Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Gold Trust Micro incluem Summit Financial, LLC, Owl Creek Wealth Partners LLC, Empowered Funds, LLC, Savvy Advisors, Inc., Captrust Financial Advisors, Heirloom Wealth Management, Firestone Capital Management, Hilton Capital Management, LLC, Aqr Capital Management Llc, Independent Advisor Alliance, Gotham Asset Management, LLC, Causey Wealth LLC, Level Four Advisory Services, Llc, Keystone Wealth Services, LLC, Advisor OS, LLC, Mjp Associates Inc /adv, Walkner Condon Financial Advisors LLC, LFG Wealth Partners, LLC, Main Street Financial Solutions, LLC, e Transcend Wealth Collective, Llc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Stifel Financial Corp | 10,739 | 32.11 | 502 | 43.55 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3,424,139 | 17.10 | 159,907 | 27.20 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 500 | 150.00 | 23 | 187.50 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 239,574 | 306.22 | 11 | 450.00 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 50,906 | 6.72 | 2,377 | 15.95 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 252,629 | 13.68 | 11,798 | 23.49 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 5,509 | 257 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 35,254 | 1,586 | ||||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 32,934 | 37.04 | 1,538 | 48.89 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 5,250 | 9.03 | 245 | 18.93 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 28,487 | 432.77 | 1,330 | 480.79 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 24,795 | 1,158 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6,687 | 312 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 17,611 | 7.05 | 822 | 16.27 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 82,598 | 3.69 | 3,857 | 12.65 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12,554 | 0.43 | 586 | 9.12 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 7,804 | 59.14 | 364 | 73.33 | ||||
| 2026-05-12 | 13F | Creative Planning | 44,567 | 35.83 | 2,081 | 47.59 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 12,195 | 570 | ||||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 393,890 | 2.56 | 18,395 | 11.41 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 15,599 | 728 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 657,201 | 110.06 | 30,691 | 128.20 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 55,804 | 2,606 | ||||||
| 2026-05-13 | 13F | Choate Investment Advisors | 53,698 | 25.95 | 2,508 | 36.84 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 9,444 | 0 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1,172 | 6.55 | 55 | 14.89 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 367,753 | 3.73 | 17,174 | 12.69 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 55,810 | 2,606 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 31,689 | 167.12 | 1,362 | 198.68 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 734,747 | 4.71 | 34,313 | 13.75 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1,000 | 47 | ||||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 24,358 | 66.43 | 1,138 | 80.76 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 10,899 | 11.15 | 509 | 20.67 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 33,760 | 36.67 | 1,577 | 48.54 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 3,060 | 2.00 | 143 | 10.94 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 168,626 | 57.52 | 7,875 | 61.95 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 11,319 | 7.27 | 529 | 16.56 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 843,490 | 39,391 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 320,167 | 4.51 | 14,952 | 13.53 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9,872 | 37.68 | 461 | 49.68 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 7,112 | 1.47 | 332 | 10.30 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 6,685 | 287 | ||||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 265,651 | 74.33 | 12,406 | 89.39 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 74,989 | 13.97 | 2,288 | -19.09 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 28,379 | 17.07 | 1,362 | 14.08 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2,481 | 30.44 | 116 | 41.98 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 154 | 7 | ||||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 12,450 | 77.86 | 581 | 93.67 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 997 | 22.63 | 47 | 35.29 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 834,143 | 4.65 | 38,954 | 13.68 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 6,832 | 3.30 | 319 | 12.32 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 314,987 | 6.10 | 14,710 | 15.26 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 20,353 | 5.46 | 950 | 14.60 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 35,165 | 61.52 | 1,642 | 75.61 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 288 | 12 | ||||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 113,308 | 14.78 | 5,291 | 24.70 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4,889 | 228 | ||||||
| 2026-04-24 | 13F | School Employees Retirement Board Of Ohio | 2,875,749 | 11.75 | 134,297 | 21.40 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 5,779 | 9.10 | 270 | 18.50 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 53,941 | 13.49 | 2,519 | 23.25 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 750 | 36 | ||||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 4,566 | 213 | ||||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 170,451 | 46.78 | 7,960 | 59.46 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 44,279 | 2,068 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 7 | 0 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 3,523 | 44.09 | 165 | 56.19 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,002 | 47 | ||||||
