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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-308- 36.75% |
$10.8K - $11.5K
|
530
$26.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-318- 0.99% |
$11.1K - $11.9K
|
31.9K
$1.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-331- 2.51% |
$11.6K - $12.4K
|
12.8K
$652K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-334- 3.72% |
$11.7K - $12.5K
|
8.64K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-362- 1.06% |
$12.7K - $13.6K
|
33.8K
$1.72M
|
|
|
Nov 09, 2023
Q3 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-375- 3.51% |
$13.1K - $14.1K
|
10.3K
$523K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-386- 25.63% |
$13.5K - $14.5K
|
1.12K
$56.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-409- 1.45% |
$14.3K - $15.3K
|
27.8K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-450- 2.17% |
$15.7K - $16.9K
|
20.3K
$1.03M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-459- 4.34% |
$16.1K - $17.2K
|
10.1K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-465- 3.45% |
$16.3K - $17.4K
|
13K
$660K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-475- 7.02% |
$16.6K - $17.8K
|
6.29K
$320K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-483- 0.93% |
$16.9K - $18.1K
|
51.6K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-499- 0.43% |
$17.5K - $18.7K
|
115K
$5.82M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-500- 2.02% |
$17.5K - $18.7K
|
24.3K
$1.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-500- 25.47% |
$17.5K - $18.7K
|
1.46K
$74.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-504- 1.48% |
$17.6K - $18.9K
|
33.4K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-505- 2.67% |
$17.7K - $18.9K
|
18.4K
$934K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-506- 0.96% |
$17.7K - $19K
|
52.2K
$2.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-508- 93.9% |
$17.8K - $19K
|
33
$1.68K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-527- 1.99% |
$18.4K - $19.8K
|
25.9K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-540- 6.4% |
$18.9K - $20.2K
|
7.89K
$401K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-543- 6.79% |
$19K - $20.4K
|
7.45K
$378K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-550- 0.89% |
$19.2K - $20.6K
|
61.4K
$3.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-556- 15.67% |
$19.5K - $20.8K
|
2.99K
$152K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-557- 0.32% |
$19.5K - $20.9K
|
172K
$8.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-570- 6.47% |
$19.9K - $21.4K
|
8.23K
$418K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-579- 0.52% |
$20.3K - $21.7K
|
110K
$5.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 37.5% |
$21K - $22.5K
|
1K
$50.8K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 37.5% |
$21K - $22.5K
|
1K
$50.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-600- 3.52% |
$21K - $22.5K
|
16.4K
$834K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-606- 44.07% |
$21.2K - $22.7K
|
769
$39K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-606- 2.47% |
$21.2K - $22.7K
|
23.9K
$1.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-637- 1.03% |
$22.3K - $23.9K
|
61.4K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-705- 6.27% |
$24.7K - $26.4K
|
10.5K
$535K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-713- 10.82% |
$24.9K - $26.7K
|
5.88K
$298K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-721- 8.33% |
$25.2K - $27K
|
7.94K
$403K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-725- 2.72% |
$25.4K - $27.2K
|
25.9K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-750- 31.38% |
$26.2K - $28.1K
|
1.64K
$83.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-760- 3.58% |
$26.6K - $28.5K
|
20.5K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-780- 3.44% |
$27.3K - $29.2K
|
21.9K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-800- 7.3% |
$28K - $30K
|
10.2K
$516K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-820- 0.29% |
$28.7K - $30.7K
|
284K
$14.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-824- 3.42% |
$28.8K - $30.9K
|
23.3K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-825- 2.33% |
$28.9K - $30.9K
|
34.6K
$1.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-831- 0.83% |
$29.1K - $31.1K
|
99.1K
$5.03M
|
|
|
Dec 11, 2023
Q3 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-860- 3.12% |
$30.1K - $32.2K
|
26.7K
$1.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-863- 3.3% |
$30.2K - $32.3K
|
25.3K
$1.28M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-872- 3.13% |
$30.5K - $32.7K
|
27K
$1.37M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-889- 74.77% |
$31.1K - $33.3K
|
300
$15.2K
|