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 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-13.2K- 68.53% |
$559K - $604K
|
6.05K
$307K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-13.5K- 11.2% |
$573K - $619K
|
107K
$5.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.7K- 3.52% |
$580K - $627K
|
375K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13.7K- 50.64% |
$583K - $631K
|
13.4K
$680K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-13.8K- 5.19% |
$585K - $632K
|
252K
$12.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-14K- 2.76% |
$594K - $642K
|
493K
$25M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.1K- 8.17% |
$599K - $647K
|
159K
$8.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-14.2K- 23.22% |
$603K - $652K
|
47K
$2.39M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-14.8K- 3.63% |
$627K - $677K
|
391K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-14.8K- 3.55% |
$630K - $681K
|
403K
$20.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15.5K- 35.34% |
$657K - $711K
|
28.3K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-15.5K- 3.93% |
$658K - $711K
|
379K
$19.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-15.9K- 8.21% |
$675K - $730K
|
178K
$9.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-16.8K- 40.83% |
$713K - $770K
|
24.3K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-17.1K- 7.1% |
$727K - $786K
|
224K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.2K- 14.31% |
$731K - $790K
|
103K
$5.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-17.3K- 40.06% |
$735K - $794K
|
25.9K
$1.31M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.7K- 2.54% |
$749K - $810K
|
676K
$34.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-18.2K- 3.55% |
$772K - $834K
|
494K
$25.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-18.5K- 22.81% |
$785K - $849K
|
62.6K
$3.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-18.7K- 5.38% |
$796K - $860K
|
329K
$16.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-18.9K- 11.55% |
$803K - $868K
|
145K
$7.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.1K- 29.53% |
$810K - $876K
|
45.5K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-19.6K- 1.54% |
$831K - $899K
|
1.25M
$63.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20.1K- 25.21% |
$853K - $922K
|
59.6K
$3.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-20.3K- 9.77% |
$862K - $931K
|
187K
$9.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-20.3K- 3.33% |
$862K - $932K
|
588K
$29.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.6K- 3.32% |
$1M - $1.08M
|
687K
$34.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-23.9K- 9.23% |
$1.02M - $1.1M
|
235K
$11.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Arnhold LLC
|
SELL
|
- |
-25K- 1.4% |
$1.06M - $1.15M
|
1.76M
$89.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25.4K- 18.87% |
$1.08M - $1.17M
|
109K
$5.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.2K- 55.57% |
$1.11M - $1.2M
|
20.9K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-26.4K- 70.34% |
$1.12M - $1.21M
|
11.2K
$566K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-26.5K- 6.63% |
$1.12M - $1.22M
|
373K
$19M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-27.2K- 31.99% |
$1.15M - $1.25M
|
57.8K
$2.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-28.1K- 14.34% |
$1.19M - $1.29M
|
168K
$8.53M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-28.7K- 40.53% |
$1.22M - $1.32M
|
42.1K
$2.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-28.7K- 83.9% |
$1.22M - $1.32M
|
5.51K
$280K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-28.7K- 17.39% |
$1.22M - $1.32M
|
136K
$6.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-28.7K- 3.4% |
$1.22M - $1.32M
|
817K
$41.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-29.7K- 19.8% |
$1.26M - $1.36M
|
120K
$6.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.4K- 11.58% |
$1.29M - $1.4M
|
232K
$11.8M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-31.1K- 7.56% |
$1.32M - $1.43M
|
380K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-31.1K- 49.98% |
$1.32M - $1.43M
|
31.2K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-31.6K- 11.54% |
$1.34M - $1.45M
|
242K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-32.7K- 9.03% |
$1.39M - $1.5M
|
330K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-32.7K- 57.85% |
$1.39M - $1.5M
|
23.9K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-33.4K- 6.89% |
$1.42M - $1.53M
|
452K
$22.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-33.5K- 16.83% |
$1.42M - $1.54M
|
166K
$8.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-35.9K- 12.43% |
$1.52M - $1.65M
|
253K
$12.8M
|