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 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10.4K+ 29.65% |
$456K - $523K
|
45.3K
$2.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.3K+ 5.27% |
$456K - $523K
|
207K
$10.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.3K+ 9.67% |
$455K - $522K
|
117K
$5.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
10.1KNew |
$446K - $511K
|
10.1K
$514K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
10K+ 10.4% |
$441K - $506K
|
106K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9.99K+ 23.75% |
$440K - $505K
|
52.1K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.94KNew |
$438K - $502K
|
9.94K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
9.75K+ 2.43% |
$429K - $492K
|
410K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$423K - $485K
|
9.6K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9.54K+ 17.4% |
$420K - $482K
|
64.4K
$3.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.48KNew |
$418K - $479K
|
9.48K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.47K+ 70.69% |
$417K - $478K
|
22.9K
$1.16M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9.41K+ 1.94% |
$415K - $475K
|
494K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.24K+ 1.99% |
$407K - $466K
|
474K
$24.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.2K+ 3.69% |
$405K - $464K
|
259K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.97K+ 56.77% |
$395K - $453K
|
24.8K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.78KNew |
$387K - $443K
|
8.78K
$446K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.76K+ 0.41% |
$386K - $443K
|
2.15M
$109M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.41K+ 0.67% |
$370K - $425K
|
1.26M
$63.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
8.32KNew |
$366K - $420K
|
8.32K
$422K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.17K+ 19.11% |
$360K - $413K
|
50.9K
$2.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.08K+ 865.1% |
$356K - $408K
|
9.01K
$458K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.82KNew |
$344K - $395K
|
7.82K
$397K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.69KNew |
$339K - $388K
|
7.69K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.61K+ 0.75% |
$335K - $384K
|
1.02M
$52M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
7.6K+ 4.55% |
$335K - $384K
|
175K
$8.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.56K+ 12.69% |
$333K - $382K
|
67.1K
$3.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.52KNew |
$331K - $380K
|
7.52K
$382K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
7.45KNew |
$328K - $376K
|
7.45K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.36K+ 24.64% |
$324K - $372K
|
37.2K
$1.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.26K+ 4.8% |
$320K - $367K
|
159K
$8.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
7.23K+ 30.98% |
$319K - $365K
|
30.6K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
7.23KNew |
$319K - $365K
|
7.23K
$367K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.19K+ 19.15% |
$317K - $363K
|
44.7K
$2.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.14KNew |
$315K - $361K
|
7.14K
$363K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.06K+ 1.08% |
$311K - $356K
|
658K
$33.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7K+ 18.65% |
$308K - $354K
|
44.5K
$2.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
7KNew |
$308K - $353K
|
7K
$355K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.98K+ 3.68% |
$308K - $353K
|
197K
$10M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.92K+ 6.49% |
$305K - $349K
|
114K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6.76K+ 3.16% |
$298K - $341K
|
221K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
6.5K+ 1.64% |
$287K - $328K
|
404K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
6.5K+ 29.6% |
$286K - $328K
|
28.5K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6.42K+ 100.0% |
$283K - $324K
|
12.8K
$652K
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
6.37K+ 10.93% |
$281K - $322K
|
64.7K
$3.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
6.35K+ 28.98% |
$280K - $321K
|
28.2K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.22K+ 48.79% |
$274K - $314K
|
19K
$963K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.85K+ 2.44% |
$258K - $295K
|
245K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.84K+ 5.7% |
$257K - $295K
|
108K
$5.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.72KNew |
$252K - $289K
|
5.72K
$290K
|