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
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-470- 1.81% |
$20.7K - $23.7K
|
25.5K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-472- 0.82% |
$20.8K - $23.8K
|
56.9K
$2.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-496- 1.83% |
$21.9K - $25K
|
26.7K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-496- 1.34% |
$21.9K - $25K
|
36.5K
$1.85M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-500- 2.51% |
$22K - $25.3K
|
19.4K
$987K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-500- 5.16% |
$22K - $25.3K
|
9.2K
$467K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-500- 2.21% |
$22K - $25.3K
|
22.1K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-500- 3.94% |
$22K - $25.3K
|
12.2K
$619K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-509- 8.0% |
$22.4K - $25.7K
|
5.85K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-525- 7.17% |
$23.1K - $26.5K
|
6.8K
$345K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-526- 2.77% |
$23.2K - $26.6K
|
18.4K
$937K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-529- 0.55% |
$23.3K - $26.7K
|
95.2K
$4.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-555- 0.92% |
$24.5K - $28K
|
59.6K
$3.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-560- 11.01% |
$24.7K - $28.3K
|
4.53K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-574- 2.9% |
$25.3K - $29K
|
19.2K
$975K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-575- 9.47% |
$25.3K - $29K
|
5.5K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-581- 6.4% |
$25.6K - $29.3K
|
8.5K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-585- 7.13% |
$25.8K - $29.5K
|
7.62K
$387K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-597- 2.48% |
$26.3K - $30.1K
|
23.5K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-598- 1.84% |
$26.3K - $30.2K
|
31.8K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-610- 2.54% |
$26.9K - $30.8K
|
23.4K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-620- 3.39% |
$27.3K - $31.3K
|
17.6K
$896K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-652- 12.71% |
$28.7K - $32.9K
|
4.48K
$227K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-668- 1.75% |
$29.4K - $33.7K
|
37.4K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-670- 10.51% |
$29.5K - $33.8K
|
5.7K
$290K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-684- 0.69% |
$30.1K - $34.5K
|
99.1K
$5.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-689- 5.01% |
$30.4K - $34.8K
|
13.1K
$663K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-702- 3.55% |
$30.9K - $35.5K
|
19.1K
$969K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-712- 0.34% |
$31.4K - $36K
|
210K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-720- 13.85% |
$31.7K - $36.4K
|
4.48K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-724- 6.22% |
$31.9K - $36.6K
|
10.9K
$554K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-740- 12.36% |
$32.6K - $37.4K
|
5.25K
$266K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-747- 3.87% |
$32.9K - $37.7K
|
18.6K
$943K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-747- 51.8% |
$32.9K - $37.7K
|
695
$35.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-764- 52.91% |
$33.7K - $38.6K
|
680
$34.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-782- 15.27% |
$34.5K - $39.5K
|
4.34K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-792- 8.95% |
$34.9K - $40K
|
8.06K
$409K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-816- 3.7% |
$36K - $41.2K
|
21.2K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-817- 2.95% |
$36K - $41.3K
|
26.9K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-821- 5.28% |
$36.2K - $41.5K
|
14.7K
$748K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-838- 0.78% |
$36.9K - $42.3K
|
106K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-874- 66.87% |
$38.5K - $44.1K
|
433
$22K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-890- 7.6% |
$39.2K - $44.9K
|
10.8K
$550K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-895- 3.46% |
$39.4K - $45.2K
|
25K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-914- 0.13% |
$40.3K - $46.2K
|
681K
$34.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-916- 1.18% |
$40.4K - $46.3K
|
76.6K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-917- 7.47% |
$40.4K - $46.3K
|
11.4K
$577K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-948- 18.61% |
$41.8K - $47.9K
|
4.15K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-963- 13.01% |
$42.4K - $48.6K
|
6.44K
$327K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-983- 0.12% |
$43.3K - $49.6K
|
797K
$40.5M
|