.6K
|
2.14K
$87.1K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.79KNew |
$47K - $55.7K
|
1.79K
$72.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
33.5KNew |
$882K - $1.05M
|
33.5K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
75New |
$1.97K - $2.34K
|
75
$3.06K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-634- 6.63% |
$16.7K - $19.8K
|
8.93K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
92New |
$2.42K - $2.87K
|
92
$3.75K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.63K- 16.27% |
$42.8K - $50.7K
|
8.38K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-572- 9.45% |
$15K - $17.8K
|
5.48K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
275New |
$7.23K - $8.57K
|
275
$11.2K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
114+ 55.34% |
$2.91K - $3.17K
|
320
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
495New |
$12.7K - $13.8K
|
495
$20.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.85KNew |
$98.4K - $107K
|
3.85K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
9.6KNew |
$245K - $267K
|
9.6K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 50.0% |
$1.28K - $1.39K
|
150
$6.11K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11KNew |
$280K - $305K
|
11K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.53KNew |
$218K - $237K
|
8.53K
$347K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.01KNew |
$23.5K - $27K
|
1.01K
$41.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
800+ 75.47% |
$18.6K - $21.3K
|
1.86K
$75.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2+ 0.0% |
$46.5 - $53.3
|
45.2K
$1.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.05K+ 55.56% |
$47.7K - $54.8K
|
5.75K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
15.5K+ 24.04% |
$359K - $412K
|
79.8K
$3.25M
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
90New |
$2.02K - $2.18K
|
90
$3.67K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.05M- 99.53% |
$23.6M - $25.5M
|
5K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
174+ 9.05% |
$3.9K - $4.22K
|
2.1K
$85.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
80.5KNew |
$1.8M - $1.95M
|
80.5K
$3.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-91- 47.64% |
$2.04K - $2.2K
|
100
$4.08K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
62New |
$1.39K - $1.5K
|
62
$2.53K
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-2.8K- 15.55% |
$62.8K - $67.9K
|
15.2K
$620K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
785New |
$17.6K - $19K
|
785
$32K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
59New |
$1.32K - $1.43K
|
59
$2.4K
|
|
| Q1 2024 | |||||||
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
29.1KNew |
$579K - $645K
|
29.1K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.4KNew |
$565K - $630K
|
28.4K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-154- 22.16% |
$3.06K - $3.41K
|
541
$22K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27.7KNew |
$551K - $614K
|
27.7K
$1.13M
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
11.8KNew |
$214K - $244K
|
11.8K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
367New |
$6.67K - $7.61K
|
367
$15K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.73K+ 1.45% |
$49.7K - $56.7K
|
192K
$7.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.7KNew |
$30.9K - $35.3K
|
1.7K
$69.4K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
34.4KNew |
$634K - $679K
|
34.4K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.46KNew |
$27K - $28.9K
|
1.46K
$59.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
20.8K+ 80.78% |
$384K - $411K
|
46.6K
$1.9M
|
|