Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Gold Trust Micro inkluderar AlTi Global, Inc., Vident Advisory, LLC, Avestar Capital, LLC, Raub Brock Capital Management LP, Truist Financial Corp, Spectrum Strategic Capital Management, LLC, Myriad Asset Management US LP, Mercer Global Advisors Inc /adv, Principal Securities, Inc., Tactive Advisors, LLC, Choate Investment Advisors, Fifth Third Securities, Inc., Stark Wealth Management LLC, Mayflower Financial Advisors, LLC, Walled Lake Planning & Wealth Management, Llc, Painted Porch Advisors LLC, Merit Financial Group, LLC, Colony Group, LLC, Wealth Enhancement Advisory Services, Llc, och Carl Stuart Investment Advisor, Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Tactive Advisors, LLC | 40 303 | 1 330 | ||||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 36 424 | 13,23 | 1 202 | 19,86 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 300 | 10 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23 971 | 77,35 | 791 | 87,65 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 696 | 4,82 | 23 | 10,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 6 084 | 201 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 1 114 952 | 0,12 | 36 782 | 5,97 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 90 315 | 10,14 | 2 979 | 16,59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 50 | 2 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 217 | 205 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 116 297 | 1 011,61 | 3 837 | 1 076,69 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 53 109 | 1 752 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 138 862 | 1 458,50 | 5 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 161 | 1 558,57 | 38 | 1 800,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16 654 | 133,31 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 100 | 3 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 31 795 | 129,40 | 1 051 | 135,65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 139 740 | 4 589 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 87 111 | 3 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 305 | 32,91 | 142 | 42,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 28 202 | 930 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 933 | 2,10 | 372 | 21,64 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 120 142 | 3 963 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 618 282 | 0,91 | 20 397 | 6,81 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 619 | 20 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 25 153 | 110,79 | 830 | 123,45 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 97 971 | 233,62 | 3 232 | 253,22 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 230 535 | 145,83 | 7 605 | 160,18 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 1 400 000 | 46 193 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 104 735 | 1 332,18 | 3 455 | 1 422,03 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 860 | 28 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 732 | 61,47 | 91 | 75,00 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 47 960 | 2,08 | 1 582 | 8,06 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 705 180 | 22,73 | 23 264 | 29,90 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 417 287 | 13 766 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 215 599 | 14,22 | 73 093 | 20,89 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 7 880 | 9,02 | 260 | 15,11 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 958 | 230 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 25 630 | 823 | ||||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 14 036 | 463 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 67 624 | 110,10 | 2 231 | 122,33 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 13 197 | 11,14 | 435 | 17,57 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18 283 | 4,28 | 603 | 10,44 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8 666 | 288 | ||||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 7 105 | 234 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 449 599 | 41,87 | 14 832 | 50,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 150 685 | 29,22 | 4 971 | 36,79 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 23 471 | 4,56 | 786 | 15,61 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 385 449 | 2 907,79 | 45 706 | 3 085,02 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 185 660 | 6 125 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 082 | 300 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 30 932 | 1 020 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 61 166 | 2 018 | ||||||
| 2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 8 049 | 266 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 303 | 76 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6 804 | 224 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 4 985 | 164 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 466 896 | 15 403 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 256 302 | 10,38 | 8 455 | 16,83 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 4 554 | 0,69 | 142 | 19,49 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 24 184 | 798 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 303 920 | 10 026 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 9 545 | 315 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 299 558 | 8,62 | 9 882 | 14,96 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 476 293 | 72,41 | 15 713 | 82,49 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 360 | 243 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22 872 | 36,77 | 755 | 44,72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 200 | 7 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 170 | 237 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 667 754 | 22 029 | ||||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 131 134 | 4 326 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 37 625 | 2,99 | 1 241 | 9,05 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 739 | 142,30 | 24 | 166,67 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14 969 | 494 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 6 156 | 4,07 | 203 | 10,33 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 10 500 | 346 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30 053 | 99,49 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 860 | 325 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 9 300 000 | 39,85 | 306 807 | 48,02 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 218 143 | 73,24 | 7 197 | 83,38 | ||||
| 2025-07-31 | 13F | United Community Bank | 360 013 | 883,24 | 11 877 | 940,84 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 3 000 | 99 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 193 100 | 21,25 | 6 370 | 28,32 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 132 866 | 28,77 | 4 383 | 36,29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 690 733 | 12,18 | 22 787 | 18,73 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 700 | 250,00 | 23 | 283,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 981 | 329 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6 790 | 3,78 | 224 | 11,44 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 5 812 | 1,64 | 166 | 9,27 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 412 500 | 51,38 | 13 608 | 60,23 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 50 | 2 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4 205 | 6,32 | 139 | 12,20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 19 | |||||||
| 2025-08-12 | 13F | Adventist Health System Sunbelt Healthcare Corp | 3 463 784 | 49,94 | 114 270 | 58,69 |
