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 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 17.44% |
$86.6K - $96.6K
|
15.5K
$800K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.26K+ 1.68% |
$85K - $94.8K
|
136K
$7.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
2.23K+ 0.85% |
$84K - $93.7K
|
263K
$13.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.04K+ 0.61% |
$76.7K - $85.5K
|
335K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2K+ 879.74% |
$75.2K - $83.9K
|
2.22K
$115K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.91K+ 3.52% |
$71.7K - $80K
|
56K
$2.89M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.83K+ 8.03% |
$68.9K - $76.9K
|
24.6K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.79K+ 0.62% |
$67.2K - $75K
|
291K
$15M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.72K+ 24.54% |
$64.7K - $72.2K
|
8.72K
$450K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.7K+ 7.15% |
$64.2K - $71.6K
|
25.5K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.65K+ 5.51% |
$62.1K - $69.3K
|
31.6K
$1.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.59K+ 21.84% |
$59.9K - $66.8K
|
8.87K
$458K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.58K+ 25.18% |
$59.3K - $66.2K
|
7.83K
$404K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.5KNew |
$56.5K - $63K
|
1.5K
$77.4K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1.46K+ 2.8% |
$54.8K - $61.2K
|
53.5K
$2.76M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.45K+ 15.98% |
$54.4K - $60.7K
|
10.5K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.4K+ 0.22% |
$52.7K - $58.8K
|
633K
$32.7M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.39K+ 1.09% |
$52.5K - $58.6K
|
130K
$6.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.39K+ 2.48% |
$52.3K - $58.4K
|
57.4K
$2.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.38K+ 1.91% |
$51.8K - $57.8K
|
73.3K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.37K+ 5.41% |
$51.7K - $57.6K
|
26.8K
$1.38M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.33K+ 3.14% |
$50.2K - $56K
|
43.8K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.33K+ 3.17% |
$50.1K - $55.9K
|
43.3K
$2.24M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.32K+ 2.28% |
$49.5K - $55.2K
|
59K
$3.04M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.3K+ 6.4% |
$49K - $54.6K
|
21.6K
$1.12M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.29K+ 2.42% |
$48.6K - $54.2K
|
54.5K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.28K+ 18.08% |
$48.1K - $53.6K
|
8.34K
$430K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.27K+ 82.29% |
$47.9K - $53.5K
|
2.82K
$146K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.27K+ 2.78% |
$47.6K - $53.1K
|
46.7K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 15.1% |
$46.5K - $51.9K
|
9.42K
$486K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.21K+ 7.18% |
$45.6K - $50.9K
|
18.1K
$934K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.12K+ 11.97% |
$42.3K - $47.1K
|
10.5K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.05KNew |
$39.5K - $44.1K
|
1.05K
$54.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.05K+ 2.58% |
$39.5K - $44.1K
|
41.8K
$2.16M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
1.04K+ 1.19% |
$39.3K - $43.9K
|
88.9K
$4.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.03K+ 3.44% |
$38.7K - $43.2K
|
30.9K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.01K+ 1.13% |
$38K - $42.4K
|
90K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1K+ 6.71% |
$37.7K - $42K
|
15.9K
$821K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
997+ 8.4% |
$37.5K - $41.9K
|
12.9K
$664K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
942+ 15.58% |
$35.5K - $39.6K
|
6.99K
$361K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
905+ 3.42% |
$34.1K - $38K
|
27.4K
$1.41M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
897+ 4.24% |
$33.8K - $37.7K
|
22.1K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
895+ 2.29% |
$33.7K - $37.6K
|
39.9K
$2.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
894+ 0.6% |
$33.7K - $37.6K
|
150K
$7.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
881+ 13.41% |
$33.2K - $37K
|
7.45K
$385K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
877+ 1.92% |
$33K - $36.8K
|
46.6K
$2.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
836+ 0.83% |
$31.5K - $35.1K
|
102K
$5.25M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
832+ 4.58% |
$31.3K - $35K
|
19K
$981K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
827+ 11.94% |
$31.1K - $34.7K
|
7.75K
$400K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
792New |
$29.8K - $33.3K
|
792
$40.9K
|