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 96 institutions that hold shares in the stock, with a total of 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $652 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
77,263
shares
|
$2.26 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
51,475
shares
|
$1.51 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
49,820
shares
|
$1.46 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
46,572
shares
|
$1.36 Million
0.38% of portfolio
|
Q3 2023
Added 80.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,161
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
44,376
shares
|
$1.3 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
40,987
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 37.98%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
38,384
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 99.43%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
36,610
shares
|
$1.07 Million
0.37% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
29,846
shares
|
$873,890
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
28,500
shares
|
$834,480
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
28,000
shares
|
$819,840
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
27,199
shares
|
$796,386
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
26,956
shares
|
$789,271
0.48% of portfolio
|
Q4 2024
Added 19.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
26,623
shares
|
$779,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,202
shares
|
$737,914
0.03% of portfolio
|
Q4 2024
Reduced 80.96%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
24,486
shares
|
$716,950
0.25% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
23,965
shares
|
$701,695
0.07% of portfolio
|
Q4 2024
Reduced 59.45%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
23,087
shares
|
$675,987
0.38% of portfolio
|
Q4 2024
Added 96.03%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
20,992
shares
|
$614,645
0.35% of portfolio
|
Q4 2024
Reduced 62.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
17,978
shares
|
$526,395
0.0% of portfolio
|
Q4 2024
Added 29.15%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
16,965
shares
|
$496,735
0.2% of portfolio
|
Q4 2024
Added 97.93%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
16,084
shares
|
$470,939
0.0% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
15,218
shares
|
$445,583
0.31% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
14,910
shares
|
$436,564
0.12% of portfolio
|
Q4 2024
Added 1.74%
|