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 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
324+ 0.11% |
$11.3K - $12.1K
|
297K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
320+ 0.37% |
$11.2K - $12K
|
85.9K
$4.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
319+ 0.1% |
$11.2K - $12K
|
311K
$16.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
305+ 1.24% |
$10.7K - $11.4K
|
24.9K
$1.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
303+ 0.11% |
$10.6K - $11.4K
|
283K
$14.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
300+ 4.02% |
$10.5K - $11.2K
|
7.76K
$406K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
291New |
$10.2K - $10.9K
|
291
$15.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
286+ 0.05% |
$10K - $10.7K
|
522K
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
284+ 0.18% |
$9.94K - $10.6K
|
158K
$8.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
279+ 0.37% |
$9.76K - $10.5K
|
76.6K
$4.01M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
279+ 0.37% |
$9.76K - $10.5K
|
76.6K
$4.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
278+ 2.51% |
$9.73K - $10.4K
|
11.3K
$593K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
266+ 0.65% |
$9.31K - $9.97K
|
41.1K
$2.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
250+ 0.33% |
$8.75K - $9.37K
|
75.1K
$3.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
233+ 1.67% |
$8.15K - $8.73K
|
14.2K
$742K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
225+ 0.32% |
$7.87K - $8.43K
|
70.9K
$3.71M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
220+ 1.88% |
$7.7K - $8.25K
|
11.9K
$624K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
219+ 608.33% |
$7.66K - $8.21K
|
255
$13.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
216+ 184.62% |
$7.56K - $8.1K
|
333
$17.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
215+ 1.77% |
$7.52K - $8.06K
|
12.3K
$645K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
206+ 23.65% |
$7.21K - $7.72K
|
1.08K
$56.3K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
192+ 119.25% |
$6.72K - $7.2K
|
353
$18.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
191+ 14.9% |
$6.68K - $7.16K
|
1.47K
$77.1K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
191+ 14.9% |
$6.68K - $7.16K
|
1.47K
$77.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
184+ 0.81% |
$6.44K - $6.9K
|
23K
$1.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
172New |
$6.02K - $6.45K
|
172
$9K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
172+ 1.99% |
$6.02K - $6.45K
|
8.82K
$461K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
152New |
$5.32K - $5.7K
|
152
$7.95K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
150+ 0.2% |
$5.25K - $5.62K
|
73.8K
$3.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150+ 1.06% |
$5.25K - $5.62K
|
14.3K
$748K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
150+ 1.34% |
$5.25K - $5.62K
|
11.3K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
143+ 0.12% |
$5K - $5.36K
|
118K
$6.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
135+ 11.9% |
$4.72K - $5.06K
|
1.27K
$66.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
129+ 0.93% |
$4.51K - $4.83K
|
14K
$734K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
125+ 0.65% |
$4.37K - $4.69K
|
19.4K
$1.02M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
115+ 0.7% |
$4.02K - $4.31K
|
16.6K
$869K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
112+ 0.28% |
$3.92K - $4.2K
|
39.7K
$2.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
112+ 0.12% |
$3.92K - $4.2K
|
96.8K
$5.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
106+ 0.36% |
$3.71K - $3.97K
|
29.2K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
100+ 1.45% |
$3.5K - $3.75K
|
6.97K
$365K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
92+ 0.42% |
$3.22K - $3.45K
|
22.2K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
82+ 1.28% |
$2.87K - $3.07K
|
6.48K
$339K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
80New |
$2.8K - $3K
|
80
$4.18K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
73+ 0.45% |
$2.55K - $2.74K
|
16.2K
$849K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
73+ 0.45% |
$2.55K - $2.74K
|
16.2K
$849K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
72+ 7.24% |
$2.52K - $2.7K
|
1.07K
$55.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
70+ 0.78% |
$2.45K - $2.62K
|
9.07K
$474K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
67+ 7.86% |
$2.34K - $2.51K
|
919
$48.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
62+ 0.65% |
$2.17K - $2.32K
|
9.55K
$500K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
55+ 137.5% |
$1.92K - $2.06K
|
95
$4.97K
|