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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.71K+ 1.23% |
$412K - $445K
|
798K
$40.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.61K+ 19.05% |
$408K - $441K
|
60.1K
$3.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
9.29K+ 5.12% |
$395K - $426K
|
191K
$9.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.17K+ 49.22% |
$389K - $421K
|
27.8K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.11K+ 1.69% |
$387K - $418K
|
547K
$27.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.03K+ 93.82% |
$383K - $414K
|
18.6K
$947K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.91K+ 26.32% |
$378K - $409K
|
42.8K
$2.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.9K+ 20.52% |
$378K - $408K
|
52.3K
$2.65M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
8.75K+ 29.55% |
$371K - $401K
|
38.3K
$1.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.7K+ 52.51% |
$370K - $399K
|
25.3K
$1.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
8.7K+ 8.89% |
$369K - $399K
|
107K
$5.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.68K+ 0.2% |
$369K - $398K
|
4.27M
$217M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.66K+ 1.78% |
$368K - $397K
|
496K
$25.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.56K+ 8.17% |
$363K - $393K
|
113K
$5.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.39K+ 3.63% |
$356K - $385K
|
239K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.23K+ 17.66% |
$349K - $377K
|
54.8K
$2.78M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.99KNew |
$339K - $367K
|
7.99K
$406K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.99K+ 2.41% |
$339K - $367K
|
340K
$17.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.84K+ 132.4% |
$333K - $360K
|
13.8K
$699K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.75K+ 1.35% |
$329K - $355K
|
580K
$29.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.66KNew |
$325K - $352K
|
7.66K
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.62K+ 100.89% |
$324K - $350K
|
15.2K
$771K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7.29KNew |
$309K - $334K
|
7.29K
$370K
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
7.21K+ 28.26% |
$306K - $331K
|
32.7K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.11KNew |
$302K - $326K
|
7.11K
$361K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
6.98K+ 53.96% |
$296K - $320K
|
19.9K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.82K+ 3.67% |
$289K - $313K
|
192K
$9.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.79K+ 6.2% |
$288K - $311K
|
116K
$5.9M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.74K+ 2.16% |
$286K - $309K
|
319K
$16.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.69K+ 6.68% |
$284K - $307K
|
107K
$5.43M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
6.65K+ 0.95% |
$283K - $305K
|
704K
$35.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
6.54KNew |
$278K - $300K
|
6.54K
$332K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.49KNew |
$275K - $298K
|
6.49K
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
6.47KNew |
$275K - $297K
|
6.47K
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.46KNew |
$274K - $296K
|
6.46K
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
6.29K+ 67.82% |
$267K - $289K
|
15.6K
$790K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.22K+ 14.93% |
$264K - $285K
|
47.9K
$2.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.19K+ 25.04% |
$263K - $284K
|
30.9K
$1.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6.18K+ 8.1% |
$262K - $283K
|
82.4K
$4.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
6.14K+ 2.1% |
$261K - $282K
|
298K
$15.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
6.12K+ 8.44% |
$260K - $281K
|
78.6K
$3.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.07K+ 49.83% |
$258K - $278K
|
18.2K
$926K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.06KNew |
$257K - $278K
|
6.06K
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.93K+ 1.32% |
$252K - $272K
|
454K
$23.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.83K+ 60.57% |
$247K - $267K
|
15.5K
$785K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
5.8KNew |
$246K - $266K
|
5.8K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.78K+ 18.21% |
$246K - $265K
|
37.5K
$1.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.7K+ 7.36% |
$242K - $262K
|
83.2K
$4.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.61K+ 22.71% |
$238K - $257K
|
30.3K
$1.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.6KNew |
$238K - $257K
|
5.6K
$285K
|