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 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
55.9K+ 181.32% |
$2.37M - $2.56M
|
86.7K
$4.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
55.7K+ 1.84% |
$2.36M - $2.56M
|
3.08M
$156M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
55.6KNew |
$2.36M - $2.55M
|
55.6K
$2.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
55.3K+ 25.12% |
$2.35M - $2.54M
|
276K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
54.8KNew |
$2.33M - $2.51M
|
54.8K
$2.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
53.6K+ 1555.57% |
$2.28M - $2.46M
|
57.1K
$2.9M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
51.4K+ 20.76% |
$2.18M - $2.36M
|
299K
$15.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
50.9KNew |
$2.16M - $2.34M
|
50.9K
$2.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
49KNew |
$2.08M - $2.25M
|
49K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
46.3K+ 55.06% |
$1.97M - $2.13M
|
130K
$6.62M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
45.4K+ 22.98% |
$1.93M - $2.09M
|
243K
$12.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
45.2K+ 11.46% |
$1.92M - $2.07M
|
440K
$22.3M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
44.7K+ 223.7% |
$1.9M - $2.05M
|
64.7K
$3.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
44.5K+ 2.12% |
$1.89M - $2.04M
|
2.14M
$109M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.4K+ 11.06% |
$1.89M - $2.04M
|
446K
$22.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43.2K+ 1.12% |
$1.84M - $1.98M
|
3.89M
$197M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
42.4KNew |
$1.8M - $1.94M
|
42.4K
$2.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41.8K+ 270.19% |
$1.78M - $1.92M
|
57.3K
$2.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
BUY
|
- |
41.1K+ 6.63% |
$1.74M - $1.88M
|
661K
$33.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
39.9K+ 18.8% |
$1.69M - $1.83M
|
252K
$12.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
38.8K+ 22.59% |
$1.65M - $1.78M
|
211K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
38.1KNew |
$1.62M - $1.75M
|
38.1K
$1.94M
|
|
|
Nov 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
37.1K+ 701.61% |
$1.58M - $1.7M
|
42.4K
$2.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
35.8KNew |
$1.52M - $1.64M
|
35.8K
$1.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35.6K+ 9.76% |
$1.51M - $1.63M
|
400K
$20.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
34.8K+ 29.92% |
$1.48M - $1.6M
|
151K
$7.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
33.9K+ 12.47% |
$1.44M - $1.56M
|
306K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
33.9KNew |
$1.44M - $1.56M
|
33.9K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.5KNew |
$1.42M - $1.54M
|
33.5K
$1.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
32.2K+ 10.28% |
$1.37M - $1.48M
|
345K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
32.2K+ 21.43% |
$1.37M - $1.48M
|
182K
$9.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
31.8K+ 39.2% |
$1.35M - $1.46M
|
113K
$5.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
31.5K+ 95.01% |
$1.34M - $1.45M
|
64.7K
$3.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
30.9K+ 8.35% |
$1.31M - $1.42M
|
401K
$20.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
29.6KNew |
$1.26M - $1.36M
|
29.6K
$1.5M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
28.7K+ 528.09% |
$1.22M - $1.32M
|
34.1K
$1.73M
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
28.1K+ 52.73% |
$1.19M - $1.29M
|
81.3K
$4.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
28.1K+ 52.73% |
$1.19M - $1.29M
|
81.3K
$4.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
27.5KNew |
$1.17M - $1.26M
|
27.5K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27.4KNew |
$1.16M - $1.26M
|
27.4K
$1.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
27.1K+ 41.02% |
$1.15M - $1.24M
|
93.2K
$4.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
26.8KNew |
$1.14M - $1.23M
|
26.8K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
26.5K+ 1.94% |
$1.12M - $1.22M
|
1.39M
$70.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.3K+ 75.59% |
$1.12M - $1.21M
|
61.1K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
26.2KNew |
$1.11M - $1.2M
|
26.2K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
26.1K+ 8.8% |
$1.11M - $1.2M
|
323K
$16.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26K+ 69.59% |
$1.1M - $1.19M
|
63.3K
$3.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
25.9K+ 12.07% |
$1.1M - $1.19M
|
240K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
25.8KNew |
$1.09M - $1.18M
|
25.8K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25.3K+ 32.89% |
$1.08M - $1.16M
|
102K
$5.2M
|