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 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-62- 0.19% |
$2.17K - $2.32K
|
33.4K
$1.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-65- 0.21% |
$2.27K - $2.44K
|
30.7K
$1.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-66- 1.08% |
$2.31K - $2.47K
|
6.05K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-69- 29.49% |
$2.41K - $2.59K
|
165
$8.38K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-69- 0.58% |
$2.41K - $2.59K
|
11.8K
$599K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-72- 0.08% |
$2.52K - $2.7K
|
88K
$4.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-75- 1.04% |
$2.62K - $2.81K
|
7.15K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-75- 0.72% |
$2.62K - $2.81K
|
10.3K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-75- 0.65% |
$2.62K - $2.81K
|
11.5K
$585K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-76- 68.47% |
$2.66K - $2.85K
|
35
$1.78K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-78- 0.24% |
$2.73K - $2.92K
|
32.2K
$1.64M
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-79- 1.22% |
$2.76K - $2.96K
|
6.38K
$324K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-81- 0.71% |
$2.83K - $3.04K
|
11.3K
$574K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-84- 0.92% |
$2.94K - $3.15K
|
9.01K
$458K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-95- 0.13% |
$3.32K - $3.56K
|
71.7K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-100- 1.11% |
$3.5K - $3.75K
|
8.88K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-100- 1.09% |
$3.5K - $3.75K
|
9.04K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-104- 0.24% |
$3.64K - $3.9K
|
43.1K
$2.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-108- 1.3% |
$3.78K - $4.05K
|
8.18K
$416K
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-109- 0.07% |
$3.81K - $4.09K
|
157K
$7.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-110- 1.34% |
$3.85K - $4.12K
|
8.08K
$410K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-118- 2.07% |
$4.13K - $4.42K
|
5.59K
$284K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-121- 1.2% |
$4.23K - $4.54K
|
9.92K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-126- 0.04% |
$4.41K - $4.72K
|
318K
$16.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-132- 0.4% |
$4.62K - $4.95K
|
33K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-133- 1.03% |
$4.65K - $4.98K
|
12.8K
$651K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-135- 4.72% |
$4.72K - $5.06K
|
2.73K
$138K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-137- 8.67% |
$4.79K - $5.13K
|
1.44K
$73.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-150- 0.63% |
$5.25K - $5.62K
|
23.7K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-150- 1.68% |
$5.25K - $5.62K
|
8.79K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-156- 1.6% |
$5.46K - $5.85K
|
9.59K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-169- 0.98% |
$5.91K - $6.33K
|
17K
$865K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-174- 1.99% |
$6.09K - $6.52K
|
8.55K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-175- 1.03% |
$6.12K - $6.56K
|
16.8K
$854K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-189- 0.59% |
$6.61K - $7.08K
|
32.1K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-200- 0.12% |
$7K - $7.5K
|
168K
$8.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-202- 0.23% |
$7.07K - $7.57K
|
89.2K
$4.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-203- 1.16% |
$7.1K - $7.61K
|
17.3K
$877K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-211- 2.49% |
$7.38K - $7.91K
|
8.28K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-230- 3.01% |
$8.05K - $8.62K
|
7.41K
$376K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-234- 1.19% |
$8.19K - $8.77K
|
19.4K
$983K
|
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-257- 0.12% |
$8.99K - $9.63K
|
223K
$11.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-264- 0.23% |
$9.24K - $9.89K
|
115K
$5.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-269- 0.42% |
$9.41K - $10.1K
|
63.2K
$3.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-272- 0.22% |
$9.52K - $10.2K
|
121K
$6.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-286- 1.8% |
$10K - $10.7K
|
15.6K
$794K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-290- 10.51% |
$10.1K - $10.9K
|
2.47K
$125K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-290- 0.66% |
$10.1K - $10.9K
|
43.8K
$2.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-292- 0.29% |
$10.2K - $10.9K
|
101K
$5.14M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-302- 0.76% |
$10.6K - $11.3K
|
39.4K
$2M
|