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 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1K- 6.28% |
$44.1K - $50.5K
|
14.9K
$780K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1K- 3.57% |
$44.1K - $50.6K
|
27K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.01K- 3.39% |
$44.5K - $51K
|
28.8K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.04K- 11.0% |
$45.7K - $52.4K
|
8.4K
$439K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.05K- 18.65% |
$46.2K - $52.9K
|
4.57K
$239K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.07K- 7.24% |
$47.1K - $54K
|
13.7K
$717K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.08K- 8.78% |
$47.5K - $54.4K
|
11.2K
$586K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1.11K- 4.36% |
$48.9K - $56.1K
|
24.4K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.12K- 1.3% |
$49.5K - $56.7K
|
85.2K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.13K- 2.19% |
$49.8K - $57.1K
|
50.4K
$2.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.15K- 4.45% |
$50.8K - $58.2K
|
24.8K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.16K- 5.8% |
$51.1K - $58.5K
|
18.8K
$984K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.19K- 18.31% |
$52.3K - $60K
|
5.3K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.2K- 6.53% |
$52.7K - $60.4K
|
17.1K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.25K- 3.89% |
$55.1K - $63.1K
|
30.9K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 0.27% |
$57.3K - $65.7K
|
487K
$25.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.31K- 7.25% |
$57.9K - $66.3K
|
16.8K
$878K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.34K- 10.31% |
$59.1K - $67.8K
|
11.7K
$611K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 1.17% |
$59.6K - $68.3K
|
114K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.36K- 0.11% |
$59.8K - $68.6K
|
1.21M
$63.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.38K- 7.62% |
$60.7K - $69.5K
|
16.7K
$874K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.4K- 3.67% |
$61.5K - $70.4K
|
36.6K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.4K- 24.14% |
$61.7K - $70.7K
|
4.4K
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.45K- 25.81% |
$63.7K - $73K
|
4.16K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.46K- 2.0% |
$64.5K - $73.9K
|
71.9K
$3.76M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.47K- 2.78% |
$64.7K - $74.2K
|
51.3K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.5K- 0.38% |
$66.1K - $75.8K
|
398K
$20.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.51K- 0.47% |
$66.6K - $76.3K
|
323K
$16.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.54K- 1.84% |
$67.9K - $77.8K
|
82.2K
$4.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.62K- 0.71% |
$71.3K - $81.8K
|
227K
$11.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.64K- 16.46% |
$72.2K - $82.8K
|
8.32K
$435K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.7K- 1.81% |
$74.9K - $85.9K
|
92.1K
$4.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.74K- 1.37% |
$76.6K - $87.8K
|
125K
$6.53M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.78K- 3.91% |
$78.4K - $89.8K
|
43.8K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.78K- 2.6% |
$78.5K - $90K
|
66.7K
$3.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.81K- 1.72% |
$79.8K - $91.5K
|
104K
$5.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.85K- 4.27% |
$81.3K - $93.2K
|
41.4K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.91K- 1.26% |
$83.9K - $96.2K
|
149K
$7.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.96K- 11.61% |
$86.4K - $99.1K
|
14.9K
$781K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.01K- 26.32% |
$88.5K - $101K
|
5.63K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2.02K- 3.5% |
$88.9K - $102K
|
55.7K
$2.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.03K- 0.71% |
$89.4K - $102K
|
283K
$14.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-2.03K- 2.26% |
$89.6K - $103K
|
87.8K
$4.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.14K- 3.38% |
$94.3K - $108K
|
61.2K
$3.2M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.15K- 0.59% |
$94.8K - $109K
|
360K
$18.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.17K- 4.13% |
$95.7K - $110K
|
50.5K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.19K- 0.69% |
$96.7K - $111K
|
316K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.21K- 0.92% |
$97.5K - $112K
|
239K
$12.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.23K- 0.69% |
$98.3K - $113K
|
320K
$16.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.23K- 3.33% |
$98.3K - $113K
|
64.8K
$3.39M
|