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 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
60.2KNew |
$2.27M - $2.53M
|
60.2K
$3.06M
|
|
|
May 07, 2024
Q1 2024
|
Fore Capital, LLC
|
BUY
|
- |
58K+ 58.0% |
$2.18M - $2.44M
|
158K
$8.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
50.5KNew |
$1.9M - $2.12M
|
50.5K
$2.56M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
47.5K+ 63.36% |
$1.79M - $1.99M
|
122K
$6.22M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
47.2K+ 5.61% |
$1.78M - $1.98M
|
889K
$45.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.6K+ 0.21% |
$1.75M - $1.96M
|
21.9M
$1.11B
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
45.8KNew |
$1.73M - $1.93M
|
45.8K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.8K+ 34.47% |
$1.69M - $1.88M
|
175K
$8.88M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
43.7K+ 4.04% |
$1.65M - $1.84M
|
1.13M
$57.2M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42.8K+ 1.7% |
$1.61M - $1.8M
|
2.56M
$130M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
42.8KNew |
$1.61M - $1.8M
|
42.8K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.1K+ 6.1% |
$1.59M - $1.77M
|
733K
$37.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41.7KNew |
$1.57M - $1.75M
|
41.7K
$2.12M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
41.1KNew |
$1.55M - $1.73M
|
41.1K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
38.9K+ 10.93% |
$1.46M - $1.63M
|
395K
$20M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
38.7K+ 4.8% |
$1.46M - $1.63M
|
846K
$43M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.4K+ 10.29% |
$1.41M - $1.57M
|
401K
$20.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
37.3K+ 37.52% |
$1.41M - $1.57M
|
137K
$6.95M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
36.4K+ 118.0% |
$1.37M - $1.53M
|
67.2K
$3.41M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
36.3KNew |
$1.37M - $1.53M
|
36.3K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
36.2K+ 22.23% |
$1.36M - $1.52M
|
199K
$10.1M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35.2K+ 12.84% |
$1.32M - $1.48M
|
309K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
34.8K+ 21.07% |
$1.31M - $1.46M
|
200K
$10.1M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
34.2KNew |
$1.29M - $1.44M
|
34.2K
$1.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
33.8K+ 5.13% |
$1.27M - $1.42M
|
692K
$35.1M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
33.3K+ 13.95% |
$1.25M - $1.4M
|
272K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
32.7K+ 18.02% |
$1.23M - $1.37M
|
214K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30.8K+ 10.34% |
$1.16M - $1.29M
|
329K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29K+ 38.23% |
$1.09M - $1.22M
|
105K
$5.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
28.5K+ 8.34% |
$1.07M - $1.2M
|
370K
$18.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
28.5K+ 16.99% |
$1.07M - $1.2M
|
196K
$9.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.3KNew |
$1.03M - $1.15M
|
27.3K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.8K+ 2.72% |
$1.01M - $1.12M
|
1.01M
$51.4M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.7K+ 32.3% |
$1.01M - $1.12M
|
109K
$5.55M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
26.5K+ 5.82% |
$997K - $1.11M
|
482K
$24.5M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
26.4K+ 8.67% |
$996K - $1.11M
|
331K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
26.2K+ 7.11% |
$987K - $1.1M
|
395K
$20M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
25.3KNew |
$952K - $1.06M
|
25.3K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.9K+ 14.42% |
$898K - $1M
|
189K
$9.61M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
23.4K+ 29.74% |
$883K - $985K
|
102K
$5.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
23K+ 43.16% |
$865K - $965K
|
76.2K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23K+ 4.85% |
$864K - $964K
|
496K
$25.2M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.9KNew |
$861K - $961K
|
22.9K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
22.5KNew |
$846K - $944K
|
22.5K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
21.6KNew |
$815K - $909K
|
21.6K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.1K+ 104.89% |
$794K - $886K
|
41.2K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20KNew |
$753K - $840K
|
20K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
19.2K+ 12.62% |
$724K - $808K
|
172K
$8.71M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
19KNew |
$715K - $797K
|
19K
$964K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
18.8KNew |
$709K - $791K
|
18.8K
$956K
|