Ticker: IAUM CUSIP: 46436F103 Class: SHARES REPRESENT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BOK Financial Private Wealth, Inc. | 708,723 | $30,468 |
| Permanens Capital L.P. | 152,381 | $6,551 |
| Rede Wealth, LLC | 41,592 | $1,788 |
| Avos Capital Management, LLC | 17,187 | $739 |
| Optivise Advisory Services LLC | 10,555 | $454 |
| Cushing Capital Partners, LLC | 6,331 | $272 |
| S.A. Mason LLC | 9,293 | $400 |
| Sivia Capital Partners, LLC | 12,521 | $538 |
| GILL CAPITAL PARTNERS, LLC | 8,355 | $359 |
| Bay Rivers Group | 5,771 | $248 |
| Kingdom Financial Group LLC. | 5,810 | $250 |
| Headlands Technologies LLC | 21,746 | $935 |
| Reliant Wealth Planning | 6,225 | $268 |
| Kovack Advisors, Inc. | 26,656 | $1,146 |
| Mirae Asset Global Investments Co., Ltd. | 312,000 | $13,413 |
| Discipline Wealth Solutions, LLC | 7,168 | $308 |
| TWO SIGMA SECURITIES, LLC | 10,149 | $436 |
| a16z Perennial Management, L.P. | 17,077 | $734 |
| AlphaStar Capital Management, LLC | 10,757 | $462 |
| Orion Capital Management LLC | 2,445 | $105 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Heck Capital Advisors, LLC | 712,000 | 1,203,191 | +491,191 (+69.0%) |
| Spectrum Strategic Capital Management, LLC | 130,814 | 150,411 | +19,597 (+15.0%) |
| Alaska Permanent Fund Corp | 2,916,000 | 2,958,000 | +42,000 (+1.4%) |
| United Community Bank | 381,921 | 389,667 | +7,746 (+2.0%) |
| Fielder Capital Group LLC | 360,207 | 384,057 | +23,850 (+6.6%) |
| Versant Capital Management, Inc | 236,175 | 306,339 | +70,164 (+29.7%) |
| Vident Advisory, LLC | 789,199 | 1,711,783 | +922,584 (+116.9%) |
| Cedar Point Capital Partners, LLC | 38,650 | 47,701 | +9,051 (+23.4%) |
| CARL STUART INVESTMENT ADVISOR, INC | 14,446 | 24,033 | +9,587 (+66.4%) |
| Avestar Capital, LLC | 298,849 | 354,515 | +55,666 (+18.6%) |
| Sumitomo Mitsui Trust Holdings, Inc. | 18,134,927 | 21,934,927 | +3,800,000 (+21.0%) |
| AlphaCore Capital LLC | 686,638 | 751,834 | +65,196 (+9.5%) |
| Running Point Capital Advisors, LLC | 78,128 | 83,773 | +5,645 (+7.2%) |
| Asset Management One Co., Ltd. | 303,294 | 1,190,031 | +886,737 (+292.4%) |
| Imprint Wealth LLC | 1,148 | 2,094 | +946 (+82.4%) |
| Fifth Third Wealth Advisors LLC | 135,565 | 194,590 | +59,025 (+43.5%) |
| China Universal Asset Management Co., Ltd. | 382,500 | 389,500 | +7,000 (+1.8%) |
| SIGMA INVESTMENT COUNSELORS INC | 234,627 | 260,137 | +25,510 (+10.9%) |
| SIGNET FINANCIAL MANAGEMENT, LLC | 110,336 | 120,575 | +10,239 (+9.3%) |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 24,753 | 30,260 | +5,507 (+22.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,660,684 | 3,329,462 | -3,331,222 (-50.0%) |
| Myriad Asset Management US LP | 690,792 | 275,242 | -415,550 (-60.2%) |
| TABLEAUX LLC | 199,350 | 107,053 | -92,297 (-46.3%) |
| MorganRosel Wealth Management, LLC | 248,249 | 236,663 | -11,586 (-4.7%) |
| CASTLE WEALTH MANAGEMENT LLC | 145,264 | 135,005 | -10,259 (-7.1%) |
| Turning Point Benefit Group, Inc. | 69,163 | 65,800 | -3,363 (-4.9%) |
| Westfuller Advisors, LLC | 32,542 | 21,771 | -10,771 (-33.1%) |
| B.O.S.S. Retirement Advisors, LLC | 29,332 | 5,823 | -23,509 (-80.1%) |
| AlTi Global, Inc. | 1,400,000 | 1,360,000 | -40,000 (-2.9%) |
| Ronald Blue Trust, Inc. | 1,823,937 | 1,750,234 | -73,703 (-4.0%) |
| U.S. Capital Wealth Advisors, LLC | 183,673 | 108,325 | -75,348 (-41.0%) |
| Stokes Family Office, LLC | 202,548 | 198,386 | -4,162 (-2.1%) |
| EVERMAY WEALTH MANAGEMENT LLC | 67,805 | 60,220 | -7,585 (-11.2%) |
| Archer Investment Corp | 6,275 | 491 | -5,784 (-92.2%) |
| Tactive Advisors, LLC | 37,016 | 34,948 | -2,068 (-5.6%) |
| Slagle Financial, LLC | 13,143 | 11,129 | -2,014 (-15.3%) |
| HOWARD BAILEY SECURITIES, LLC | 9,837 | 7,635 | -2,202 (-22.4%) |
| Greenline Partners, LLC | 118,333 | 116,126 | -2,207 (-1.9%) |
| PRINCIPAL SECURITIES, INC. | 59,722 | 33,716 | -26,006 (-43.5%) |
| Plum Street Advisors, LLC | 9,975 | 8,521 | -1,454 (-14.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Williams & Novak, LLC | 7,720 | $297 |
| Quadrature Capital Ltd | 92,477 | $3,559 |
| Kovitz Investment Group Partners, LLC | 56,328 | $2,169 |
| HUB Investment Partners, LLC | 11,608 | $447 |
| Brookstone Capital Management | 14,272 | $549 |
| REGIONS FINANCIAL CORP | 10,990 | $423 |
| UBS Group AG | 9,196 | $354 |
| Advisory Services Network, LLC | 586 | $23 |
| US BANCORP \DE\ | 734 | $28 |
| Ameritas Advisory Services, LLC | 192 | $7 |
| North Capital, Inc. | 13 | $1 |