Purchases and Sales Made in Q2 2024 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
34+ 1.52% |
$1.44K - $1.56K
|
2.27K
$115K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
31+ 0.01% |
$1.32K - $1.42K
|
325K
$16.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
25+ 0.23% |
$1.06K - $1.15K
|
10.8K
$549K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
25+ 0.18% |
$1.06K - $1.15K
|
14K
$711K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24+ 0.13% |
$1.02K - $1.1K
|
19K
$967K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
22+ 0.25% |
$934 - $1.01K
|
8.81K
$447K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
20+ 0.11% |
$849 - $918
|
18.1K
$919K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.12% |
$637 - $688
|
12.1K
$614K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
13+ 0.14% |
$552 - $597
|
9.51K
$483K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 0.35% |
$467 - $505
|
3.12K
$158K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$425 - $459
|
8.91K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
9New |
$382 - $413
|
9
$457
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
6+ 0.08% |
$255 - $275
|
7.2K
$366K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.05% |
$212 - $229
|
10.8K
$551K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.0% |
$84.9 - $91.8
|
73.3K
$3.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
2+ 0.01% |
$84.9 - $91.8
|
36.9K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.94% |
$42.5 - $45.9
|
107
$5.43K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.12% |
$42.5 - $45.9
|
810
$41.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4- 0.07% |
$170 - $184
|
5.51K
$280K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4Closed |
$170 - $184
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-8- 0.14% |
$340 - $367
|
5.53K
$281K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-9- 0.11% |
$382 - $413
|
8.17K
$415K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 7.41% |
$425 - $459
|
125
$6.35K
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-10- 0.16% |
$425 - $459
|
6.28K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-16- 0.34% |
$679 - $734
|
4.71K
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-16- 0.14% |
$679 - $734
|
11.2K
$570K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-17- 0.8% |
$722 - $780
|
2.11K
$107K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-19- 0.51% |
$807 - $872
|
3.7K
$188K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-20- 0.16% |
$849 - $918
|
12.5K
$634K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-21- 3.62% |
$892 - $964
|
559
$28.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-22- 0.77% |
$934 - $1.01K
|
2.85K
$145K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-25- 0.01% |
$1.06K - $1.15K
|
216K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-27- 0.13% |
$1.15K - $1.24K
|
21.4K
$1.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-29- 17.16% |
$1.23K - $1.33K
|
140
$7.11K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-30- 0.08% |
$1.27K - $1.38K
|
38K
$1.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-30- 33.71% |
$1.27K - $1.38K
|
59
$3K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-38- 0.38% |
$1.61K - $1.74K
|
9.84K
$499K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-40- 0.61% |
$1.7K - $1.84K
|
6.5K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-43- 5.35% |
$1.83K - $1.97K
|
761
$38.6K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-44- 1.61% |
$1.87K - $2.02K
|
2.69K
$136K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-50- 0.18% |
$2.12K - $2.29K
|
27.3K
$1.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-52- 3.17% |
$2.21K - $2.39K
|
1.59K
$80.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-52- 0.7% |
$2.21K - $2.39K
|
7.4K
$376K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-56- 0.55% |
$2.38K - $2.57K
|
10.2K
$517K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-57- 1.0% |
$2.42K - $2.62K
|
5.62K
$285K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-59- 0.45% |
$2.51K - $2.71K
|
13K
$661K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-62- 0.51% |
$2.63K - $2.85K
|
12K
$612K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63- 1.04% |
$2.67K - $2.89K
|
6.02K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-65- 0.16% |
$2.76K - $2.98K
|
41.1K
$2.09M
|