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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.07K- 3.88% |
$78K - $87K
|
51.3K
$2.61M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.1K- 24.42% |
$79.1K - $88.2K
|
6.5K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.19K- 11.7% |
$82.3K - $91.8K
|
16.5K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.32K- 0.54% |
$87.3K - $97.4K
|
429K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.32K- 16.19% |
$87.4K - $97.5K
|
12K
$610K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.36K- 8.32% |
$89K - $99.2K
|
26K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.39K- 3.62% |
$90K - $100K
|
63.7K
$3.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.41K- 19.12% |
$90.8K - $101K
|
10.2K
$518K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.41K- 8.25% |
$90.9K - $101K
|
26.8K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.47K- 6.79% |
$92.9K - $104K
|
33.9K
$1.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.47K- 6.76% |
$92.9K - $104K
|
34.1K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.48K- 42.82% |
$93.5K - $104K
|
3.32K
$168K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.5K- 2.48% |
$94.1K - $105K
|
98.2K
$4.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.53K- 28.92% |
$95.1K - $106K
|
6.21K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.59K- 28.3% |
$97.5K - $109K
|
6.56K
$333K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.6K- 15.27% |
$98K - $109K
|
14.4K
$733K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.61K- 13.45% |
$98.2K - $110K
|
16.8K
$852K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-2.7K- 2.79% |
$102K - $113K
|
94K
$4.77M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.72K- 7.91% |
$102K - $114K
|
31.6K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.72K- 4.43% |
$102K - $114K
|
58.6K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-2.82K- 4.4% |
$106K - $118K
|
61.2K
$3.11M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.83K- 24.47% |
$106K - $119K
|
8.73K
$443K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.85K- 8.7% |
$107K - $120K
|
29.9K
$1.52M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.87K- 16.65% |
$108K - $120K
|
14.3K
$728K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.87K- 1.51% |
$108K - $120K
|
187K
$9.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.94K- 16.32% |
$111K - $123K
|
15.1K
$765K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-2.95K- 8.3% |
$111K - $124K
|
32.5K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-2.95K- 3.75% |
$111K - $124K
|
75.7K
$3.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.95K- 5.82% |
$111K - $124K
|
47.7K
$2.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3K- 19.31% |
$113K - $126K
|
12.5K
$637K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.01K- 30.33% |
$114K - $127K
|
6.92K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.03K- 7.02% |
$114K - $127K
|
40.1K
$2.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-3.04K- 1.39% |
$114K - $128K
|
216K
$11M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.05K- 4.75% |
$115K - $128K
|
61.2K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.08K- 10.88% |
$116K - $129K
|
25.2K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.29K- 21.58% |
$124K - $138K
|
11.9K
$606K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.29K- 3.8% |
$124K - $138K
|
83.2K
$4.22M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.3K- 0.26% |
$124K - $139K
|
1.26M
$63.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.33K- 1.79% |
$125K - $140K
|
182K
$9.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.38K- 1.36% |
$127K - $142K
|
244K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.44K- 1.41% |
$130K - $144K
|
241K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 0.29% |
$131K - $146K
|
1.18M
$59.7M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.5K- 0.29% |
$132K - $147K
|
1.21M
$61.7M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.5K- 43.74% |
$132K - $147K
|
4.51K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.52K- 2.19% |
$132K - $148K
|
157K
$7.97M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-3.55K- 9.86% |
$134K - $149K
|
32.5K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.58K- 4.49% |
$135K - $150K
|
76.2K
$3.87M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.63K- 2.93% |
$137K - $152K
|
120K
$6.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.72K- 42.9% |
$140K - $156K
|
4.95K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.85K- 3.82% |
$145K - $162K
|
97.1K
$4.93M
|