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 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-15.3K- 6.31% |
$673K - $771K
|
227K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-15.3K- 3.6% |
$673K - $772K
|
409K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-15.5K- 34.46% |
$682K - $782K
|
29.5K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-16.1K- 1.53% |
$709K - $812K
|
1.03M
$52.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-16.2K- 1.98% |
$713K - $817K
|
801K
$40.7M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.8K- 4.66% |
$740K - $848K
|
344K
$17.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-17.4K- 10.89% |
$765K - $877K
|
142K
$7.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-17.5K- 9.33% |
$770K - $882K
|
170K
$8.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-17.5K- 81.08% |
$770K - $883K
|
4.08K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-18.1K- 66.37% |
$799K - $916K
|
9.2K
$467K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.3K- 2.67% |
$808K - $926K
|
669K
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-19K- 8.49% |
$838K - $961K
|
205K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-19.4K- 2.88% |
$854K - $979K
|
653K
$33.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19.6K- 3.95% |
$863K - $989K
|
476K
$24.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-20.4K- 60.07% |
$897K - $1.03M
|
13.5K
$687K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.8K- 2.2% |
$962K - $1.1M
|
971K
$49.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.1K- 4.97% |
$976K - $1.12M
|
424K
$21.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-22.1K- 4.03% |
$976K - $1.12M
|
528K
$26.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.4K- 4.1% |
$987K - $1.13M
|
525K
$26.6M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22.6K- 19.29% |
$994K - $1.14M
|
94.4K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-22.7K- 18.91% |
$1M - $1.15M
|
97.5K
$4.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-22.8K- 5.04% |
$1M - $1.15M
|
429K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.8K- 2.31% |
$1.14M - $1.3M
|
1.09M
$55.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-25.9K- 1.26% |
$1.14M - $1.31M
|
2.02M
$103M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-27.6K- 10.91% |
$1.21M - $1.39M
|
225K
$11.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-28.4K- 74.12% |
$1.25M - $1.44M
|
9.92K
$504K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-30.1K- 16.95% |
$1.33M - $1.52M
|
148K
$7.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-30.6K- 6.22% |
$1.35M - $1.54M
|
461K
$23.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31K- 22.96% |
$1.37M - $1.57M
|
104K
$5.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-33.5K- 2.23% |
$1.48M - $1.69M
|
1.47M
$74.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-33.9K- 11.82% |
$1.49M - $1.71M
|
253K
$12.8M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-34K- 52.31% |
$1.5M - $1.72M
|
31K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-34.4K- 7.67% |
$1.51M - $1.74M
|
414K
$21M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-35.5K- 1.36% |
$1.57M - $1.79M
|
2.58M
$131M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-37K- 14.2% |
$1.63M - $1.87M
|
224K
$11.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-40.4K- 26.2% |
$1.78M - $2.04M
|
114K
$5.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-40.4K- 16.75% |
$1.78M - $2.04M
|
201K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-45.1K- 16.38% |
$1.99M - $2.28M
|
230K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48.6K- 3.77% |
$2.14M - $2.46M
|
1.24M
$63M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-56.2K- 17.05% |
$2.48M - $2.84M
|
274K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-58K- 9.86% |
$2.56M - $2.93M
|
530K
$26.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-66.5K- 43.97% |
$2.93M - $3.36M
|
84.7K
$4.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-70K- 29.68% |
$3.09M - $3.54M
|
166K
$8.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-78.2K- 12.59% |
$3.45M - $3.95M
|
543K
$27.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-90.4K- 2.34% |
$3.98M - $4.56M
|
3.77M
$191M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-99.1K- 62.1% |
$4.37M - $5.01M
|
60.5K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-100K- 13.22% |
$4.42M - $5.07M
|
659K
$33.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-111K- 32.31% |
$4.89M - $5.61M
|
233K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-112K- 25.49% |
$4.94M - $5.66M
|
328K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-126K- 2.94% |
$5.53M - $6.34M
|
4.14M
$210M
|