Purchases and Sales Made in Q3 2024 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q3 2024. 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 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
335New |
$14.8K - $16.9K
|
335
$17K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
335New |
$14.8K - $16.9K
|
335
$17K
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
334+ 0.8% |
$14.7K - $16.9K
|
42K
$2.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
326New |
$14.4K - $16.5K
|
326
$16.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
320+ 3.01% |
$14.1K - $16.2K
|
11K
$557K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
319+ 1.16% |
$14.1K - $16.1K
|
27.8K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
317+ 1.1% |
$14K - $16K
|
29.2K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
285+ 2.37% |
$12.6K - $14.4K
|
12.3K
$624K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
279+ 1.66% |
$12.3K - $14.1K
|
17.1K
$866K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
270+ 5.04% |
$11.9K - $13.6K
|
5.63K
$286K
|
|
|
Dec 09, 2024
Q3 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
267+ 0.92% |
$11.8K - $13.5K
|
29.3K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
258+ 2.87% |
$11.4K - $13K
|
9.26K
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
249+ 1.71% |
$11K - $12.6K
|
14.8K
$752K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
220+ 2.91% |
$9.69K - $11.1K
|
7.77K
$395K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
220+ 0.34% |
$9.69K - $11.1K
|
65.9K
$3.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
219+ 3.16% |
$9.65K - $11.1K
|
7.14K
$363K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
215+ 2.94% |
$9.47K - $10.9K
|
7.52K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
214+ 2.61% |
$9.43K - $10.8K
|
8.4K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
206+ 0.15% |
$9.08K - $10.4K
|
137K
$6.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
195+ 3.01% |
$8.59K - $9.85K
|
6.67K
$339K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
182+ 0.14% |
$8.02K - $9.19K
|
128K
$6.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
178+ 1.08% |
$7.84K - $8.99K
|
16.6K
$843K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
175+ 0.74% |
$7.71K - $8.84K
|
23.7K
$1.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
175New |
$7.71K - $8.84K
|
175
$8.89K
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
172+ 5.35% |
$7.58K - $8.69K
|
3.39K
$172K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
150+ 0.84% |
$6.61K - $7.58K
|
18.1K
$919K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
148+ 2.46% |
$6.52K - $7.47K
|
6.17K
$313K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
140New |
$6.17K - $7.07K
|
140
$7.11K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
132+ 0.93% |
$5.82K - $6.67K
|
14.3K
$726K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
128+ 1.72% |
$5.64K - $6.46K
|
7.58K
$385K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
119+ 1.14% |
$5.24K - $6.01K
|
10.6K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
117+ 0.42% |
$5.16K - $5.91K
|
27.9K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
112+ 533.33% |
$4.93K - $5.66K
|
133
$6.75K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
110+ 0.51% |
$4.85K - $5.56K
|
21.7K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
106+ 5.62% |
$4.67K - $5.35K
|
1.99K
$101K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
105+ 5.79% |
$4.63K - $5.3K
|
1.92K
$97.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
103+ 0.85% |
$4.54K - $5.2K
|
12.2K
$619K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
100+ 0.39% |
$4.41K - $5.05K
|
26K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
91+ 1.51% |
$4.01K - $4.6K
|
6.11K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
87New |
$3.83K - $4.39K
|
87
$4.42K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76+ 0.21% |
$3.35K - $3.84K
|
36.2K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
75+ 0.43% |
$3.3K - $3.79K
|
17.3K
$880K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
66+ 0.53% |
$2.91K - $3.33K
|
12.6K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
65+ 60.75% |
$2.86K - $3.28K
|
172
$8.73K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
65+ 0.26% |
$2.86K - $3.28K
|
24.7K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
64+ 0.78% |
$2.82K - $3.23K
|
8.23K
$418K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
59+ 1.65% |
$2.6K - $2.98K
|
3.64K
$185K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
59+ 0.06% |
$2.6K - $2.98K
|
96K
$4.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
59+ 1.07% |
$2.6K - $2.98K
|
5.56K
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
56+ 0.63% |
$2.47K - $2.83K
|
8.99K
$457K
|