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 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 0.91% |
$36.8K - $39.4K
|
116K
$5.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.02KNew |
$35.8K - $38.3K
|
1.02K
$51.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 7.65% |
$35.3K - $37.8K
|
14.2K
$721K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
970+ 25.03% |
$33.9K - $36.4K
|
4.85K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
954+ 4542.86% |
$33.4K - $35.8K
|
975
$49.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
954+ 4.13% |
$33.4K - $35.8K
|
24.1K
$1.22M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
928+ 11.87% |
$32.5K - $34.8K
|
8.75K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
914+ 2.23% |
$32K - $34.3K
|
41.9K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
913New |
$31.9K - $34.2K
|
913
$46.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
900+ 13.61% |
$31.5K - $33.7K
|
7.51K
$382K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
899+ 2.14% |
$31.5K - $33.7K
|
43K
$2.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
862+ 13.96% |
$30.2K - $32.3K
|
7.04K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
842+ 0.47% |
$29.5K - $31.6K
|
181K
$9.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
841+ 7.53% |
$29.4K - $31.5K
|
12K
$610K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
835+ 8.11% |
$29.2K - $31.3K
|
11.1K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
834+ 3.02% |
$29.2K - $31.3K
|
28.4K
$1.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
781+ 3.79% |
$27.3K - $29.3K
|
21.4K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
761+ 4.25% |
$26.6K - $28.5K
|
18.7K
$947K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
730New |
$25.5K - $27.4K
|
730
$37.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
713+ 2.68% |
$24.9K - $26.7K
|
27.4K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
688+ 0.17% |
$24.1K - $25.8K
|
400K
$20.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
656+ 3.54% |
$23K - $24.6K
|
19.2K
$975K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
635+ 2.86% |
$22.2K - $23.8K
|
22.8K
$1.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
620+ 2818.18% |
$21.7K - $23.2K
|
642
$32.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
603+ 1.3% |
$21.1K - $22.6K
|
46.9K
$2.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
600+ 5.33% |
$21K - $22.5K
|
11.9K
$602K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
584+ 0.33% |
$20.4K - $21.9K
|
179K
$9.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
573+ 1.16% |
$20K - $21.5K
|
50.2K
$2.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
563+ 2.5% |
$19.7K - $21.1K
|
23.1K
$1.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
548+ 16.75% |
$19.2K - $20.5K
|
3.82K
$194K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
532+ 0.73% |
$18.6K - $19.9K
|
73.8K
$3.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
526+ 6.96% |
$18.4K - $19.7K
|
8.08K
$410K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
507+ 0.17% |
$17.7K - $19K
|
300K
$15.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
492+ 2.64% |
$17.2K - $18.4K
|
19.2K
$973K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
461+ 1.11% |
$16.1K - $17.3K
|
42K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
450+ 0.22% |
$15.7K - $16.9K
|
206K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
415+ 1.53% |
$14.5K - $15.6K
|
27.5K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
396+ 1.33% |
$13.9K - $14.8K
|
30.1K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
388+ 3.43% |
$13.6K - $14.5K
|
11.7K
$594K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
384+ 0.24% |
$13.4K - $14.4K
|
161K
$8.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
380+ 1.16% |
$13.3K - $14.2K
|
33.1K
$1.68M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
372+ 1.75% |
$13K - $13.9K
|
21.6K
$1.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
354+ 1.54% |
$12.4K - $13.3K
|
23.4K
$1.19M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
351+ 13.25% |
$12.3K - $13.2K
|
3K
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
350+ 1.18% |
$12.2K - $13.1K
|
29.9K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
350+ 318.18% |
$12.2K - $13.1K
|
460
$23.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
348+ 0.25% |
$12.2K - $13K
|
138K
$7.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
330+ 1.63% |
$11.5K - $12.4K
|
20.6K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
328+ 0.19% |
$11.5K - $12.3K
|
175K
$8.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
324+ 0.11% |
$11.3K - $12.1K
|
297K
$15.1M
|