| 2026-04-27 | 13F | S.A. Mason LLC | 9,337 | 0.47 | 436 | 9.27 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 88,606 | 9.46 | 4,138 | 18.91 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1,769 | 83 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 45,408 | 2,121 | ||||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 26,834,927 | 22.34 | 1,253,191 | 32.90 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 8,968 | 79.18 | 419 | 94.42 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 7 | -57.14 | ||||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 15,727 | 25.60 | 734 | 36.43 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 4,713 | 220 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5,138 | 240 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 139 | 6 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 7,962 | 372 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 80,058 | 377.73 | 3,442 | 433.49 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 8,376 | 45.14 | 391 | 57.66 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 4,441 | 207 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 643,517 | 4.60 | 30,052 | 13.63 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 238,621 | 4.41 | 11,144 | 13.41 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 7,031 | 328 | ||||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 829 | 532.82 | 39 | 660.00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 127,275 | 19.59 | 5,944 | 29.90 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 10,457 | 488 | ||||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 29,416 | 364.63 | 1,374 | 404.78 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 117 | 5 | ||||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 10,839 | 2.69 | 506 | 11.70 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 10,043 | 11.87 | 469 | 21.82 | ||||
| 2026-05-11 | 13F | Womack Financial LLC | 5,720 | 267 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 6,650 | 286 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 5,266 | 255 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 25,983 | 1.73 | 1,213 | 10.47 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 36,868 | 5.49 | 1,722 | 14.58 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 336,983 | 5,313.38 | 15,737 | 5,794.01 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1,404 | 9.86 | 66 | 20.37 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 189 | 9 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 20,733 | 15.00 | 891 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 45,802 | 23.31 | 2 | 100.00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 35 | 2 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 39,786 | 20.33 | 1,858 | 30.75 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 274,866 | 18.82 | 12,836 | 29.08 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 21,442 | 1 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 14,909 | 76.27 | 696 | 91.74 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 9,727 | 0.44 | 454 | 9.13 | ||||
| 2026-05-14 | 13F | Betterment LLC | 17,552 | 232.30 | 1 | |||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 2,092 | 98 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 142,545 | 17.01 | 6,657 | 27.12 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 2,780 | 130 | ||||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 1,427,692 | 19.97 | 66,673 | 29.69 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 7,167 | 335 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 263,517 | 100.44 | 12,306 | 117.77 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3,058 | 201.28 | 143 | 230.23 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 5,025 | 0.40 | 235 | 8.84 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 991,744 | 46,314 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 129,176 | 154.02 | 6,033 | 175.94 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 1,130,650 | 59.53 | 52,801 | 73.30 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 57,961 | 2,707 | ||||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 15,405 | 11.13 | 719 | 20.84 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 12,640 | 37.65 | 590 | 49.75 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 23,148 | 15.14 | 1,081 | 25.12 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10,911 | 87.38 | 469 | 109.38 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 12,823 | 53.00 | 599 | 66.11 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 26,191 | 60.77 | 1,223 | 74.71 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 135,532 | 797.56 | 6,329 | 875.19 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 20,896 | 976 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4,846 | 293.98 | 230 | 342.31 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 393 | 686.00 | 17 | 1,500.00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 79,883 | 4.42 | 3,731 | 13.44 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 7,475 | 349 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 940,234 | 25.06 | 43,909 | 35.85 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 12,495 | 35.73 | 582 | 41.02 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 190,927 | 71.75 | 8,916 | 86.61 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9,932 | 464 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 18,285 | 3.29 | 854 | 12.09 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 275,045 | 6.04 | 12,845 | 15.18 | ||||
| 2026-05-08 | 13F | Bokf, Na | 46,489 | 58.44 | 2,171 | 72.16 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 30,050 | 1,403 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 21,964 | 1,026 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 3,387 | 158 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 96,840 | 4,522 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 36,831 | 2.81 | 1,662 | -11.60 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 596 | 508.16 | 28 | 575.00 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 5,180 | 242 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 8,992 | 420 | ||||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 7,962 | 372 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 122 | 0.83 | 6 | 0.00 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 37,801 | 61.54 | 1,765 | 75.62 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 6,650 | 311 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 902 | 485.71 | 42 | 600.00 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 83,773 | 7.23 | 3,601 | 19.75 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 4,549 | 212 | ||||||
| 2026-05-19 | 13F | Alaska Permanent Fund Corp | 3,709,000 | 25.39 | 170,540 | 18.92 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 95,080 | 199.64 | 4,440 | 225.51 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 13 | 1 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 2,435,620 | 102.43 | 113,743 | 119.90 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 740,000 | 137.18 | 34,558 | 157.66 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4,598 | 98.62 | 215 | 115.00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 34,406 | 29.33 | 1,608 | 40.59 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 5,161 | 241 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 18,084 | 3.30 | 845 | 12.23 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 105,101 | 64.50 | 4,908 | 78.73 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 16,147 | 2.02 | 754 | 10.88 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 30,938 | 1,445 |
