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 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.57K- 0.45% |
$54.9K - $58.8K
|
350K
$17.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.58K- 18.38% |
$55.3K - $59.3K
|
7.02K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.58K- 46.82% |
$55.4K - $59.3K
|
1.8K
$91.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 11.77% |
$56K - $60K
|
12K
$609K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.61K- 36.61% |
$56.2K - $60.2K
|
2.78K
$141K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.61K- 9.79% |
$56.4K - $60.5K
|
14.9K
$755K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.65K- 10.82% |
$57.6K - $61.7K
|
13.6K
$689K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.66K- 3.81% |
$58.1K - $62.2K
|
41.9K
$2.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.66K- 8.39% |
$58.1K - $62.2K
|
18.1K
$920K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.69K- 6.4% |
$59K - $63.2K
|
24.7K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.73K- 9.81% |
$60.4K - $64.7K
|
15.9K
$806K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.74K- 12.89% |
$61K - $65.3K
|
11.8K
$598K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.79K- 10.66% |
$62.8K - $67.2K
|
15K
$764K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.83K- 13.86% |
$63.9K - $68.5K
|
11.4K
$576K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.83K- 1.23% |
$64K - $68.5K
|
147K
$7.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.86K- 20.82% |
$65.2K - $69.9K
|
7.09K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.88K- 1.14% |
$65.6K - $70.3K
|
163K
$8.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.93K- 8.68% |
$67.5K - $72.3K
|
20.3K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.95K- 2.15% |
$68.3K - $73.2K
|
88.9K
$4.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2K- 4.14% |
$69.8K - $74.8K
|
46.3K
$2.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-2K- 19.72% |
$70K - $75K
|
8.14K
$413K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.07K- 0.8% |
$72.3K - $77.5K
|
257K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.16K- 2.12% |
$75.6K - $81K
|
99.9K
$5.07M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.18K- 16.52% |
$76.2K - $81.7K
|
11K
$559K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.24K- 13.23% |
$78.5K - $84.1K
|
14.7K
$747K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.25K- 7.71% |
$78.6K - $84.2K
|
26.9K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.28K- 29.55% |
$79.6K - $85.3K
|
5.43K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.36K- 48.54% |
$82.5K - $88.4K
|
2.5K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.38K- 0.7% |
$83.3K - $89.2K
|
339K
$17.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.43K- 25.8% |
$84.9K - $90.9K
|
6.98K
$354K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.44K- 4.2% |
$85.2K - $91.3K
|
55.6K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
SELL
|
- |
-2.45K- 3.99% |
$85.6K - $91.7K
|
58.8K
$2.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-2.46K- 61.66% |
$85.9K - $92.1K
|
1.53K
$77.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.49K- 16.45% |
$87.2K - $93.4K
|
12.7K
$643K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.5K- 2.69% |
$87.5K - $93.7K
|
90.5K
$4.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2.54K- 5.16% |
$88.9K - $95.2K
|
46.7K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.54K- 15.23% |
$88.9K - $95.3K
|
14.1K
$718K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.54K- 6.27% |
$89K - $95.3K
|
38K
$1.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.56K- 7.32% |
$89.5K - $95.9K
|
32.4K
$1.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.63K- 22.16% |
$92K - $98.6K
|
9.24K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-2.65K- 13.22% |
$92.7K - $99.3K
|
17.4K
$883K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-2.68K- 3.61% |
$93.7K - $100K
|
71.6K
$3.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.79K- 10.06% |
$97.7K - $105K
|
24.9K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.84K- 1.93% |
$99.5K - $107K
|
145K
$7.34M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.85K- 17.33% |
$99.5K - $107K
|
13.6K
$689K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.87K- 6.53% |
$100K - $108K
|
41.1K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.89K- 11.24% |
$101K - $108K
|
22.8K
$1.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 2.59% |
$101K - $109K
|
109K
$5.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.96K- 25.53% |
$103K - $111K
|
8.62K
$438K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.96K- 6.54% |
$104K - $111K
|
42.3K
$2.15M
|