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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.43K- 15.1% |
$231K - $249K
|
30.5K
$1.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.7K- 6.85% |
$242K - $262K
|
77.5K
$3.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-5.78K- 3.68% |
$245K - $265K
|
151K
$7.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.83K- 5.27% |
$248K - $268K
|
105K
$5.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-6.08K- 14.28% |
$258K - $279K
|
36.5K
$1.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-6.22K- 1.34% |
$264K - $285K
|
458K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-6.25K- 24.08% |
$265K - $287K
|
19.7K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-6.25K- 2.52% |
$266K - $287K
|
242K
$12.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.28K- 25.56% |
$267K - $288K
|
18.3K
$929K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.39K- 5.18% |
$271K - $293K
|
117K
$5.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.41K- 4.15% |
$272K - $294K
|
148K
$7.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6.51K- 0.32% |
$276K - $299K
|
2.01M
$102M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.6K- 2.65% |
$280K - $303K
|
243K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-6.66K- 13.79% |
$283K - $306K
|
41.7K
$2.12M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-6.78K- 1.36% |
$288K - $311K
|
492K
$25M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.93K- 22.39% |
$294K - $318K
|
24K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7.16K- 8.22% |
$304K - $328K
|
80K
$4.06M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-7.39K- 23.36% |
$314K - $339K
|
24.2K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.42K- 9.77% |
$315K - $340K
|
68.5K
$3.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-7.42K- 7.72% |
$315K - $341K
|
88.7K
$4.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.43K- 2.98% |
$315K - $341K
|
242K
$12.3M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.45K- 17.57% |
$316K - $342K
|
34.9K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.55K- 14.38% |
$320K - $346K
|
44.9K
$2.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.55K- 35.47% |
$321K - $347K
|
13.7K
$698K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.64K- 4.81% |
$325K - $351K
|
151K
$7.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.7K- 14.34% |
$327K - $353K
|
46K
$2.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-8.12K- 5.27% |
$345K - $373K
|
146K
$7.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.43K- 41.53% |
$358K - $387K
|
11.9K
$603K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.46K- 2.19% |
$359K - $388K
|
378K
$19.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-8.65K- 26.66% |
$367K - $397K
|
23.8K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-8.77K- 1.39% |
$373K - $403K
|
621K
$31.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.78K- 0.83% |
$373K - $403K
|
1.05M
$53.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.89K- 61.97% |
$377K - $408K
|
5.45K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-9K- 17.1% |
$382K - $413K
|
43.6K
$2.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.25K- 3.18% |
$393K - $424K
|
282K
$14.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-9.45K- 1.37% |
$401K - $434K
|
682K
$34.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-9.69K- 5.73% |
$412K - $445K
|
159K
$8.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.74K- 81.05% |
$413K - $447K
|
2.28K
$116K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.9K- 45.97% |
$420K - $454K
|
11.6K
$591K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-10.9K- 25.16% |
$463K - $500K
|
32.4K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-11KClosed |
$467K - $505K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-11.1K- 3.4% |
$473K - $511K
|
316K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.2K- 3.41% |
$475K - $514K
|
317K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 1.71% |
$482K - $521K
|
651K
$33.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-11.5K- 4.63% |
$487K - $526K
|
236K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-11.5K- 25.13% |
$489K - $528K
|
34.3K
$1.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-11.5K- 12.07% |
$489K - $529K
|
84K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.7K- 19.26% |
$499K - $539K
|
49.3K
$2.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.5K- 1.4% |
$531K - $574K
|
881K
$44.8M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13K- 0.34% |
$552K - $596K
|
3.86M
$196M
|