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 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
143+ 1.08% |
$5.39K - $6.01K
|
13.4K
$840K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
130New |
$4.9K - $5.46K
|
130
$8.14K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
130+ 0.49% |
$4.9K - $5.46K
|
26.8K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
130New |
$4.9K - $5.46K
|
130
$8.14K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
117+ 12.81% |
$4.41K - $4.92K
|
1.03K
$64.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
110+ 0.1% |
$4.14K - $4.62K
|
114K
$7.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
100+ 0.84% |
$3.77K - $4.2K
|
12K
$752K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
100New |
$3.77K - $4.2K
|
100
$6.26K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
99+ 1.17% |
$3.73K - $4.16K
|
8.55K
$535K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
79+ 15.8% |
$2.98K - $3.32K
|
579
$36.3K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
78New |
$2.94K - $3.28K
|
78
$4.89K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
75+ 1.11% |
$2.82K - $3.15K
|
6.83K
$428K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.95% |
$2.26K - $2.52K
|
6.37K
$399K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
56+ 0.01% |
$2.11K - $2.35K
|
875K
$54.8M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
55+ 0.74% |
$2.07K - $2.31K
|
7.47K
$468K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
50+ 0.14% |
$1.88K - $2.1K
|
34.7K
$2.17M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43+ 5.65% |
$1.62K - $1.81K
|
804
$50.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
43+ 0.44% |
$1.62K - $1.81K
|
9.73K
$609K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
43+ 0.8% |
$1.62K - $1.81K
|
5.41K
$339K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
40+ 0.11% |
$1.51K - $1.68K
|
36.9K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
32+ 0.63% |
$1.21K - $1.34K
|
5.11K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
30+ 13.64% |
$1.13K - $1.26K
|
250
$15.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
28+ 0.89% |
$1.05K - $1.18K
|
3.18K
$199K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28+ 8.81% |
$1.05K - $1.18K
|
346
$21.7K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
22+ 0.77% |
$829 - $924
|
2.87K
$180K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22+ 0.59% |
$829 - $924
|
3.72K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
17New |
$640 - $714
|
17
$1.06K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 1.04% |
$490 - $546
|
1.27K
$79.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
13+ 0.11% |
$490 - $546
|
11.9K
$745K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 0.21% |
$490 - $546
|
6.08K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
10+ 0.08% |
$377 - $420
|
12.5K
$783K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9+ 0.01% |
$339 - $378
|
155K
$9.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
9+ 11.25% |
$339 - $378
|
89
$5.57K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9+ 0.04% |
$339 - $378
|
25K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8New |
$301 - $336
|
8
$501
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3+ 0.03% |
$113 - $126
|
10.6K
$664K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.12% |
$37.7 - $42
|
809
$50.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 5.0% |
$37.7 - $42
|
19
$1.19K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3- 0.18% |
$113 - $126
|
1.66K
$104K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4- 0.01% |
$151 - $168
|
37.6K
$2.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4- 0.07% |
$151 - $168
|
5.51K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4- 0.2% |
$151 - $168
|
2.05K
$128K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8- 0.02% |
$301 - $336
|
38K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.08% |
$301 - $336
|
9.83K
$616K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-11- 0.08% |
$414 - $462
|
13.1K
$819K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-12- 17.39% |
$452 - $504
|
57
$3.57K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-12- 0.82% |
$452 - $504
|
1.45K
$90.7K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-12- 0.18% |
$452 - $504
|
6.78K
$425K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-12- 0.58% |
$452 - $504
|
2.06K
$129K
|