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 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
45+ 0.52% |
$1.57K - $1.69K
|
8.62K
$438K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
43+ 0.1% |
$1.5K - $1.61K
|
42.3K
$2.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
41+ 0.34% |
$1.43K - $1.54K
|
12.1K
$614K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 3.57% |
$1.12K - $1.2K
|
928
$47.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
27+ 0.49% |
$945 - $1.01K
|
5.54K
$281K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23+ 0.24% |
$805 - $862
|
9.77K
$496K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
23+ 0.73% |
$805 - $862
|
3.18K
$162K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16New |
$560 - $600
|
16
$812
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
16+ 0.14% |
$560 - $600
|
11.3K
$571K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14+ 0.01% |
$490 - $525
|
220K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
13+ 0.04% |
$455 - $487
|
33.3K
$1.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 1.28% |
$385 - $412
|
869
$44.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
10+ 0.01% |
$350 - $375
|
68.9K
$3.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$280 - $300
|
12.9K
$655K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
7New |
$245 - $262
|
7
$355
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
7New |
$245 - $262
|
7
$355
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6+ 0.1% |
$210 - $225
|
5.76K
$293K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
5+ 0.02% |
$175 - $187
|
24.8K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$175 - $187
|
42.2K
$2.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5+ 0.02% |
$175 - $187
|
27.5K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5+ 0.02% |
$175 - $187
|
22.9K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4+ 0.02% |
$140 - $150
|
25.2K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
2+ 100.0% |
$70 - $75
|
4
$203
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1- -0.0% |
$35 - $37.5
|
30.7K
$1.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1- -0.0% |
$35 - $37.5
|
168K
$8.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-2- -0.0% |
$70 - $75
|
52.2K
$2.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 0.65% |
$175 - $187
|
761
$38.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.01% |
$245 - $262
|
113K
$5.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 0.18% |
$315 - $337
|
4.96K
$252K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-9- 0.15% |
$315 - $337
|
5.95K
$302K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-11- 0.53% |
$385 - $412
|
2.06K
$105K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13- 0.05% |
$455 - $487
|
28.5K
$1.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-13- 0.11% |
$455 - $487
|
11.9K
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-14- 0.04% |
$490 - $525
|
39.7K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-14- 0.18% |
$490 - $525
|
7.88K
$400K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-15- 0.24% |
$525 - $562
|
6.13K
$311K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-17- 0.81% |
$595 - $637
|
2.09K
$106K
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-17- 0.07% |
$595 - $637
|
25.2K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-20- 0.35% |
$700 - $750
|
5.77K
$293K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.35% |
$735 - $787
|
5.93K
$301K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-25- 0.27% |
$875 - $937
|
9.16K
$465K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-26- 0.15% |
$910 - $974
|
17.4K
$883K
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-29- 0.01% |
$1.01K - $1.09K
|
366K
$18.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-33- 0.39% |
$1.15K - $1.24K
|
8.48K
$430K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-35- 0.51% |
$1.22K - $1.31K
|
6.83K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-40- 0.31% |
$1.4K - $1.5K
|
12.8K
$651K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-43- 2.04% |
$1.5K - $1.61K
|
2.07K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-44- 0.48% |
$1.54K - $1.65K
|
9.17K
$466K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-45- 0.44% |
$1.57K - $1.69K
|
10.1K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-62- 0.63% |
$2.17K - $2.32K
|
9.84K
$499K
|