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
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.8K- 28.74% |
$709K - $791K
|
46.7K
$2.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-19.4K- 1.4% |
$730K - $814K
|
1.36M
$69.2M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20.2K- 12.56% |
$760K - $847K
|
141K
$7.13M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-20.5K- 9.41% |
$773K - $863K
|
198K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-22.3K- 35.38% |
$841K - $938K
|
40.8K
$2.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-22.4K- 5.17% |
$845K - $942K
|
411K
$20.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-23K- 70.82% |
$865K - $965K
|
9.46K
$480K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-23.2K- 26.26% |
$872K - $973K
|
65K
$3.3M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-23.6K- 30.72% |
$890K - $992K
|
53.3K
$2.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-23.7K- 11.26% |
$892K - $995K
|
187K
$9.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-23.7K- 38.88% |
$894K - $997K
|
37.3K
$1.9M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-24.2K- 14.98% |
$910K - $1.01M
|
137K
$6.96M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24.8K- 42.83% |
$935K - $1.04M
|
33.2K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
SELL
|
- |
-25K- 1.38% |
$941K - $1.05M
|
1.78M
$90.5M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25.7K- 54.36% |
$966K - $1.08M
|
21.5K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-26.1K- 43.79% |
$983K - $1.1M
|
33.5K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-26.3K- 2.03% |
$991K - $1.1M
|
1.27M
$64.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26.7K- 5.53% |
$1.01M - $1.12M
|
457K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-28.3K- 34.66% |
$1.06M - $1.19M
|
53.3K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-29.1K- 66.28% |
$1.1M - $1.22M
|
14.8K
$751K
|
|
|
May 13, 2024
Q1 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-29.4K- 5.03% |
$1.11M - $1.23M
|
555K
$28.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-31K- 13.0% |
$1.17M - $1.3M
|
208K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-31.5K- 20.33% |
$1.19M - $1.32M
|
124K
$6.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-31.7K- 11.2% |
$1.19M - $1.33M
|
252K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-31.9K- 5.7% |
$1.2M - $1.34M
|
527K
$26.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-32.5K- 2.06% |
$1.22M - $1.37M
|
1.54M
$78.4M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-32.6K- 1.06% |
$1.23M - $1.37M
|
3.04M
$154M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33.8K- 30.05% |
$1.27M - $1.42M
|
78.7K
$4M
|
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-35K- 52.22% |
$1.32M - $1.47M
|
32K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-35.8K- 76.17% |
$1.35M - $1.5M
|
11.2K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-36K- 78.9% |
$1.36M - $1.51M
|
9.62K
$489K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-36.2K- 29.85% |
$1.36M - $1.52M
|
85K
$4.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-36.9K- 18.86% |
$1.39M - $1.55M
|
159K
$8.07M
|
|
|
Nov 14, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-37.1K- 87.53% |
$1.4M - $1.56M
|
5.29K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-37.3K- 29.16% |
$1.4M - $1.56M
|
90.5K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-39.6K- 43.76% |
$1.49M - $1.66M
|
50.9K
$2.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-40.2K- 18.53% |
$1.51M - $1.69M
|
177K
$8.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-40.4K- 88.99% |
$1.52M - $1.7M
|
4.99K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-40.9K- 1.76% |
$1.54M - $1.72M
|
2.28M
$116M
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-41.2K- 46.63% |
$1.55M - $1.73M
|
47.1K
$2.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-42.3K- 14.51% |
$1.59M - $1.78M
|
249K
$12.7M
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-43.5K- 58.36% |
$1.64M - $1.83M
|
31K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-45.4K- 42.23% |
$1.71M - $1.91M
|
62.1K
$3.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-47K- 70.81% |
$1.77M - $1.97M
|
19.4K
$984K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52K- 13.55% |
$1.96M - $2.18M
|
332K
$16.8M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-52.6K- 15.06% |
$1.98M - $2.21M
|
297K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-53.7K- 5.66% |
$2.02M - $2.25M
|
894K
$45.4M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-60.1K- 76.27% |
$2.26M - $2.53M
|
18.7K
$949K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-72.8K- 0.36% |
$2.74M - $3.06M
|
20.4M
$1.03B
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-72.9K- 40.63% |
$2.74M - $3.06M
|
106K
$5.41M
|