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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.4KNew |
$986K - $1.13M
|
22.4K
$1.14M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
22K+ 92.15% |
$969K - $1.11M
|
45.9K
$2.33M
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
21.1K+ 22.76% |
$928K - $1.06M
|
114K
$5.77M
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
20.8K+ 9.08% |
$916K - $1.05M
|
250K
$12.7M
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
20.5KNew |
$904K - $1.04M
|
20.5K
$1.04M
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
20.4K+ 95.01% |
$897K - $1.03M
|
41.8K
$2.12M
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
20KNew |
$879K - $1.01M
|
20K
$1.01M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
18.9KNew |
$832K - $953K
|
18.9K
$958K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
18.8K+ 13.83% |
$827K - $948K
|
154K
$7.84M
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$823K - $943K
|
18.7K
$949K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 0.28% |
$792K - $908K
|
6.38M
$324M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.4KNew |
$768K - $880K
|
17.4K
$885K
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
17.3K+ 8.2% |
$762K - $874K
|
228K
$11.6M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
17.3K+ 346.1% |
$762K - $873K
|
22.3K
$1.13M
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
17.2K+ 5.62% |
$759K - $870K
|
324K
$16.4M
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
16.8K+ 4.11% |
$741K - $850K
|
426K
$21.6M
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
16.7K+ 6.86% |
$735K - $843K
|
260K
$13.2M
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
16.5K+ 1.36% |
$726K - $832K
|
1.22M
$62.2M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
16.1KNew |
$708K - $812K
|
16.1K
$816K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16K+ 28.84% |
$706K - $810K
|
71.6K
$3.64M
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
15.7K+ 6.24% |
$692K - $793K
|
267K
$13.6M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
15.4K+ 93.4% |
$678K - $777K
|
31.8K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
15.3K+ 20.73% |
$676K - $775K
|
89.3K
$4.54M
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
15.2K+ 3.19% |
$669K - $767K
|
491K
$25M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.9K+ 11.43% |
$657K - $753K
|
145K
$7.38M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.6K+ 7.6% |
$644K - $738K
|
207K
$10.5M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 31.92% |
$644K - $738K
|
60.4K
$3.07M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.2K+ 15.19% |
$627K - $719K
|
108K
$5.48M
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
14.1K+ 218.6% |
$623K - $714K
|
20.6K
$1.05M
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
14K+ 32.1% |
$617K - $707K
|
57.6K
$2.93M
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
14K+ 8.89% |
$617K - $707K
|
171K
$8.7M
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
13.7K+ 2.07% |
$603K - $691K
|
675K
$34.3M
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
13.7K+ 2.11% |
$602K - $690K
|
662K
$33.6M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13KNew |
$573K - $657K
|
13K
$660K
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
12.8K+ 120.54% |
$563K - $646K
|
23.4K
$1.19M
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
12.8KNew |
$562K - $644K
|
12.8K
$648K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.6K+ 1.56% |
$555K - $636K
|
819K
$41.6M
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
12.4KNew |
$546K - $626K
|
12.4K
$630K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.3KNew |
$541K - $620K
|
12.3K
$623K
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.9KNew |
$526K - $602K
|
11.9K
$606K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.9K+ 9.2% |
$522K - $599K
|
141K
$7.15M
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
11.8K+ 124.15% |
$521K - $597K
|
21.3K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$512K - $587K
|
11.6K
$591K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.5KNew |
$506K - $580K
|
11.5K
$583K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.5K+ 42.82% |
$505K - $579K
|
38.3K
$1.94M
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$482K - $552K
|
10.9K
$555K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
10.9KNew |
$479K - $549K
|
10.9K
$552K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$476K - $545K
|
10.8K
$548K
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
10.8K+ 87.6% |
$475K - $545K
|
23.1K
$1.17M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.4K+ 9.21% |
$460K - $527K
|
124K
$6.28M
|