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 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.07KNew |
$72.4K - $77.6K
|
2.07K
$105K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.03K+ 1.82% |
$71.2K - $76.2K
|
113K
$5.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.03K+ 17.33% |
$70.9K - $75.9K
|
13.7K
$697K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.99K+ 3609.09% |
$69.5K - $74.4K
|
2.04K
$104K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.98K+ 25.45% |
$69.2K - $74.1K
|
9.75K
$495K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.92K+ 3.45% |
$67.1K - $71.9K
|
57.5K
$2.92M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.92K+ 1331.25% |
$67.1K - $71.8K
|
2.06K
$105K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.9K+ 9.29% |
$66.4K - $71.1K
|
22.3K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
1.89K+ 0.64% |
$66K - $70.6K
|
295K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.88K+ 0.38% |
$65.7K - $70.4K
|
493K
$25M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.87K+ 3.74% |
$65.3K - $69.9K
|
51.8K
$2.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.85K+ 4.99% |
$64.9K - $69.5K
|
39K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.85K+ 4.61% |
$64.7K - $69.3K
|
41.9K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.85K+ 2.43% |
$64.7K - $69.3K
|
77.8K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.77K+ 0.36% |
$62K - $66.4K
|
493K
$25M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.77KNew |
$61.9K - $66.3K
|
1.77K
$89.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.77KNew |
$61.8K - $66.2K
|
1.77K
$89.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.75K+ 1.02% |
$61.2K - $65.6K
|
174K
$8.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 1.39% |
$61.2K - $65.6K
|
127K
$6.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.74K+ 4.15% |
$61K - $65.4K
|
43.8K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.69K+ 1.28% |
$59.2K - $63.4K
|
133K
$6.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.64K+ 15.17% |
$57.3K - $61.4K
|
12.4K
$631K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
1.63K+ 2291.55% |
$56.9K - $61K
|
1.7K
$86.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
1.61KNew |
$56.3K - $60.3K
|
1.61K
$81.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.6K+ 8.3% |
$55.8K - $59.8K
|
20.8K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.59K+ 37.07% |
$55.7K - $59.7K
|
5.89K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 38.0% |
$53.5K - $57.3K
|
5.55K
$282K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 18.05% |
$52K - $55.7K
|
9.71K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.48K+ 2.37% |
$51.9K - $55.5K
|
64K
$3.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.44K+ 0.75% |
$50.4K - $54K
|
194K
$9.85M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
1.43KNew |
$50K - $53.6K
|
1.43K
$72.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.43K+ 1.63% |
$49.9K - $53.5K
|
88.8K
$4.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 2.08% |
$49.8K - $53.4K
|
70K
$3.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1.42K+ 6.25% |
$49.6K - $53.1K
|
24.1K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.41K+ 3.41% |
$49.3K - $52.8K
|
42.8K
$2.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1.4K+ 1.61% |
$49K - $52.5K
|
88.2K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.4K+ 13.62% |
$48.8K - $52.3K
|
11.6K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.4K+ 0.75% |
$48.8K - $52.3K
|
188K
$9.54M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.38K+ 19.72% |
$48.4K - $51.8K
|
8.4K
$426K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.35K+ 1.42% |
$47.2K - $50.6K
|
96.7K
$4.91M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.33K+ 92.62% |
$46.6K - $49.9K
|
2.77K
$141K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 4.91% |
$45.1K - $48.3K
|
27.6K
$1.4M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.27K+ 3.71% |
$44.5K - $47.7K
|
35.6K
$1.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.25K+ 0.36% |
$43.8K - $47K
|
346K
$17.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.18K+ 20.9% |
$41.3K - $44.2K
|
6.83K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 9.17% |
$40.2K - $43.1K
|
13.7K
$695K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 5.6% |
$39.9K - $42.7K
|
21.5K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.09K+ 5.35% |
$38.2K - $40.9K
|
21.5K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.07KNew |
$37.5K - $40.2K
|
1.07K
$54.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.06K+ 1.33% |
$37.2K - $39.9K
|
81.1K
$4.12M
|