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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-74.6K- 10.12% |
$2.81M - $3.14M
|
663K
$33.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-75.7K- 15.93% |
$2.85M - $3.18M
|
400K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-76.5K- 29.2% |
$2.88M - $3.21M
|
186K
$9.42M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-91.1K- 4.04% |
$3.43M - $3.83M
|
2.17M
$110M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-97K- 19.26% |
$3.65M - $4.08M
|
407K
$20.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-98.6K- 5.85% |
$3.71M - $4.14M
|
1.59M
$80.6M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-100K- 39.44% |
$3.77M - $4.2M
|
154K
$7.8M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 10.31% |
$4.23M - $4.72M
|
977K
$49.6M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-118K- 2.96% |
$4.45M - $4.97M
|
3.87M
$197M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-128K- 33.36% |
$4.81M - $5.37M
|
255K
$13M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-131K- 22.14% |
$4.93M - $5.5M
|
461K
$23.4M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-142K- 82.15% |
$5.37M - $5.99M
|
31K
$1.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-147K- 22.48% |
$5.53M - $6.17M
|
507K
$25.7M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-150K- 6.93% |
$5.65M - $6.31M
|
2.02M
$102M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-155K- 24.18% |
$5.85M - $6.53M
|
487K
$24.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-156K- 5.17% |
$5.87M - $6.55M
|
2.86M
$145M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-161K- 96.51% |
$6.07M - $6.77M
|
5.82K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-183K- 54.97% |
$6.9M - $7.69M
|
150K
$7.62M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-208K- 4.66% |
$7.85M - $8.76M
|
4.26M
$216M
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-209K- 62.78% |
$7.88M - $8.79M
|
124K
$6.3M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-216K- 2.17% |
$8.14M - $9.08M
|
9.74M
$495M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-219K- 29.12% |
$8.26M - $9.22M
|
534K
$27.1M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-240K- 54.55% |
$9.04M - $10.1M
|
200K
$10.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-253K- 7.05% |
$9.53M - $10.6M
|
3.34M
$170M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-263K- 20.34% |
$9.89M - $11M
|
1.03M
$52.2M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-272K- 33.55% |
$10.2M - $11.4M
|
538K
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-288K- 7.94% |
$10.8M - $12.1M
|
3.34M
$170M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-323K- 1.5% |
$12.2M - $13.6M
|
21.2M
$1.08B
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-332K- 31.85% |
$12.5M - $14M
|
711K
$36.1M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-353K- 60.56% |
$13.3M - $14.8M
|
230K
$11.7M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-386K- 3.44% |
$14.5M - $16.2M
|
10.8M
$550M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-387K- 3.34% |
$14.6M - $16.2M
|
11.2M
$569M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-458K- 24.83% |
$17.2M - $19.2M
|
1.39M
$70.3M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-574K- 8.25% |
$21.6M - $24.1M
|
6.38M
$324M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-620K- 1.84% |
$23.4M - $26.1M
|
33.1M
$1.68B
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-626K- 10.32% |
$23.6M - $26.3M
|
5.43M
$276M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.5M- 12.15% |
$56.4M - $62.9M
|
10.8M
$550M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.76M- 42.1% |
$66.1M - $73.8M
|
2.42M
$123M
|
|
|
May 14, 2024
Q1 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-2M- 25.0% |
$75.3M - $84M
|
6M
$305M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.05M- 99.83% |
$228M - $254M
|
10.3K
$524K
|