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 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-4.82K- 3.33% |
$212K - $243K
|
140K
$7.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.88K- 3.44% |
$215K - $246K
|
137K
$7.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-4.92K- 5.54% |
$217K - $248K
|
83.8K
$4.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.1K- 2.42% |
$225K - $258K
|
206K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.19K- 24.26% |
$229K - $262K
|
16.2K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-5.34K- 1.69% |
$235K - $270K
|
311K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-5.48K- 4.85% |
$241K - $277K
|
108K
$5.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-5.79K- 0.42% |
$255K - $292K
|
1.38M
$72.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.81K- 1.18% |
$256K - $294K
|
488K
$25.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.85K- 1.83% |
$258K - $295K
|
314K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-5.86K- 4.3% |
$258K - $296K
|
131K
$6.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-5.86K- 5.23% |
$258K - $296K
|
106K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-6K- 13.6% |
$264K - $303K
|
38.1K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.05K- 0.48% |
$266K - $305K
|
1.25M
$65.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.22K- 6.67% |
$274K - $314K
|
87K
$4.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-6.35K- 8.34% |
$280K - $321K
|
69.8K
$3.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.35K- 8.5% |
$280K - $321K
|
68.4K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.66K- 8.32% |
$293K - $336K
|
73.3K
$3.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7K- 41.55% |
$308K - $353K
|
9.85K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-7.42K- 12.22% |
$327K - $375K
|
53.3K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7.54K- 3.13% |
$332K - $381K
|
234K
$12.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.84K- 7.61% |
$346K - $396K
|
95.2K
$4.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.98K- 45.28% |
$351K - $403K
|
9.64K
$504K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.23K- 5.38% |
$362K - $415K
|
145K
$7.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8.48K- 2.92% |
$374K - $428K
|
282K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-8.56K- 27.24% |
$377K - $432K
|
22.9K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-8.68K- 14.97% |
$382K - $438K
|
49.3K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-8.79K- 4.61% |
$387K - $444K
|
182K
$9.51M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.83K- 0.63% |
$389K - $446K
|
1.4M
$73.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.06K- 3.36% |
$399K - $458K
|
261K
$13.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9.24K- 6.24% |
$407K - $467K
|
139K
$7.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.78K- 35.89% |
$431K - $494K
|
17.5K
$914K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-10.1K- 21.02% |
$443K - $508K
|
37.8K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-10.1K- 20.43% |
$447K - $512K
|
39.5K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 2.7% |
$450K - $516K
|
368K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-10.4K- 11.91% |
$457K - $524K
|
76.7K
$4.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.7K- 24.66% |
$472K - $541K
|
32.7K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11K- 19.53% |
$483K - $554K
|
45.2K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-11.5K- 2.84% |
$505K - $579K
|
392K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-11.5K- 6.86% |
$508K - $582K
|
156K
$8.18M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.5K- 5.65% |
$509K - $583K
|
193K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-12.1K- 2.47% |
$535K - $614K
|
481K
$25.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-13K- 48.51% |
$573K - $657K
|
13.8K
$722K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-13.1K- 8.92% |
$577K - $662K
|
134K
$7M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-13.2K- 3.52% |
$579K - $664K
|
360K
$18.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-13.7K- 44.8% |
$605K - $693K
|
16.9K
$885K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-13.9K- 4.55% |
$614K - $703K
|
292K
$15.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.2K- 23.57% |
$624K - $715K
|
45.9K
$2.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-14.3K- 3.07% |
$629K - $721K
|
451K
$23.6M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-14.3K- 3.66% |
$632K - $724K
|
377K
$19.7M
|