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 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
56.4KNew |
$1.98M - $2.12M
|
56.4K
$2.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
56.3K+ 46.61% |
$1.97M - $2.11M
|
177K
$8.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.9K+ 47.75% |
$1.96M - $2.1M
|
173K
$8.78M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
55.4K+ 15.7% |
$1.94M - $2.08M
|
408K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
55.2K+ 15.69% |
$1.93M - $2.07M
|
407K
$20.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
52.7KNew |
$1.84M - $1.97M
|
52.7K
$2.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
52K+ 6.3% |
$1.82M - $1.95M
|
876K
$44.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
50KNew |
$1.75M - $1.88M
|
50K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
47.9K+ 4.47% |
$1.68M - $1.79M
|
1.12M
$56.9M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
47.5K+ 13.5% |
$1.66M - $1.78M
|
399K
$20.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.4K+ 4.88% |
$1.62M - $1.74M
|
998K
$50.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
40K+ 530.05% |
$1.4M - $1.5M
|
47.6K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.6KNew |
$1.35M - $1.45M
|
38.6K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.4K+ 5.49% |
$1.31M - $1.4M
|
719K
$36.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
34.7KNew |
$1.21M - $1.3M
|
34.7K
$1.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Pariax, LLC
|
BUY
|
- |
34.2K+ 25.68% |
$1.2M - $1.28M
|
167K
$8.5M
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
32.4K+ 358.83% |
$1.14M - $1.22M
|
41.5K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.1KNew |
$1.12M - $1.2M
|
32.1K
$1.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
31.5KNew |
$1.1M - $1.18M
|
31.5K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
31.4KNew |
$1.1M - $1.18M
|
31.4K
$1.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
31.1K+ 426.15% |
$1.09M - $1.17M
|
38.4K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
29.4K+ 25.65% |
$1.03M - $1.1M
|
144K
$7.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
28.6K+ 29.16% |
$1M - $1.07M
|
127K
$6.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
27.6K+ 23.42% |
$965K - $1.03M
|
145K
$7.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
27.6KNew |
$964K - $1.03M
|
27.6K
$1.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
27.2K+ 180.6% |
$953K - $1.02M
|
42.3K
$2.15M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
26.5K+ 100.44% |
$926K - $992K
|
52.8K
$2.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
26.5K+ 100.44% |
$926K - $992K
|
52.8K
$2.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
26.4K+ 62.77% |
$925K - $990K
|
68.5K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
26.1K+ 9.52% |
$915K - $980K
|
301K
$15.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24.8K+ 132.05% |
$867K - $929K
|
43.6K
$2.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
24.7K+ 25.03% |
$863K - $924K
|
123K
$6.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
23.5K+ 7.86% |
$823K - $881K
|
323K
$16.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
23.1K+ 33.21% |
$807K - $864K
|
92.5K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
22.1K+ 15.64% |
$772K - $827K
|
163K
$8.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21.8K+ 48.23% |
$763K - $817K
|
67K
$3.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
21.1KNew |
$739K - $791K
|
21.1K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
20.3K+ 13.99% |
$709K - $760K
|
165K
$8.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
19.5K+ 15.5% |
$682K - $731K
|
145K
$7.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
19K+ 0.9% |
$666K - $713K
|
2.13M
$108M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19K+ 79.83% |
$665K - $712K
|
42.8K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
17.8K+ 37.42% |
$625K - $669K
|
65.5K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17.8K+ 0.53% |
$622K - $666K
|
3.36M
$171M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.2KNew |
$602K - $645K
|
17.2K
$874K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16.9K+ 52.28% |
$592K - $634K
|
49.3K
$2.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
15.7KNew |
$550K - $590K
|
15.7K
$799K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.7K+ 97.67% |
$548K - $587K
|
31.7K
$1.61M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
15.2KNew |
$531K - $569K
|
15.2K
$771K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
14.7K+ 3.14% |
$514K - $550K
|
483K
$24.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
14.1K+ 38.54% |
$492K - $527K
|
50.6K
$2.57M
|