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 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-695- 0.72% |
$29.5K - $31.9K
|
96.4K
$4.9M
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-737- 1.38% |
$31.3K - $33.8K
|
52.8K
$2.68M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-756- 2.35% |
$32.1K - $34.7K
|
31.4K
$1.6M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-772- 4.37% |
$32.8K - $35.4K
|
16.9K
$858K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-778- 13.54% |
$33K - $35.7K
|
4.97K
$252K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-811- 6.96% |
$34.4K - $37.2K
|
10.8K
$551K
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-828- 3.69% |
$35.2K - $38K
|
21.6K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-831- 4.5% |
$35.3K - $38.1K
|
17.7K
$897K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-839- 12.79% |
$35.6K - $38.5K
|
5.72K
$290K
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-840- 5.51% |
$35.7K - $38.5K
|
14.4K
$731K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-875- 9.54% |
$37.2K - $40.2K
|
8.3K
$421K
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-889- 0.39% |
$37.7K - $40.8K
|
229K
$11.6M
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-910- 10.0% |
$38.6K - $41.8K
|
8.19K
$416K
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-926- 7.17% |
$39.3K - $42.5K
|
12K
$609K
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-926- 2.7% |
$39.3K - $42.5K
|
33.4K
$1.7M
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-935- 3.49% |
$39.7K - $42.9K
|
25.9K
$1.31M
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-952- 1.07% |
$40.4K - $43.7K
|
87.6K
$4.45M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-959- 13.53% |
$40.7K - $44K
|
6.13K
$311K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-968- 3.61% |
$41.1K - $44.4K
|
25.9K
$1.31M
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-972- 4.12% |
$41.3K - $44.6K
|
22.6K
$1.15M
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1K- 3.31% |
$42.5K - $45.9K
|
29.2K
$1.48M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.02K- 22.86% |
$43.1K - $46.6K
|
3.43K
$174K
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.02K- 3.77% |
$43.1K - $46.6K
|
25.9K
$1.32M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.02K- 8.6% |
$43.1K - $46.6K
|
10.8K
$548K
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.05K- 1.95% |
$44.5K - $48.1K
|
52.6K
$2.67M
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.07K- 0.83% |
$45.5K - $49.2K
|
128K
$6.5M
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.07K- 6.51% |
$45.6K - $49.2K
|
15.4K
$783K
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.08K- 12.89% |
$45.6K - $49.3K
|
7.26K
$369K
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.11K- 2.11% |
$47.1K - $50.9K
|
51.5K
$2.62M
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.12K- 10.49% |
$47.4K - $51.2K
|
9.52K
$484K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.12K- 18.04% |
$47.6K - $51.4K
|
5.09K
$258K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.15K- 2.46% |
$48.8K - $52.8K
|
45.5K
$2.31M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.16K- 10.79% |
$49.4K - $53.4K
|
9.62K
$489K
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.17K- 2.46% |
$49.7K - $53.7K
|
46.4K
$2.36M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.17K- 0.62% |
$49.8K - $53.8K
|
188K
$9.55M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.18K- 33.03% |
$49.9K - $54K
|
2.38K
$121K
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.19K- 2.33% |
$50.4K - $54.5K
|
49.7K
$2.52M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.21K- 2.07% |
$51.5K - $55.7K
|
57.4K
$2.92M
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.22K- 1.75% |
$51.6K - $55.8K
|
68.4K
$3.47M
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.23K- 12.95% |
$52.2K - $56.4K
|
8.26K
$420K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.24K- 0.72% |
$52.7K - $56.9K
|
172K
$8.74M
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.25K- 5.78% |
$53.1K - $57.4K
|
20.4K
$1.03M
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.25K- 0.74% |
$53.1K - $57.4K
|
167K
$8.49M
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.26K- 2.14% |
$53.5K - $57.9K
|
57.7K
$2.93M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.27K- 6.67% |
$54K - $58.4K
|
17.8K
$904K
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.31K- 10.17% |
$55.6K - $60.1K
|
11.6K
$587K
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.33K- 0.96% |
$56.3K - $60.9K
|
137K
$6.97M
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.34K- 3.15% |
$57K - $61.6K
|
41.2K
$2.09M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.34K- 13.18% |
$57.1K - $61.7K
|
8.85K
$449K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.36K- 27.56% |
$57.9K - $62.5K
|
3.58K
$182K
|