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 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
356+ 0.49% |
$13.4K - $15K
|
72.5K
$3.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
340+ 4.84% |
$12.8K - $14.3K
|
7.37K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
336+ 4.95% |
$12.7K - $14.1K
|
7.12K
$361K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
332+ 0.37% |
$12.5K - $13.9K
|
90.4K
$4.59M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
315New |
$11.9K - $13.2K
|
315
$16K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
313New |
$11.8K - $13.1K
|
313
$15.9K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
300+ 4.16% |
$11.3K - $12.6K
|
7.51K
$382K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
300+ 5.36% |
$11.3K - $12.6K
|
5.9K
$300K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
300New |
$11.3K - $12.6K
|
300
$15.2K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
297+ 2.51% |
$11.2K - $12.5K
|
12.1K
$615K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
293+ 0.93% |
$11K - $12.3K
|
31.8K
$1.61M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
291New |
$11K - $12.2K
|
291
$14.8K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
285+ 0.25% |
$10.7K - $12K
|
115K
$5.85M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
276New |
$10.4K - $11.6K
|
276
$14K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
267+ 381.43% |
$10.1K - $11.2K
|
337
$17.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
265+ 9.2% |
$9.98K - $11.1K
|
3.15K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
262+ 1.43% |
$9.87K - $11K
|
18.6K
$946K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
258+ 0.86% |
$9.72K - $10.8K
|
30.2K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
257+ 1.22% |
$9.68K - $10.8K
|
21.3K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
252+ 4.84% |
$9.49K - $10.6K
|
5.46K
$277K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
250New |
$9.42K - $10.5K
|
250
$12.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
245+ 2.45% |
$9.23K - $10.3K
|
10.2K
$519K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
243+ 2.53% |
$9.15K - $10.2K
|
9.83K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
239+ 5.83% |
$9K - $10K
|
4.34K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
233+ 0.67% |
$8.77K - $9.79K
|
35.1K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
230+ 0.35% |
$8.66K - $9.66K
|
65.6K
$3.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
226+ 0.35% |
$8.51K - $9.49K
|
64.2K
$3.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
225+ 3.5% |
$8.47K - $9.45K
|
6.66K
$338K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
208+ 0.98% |
$7.83K - $8.74K
|
21.5K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
208+ 0.96% |
$7.83K - $8.74K
|
21.9K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
208+ 1.65% |
$7.83K - $8.74K
|
12.8K
$652K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
201+ 1.73% |
$7.57K - $8.44K
|
11.8K
$599K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
195+ 3.38% |
$7.34K - $8.19K
|
5.97K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
194+ 0.68% |
$7.31K - $8.15K
|
28.8K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
192+ 0.71% |
$7.23K - $8.07K
|
27.2K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
189+ 3.21% |
$7.12K - $7.94K
|
6.08K
$309K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
182+ 1.52% |
$6.85K - $7.65K
|
12.1K
$617K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
175New |
$6.59K - $7.35K
|
175
$8.89K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
162New |
$6.1K - $6.81K
|
162
$8.23K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
157+ 2.23% |
$5.91K - $6.6K
|
7.21K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
150+ 0.21% |
$5.65K - $6.3K
|
70K
$3.55M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
150+ 1.64% |
$5.65K - $6.3K
|
9.32K
$473K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
150New |
$5.65K - $6.3K
|
150
$7.62K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
144+ 3.14% |
$5.42K - $6.05K
|
4.72K
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
143+ 1.08% |
$5.39K - $6.01K
|
13.4K
$681K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
130+ 0.49% |
$4.9K - $5.46K
|
26.8K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
130New |
$4.9K - $5.46K
|
130
$6.6K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
130New |
$4.9K - $5.46K
|
130
$6.6K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
117+ 12.81% |
$4.41K - $4.92K
|
1.03K
$52.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
110+ 0.1% |
$4.14K - $4.62K
|
114K
$5.78M
|