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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: 
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 period: 
12-31-2023 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
   BLACKROCK INC. 2819 - 2024-03-31 1,059,287 $23,484,000 -57,718
   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
   MorganRosel Wealth Management LLC 10 - 2024-03-31 314,356 $6,969,000 -17,115
   Versant Capital Management Inc 25 - 2024-03-31 129,240 $2,865,000 -5,440
   ATRIA INVESTMENTS LLC 670 - 2024-03-31 85,797 $1,902,000 -36
   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
   Slagle Financial LLC 75 - 2024-03-31 19,888 $441,000 -52,642
   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
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 381 - 2024-03-31 541 $12,000 -154
   Richard W. Paul & Associates LLC 438 - 2024-03-31 92 $2,000 -247

  16 Records found
  1    
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