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
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.69K- 13.64% |
$327K - $365K
|
55K
$2.79M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.84K- 17.95% |
$333K - $371K
|
40.4K
$2.05M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.86K- 15.87% |
$334K - $372K
|
47K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.06K- 19.14% |
$341K - $381K
|
38.3K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.11K- 43.11% |
$343K - $383K
|
12K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9.24K- 1.35% |
$348K - $388K
|
677K
$34.4M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.28K- 24.43% |
$349K - $390K
|
28.7K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.46K- 2.94% |
$356K - $397K
|
312K
$15.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-9.6K- 9.14% |
$362K - $403K
|
95.5K
$4.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-9.67K- 18.51% |
$364K - $406K
|
42.5K
$2.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.79K- 3.59% |
$369K - $411K
|
263K
$13.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-9.99K- 30.51% |
$376K - $419K
|
22.7K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10K- 4.31% |
$376K - $420K
|
222K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.1K- 3.38% |
$380K - $424K
|
289K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.1K- 3.89% |
$381K - $424K
|
250K
$12.7M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 3.46% |
$382K - $426K
|
283K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-10.2K- 10.18% |
$383K - $427K
|
89.7K
$4.56M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-10.2K- 1.62% |
$385K - $430K
|
620K
$31.5M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-10.2K- 45.24% |
$386K - $430K
|
12.4K
$630K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.4K- 43.47% |
$392K - $437K
|
13.5K
$687K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-10.6K- 33.04% |
$400K - $446K
|
21.5K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-10.6K- 47.65% |
$401K - $447K
|
11.7K
$594K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-11.1K- 50.1% |
$417K - $466K
|
11K
$560K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.4K- 47.8% |
$430K - $480K
|
12.5K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.6K- 2.74% |
$436K - $487K
|
411K
$20.9M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-12.4K- 53.35% |
$468K - $522K
|
10.9K
$552K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 8.24% |
$471K - $525K
|
139K
$7.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-12.8K- 6.57% |
$482K - $538K
|
182K
$9.25M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-13K- 38.98% |
$489K - $546K
|
20.3K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-13K- 19.81% |
$490K - $546K
|
52.6K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-13.2K- 14.94% |
$498K - $556K
|
75.3K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 3.34% |
$503K - $561K
|
387K
$19.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-13.5K- 16.71% |
$508K - $566K
|
67.2K
$3.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-13.6K- 29.33% |
$512K - $571K
|
32.8K
$1.66M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-13.9K- 14.65% |
$524K - $584K
|
81K
$4.11M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.3K- 67.42% |
$537K - $599K
|
6.89K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-14.6K- 4.55% |
$550K - $614K
|
307K
$15.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-14.7K- 6.02% |
$555K - $619K
|
230K
$11.7M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-14.9K- 4.68% |
$561K - $625K
|
303K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-15K- 15.1% |
$563K - $628K
|
84.1K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-15.3K- 5.82% |
$576K - $643K
|
247K
$12.6M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-15.3K- 56.01% |
$577K - $643K
|
12K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-15.5K- 66.06% |
$585K - $652K
|
7.98K
$405K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-15.9K- 7.58% |
$599K - $668K
|
194K
$9.84M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-16.1K- 56.22% |
$608K - $678K
|
12.6K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.7K- 0.82% |
$627K - $700K
|
2M
$102M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-16.7K- 4.03% |
$630K - $703K
|
398K
$20.2M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-16.8K- 0.99% |
$633K - $706K
|
1.68M
$85.3M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.1K- 1.93% |
$682K - $761K
|
922K
$46.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.2K- 2.26% |
$686K - $765K
|
788K
$40M
|