Purchases and Sales Made in Q3 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.82M+ 58.9% |
$134M - $143M
|
10.3M
$523M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.89M+ 40.05% |
$66.1M - $70.8M
|
6.61M
$336M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.6MNew |
$56M - $60M
|
1.6M
$81.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Wealth Navi Inc.
|
BUY
|
- |
1.59M+ 68.44% |
$55.6M - $59.5M
|
3.91M
$199M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.44MNew |
$50.5M - $54.1M
|
1.44M
$73.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
946K+ 585.47% |
$33.1M - $35.5M
|
1.11M
$56.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
840KNew |
$29.4M - $31.5M
|
840K
$42.7M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
812KNew |
$28.4M - $30.4M
|
812K
$41.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
636K+ 26.11% |
$22.3M - $23.8M
|
3.07M
$156M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
621KNew |
$21.7M - $23.3M
|
621K
$31.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
615K+ 6984.85% |
$21.5M - $23.1M
|
624K
$31.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
592KNew |
$20.7M - $22.2M
|
592K
$30M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
573K+ 13.59% |
$20.1M - $21.5M
|
4.79M
$243M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
367KNew |
$12.8M - $13.7M
|
367K
$18.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
367K+ 2.62% |
$12.8M - $13.7M
|
14.4M
$729M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
363KNew |
$12.7M - $13.6M
|
363K
$18.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
312K+ 3670.79% |
$10.9M - $11.7M
|
321K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
309K+ 16.83% |
$10.8M - $11.6M
|
2.15M
$109M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
256KNew |
$8.95M - $9.58M
|
256K
$13M
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
233K+ 58.89% |
$8.15M - $8.73M
|
629K
$31.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
223K+ 630.49% |
$7.81M - $8.36M
|
259K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
215K+ 116.8% |
$7.51M - $8.05M
|
399K
$20.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
200K+ 0.98% |
$6.98M - $7.48M
|
20.6M
$1.05B
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
188K+ 4019.41% |
$6.58M - $7.05M
|
193K
$9.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
188K+ 2981.29% |
$6.57M - $7.04M
|
194K
$9.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
177KNew |
$6.21M - $6.65M
|
177K
$9.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
160KNew |
$5.6M - $6M
|
160K
$8.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
157K+ 7.17% |
$5.51M - $5.9M
|
2.35M
$119M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
144K+ 125.94% |
$5.04M - $5.4M
|
258K
$13.1M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
136K+ 96.79% |
$4.75M - $5.09M
|
276K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
136K+ 96.79% |
$4.75M - $5.09M
|
276K
$14M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
129KNew |
$4.51M - $4.83M
|
129K
$6.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 2.94% |
$3.88M - $4.15M
|
3.88M
$197M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
104KNew |
$3.64M - $3.9M
|
104K
$5.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
98.1K+ 2.84% |
$3.43M - $3.68M
|
3.55M
$180M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
93.4K+ 31.6% |
$3.27M - $3.5M
|
389K
$19.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
93.3KNew |
$3.26M - $3.5M
|
93.3K
$4.74M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
92.6KNew |
$3.24M - $3.47M
|
92.6K
$4.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Fore Capital, LLC
|
BUY
|
- |
85KNew |
$2.97M - $3.19M
|
85K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
83.7K+ 36.24% |
$2.93M - $3.14M
|
315K
$16M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
80.2K+ 49.22% |
$2.81M - $3.01M
|
243K
$12.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
75.2K+ 57.62% |
$2.63M - $2.82M
|
206K
$10.4M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
75.2K+ 57.62% |
$2.63M - $2.82M
|
206K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
74.6K+ 4.19% |
$2.61M - $2.8M
|
1.86M
$94.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
72.5K+ 73.49% |
$2.54M - $2.72M
|
171K
$8.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
70K+ 16.22% |
$2.45M - $2.62M
|
501K
$25.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
66.9K+ 18.07% |
$2.34M - $2.51M
|
437K
$22.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
62.2KNew |
$2.18M - $2.33M
|
62.2K
$3.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
61.4K+ 23.33% |
$2.15M - $2.3M
|
324K
$16.5M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
59.1K+ 112.65% |
$2.07M - $2.22M
|
112K
$5.67M
|