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 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-51.3K- 24.22% |
$1.8M - $1.92M
|
161K
$8.15M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-62.1K- 73.88% |
$2.17M - $2.33M
|
21.9K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-64.7K- 17.13% |
$2.26M - $2.43M
|
313K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-65K- 90.16% |
$2.27M - $2.43M
|
7.09K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-74.7K- 27.77% |
$2.62M - $2.8M
|
194K
$9.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-78.6K- 23.61% |
$2.75M - $2.95M
|
254K
$12.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-79.5K- 8.91% |
$2.78M - $2.98M
|
813K
$41.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-86.2K- 41.66% |
$3.02M - $3.23M
|
121K
$6.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-88.1K- 34.04% |
$3.08M - $3.3M
|
171K
$8.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-92.2K- 31.01% |
$3.23M - $3.46M
|
205K
$10.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-99.2K- 21.72% |
$3.47M - $3.72M
|
357K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-102K- 1.45% |
$3.56M - $3.81M
|
6.92M
$351M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-107K- 51.56% |
$3.75M - $4.01M
|
101K
$5.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-110K- 93.7% |
$3.86M - $4.14M
|
7.42K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-113K- 90.41% |
$3.95M - $4.23M
|
12K
$607K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-116K- 5.33% |
$4.05M - $4.34M
|
2.06M
$105M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-129K- 32.8% |
$4.52M - $4.84M
|
265K
$13.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-130K- 11.24% |
$4.54M - $4.86M
|
1.02M
$52M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-132K- 39.13% |
$4.62M - $4.95M
|
205K
$10.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-135K- 25.99% |
$4.72M - $5.06M
|
384K
$19.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-137K- 26.84% |
$4.8M - $5.14M
|
374K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-146K- 14.61% |
$5.12M - $5.48M
|
855K
$43.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-163K- 4.96% |
$5.69M - $6.1M
|
3.12M
$158M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166K- 15.26% |
$5.8M - $6.22M
|
921K
$46.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-170K- 18.04% |
$5.97M - $6.39M
|
775K
$39.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-171K- 15.46% |
$5.97M - $6.39M
|
932K
$47.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-175K- 51.44% |
$6.11M - $6.54M
|
165K
$8.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-179K- 61.63% |
$6.27M - $6.72M
|
112K
$5.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-188K- 97.57% |
$6.58M - $7.05M
|
4.68K
$237K
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-195K- 82.69% |
$6.82M - $7.3M
|
40.8K
$2.07M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-198K- 41.59% |
$6.93M - $7.42M
|
278K
$14.1M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-200K- 57.14% |
$7M - $7.5M
|
150K
$7.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-200K- 57.14% |
$7M - $7.5M
|
150K
$7.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-203K- 47.33% |
$7.1M - $7.61M
|
226K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-204K- 1.93% |
$7.12M - $7.63M
|
10.4M
$526M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-204K- 56.07% |
$7.15M - $7.66M
|
160K
$8.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Sagil Capital LLP
London, X0 |
SELL
|
- |
-205K- 49.4% |
$7.17M - $7.68M
|
210K
$10.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-205K- 16.04% |
$7.18M - $7.69M
|
1.07M
$54.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-227K- 29.9% |
$7.93M - $8.5M
|
531K
$27M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-256K- 99.77% |
$8.95M - $9.58M
|
601
$30.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-260K- 47.34% |
$9.1M - $9.75M
|
289K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-266K- 21.0% |
$9.32M - $9.99M
|
1M
$50.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-341K- 49.46% |
$11.9M - $12.8M
|
349K
$17.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-348K- 55.57% |
$12.2M - $13M
|
278K
$14.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-361K- 17.99% |
$12.6M - $13.5M
|
1.64M
$83.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-370K- 10.62% |
$13M - $13.9M
|
3.12M
$158M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-418K- 91.08% |
$14.6M - $15.7M
|
40.9K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-518K- 5.69% |
$18.1M - $19.4M
|
8.59M
$436M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-701K- 9.78% |
$24.5M - $26.3M
|
6.46M
$328M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-740K- 6.23% |
$25.9M - $27.7M
|
11.1M
$565M
|