Purchases and Sales Made in Q1 2024 in Ishares Gold Trust (IAU)

IAU Quotes by TradingView

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 10, 2024 Q1 2024
Insight Wealth Partners, LLC

BUY
 -
777
+ 0.5%
$29.3K - $32.6K
157K $7.95M
Apr 15, 2024 Q1 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
767
+ 10.9%
$28.9K - $32.2K
7.8K $396K
May 14, 2024 Q1 2024
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
755
+ 0.84%
$28.4K - $31.7K
90.4K $4.59M
May 14, 2024 Q1 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
746
+ 4.2%
$28.1K - $31.3K
18.5K $939K
Apr 12, 2024 Q1 2024
Advisor Net Financial, Inc

BUY
 -
743
+ 0.68%
$28K - $31.2K
110K $5.56M
May 09, 2024 Q1 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
742
+ 3.94%
$27.9K - $31.2K
19.6K $994K
Apr 01, 2024 Q1 2024
Confluence Investment Management LLC

BUY
 -
727
+ 5.78%
$27.4K - $30.5K
13.3K $675K
May 15, 2024 Q1 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
711
+ 3.12%
$26.8K - $29.9K
23.5K $1.19M
Apr 17, 2024 Q1 2024
Private Ocean, LLC

BUY
 -
700
New
$26.4K - $29.4K
700 $35.5K
May 14, 2024 Q1 2024
Zions Bancorporation, N.A.

BUY
 -
695
+ 178.21%
$26.2K - $29.2K
1.09K $55.1K
Apr 16, 2024 Q1 2024
Clifford Swan Investment Counsel LLC

BUY
 -
672
+ 7.43%
$25.3K - $28.2K
9.72K $494K
May 15, 2024 Q1 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
667
+ 6.5%
$25.1K - $28K
10.9K $555K
May 06, 2024 Q1 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
631
+ 2.14%
$23.8K - $26.5K
30.1K $1.53M
Apr 15, 2024 Q1 2024
Franklin Street Advisors Inc

BUY
 -
629
+ 10.33%
$23.7K - $26.4K
6.72K $341K
May 15, 2024 Q1 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
625
+ 26.16%
$23.5K - $26.3K
3.01K $153K
May 06, 2024 Q1 2024
Merit Financial Group, LLC

BUY
 -
620
+ 3.4%
$23.3K - $26K
18.8K $956K
May 16, 2024 Q1 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
614
+ 4.82%
$23.1K - $25.8K
13.3K $678K
May 03, 2024 Q1 2024
Larson Financial Group LLC

BUY
 -
596
+ 7.92%
$22.4K - $25K
8.12K $412K
May 13, 2024 Q1 2024
Blue Investment Partners LLC

Alamo, CA
BUY
 -
588
+ 0.76%
$22.1K - $24.7K
78K $3.96M
Apr 26, 2024 Q1 2024
Clear Creek Financial Management, LLC

BUY
 -
579
+ 4.58%
$21.8K - $24.3K
13.2K $672K
May 06, 2024 Q1 2024
Aveo Capital Partners, LLC

BUY
 -
577
+ 0.22%
$21.7K - $24.2K
259K $13.1M
May 15, 2024 Q1 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
570
+ 10.67%
$21.5K - $23.9K
5.91K $300K
May 08, 2024 Q1 2024
Alpha Star Capital Management, LLC

BUY
 -
550
+ 1.94%
$20.7K - $23.1K
28.8K $1.46M
May 06, 2024 Q1 2024
Pfg Advisors

BUY
 -
528
+ 2.52%
$19.9K - $22.2K
21.5K $1.09M
May 02, 2024 Q1 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
515
+ 4.02%
$19.4K - $21.6K
13.3K $677K
Apr 30, 2024 Q1 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
507
New
$19.1K - $21.3K
507 $25.7K
Apr 09, 2024 Q1 2024
Ewg Elevate Inc.

BUY
 -
504
+ 1.87%
$19K - $21.2K
27.5K $1.39M
Apr 12, 2024 Q1 2024
Dynamic Advisor Solutions LLC

BUY
 -
500
+ 1.86%
$18.8K - $21K
27.3K $1.39M
Apr 11, 2024 Q1 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
500
+ 28.75%
$18.8K - $21K
2.24K $114K
Apr 12, 2024 Q1 2024
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
489
+ 0.62%
$18.4K - $20.5K
78.8K $4M
Apr 24, 2024 Q1 2024
Newbridge Financial Services Group, Inc.

BUY
 -
480
New
$18.1K - $20.2K
480 $24.4K
Apr 17, 2024 Q1 2024
Sharper & Granite LLC

El Segundo, CA
BUY
 -
470
+ 6.1%
$17.7K - $19.7K
8.17K $415K
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
460
New
$17.3K - $19.3K
460 $23.4K
May 08, 2024 Q1 2024
Sheets Smith Wealth Management

BUY
 -
453
+ 2.45%
$17.1K - $19K
18.9K $962K
Apr 30, 2024 Q1 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
450
+ 1.91%
$16.9K - $18.9K
24K $1.22M
May 03, 2024 Q1 2024
Trust CO Of Vermont

BUY
 -
440
+ 24.87%
$16.6K - $18.5K
2.21K $112K
Apr 30, 2024 Q1 2024
Jfs Wealth Advisors, LLC

BUY
 -
438
+ 20.44%
$16.5K - $18.4K
2.58K $131K
May 07, 2024 Q1 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
436
+ 5.88%
$16.4K - $18.3K
7.85K $398K
May 14, 2024 Q1 2024
Tacita Capital Inc

Toronto, A6
BUY
 -
412
+ 5.68%
$15.5K - $17.3K
7.66K $389K
May 06, 2024 Q1 2024
Van Hulzen Asset Management, LLC

BUY
 -
406
+ 0.15%
$15.3K - $17.1K
273K $13.9M
May 15, 2024 Q1 2024
Svb Wealth LLC

Boston, MA
BUY
 -
399
+ 7.68%
$15K - $16.8K
5.59K $284K
May 03, 2024 Q1 2024
Geneos Wealth Management Inc.

BUY
 -
396
+ 12.98%
$14.9K - $16.6K
3.45K $175K
May 01, 2024 Q1 2024
Resonant Capital Advisors, LLC

BUY
 -
386
+ 0.17%
$14.5K - $16.2K
231K $11.7M
Apr 22, 2024 Q1 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
377
+ 2.06%
$14.2K - $15.8K
18.6K $946K
Apr 02, 2024 Q1 2024
Modus Advisors, LLC

BUY
 -
371
+ 0.11%
$14K - $15.6K
325K $16.5M
May 03, 2024 Q1 2024
Citizens National Bank Trust Department

BUY
 -
370
+ 6.45%
$13.9K - $15.5K
6.11K $310K
Apr 16, 2024 Q1 2024
Howard Financial Services, Ltd.

BUY
 -
365
+ 5.31%
$13.7K - $15.3K
7.24K $368K
Apr 15, 2024 Q1 2024
Ellis Investment Partners, LLC

BUY
 -
363
+ 2.53%
$13.7K - $15.2K
14.7K $748K
May 08, 2024 Q1 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
362
+ 3.06%
$13.6K - $15.2K
12.2K $618K

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