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 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.5KNew |
$233K - $252K
|
5.5K
$279K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5.33K+ 10.38% |
$226K - $244K
|
56.6K
$2.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.3K+ 1.1% |
$225K - $243K
|
489K
$24.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.24K+ 165.82% |
$222K - $240K
|
8.4K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.24K+ 0.52% |
$222K - $240K
|
1.02M
$51.6M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
5.16KNew |
$219K - $237K
|
5.16K
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.12KNew |
$217K - $235K
|
5.12K
$260K
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.12KNew |
$217K - $235K
|
5.12K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.09KNew |
$216K - $234K
|
5.09K
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.05KNew |
$214K - $232K
|
5.05K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.99KNew |
$212K - $229K
|
4.99K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.9KNew |
$208K - $225K
|
4.9K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.86K+ 29.82% |
$206K - $223K
|
21.2K
$1.07M
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
4.8K+ 4.25% |
$204K - $220K
|
118K
$5.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.75K+ 17.05% |
$202K - $218K
|
32.6K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.74KNew |
$201K - $217K
|
4.74K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.73KNew |
$201K - $217K
|
4.73K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.72K+ 2.11% |
$200K - $216K
|
228K
$11.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
4.67KNew |
$198K - $214K
|
4.67K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.67K+ 8.34% |
$198K - $214K
|
60.6K
$3.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.67KNew |
$198K - $214K
|
4.67K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
4.66KNew |
$198K - $214K
|
4.66K
$237K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.65KNew |
$197K - $213K
|
4.65K
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
4.65KNew |
$197K - $213K
|
4.65K
$236K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.63K+ 2.41% |
$197K - $213K
|
197K
$9.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.62KNew |
$196K - $212K
|
4.62K
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.62KNew |
$196K - $212K
|
4.62K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
4.6KNew |
$195K - $211K
|
4.6K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.57KNew |
$194K - $210K
|
4.57K
$232K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.46K+ 17.65% |
$190K - $205K
|
29.8K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.41K+ 6.59% |
$187K - $202K
|
71.2K
$3.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.4K+ 33.53% |
$187K - $202K
|
17.5K
$889K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.34K+ 3.5% |
$184K - $199K
|
128K
$6.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.29K+ 1.79% |
$182K - $197K
|
244K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.19K+ 2.09% |
$178K - $192K
|
205K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.13K+ 5.43% |
$176K - $190K
|
80.3K
$4.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.12KNew |
$175K - $189K
|
4.12K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.08K+ 0.44% |
$173K - $187K
|
926K
$47M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
4.05K+ 1.22% |
$172K - $186K
|
335K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.04K+ 5.77% |
$171K - $185K
|
74K
$3.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.98KNew |
$169K - $183K
|
3.98K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.87K+ 49.32% |
$164K - $178K
|
11.7K
$595K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.77K+ 31.36% |
$160K - $173K
|
15.8K
$802K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.72K+ 37.6% |
$158K - $171K
|
13.6K
$691K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.66K+ 5.73% |
$156K - $168K
|
67.6K
$3.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.64K+ 1.51% |
$155K - $167K
|
245K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.54K+ 3.81% |
$150K - $162K
|
96.3K
$4.89M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.44K+ 63.83% |
$146K - $158K
|
8.83K
$448K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.41K+ 55.89% |
$145K - $157K
|
9.52K
$483K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
3.41K+ 0.28% |
$145K - $156K
|
1.21M
$61.4M
|