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 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.7K+ 13.68% |
$119K - $136K
|
22.4K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.64K+ 2.96% |
$116K - $133K
|
91.8K
$4.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.63K+ 14.06% |
$116K - $133K
|
21.3K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.59K+ 3.23% |
$114K - $131K
|
82.8K
$4.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.58K+ 22.0% |
$114K - $130K
|
14.3K
$726K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.54K+ 3.8% |
$112K - $128K
|
69.3K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.49K+ 2.83% |
$110K - $126K
|
90.2K
$4.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.48K+ 2.01% |
$109K - $125K
|
126K
$6.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.45K+ 3.23% |
$108K - $124K
|
78.5K
$3.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.4K+ 13.15% |
$106K - $121K
|
20.6K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.39K+ 43.81% |
$105K - $121K
|
7.86K
$399K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.38K+ 2.89% |
$105K - $120K
|
84.8K
$4.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.37K+ 33.5% |
$104K - $119K
|
9.43K
$479K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.36K+ 41.39% |
$104K - $119K
|
8.07K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 11.87% |
$104K - $119K
|
22.3K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.35K+ 254.16% |
$104K - $119K
|
3.28K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.35K+ 1.21% |
$104K - $119K
|
197K
$9.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.31K+ 33.92% |
$102K - $117K
|
9.13K
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.29K+ 7.56% |
$101K - $116K
|
32.6K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
2.29K+ 16.67% |
$101K - $115K
|
16K
$812K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.27K+ 4.75% |
$100K - $115K
|
50.1K
$2.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.26K+ 7.29% |
$99.4K - $114K
|
33.2K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.17K+ 0.32% |
$95.7K - $110K
|
679K
$34.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.17K+ 4.7% |
$95.7K - $110K
|
48.4K
$2.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.13K+ 28.3% |
$93.7K - $107K
|
9.64K
$490K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.07K+ 4.09% |
$91.2K - $104K
|
52.7K
$2.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
2.02KNew |
$88.9K - $102K
|
2.02K
$102K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.02K+ 0.8% |
$88.9K - $102K
|
254K
$12.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.96K+ 0.99% |
$86.5K - $99.1K
|
201K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.96KNew |
$86.5K - $99.1K
|
1.96K
$99.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.94K+ 5.95% |
$85.6K - $98.1K
|
34.6K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.94K+ 4.67% |
$85.3K - $97.8K
|
43.4K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.93K+ 6.09% |
$85.2K - $97.6K
|
33.7K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.93K+ 1.02% |
$85K - $97.5K
|
191K
$9.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.92K+ 24.01% |
$84.7K - $97.1K
|
9.93K
$504K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.88K+ 14.63% |
$82.6K - $94.7K
|
14.7K
$746K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.87K+ 2.11% |
$82.3K - $94.3K
|
90.4K
$4.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1.82KNew |
$80K - $91.7K
|
1.82K
$92.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.81K+ 26.05% |
$79.7K - $91.4K
|
8.76K
$445K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
1.8K+ 1.23% |
$79.3K - $90.8K
|
149K
$7.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.79K+ 11.26% |
$78.9K - $90.4K
|
17.7K
$898K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.76K+ 14.67% |
$77.5K - $88.8K
|
13.7K
$698K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.76K+ 4.28% |
$77.5K - $88.8K
|
42.9K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.74K+ 11.46% |
$76.7K - $87.9K
|
16.9K
$859K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.74K+ 1.82% |
$76.5K - $87.7K
|
96.9K
$4.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.7K+ 3.29% |
$74.9K - $85.9K
|
53.4K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.7K+ 19.09% |
$74.8K - $85.7K
|
10.6K
$538K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 6.64% |
$73.9K - $84.7K
|
27K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.63K+ 8.34% |
$71.9K - $82.4K
|
21.2K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.63K+ 0.43% |
$71.6K - $82.1K
|
382K
$19.4M
|