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 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.57K- 36.69% |
$230K - $246K
|
11.3K
$576K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-6.61K- 35.62% |
$231K - $248K
|
11.9K
$606K
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-6.69K- 6.15% |
$234K - $251K
|
102K
$5.18M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-6.8K- 1.58% |
$238K - $255K
|
424K
$21.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
SELL
|
- |
-7.01K- 11.32% |
$245K - $263K
|
54.9K
$2.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.15K- 0.73% |
$250K - $268K
|
968K
$49.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.3K- 6.92% |
$255K - $274K
|
98.3K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7.33K- 49.1% |
$256K - $275K
|
7.6K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-7.34K- 8.4% |
$257K - $275K
|
80K
$4.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-7.59K- 9.37% |
$266K - $284K
|
73.4K
$3.73M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.83K- 27.11% |
$274K - $293K
|
21K
$1.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-7.92K- 12.67% |
$277K - $297K
|
54.6K
$2.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-8.09K- 3.74% |
$283K - $303K
|
208K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.2K- 1.19% |
$287K - $307K
|
683K
$34.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8.22K- 2.82% |
$287K - $308K
|
283K
$14.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-8.23K- 1.65% |
$288K - $308K
|
489K
$24.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-8.5K- 2.49% |
$297K - $318K
|
333K
$16.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-8.55K- 1.16% |
$299K - $320K
|
729K
$37M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.88K- 10.69% |
$311K - $333K
|
74.2K
$3.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-8.92K- 54.29% |
$312K - $334K
|
7.51K
$381K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.37K- 3.31% |
$328K - $351K
|
274K
$13.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9.38K- 25.17% |
$328K - $351K
|
27.9K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-9.52K- 50.84% |
$333K - $357K
|
9.21K
$468K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-9.57K- 48.47% |
$335K - $359K
|
10.2K
$517K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-9.85K- 36.49% |
$344K - $369K
|
17.1K
$870K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9.93K- 9.73% |
$347K - $372K
|
92.1K
$4.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
SELL
|
- |
-10.2K- 9.19% |
$355K - $381K
|
100K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-10.3K- 1.2% |
$360K - $386K
|
848K
$43M
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-10.5K- 3.64% |
$368K - $394K
|
278K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-10.7K- 24.86% |
$375K - $402K
|
32.4K
$1.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11K- 5.55% |
$385K - $413K
|
188K
$9.52M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-11.4K- 18.8% |
$398K - $426K
|
49.1K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 2.99% |
$408K - $437K
|
378K
$19.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 39.49% |
$410K - $439K
|
18K
$912K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-11.8K- 1.35% |
$412K - $442K
|
862K
$43.8M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-11.9KClosed |
$417K - $446K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12K- 12.63% |
$420K - $449K
|
83K
$4.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-12.1K- 14.2% |
$422K - $452K
|
72.9K
$3.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.1K- 11.15% |
$424K - $454K
|
96.5K
$4.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-12.2K- 37.6% |
$426K - $457K
|
20.2K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.4K- 9.51% |
$435K - $466K
|
118K
$6.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-12.7K- 11.99% |
$444K - $475K
|
93.1K
$4.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13K- 6.8% |
$453K - $485K
|
178K
$9.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-13.1K- 16.8% |
$460K - $493K
|
65.1K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.5K- 1.27% |
$474K - $507K
|
1.05M
$53.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13.6K- 8.69% |
$477K - $511K
|
143K
$7.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.7K- 1.42% |
$480K - $514K
|
953K
$48.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.4K- 1.74% |
$502K - $538K
|
811K
$41.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-14.5K- 20.5% |
$507K - $543K
|
56.2K
$2.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-15K- 14.14% |
$524K - $561K
|
90.9K
$4.62M
|