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 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
7.97K+ 2.61% |
$300K - $335K
|
313K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.85KNew |
$296K - $330K
|
7.85K
$399K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.8KNew |
$294K - $328K
|
7.8K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7.76K+ 7.54% |
$292K - $326K
|
111K
$5.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
BUY
|
- |
7.75K+ 14.76% |
$292K - $325K
|
60.2K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.56KNew |
$285K - $317K
|
7.56K
$384K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
7.54K+ 30.98% |
$284K - $317K
|
31.9K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.53K+ 1.71% |
$284K - $316K
|
448K
$22.8M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.51K+ 83.23% |
$283K - $316K
|
16.5K
$840K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
7.25K+ 105.84% |
$273K - $305K
|
14.1K
$716K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.16K+ 2.51% |
$269K - $301K
|
292K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.09KNew |
$267K - $298K
|
7.09K
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.07K+ 13.1% |
$266K - $297K
|
61K
$3.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.85K+ 18.75% |
$258K - $288K
|
43.4K
$2.2M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.8KNew |
$256K - $285K
|
6.8K
$345K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.76KNew |
$255K - $284K
|
6.76K
$343K
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
6.54KNew |
$246K - $275K
|
6.54K
$332K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
6.54KNew |
$246K - $275K
|
6.54K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.45K+ 4.63% |
$243K - $271K
|
146K
$7.39M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.36K+ 28.11% |
$239K - $267K
|
29K
$1.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
6.32KNew |
$238K - $265K
|
6.32K
$321K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.14KNew |
$231K - $258K
|
6.14K
$312K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
6.11K+ 3.44% |
$230K - $257K
|
184K
$9.33M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5.95K+ 40.23% |
$224K - $250K
|
20.7K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.93K+ 12.43% |
$223K - $249K
|
53.7K
$2.73M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.88K+ 21.73% |
$221K - $247K
|
32.9K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
5.88K+ 5.49% |
$221K - $247K
|
113K
$5.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.87KNew |
$221K - $246K
|
5.87K
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.82K+ 3.48% |
$219K - $245K
|
173K
$8.8M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
5.79K+ 3.91% |
$218K - $243K
|
154K
$7.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.68KNew |
$214K - $238K
|
5.68K
$288K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.55KNew |
$209K - $233K
|
5.55K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.52K+ 4.77% |
$208K - $232K
|
121K
$6.16M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.44K+ 1.42% |
$205K - $229K
|
389K
$19.7M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.44KNew |
$205K - $228K
|
5.44K
$276K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.27KNew |
$199K - $221K
|
5.27K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.23KNew |
$197K - $220K
|
5.23K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
5.21K+ 34.59% |
$196K - $219K
|
20.3K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
5.16KNew |
$194K - $217K
|
5.16K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.14KNew |
$193K - $216K
|
5.14K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.13K+ 33.83% |
$193K - $216K
|
20.3K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
5.11K+ 2.67% |
$192K - $215K
|
197K
$9.98M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
5.1K+ 57.46% |
$192K - $214K
|
14K
$710K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.02KNew |
$189K - $211K
|
5.02K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5KNew |
$188K - $210K
|
5K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
5KNew |
$188K - $210K
|
5K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
5K+ 2.59% |
$188K - $210K
|
198K
$10M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.97KNew |
$187K - $209K
|
4.97K
$252K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.97KNew |
$187K - $209K
|
4.97K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
4.84KNew |
$182K - $203K
|
4.84K
$246K
|