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 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-54- 0.45% |
$2.38K - $2.73K
|
12K
$609K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-66- 2.44% |
$2.91K - $3.33K
|
2.64K
$134K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-67- 8.42% |
$2.95K - $3.38K
|
729
$37K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-69- 0.21% |
$3.04K - $3.48K
|
32.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-69- 0.27% |
$3.04K - $3.48K
|
25.7K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-69- 1.12% |
$3.04K - $3.48K
|
6.08K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-70- 0.54% |
$3.08K - $3.54K
|
12.9K
$653K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-72- 0.95% |
$3.17K - $3.64K
|
7.51K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-74- 0.04% |
$3.26K - $3.74K
|
189K
$9.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-75- 0.07% |
$3.3K - $3.79K
|
113K
$5.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-75- 0.65% |
$3.3K - $3.79K
|
11.4K
$579K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-76- 1.57% |
$3.35K - $3.84K
|
4.76K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-80- 1.57% |
$3.52K - $4.04K
|
5K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-86- 1.59% |
$3.79K - $4.34K
|
5.33K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-91- 1.99% |
$4.01K - $4.6K
|
4.48K
$227K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-93- 1.98% |
$4.1K - $4.7K
|
4.62K
$234K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-102- 1.16% |
$4.49K - $5.15K
|
8.72K
$443K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-103- 1.57% |
$4.54K - $5.2K
|
6.45K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-107- 0.29% |
$4.71K - $5.4K
|
36.8K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-114- 0.35% |
$5.02K - $5.76K
|
32.5K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-118- 4.57% |
$5.2K - $5.96K
|
2.47K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-125- 1.5% |
$5.51K - $6.31K
|
8.19K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-125- 0.29% |
$5.51K - $6.31K
|
42.9K
$2.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-125- 10.49% |
$5.51K - $6.31K
|
1.07K
$54.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-134- 2.43% |
$5.9K - $6.77K
|
5.37K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-135- 2.67% |
$5.95K - $6.82K
|
4.92K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-141- 0.06% |
$6.21K - $7.12K
|
253K
$12.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-144- 0.09% |
$6.34K - $7.27K
|
161K
$8.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-147- 0.41% |
$6.48K - $7.42K
|
35.8K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-148- 0.3% |
$6.52K - $7.47K
|
48.5K
$2.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-152- 0.6% |
$6.7K - $7.68K
|
25.1K
$1.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-163- 1.84% |
$7.18K - $8.23K
|
8.69K
$441K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-165- 3.23% |
$7.27K - $8.33K
|
4.94K
$251K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-180- 0.74% |
$7.93K - $9.09K
|
24.1K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-181- 0.61% |
$7.97K - $9.14K
|
29.6K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-187- 4.53% |
$8.24K - $9.44K
|
3.94K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-192- 2.39% |
$8.46K - $9.7K
|
7.83K
$398K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-200- 2.91% |
$8.81K - $10.1K
|
6.66K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-204- 66.02% |
$8.99K - $10.3K
|
105
$5.33K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-205- 2.72% |
$9.03K - $10.4K
|
7.33K
$372K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-205- 8.6% |
$9.03K - $10.4K
|
2.18K
$111K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-206- 19.13% |
$9.08K - $10.4K
|
871
$44.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-216- 2.81% |
$9.52K - $10.9K
|
7.47K
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-221- 3.52% |
$9.74K - $11.2K
|
6.06K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-224- 4.57% |
$9.87K - $11.3K
|
4.67K
$237K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-225- 0.28% |
$9.91K - $11.4K
|
78.9K
$4.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-231- 0.15% |
$10.2K - $11.7K
|
151K
$7.68M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-234- 2.76% |
$10.3K - $11.8K
|
8.26K
$419K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-240- 11.36% |
$10.6K - $12.1K
|
1.87K
$95.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-244- 6.7% |
$10.8K - $12.3K
|
3.4K
$172K
|