Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Gold Trust Micro, to m.in 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, i Transcend Wealth Collective, Llc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
