Purchases and Sales Made in Q1 2024 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES GOLD TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.21MNew |
$45.8M - $51M
|
1.21M
$62.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Wealth Navi Inc.
|
BUY
|
- |
835K+ 18.91% |
$31.4M - $35.1M
|
5.25M
$271M
|
|
|
May 15, 2024
Q1 2024
|
Crcm LP
San Francisco, CA |
BUY
|
- |
813KNew |
$30.6M - $34.2M
|
813K
$42M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
715KNew |
$26.9M - $30M
|
715K
$36.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
632K+ 1018.08% |
$23.8M - $26.6M
|
694K
$35.8M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
572KNew |
$21.6M - $24M
|
572K
$29.5M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
307K+ 64.52% |
$11.6M - $12.9M
|
783K
$40.4M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
307K+ 117.78% |
$11.5M - $12.9M
|
567K
$29.3M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
282K+ 67.9% |
$10.6M - $11.8M
|
697K
$36M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
265KNew |
$9.99M - $11.1M
|
265K
$13.7M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
235K+ 331.59% |
$8.85M - $9.87M
|
306K
$15.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
211KNew |
$7.96M - $8.88M
|
211K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
207K+ 478.7% |
$7.79M - $8.69M
|
250K
$12.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
204K+ 164.08% |
$7.67M - $8.55M
|
328K
$16.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
200K+ 22.97% |
$7.51M - $8.38M
|
1.07M
$55.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
170K+ 44.28% |
$6.4M - $7.14M
|
554K
$28.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
162K+ 4.4% |
$6.1M - $6.81M
|
3.84M
$198M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
157K+ 188.24% |
$5.9M - $6.59M
|
240K
$12.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
153K+ 227.17% |
$5.76M - $6.43M
|
220K
$11.4M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
146K+ 29.07% |
$5.5M - $6.14M
|
649K
$33.5M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
134K+ 207.28% |
$5.04M - $5.63M
|
199K
$10.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
128K+ 4.98% |
$4.81M - $5.37M
|
2.69M
$139M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
126K+ 0.85% |
$4.74M - $5.28M
|
14.9M
$768M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
125KNew |
$4.7M - $5.25M
|
125K
$6.45M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 0.55% |
$4.5M - $5.02M
|
21.9M
$1.13B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 0.55% |
$4.5M - $5.02M
|
21.9M
$1.13B
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
116KNew |
$4.38M - $4.89M
|
116K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
114KNew |
$4.29M - $4.78M
|
114K
$5.87M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
109K+ 25.38% |
$4.09M - $4.56M
|
536K
$27.7M
|
|
|
May 13, 2024
Q1 2024
|
Verger Capital Management LLC
|
BUY
|
- |
105K+ 43.71% |
$3.94M - $4.39M
|
344K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
100K+ 50.55% |
$3.78M - $4.22M
|
299K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
98K+ 4.9% |
$3.69M - $4.12M
|
2.1M
$108M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
96.2KNew |
$3.62M - $4.04M
|
96.2K
$4.96M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
93.2K+ 3.18% |
$3.51M - $3.91M
|
3.02M
$156M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
90.2KNew |
$3.4M - $3.79M
|
90.2K
$4.66M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.7K+ 1.29% |
$3.38M - $3.77M
|
7.06M
$364M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
86.7K+ 31.26% |
$3.27M - $3.64M
|
364K
$18.8M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
83K+ 2.43% |
$3.12M - $3.48M
|
3.49M
$180M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
79K+ 69.19% |
$2.97M - $3.32M
|
193K
$9.97M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
76.2K+ 272.41% |
$2.87M - $3.2M
|
104K
$5.38M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
72.5K+ 136.3% |
$2.73M - $3.05M
|
126K
$6.49M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
71.4K+ 1254.14% |
$2.69M - $3M
|
77.1K
$3.98M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
71KNew |
$2.68M - $2.98M
|
71K
$3.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
68.8K+ 937.99% |
$2.59M - $2.89M
|
76.1K
$3.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
66.9K+ 15.03% |
$2.52M - $2.81M
|
512K
$26.4M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
66K+ 10.31% |
$2.49M - $2.77M
|
706K
$36.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.6KNew |
$2.43M - $2.72M
|
64.6K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
64.3K+ 21.26% |
$2.42M - $2.7M
|
367K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
64K+ 244.27% |
$2.41M - $2.69M
|
90.2K
$4.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
63.1K+ 42.23% |
$2.37M - $2.65M
|
212K
$11M
|