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 |
|---|---|---|---|---|---|---|---|
|
Dec 09, 2024
Q2 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.78K+ 6.52% |
$75.5K - $81.5K
|
29K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.76K+ 29.7% |
$74.5K - $80.5K
|
7.67K
$389K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.72KNew |
$73.2K - $79.1K
|
1.72K
$87.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.72K+ 8.64% |
$72.8K - $78.7K
|
21.6K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.7K+ 9.38% |
$72K - $77.8K
|
19.8K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.69K+ 12.91% |
$71.6K - $77.4K
|
14.7K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.63K+ 7.17% |
$69.2K - $74.8K
|
24.4K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.62K+ 7.94% |
$68.6K - $74.1K
|
22K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.61K+ 2.81% |
$68.4K - $73.9K
|
59K
$3M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.58K+ 6.42% |
$67.3K - $72.7K
|
26.3K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Crcm LP
San Francisco, CA |
BUY
|
- |
1.58K+ 0.19% |
$67.1K - $72.5K
|
815K
$41.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.53K+ 15.24% |
$64.8K - $70K
|
11.5K
$586K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.51K+ 0.45% |
$64.1K - $69.3K
|
336K
$17.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.49K+ 0.59% |
$63.1K - $68.1K
|
252K
$12.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.47K+ 3.52% |
$62.5K - $67.5K
|
43.2K
$2.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.47K+ 0.78% |
$62.2K - $67.3K
|
189K
$9.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.44K+ 3.59% |
$61.1K - $66K
|
41.5K
$2.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.41K+ 7.21% |
$59.9K - $64.7K
|
21K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.4K+ 4.92% |
$59.3K - $64.1K
|
29.8K
$1.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.39K+ 11.12% |
$58.9K - $63.7K
|
13.9K
$704K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.37K+ 7.51% |
$58K - $62.7K
|
19.6K
$993K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.31K+ 14.02% |
$55.6K - $60.1K
|
10.6K
$541K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.31K+ 4.24% |
$55.5K - $60K
|
32.1K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.22K+ 11.65% |
$51.9K - $56.1K
|
11.7K
$595K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.22K+ 4.22% |
$51.6K - $55.8K
|
30K
$1.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.22K+ 5.32% |
$51.6K - $55.8K
|
24.1K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 9.24% |
$50.5K - $54.6K
|
14.1K
$714K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.15K+ 7.53% |
$48.9K - $52.8K
|
16.4K
$835K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 15.56% |
$46.7K - $50.5K
|
8.17K
$415K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.09K+ 105.83% |
$46.3K - $50K
|
2.12K
$108K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
1.09K+ 0.43% |
$46.3K - $50K
|
253K
$12.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.05K+ 0.84% |
$44.6K - $48.2K
|
126K
$6.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.02K+ 89.68% |
$43.2K - $46.7K
|
2.15K
$109K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
969New |
$41.1K - $44.5K
|
969
$49.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
964+ 6.54% |
$40.9K - $44.2K
|
15.7K
$797K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
948+ 1.07% |
$40.3K - $43.5K
|
89.8K
$4.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
941+ 13.63% |
$40K - $43.2K
|
7.84K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
909+ 15.05% |
$38.6K - $41.7K
|
6.95K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
907+ 14.56% |
$38.5K - $41.6K
|
7.14K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
888+ 3.07% |
$37.7K - $40.8K
|
29.9K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
864+ 8.23% |
$36.7K - $39.6K
|
11.4K
$577K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
850+ 16.55% |
$36.1K - $39K
|
5.99K
$304K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
829+ 2.68% |
$35.2K - $38K
|
31.8K
$1.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
822+ 6.77% |
$34.9K - $37.7K
|
13K
$658K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
819+ 0.52% |
$34.8K - $37.6K
|
159K
$8.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
798+ 6.64% |
$33.9K - $36.6K
|
12.8K
$651K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
796New |
$33.8K - $36.5K
|
796
$40.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
789+ 0.69% |
$33.5K - $36.2K
|
115K
$5.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
782New |
$33.2K - $35.9K
|
782
$39.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
780+ 9.55% |
$33.1K - $35.8K
|
8.95K
$454K
|