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 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
743+ 23.14% |
$32.7K - $37.5K
|
3.95K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
729+ 0.84% |
$32.1K - $36.8K
|
87.1K
$4.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
728+ 6.71% |
$32.1K - $36.8K
|
11.6K
$588K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
708+ 0.89% |
$31.2K - $35.8K
|
79.9K
$4.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
697New |
$30.7K - $35.2K
|
697
$35.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
685+ 0.23% |
$30.2K - $34.6K
|
303K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
685+ 5.01% |
$30.2K - $34.6K
|
14.4K
$730K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
684+ 3.9% |
$30.1K - $34.5K
|
18.2K
$925K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
652+ 6.63% |
$28.7K - $32.9K
|
10.5K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
650+ 1.9% |
$28.6K - $32.8K
|
34.8K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
642+ 0.13% |
$28.3K - $32.4K
|
501K
$25.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
640+ 0.59% |
$28.2K - $32.3K
|
110K
$5.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
635+ 127.0% |
$28K - $32.1K
|
1.14K
$57.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
629+ 11.53% |
$27.7K - $31.8K
|
6.08K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
621+ 1.13% |
$27.4K - $31.4K
|
55.4K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
600+ 0.69% |
$26.4K - $30.3K
|
87.3K
$4.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
600+ 1.06% |
$26.4K - $30.3K
|
57.2K
$2.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
596+ 2.13% |
$26.3K - $30.1K
|
28.6K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
575+ 2.92% |
$25.3K - $29K
|
20.3K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
546+ 25.96% |
$24.1K - $27.6K
|
2.65K
$135K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
544+ 0.17% |
$24K - $27.5K
|
330K
$16.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
532+ 5.9% |
$23.4K - $26.9K
|
9.55K
$485K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
529+ 813.85% |
$23.3K - $26.7K
|
594
$30.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
526+ 0.13% |
$23.2K - $26.6K
|
397K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
526+ 0.92% |
$23.2K - $26.6K
|
57.6K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
520+ 8.94% |
$22.9K - $26.3K
|
6.33K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
512+ 0.74% |
$22.6K - $25.9K
|
69.8K
$3.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
511+ 1.82% |
$22.5K - $25.8K
|
28.6K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
500+ 4.92% |
$22K - $25.3K
|
10.7K
$542K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 71.43% |
$22K - $25.3K
|
1.2K
$60.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
489+ 6.88% |
$21.5K - $24.7K
|
7.59K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
484New |
$21.3K - $24.4K
|
484
$24.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
478+ 67.99% |
$21.1K - $24.1K
|
1.18K
$60K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
476+ 0.61% |
$21K - $24K
|
78.9K
$4.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
474+ 1.39% |
$20.9K - $23.9K
|
34.5K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
469+ 0.96% |
$20.7K - $23.7K
|
49.5K
$2.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
455+ 3.24% |
$20K - $23K
|
14.5K
$737K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
447+ 13.52% |
$19.7K - $22.6K
|
3.75K
$191K
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
447+ 5.41% |
$19.7K - $22.6K
|
8.71K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
445+ 0.46% |
$19.6K - $22.5K
|
98.1K
$4.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
432+ 6.84% |
$19K - $21.8K
|
6.75K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
432+ 0.12% |
$19K - $21.8K
|
368K
$18.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
429+ 3.15% |
$18.9K - $21.7K
|
14K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
426+ 0.94% |
$18.8K - $21.5K
|
46K
$2.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
402+ 2.56% |
$17.7K - $20.3K
|
16.1K
$818K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
400New |
$17.6K - $20.2K
|
400
$20.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
400+ 6.52% |
$17.6K - $20.2K
|
6.54K
$332K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
341+ 34.31% |
$15K - $17.2K
|
1.34K
$67.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
339+ 1.39% |
$14.9K - $17.1K
|
24.7K
$1.25M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
338+ 1.2% |
$14.9K - $17.1K
|
28.6K
$1.45M
|