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Get Institutions for : 
Ishares Gold Trust Micro (IAUM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    3
Total shares held : 
42,562,121  
% of shares held : 
84.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
13,849,351  
% of shares held change : 
  27.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 117,934
 0.28%
 
Increased Positions :
15
 14,511,487
 34.09%
 
Unchanged Positions :
13
 16,586,601
 38.97%
 
Decreased Positions :
12
-592,985
-1.39%
 
Closed Positions :
4
-187,085
-0.44%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Alaska Permanent Fund Corp 9 - 2024-03-31 10,601,000 $235,024,000 0
   ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5 - 2024-03-31 6,303,484 $139,748,000 1,047,070
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 305 - 2024-03-31 4,400,000 $97,548,000 0
   TEACHER RETIREMENT SYSTEM OF TEXAS 128 - 2024-03-31 1,300,000 $28,821,000 0
   BLACKROCK INC. 2819 - 2024-03-31 1,059,287 $23,484,000 -57,718
   BANK OF AMERICA CORP /DE/ 1859 - 2024-03-31 985,022 $21,838,000 129,227
   Greenline Partners LLC 12 - 2024-03-31 582,958 $12,924,000 -24,429
   AE Wealth Management LLC 199 - 2024-03-31 503,912 $11,172,000 -930,349
   FIFTH THIRD BANCORP 276 *New 2024-03-31 326,809 $7,245,000 326,809
   MorganRosel Wealth Management LLC 10 - 2024-03-31 314,356 $6,969,000 -17,115
   Fielder Capital Group LLC 16 - 2024-03-31 173,809 $3,853,000 58,568
   CASTLE WEALTH MANAGEMENT LLC 16 - 2024-03-31 171,158 $3,795,000 19,071
   RFG Advisory Group LLC 133 *New 2024-03-31 162,095 $3,594,000 162,095
   Versant Capital Management Inc 25 - 2024-03-31 129,240 $2,865,000 -5,440
   Signal Advisors Wealth LLC 51 - 2024-03-31 97,817 $2,169,000 5,599
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1748 *New 2024-03-31 91,667 $2,032,000 91,667
   MARIPAU WEALTH MANAGEMENT LLC 14 - 2024-03-31 90,284 $2,002,000 3,299
   OARSMAN CAPITAL, INC. 48 - 2024-03-31 87,280 $1,935,000 15,573
   ATRIA INVESTMENTS LLC 670 - 2024-03-31 85,797 $1,902,000 -36
   FLOW TRADERS U.S. LLC 186 - 2024-03-31 85,543 $1,896,000 85,543
   Running Point Capital Advisors LLC 34 - 2024-03-31 81,460 $1,806,000 -204
   SINECERA CAPITAL LLC 11 - 2024-03-31 62,844 $1,404,000 -208,543
   Allie Family Office LLC 25 *New 2024-03-31 29,100 $1,222,000 29,100
   Financial Advocates Investment Management 282 *New 2024-03-31 27,695 $1,163,000 27,695
   Truadvice LLC 78 - 2023-09-30 46,572 $901,000 20,811
   China Universal Asset Management Co. Ltd. 149 - 2024-03-31 32,000 $709,000 1,000
   PFG FINANCIAL ADVISORS 124 - 2024-03-31 30,188 $669,000 1,896
   Rooted Wealth Advisors Inc. 49 - 2024-03-31 27,777 $632,000 1,111
   Ardent Capital Management Inc. 28 - 2024-03-31 28,500 $632,000 0
   MILLENNIUM MANAGEMENT LLC 3064 *New 2024-03-31 28,423 $630,000 28,423
   NEUBERGER BERMAN GROUP LLC 1414 - 2024-03-31 28,000 $621,000 0
   Slagle Financial LLC 75 - 2024-03-31 19,888 $441,000 -52,642
   NavPoint Financial Inc. 36 - 2024-03-31 18,020 $400,000 0
   Kingdom Financial Group LLC. 39 - 2024-03-31 15,742 $349,000 -8,873
   Brookstone Capital Management 713 - 2024-03-31 15,284 $339,000 -4,297
   Jackson Creek Investment Advisors LLC 279 - 2024-03-31 14,159 $314,000 -4,952
   Orion Portfolio Solutions LLC 1492 - 2024-03-31 12,311 $273,000 -1,350
   Pineridge Advisors LLC 60 - 2024-03-31 7,714 $171,000 -3,237
   Sound Income Strategies LLC 345 *New 2024-03-31 3,695 $82,000 3,695
   Advisor Group Holdings Inc. 4522 - 2024-03-31 2,835 $63,000 19
   WELLS FARGO & CO/MN 4700 - 2024-03-31 2,088 $46,000 2,039
   TIMBER CREEK CAPITAL MANAGEMENT LLC 101 - 2024-03-31 1,702 $38,000 0
   True Wealth Design LLC 184 - 2024-03-31 1,462 $32,000 0
   NBC SECURITIES INC. 1318 - 2024-03-31 1,275 $28,000 0
   ROYAL BANK OF CANADA 5216 - 2024-03-31 1,105 $24,000 0
   IFP Advisors Inc 1918 *New 2023-12-31 910 $19,000 910
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 381 - 2024-03-31 541 $12,000 -154
   FMR LLC 4062 *New 2024-03-31 500 $11,000 500
   Newbridge Financial Services Group Inc. 770 - 2024-03-31 459 $10,000 0
   Farther Finance Advisors LLC 2165 *New 2024-03-31 191 $4,000 191
   SIGNATUREFD, LLC 2782 - 2024-03-31 100 $2,000 0
   Richard W. Paul & Associates LLC 438 - 2024-03-31 92 $2,000 -247
   B.O.S.S. Retirement Advisors LLC 127 *Closed 2024-03-31 0 $0 -99,791
   STIFEL FINANCIAL CORP 3318 *Closed 2024-03-31 0 $0 -17,958
   J P MORGAN CHASE & CO 5601 *Closed 2024-03-31 0 $0 -589,781
   PSI Advisors LLC 788 *Closed 2024-03-31 0 $0 -785
   BANK OF MONTREAL /CAN/ 3517 *Closed 2024-03-31 0 $0 -975,688
   JANE STREET GROUP LLC 5944 *Closed 2024-03-31 0 $0 -13,442,813
   Penserra Capital Management LLC 1323 *Closed 2024-03-31 0 $0 -367
   PROEQUITIES INC. 9909 - 2024-03-31 0 $0 0
   THEORY FINANCIAL LLC 82 *Closed 2024-03-31 0 $0 -191,904

  61 Records found
  1    
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