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 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.1K- 9.62% |
$41.3K - $46K
|
10.3K
$523K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.11K- 0.35% |
$41.8K - $46.6K
|
318K
$16.1M
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.14K- 2.19% |
$42.8K - $47.8K
|
50.9K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.15K- 61.28% |
$43.4K - $48.4K
|
728
$37K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.16K- 0.24% |
$43.8K - $48.9K
|
483K
$24.6M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.19K- 9.48% |
$44.9K - $50.1K
|
11.4K
$578K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.2K- 0.82% |
$45.1K - $50.3K
|
144K
$7.33M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.2K- 3.82% |
$45.2K - $50.4K
|
30.2K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.23K- 2.36% |
$46.4K - $51.8K
|
51.1K
$2.59M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 25.31% |
$47.4K - $52.9K
|
3.72K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.3K- 20.53% |
$48.8K - $54.4K
|
5.01K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.34K- 1.99% |
$50.5K - $56.4K
|
66.1K
$3.36M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 1.04% |
$50.7K - $56.6K
|
129K
$6.53M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.35K- 11.68% |
$50.7K - $56.6K
|
10.2K
$517K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.35K- 7.09% |
$50.8K - $56.7K
|
17.7K
$897K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.36K- 8.42% |
$51.3K - $57.2K
|
14.8K
$752K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.39K- 0.5% |
$52.2K - $58.2K
|
275K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.39K- 5.07% |
$52.2K - $58.3K
|
26K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.45K- 5.65% |
$54.5K - $60.7K
|
24.2K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.45K- 8.01% |
$54.5K - $60.8K
|
16.6K
$845K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.45K- 10.43% |
$54.5K - $60.8K
|
12.4K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.46K- 0.12% |
$54.8K - $61.2K
|
1.18M
$59.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.48K- 27.06% |
$55.8K - $62.3K
|
4K
$203K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.49K- 2.11% |
$56.1K - $62.6K
|
69K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.52K- 2.03% |
$57.1K - $63.6K
|
73.1K
$3.71M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.53K- 4.93% |
$57.4K - $64.1K
|
29.4K
$1.49M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.53K- 4.71% |
$57.4K - $64.1K
|
30.8K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.55K- 0.89% |
$58.4K - $65.2K
|
173K
$8.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.55K- 0.76% |
$58.4K - $65.2K
|
203K
$10.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.57K- 0.95% |
$59.3K - $66.1K
|
164K
$8.31M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.58K- 16.08% |
$59.3K - $66.2K
|
8.22K
$417K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.58K- 11.06% |
$59.5K - $66.4K
|
12.7K
$645K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.6K- 4.4% |
$60.3K - $67.3K
|
34.8K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.63K- 22.18% |
$61.3K - $68.4K
|
5.71K
$290K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.67K- 2.45% |
$63K - $70.3K
|
66.7K
$3.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.69K- 7.34% |
$63.5K - $70.8K
|
21.3K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.7K- 7.64% |
$63.9K - $71.2K
|
20.5K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.81K- 12.14% |
$68K - $75.8K
|
13.1K
$663K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.81K- 2.49% |
$68K - $75.9K
|
70.7K
$3.59M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.84K- 9.6% |
$69.2K - $77.2K
|
17.3K
$878K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-1.95K- 1.16% |
$73.2K - $81.7K
|
165K
$8.38M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.95K- 6.53% |
$73.4K - $81.8K
|
27.9K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.96K- 1.06% |
$73.7K - $82.2K
|
183K
$9.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.96K- 9.72% |
$73.7K - $82.3K
|
18.2K
$924K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.96K- 6.79% |
$73.9K - $82.4K
|
26.9K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.99K- 1.39% |
$75.1K - $83.8K
|
141K
$7.17M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2K- 4.99% |
$75.3K - $84K
|
38.1K
$1.93M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2K- 2.2% |
$75.3K - $84K
|
88.9K
$4.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.02K- 13.55% |
$76K - $84.8K
|
12.9K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.05K- 75.36% |
$77.2K - $86.1K
|
670
$34K
|