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 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.79KNew |
$180K - $201K
|
4.79K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.78K+ 2.71% |
$180K - $201K
|
181K
$9.21M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.73KNew |
$178K - $199K
|
4.73K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.68K+ 20.71% |
$176K - $197K
|
27.3K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.54K+ 1.58% |
$171K - $191K
|
292K
$14.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.51K+ 4.83% |
$170K - $189K
|
97.9K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4.45K+ 0.83% |
$167K - $187K
|
539K
$27.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4.38K+ 4.99% |
$165K - $184K
|
92.1K
$4.68M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.1K+ 1221.43% |
$155K - $172K
|
4.44K
$225K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
4.09K+ 161.81% |
$154K - $172K
|
6.62K
$336K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.95K+ 43.92% |
$149K - $166K
|
12.9K
$657K
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.92K+ 3.77% |
$147K - $165K
|
108K
$5.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
3.91KNew |
$147K - $164K
|
3.91K
$198K
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.85K+ 1.56% |
$145K - $162K
|
250K
$12.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.77K+ 3.5% |
$142K - $159K
|
111K
$5.66M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.76K+ 3.13% |
$142K - $158K
|
124K
$6.29M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.72K+ 2860.0% |
$140K - $156K
|
3.85K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.66K+ 5.75% |
$138K - $154K
|
67.3K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.65K+ 0.58% |
$137K - $153K
|
630K
$32M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.63K+ 0.34% |
$137K - $153K
|
1.06M
$53.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.6K+ 6.14% |
$136K - $151K
|
62.3K
$3.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.59K+ 2.54% |
$135K - $151K
|
145K
$7.36M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.59KNew |
$135K - $151K
|
3.59K
$182K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
3.47K+ 8.5% |
$131K - $146K
|
44.2K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
3.36K+ 254.24% |
$127K - $141K
|
4.68K
$238K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.31K+ 3.78% |
$125K - $139K
|
90.9K
$4.62M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.24K+ 1.8% |
$122K - $136K
|
183K
$9.29M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.21K+ 39.08% |
$121K - $135K
|
11.4K
$580K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.18K+ 1.64% |
$120K - $134K
|
197K
$10M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.15K+ 1.43% |
$118K - $132K
|
224K
$11.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.13K+ 5.33% |
$118K - $131K
|
61.8K
$3.14M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.11KNew |
$117K - $131K
|
3.11K
$158K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.04K+ 13.76% |
$114K - $128K
|
25.1K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
3K+ 1.34% |
$113K - $126K
|
228K
$11.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3K+ 38.53% |
$113K - $126K
|
10.8K
$548K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3K+ 3.84% |
$113K - $126K
|
81.1K
$4.12M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3K+ 0.81% |
$113K - $126K
|
371K
$18.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.92K+ 6.64% |
$110K - $123K
|
46.9K
$2.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
2.92K+ 8.98% |
$110K - $123K
|
35.4K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.89K+ 0.73% |
$109K - $121K
|
399K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.87K+ 0.51% |
$108K - $121K
|
563K
$28.6M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
2.69K+ 10.02% |
$101K - $113K
|
29.5K
$1.5M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.66K+ 525.74% |
$100K - $112K
|
3.16K
$160K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2.56K+ 5.51% |
$96.3K - $107K
|
49K
$2.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.54K+ 2.86% |
$95.5K - $107K
|
91.1K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.45K+ 2.47% |
$92.1K - $103K
|
101K
$5.15M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.43K+ 14.35% |
$91.5K - $102K
|
19.4K
$983K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.4K+ 1.41% |
$90.2K - $101K
|
172K
$8.73M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.36K+ 0.68% |
$89K - $99.3K
|
348K
$17.7M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.36K+ 3.09% |
$88.8K - $99.1K
|
78.7K
$4M
|