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 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.1K- 65.28% |
$528K - $566K
|
8.03K
$408K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-15.8K- 16.54% |
$553K - $592K
|
79.8K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.9K- 12.39% |
$557K - $597K
|
113K
$5.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-16.3K- 2.33% |
$572K - $613K
|
684K
$34.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.5K- 70.58% |
$578K - $620K
|
6.89K
$350K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-16.6K- 6.15% |
$580K - $622K
|
253K
$12.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-17.2K- 50.27% |
$603K - $646K
|
17K
$866K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-18.1K- 24.84% |
$634K - $679K
|
54.8K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-19.1K- 21.68% |
$667K - $715K
|
68.9K
$3.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-19.5K- 1.8% |
$681K - $730K
|
1.07M
$54.1M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-19.6K- 29.13% |
$686K - $735K
|
47.7K
$2.42M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-20.3K- 43.93% |
$709K - $759K
|
25.9K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-21.6K- 36.55% |
$756K - $810K
|
37.5K
$1.91M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-22K- 53.15% |
$770K - $825K
|
19.4K
$985K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-22.4K- 1.51% |
$783K - $838K
|
1.46M
$74.1M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22.9K- 36.14% |
$803K - $860K
|
40.5K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23K- 9.46% |
$806K - $864K
|
221K
$11.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.7K- 15.85% |
$828K - $887K
|
126K
$6.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-24.4K- 42.71% |
$853K - $914K
|
32.7K
$1.66M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-24.4K- 6.81% |
$854K - $914K
|
334K
$16.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-24.9K- 1.53% |
$871K - $933K
|
1.6M
$81.3M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-25.6K- 4.51% |
$895K - $959K
|
542K
$27.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.9K- 37.8% |
$906K - $971K
|
42.6K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-26.3K- 11.68% |
$919K - $985K
|
199K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26.4K- 60.63% |
$924K - $990K
|
17.1K
$871K
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-26.7K- 32.95% |
$933K - $999K
|
54.2K
$2.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26.8K- 23.68% |
$939K - $1.01M
|
86.5K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-28.4K- 58.85% |
$995K - $1.07M
|
19.9K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-29.6K- 38.92% |
$1.04M - $1.11M
|
46.5K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-29.8K- 4.77% |
$1.04M - $1.12M
|
594K
$30.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-30K- 16.81% |
$1.05M - $1.12M
|
148K
$7.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-30K- 77.49% |
$1.05M - $1.12M
|
8.71K
$442K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-31.4K- 82.99% |
$1.1M - $1.18M
|
6.43K
$327K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-31.5K- 12.61% |
$1.1M - $1.18M
|
219K
$11.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-33.1K- 1.39% |
$1.16M - $1.24M
|
2.35M
$119M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-34.5K- 7.85% |
$1.21M - $1.29M
|
405K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-35.1K- 2.65% |
$1.23M - $1.32M
|
1.29M
$65.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-35.2K- 67.17% |
$1.23M - $1.32M
|
17.2K
$873K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-36.7K- 28.91% |
$1.29M - $1.38M
|
90.4K
$4.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-40K- 6.17% |
$1.4M - $1.5M
|
609K
$30.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40.9K- 2.48% |
$1.43M - $1.53M
|
1.61M
$81.8M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-43.8K- 34.01% |
$1.53M - $1.64M
|
85.1K
$4.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-43.8K- 34.01% |
$1.53M - $1.64M
|
85.1K
$4.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-43.9K- 56.85% |
$1.54M - $1.64M
|
33.3K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-43.9K- 1.93% |
$1.54M - $1.65M
|
2.24M
$114M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-44K- 29.26% |
$1.54M - $1.65M
|
106K
$5.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-44.2K- 28.38% |
$1.55M - $1.66M
|
112K
$5.67M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-46.9K- 10.65% |
$1.64M - $1.76M
|
393K
$20M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-47.4K- 1.59% |
$1.66M - $1.78M
|
2.94M
$149M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-51K- 39.25% |
$1.78M - $1.91M
|
78.9K
$4M
|