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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-199- 0.59% |
$7.49K - $8.36K
|
33.6K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-200- 0.62% |
$7.53K - $8.4K
|
32.2K
$1.63M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-200- 3.18% |
$7.53K - $8.4K
|
6.1K
$310K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-205- 0.86% |
$7.72K - $8.61K
|
23.6K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-206- 1.01% |
$7.76K - $8.65K
|
20.1K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-211- 3.32% |
$7.95K - $8.86K
|
6.15K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-212- 2.16% |
$7.98K - $8.91K
|
9.62K
$489K
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-214- 1.68% |
$8.06K - $8.99K
|
12.5K
$635K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-222- 77.35% |
$8.36K - $9.33K
|
65
$3.3K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-222- 0.12% |
$8.36K - $9.33K
|
192K
$9.74M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-225- 3.43% |
$8.47K - $9.45K
|
6.34K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-230- 0.14% |
$8.66K - $9.66K
|
168K
$8.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-241- 1.62% |
$9.08K - $10.1K
|
14.6K
$743K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-242- 3.25% |
$9.11K - $10.2K
|
7.19K
$365K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-250- 25.0% |
$9.42K - $10.5K
|
750
$38.1K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-250- 2.85% |
$9.42K - $10.5K
|
8.52K
$433K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-262- 0.16% |
$9.87K - $11K
|
166K
$8.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-264- 1.06% |
$9.94K - $11.1K
|
24.6K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-264- 1.7% |
$9.94K - $11.1K
|
15.3K
$776K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-270- 2.47% |
$10.2K - $11.3K
|
10.6K
$540K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-285- 5.39% |
$10.7K - $12K
|
5K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-300- 2.44% |
$11.3K - $12.6K
|
12K
$610K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-304- 0.71% |
$11.4K - $12.8K
|
42.6K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-304- 5.18% |
$11.4K - $12.8K
|
5.56K
$282K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-311- 2.28% |
$11.7K - $13.1K
|
13.3K
$677K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-315- 6.18% |
$11.9K - $13.2K
|
4.79K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-321- 10.52% |
$12.1K - $13.5K
|
2.73K
$139K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-325- 4.13% |
$12.2K - $13.7K
|
7.54K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-325- 0.25% |
$12.2K - $13.7K
|
129K
$6.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-326- 5.71% |
$12.3K - $13.7K
|
5.39K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-327- 0.19% |
$12.3K - $13.7K
|
169K
$8.59M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-330- 3.88% |
$12.4K - $13.9K
|
8.18K
$415K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-333- 1.92% |
$12.5K - $14K
|
17K
$863K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-334- 0.34% |
$12.6K - $14K
|
97.3K
$4.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-338- 1.76% |
$12.7K - $14.2K
|
18.9K
$961K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-340- 0.6% |
$12.8K - $14.3K
|
56.6K
$2.87M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-341- 38.97% |
$12.8K - $14.3K
|
534
$27.1K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-346- 0.45% |
$13K - $14.5K
|
75.9K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-360- 0.37% |
$13.6K - $15.1K
|
97.7K
$4.96M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-366- 1.22% |
$13.8K - $15.4K
|
29.7K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-375- 0.99% |
$14.1K - $15.8K
|
37.4K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-376- 2.19% |
$14.2K - $15.8K
|
16.8K
$852K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-382- 5.24% |
$14.4K - $16K
|
6.9K
$351K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-392- 1.01% |
$14.8K - $16.5K
|
38.5K
$1.95M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-398- 40.7% |
$15K - $16.7K
|
580
$29.5K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-400- 2.01% |
$15.1K - $16.8K
|
19.5K
$990K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-408- 0.26% |
$15.4K - $17.1K
|
158K
$8.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-421- 70.05% |
$15.9K - $17.7K
|
180
$9.14K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-431- 0.8% |
$16.2K - $18.1K
|
53.6K
$2.72M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-433- 1.59% |
$16.3K - $18.2K
|
26.8K
$1.36M
|