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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
55+ 0.25% |
$2.42K - $2.78K
|
21.9K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
54+ 0.16% |
$2.38K - $2.73K
|
33.4K
$1.75M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
50+ 0.54% |
$2.2K - $2.53K
|
9.37K
$490K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
46+ 0.22% |
$2.03K - $2.32K
|
21.2K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44+ 0.08% |
$1.94K - $2.22K
|
53.1K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
40+ 0.02% |
$1.76K - $2.02K
|
244K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
39+ 0.84% |
$1.72K - $1.97K
|
4.7K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
27+ 0.2% |
$1.19K - $1.36K
|
13.8K
$721K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 1.1% |
$1.1K - $1.26K
|
2.3K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24+ 0.25% |
$1.06K - $1.21K
|
9.61K
$503K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 0.45% |
$661 - $758
|
3.34K
$175K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
14+ 0.23% |
$617 - $707
|
6.16K
$322K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
8+ 0.02% |
$352 - $404
|
39.8K
$2.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
7New |
$308 - $354
|
7
$366
|
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- -0.0% |
$44.1 - $50.5
|
107K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1- -0.0% |
$44.1 - $50.5
|
114K
$5.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2- 0.03% |
$88.1 - $101
|
6.03K
$316K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-3- -0.0% |
$132 - $152
|
106K
$5.53M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3- 0.01% |
$132 - $152
|
24.2K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4- 0.03% |
$176 - $202
|
12.9K
$676K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5- 0.01% |
$220 - $253
|
37.8K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5- 0.03% |
$220 - $253
|
16.2K
$850K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6- 0.04% |
$264 - $303
|
13.4K
$702K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-6- 0.08% |
$264 - $303
|
7.19K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.02% |
$264 - $303
|
39.5K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 36.84% |
$308 - $354
|
12
$628
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- -0.0% |
$308 - $354
|
159K
$8.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 0.99% |
$352 - $404
|
802
$42K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-10- 0.08% |
$441 - $505
|
12.5K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.17% |
$441 - $505
|
6.04K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-11- 0.02% |
$485 - $556
|
49.7K
$2.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-13- 0.14% |
$573 - $657
|
9.5K
$497K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-16- 33.33% |
$705 - $808
|
32
$1.67K
|
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-17- 0.01% |
$749 - $859
|
216K
$11.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-20- 0.68% |
$881 - $1.01K
|
2.91K
$152K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-22- 0.25% |
$969 - $1.11K
|
8.79K
$460K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-23- 0.13% |
$1.01K - $1.16K
|
17.8K
$930K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-23- 1.55% |
$1.01K - $1.16K
|
1.46K
$76.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-24- 0.39% |
$1.06K - $1.21K
|
6.11K
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-25- 0.17% |
$1.1K - $1.26K
|
14.5K
$758K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-32- 12.8% |
$1.41K - $1.62K
|
218
$11.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 13.2% |
$1.45K - $1.67K
|
217
$11.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.39% |
$1.76K - $2.02K
|
10.2K
$531K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-41- 2.68% |
$1.81K - $2.07K
|
1.49K
$77.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-45- 0.05% |
$1.98K - $2.27K
|
94.3K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-46- 0.94% |
$2.03K - $2.32K
|
4.83K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-47- 0.1% |
$2.07K - $2.37K
|
49.2K
$2.57M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-48- 0.04% |
$2.11K - $2.42K
|
127K
$6.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-51- 1.11% |
$2.25K - $2.58K
|
4.55K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-53- 0.31% |
$2.34K - $2.68K
|
17.2K
$902K
|