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 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-900- 2.44% |
$31.5K - $33.7K
|
36K
$1.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-907- 1.85% |
$31.7K - $34K
|
48.1K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-910- 9.22% |
$31.8K - $34.1K
|
8.96K
$455K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-916- 0.32% |
$32.1K - $34.3K
|
282K
$14.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-958- 13.04% |
$33.5K - $35.9K
|
6.39K
$324K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-988- 13.15% |
$34.6K - $37K
|
6.53K
$331K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-990- 2.62% |
$34.6K - $37.1K
|
36.8K
$1.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-996- 4.61% |
$34.9K - $37.3K
|
20.6K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1K- 0.92% |
$35.1K - $37.6K
|
108K
$5.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.01K- 4.44% |
$35.3K - $37.8K
|
21.7K
$1.1M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-1.02K- 24.97% |
$35.5K - $38K
|
3.05K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.02K- 1.03% |
$35.6K - $38.2K
|
98.1K
$4.98M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.02K- 21.82% |
$35.8K - $38.3K
|
3.67K
$186K
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.04K- 3.71% |
$36.4K - $39K
|
27K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.06K- 7.21% |
$36.9K - $39.5K
|
13.6K
$689K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.07K- 1.8% |
$37.4K - $40.1K
|
58.3K
$2.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.1K- 5.81% |
$38.3K - $41.1K
|
17.8K
$903K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.11K- 0.38% |
$38.8K - $41.5K
|
293K
$14.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1.12K- 0.23% |
$39.1K - $41.9K
|
476K
$24.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.13K- 2.22% |
$39.5K - $42.3K
|
49.7K
$2.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.13K- 9.07% |
$39.5K - $42.3K
|
11.3K
$575K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.16K- 6.74% |
$40.4K - $43.3K
|
16K
$812K
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
SELL
|
- |
-1.16K- 0.74% |
$40.5K - $43.4K
|
155K
$7.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.16K- 3.48% |
$40.6K - $43.5K
|
32.2K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1.16K- 95.87% |
$40.7K - $43.6K
|
50
$2.54K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.16K- 2.85% |
$40.7K - $43.6K
|
39.6K
$2.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.19K- 8.19% |
$41.8K - $44.8K
|
13.4K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.2K- 3.38% |
$41.8K - $44.8K
|
34.2K
$1.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.2K- 0.36% |
$42K - $44.9K
|
331K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.24K- 3.77% |
$43.2K - $46.3K
|
31.6K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.24K- 2.88% |
$43.2K - $46.3K
|
41.7K
$2.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.25K- 17.46% |
$43.7K - $46.8K
|
5.9K
$300K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.25K- 1.65% |
$43.7K - $46.8K
|
74.5K
$3.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.27K- 0.57% |
$44.4K - $47.5K
|
222K
$11.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.29K- 4.42% |
$45K - $48.2K
|
27.8K
$1.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.3K- 3.14% |
$45.3K - $48.6K
|
40K
$2.03M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-1.3K- 3.69% |
$45.5K - $48.7K
|
33.9K
$1.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.37K- 10.24% |
$47.8K - $51.2K
|
12K
$608K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.37K- 1.91% |
$47.9K - $51.3K
|
70.2K
$3.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.38K- 12.23% |
$48.3K - $51.8K
|
9.91K
$503K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.4K- 12.37% |
$48.8K - $52.3K
|
9.88K
$502K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.44K- 5.23% |
$50.2K - $53.8K
|
26K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.47K- 16.0% |
$51.3K - $55K
|
7.7K
$391K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.47K- 0.98% |
$51.4K - $55K
|
149K
$7.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.49K- 4.02% |
$52.1K - $55.8K
|
35.6K
$1.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.5K- 4.09% |
$52.5K - $56.2K
|
35.2K
$1.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.5K- 0.61% |
$52.5K - $56.3K
|
244K
$12.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.5K- 28.94% |
$52.6K - $56.3K
|
3.69K
$187K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.53K- 5.12% |
$53.4K - $57.2K
|
28.3K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.55K- 11.88% |
$54.2K - $58K
|
11.5K
$583K
|