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
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.34K+ 2.73% |
$191K - $219K
|
163K
$8.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.34KNew |
$191K - $219K
|
4.34K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.33KNew |
$191K - $219K
|
4.33K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.31KNew |
$190K - $218K
|
4.31K
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$187K - $215K
|
4.25K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.23KNew |
$186K - $214K
|
4.23K
$215K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.22KNew |
$186K - $213K
|
4.22K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
4.2KNew |
$185K - $212K
|
4.2K
$213K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.19KNew |
$185K - $212K
|
4.19K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.18KNew |
$184K - $211K
|
4.18K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
4.18KNew |
$184K - $211K
|
4.18K
$212K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.15K+ 1.96% |
$183K - $209K
|
215K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
4.14KNew |
$182K - $209K
|
4.14K
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.14KNew |
$182K - $209K
|
4.14K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.14KNew |
$182K - $209K
|
4.14K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.1KNew |
$181K - $207K
|
4.1K
$208K
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.08KNew |
$180K - $206K
|
4.08K
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.07KNew |
$179K - $205K
|
4.07K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.06K+ 2.82% |
$179K - $205K
|
148K
$7.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
4.03KNew |
$178K - $204K
|
4.03K
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.03K+ 0.89% |
$177K - $203K
|
458K
$23.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.03KNew |
$177K - $203K
|
4.03K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.86K+ 22.03% |
$170K - $195K
|
21.4K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.84K+ 0.66% |
$169K - $194K
|
584K
$29.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.8K+ 14.48% |
$168K - $192K
|
30.1K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.79K+ 24.52% |
$167K - $192K
|
19.3K
$978K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.77K+ 1.22% |
$166K - $190K
|
312K
$15.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.73K+ 1.98% |
$164K - $188K
|
192K
$9.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.67K+ 21.14% |
$162K - $185K
|
21K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.57KNew |
$157K - $180K
|
3.57K
$181K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.54K+ 6.78% |
$156K - $179K
|
55.8K
$2.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.52K+ 1.04% |
$155K - $178K
|
343K
$17.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.47K+ 5031.88% |
$153K - $175K
|
3.54K
$180K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.4K+ 35.66% |
$150K - $172K
|
12.9K
$657K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
3.33K+ 71.68% |
$147K - $168K
|
7.98K
$405K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.32KNew |
$146K - $167K
|
3.32K
$168K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.29K+ 2.38% |
$145K - $166K
|
141K
$7.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.28KNew |
$145K - $166K
|
3.28K
$167K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.27K+ 25.37% |
$144K - $165K
|
16.2K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.24K+ 12.85% |
$143K - $164K
|
28.5K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.17K+ 27.91% |
$140K - $160K
|
14.5K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.11K+ 12.69% |
$137K - $157K
|
27.6K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
3.06K+ 1.3% |
$135K - $154K
|
239K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.05K+ 7.01% |
$135K - $154K
|
46.6K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.02K+ 36.91% |
$133K - $152K
|
11.2K
$568K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.97K+ 40.82% |
$131K - $150K
|
10.3K
$521K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.91K+ 4.37% |
$128K - $147K
|
69.7K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.9K+ 3.13% |
$128K - $147K
|
95.6K
$4.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.83K+ 0.84% |
$125K - $143K
|
339K
$17.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.75KNew |
$121K - $139K
|
2.75K
$139K
|