Purchases and Sales Made in Q4 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.2M+ 225.95% |
$145M - $165M
|
6.06M
$302M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.43M+ 139.97% |
$83.9M - $95.7M
|
4.17M
$208M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.04M+ 19.77% |
$70.2M - $80.1M
|
12.3M
$615M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.21M+ 149.34% |
$41.7M - $47.6M
|
2.02M
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.18MNew |
$40.6M - $46.4M
|
1.18M
$58.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
621K+ 57.83% |
$21.4M - $24.4M
|
1.7M
$84.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
615K+ 346.67% |
$21.2M - $24.2M
|
792K
$39.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Navi Inc.
|
BUY
|
- |
505K+ 12.93% |
$17.4M - $19.9M
|
4.41M
$220M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
463K+ 4.16% |
$16M - $18.2M
|
11.6M
$579M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
432K+ 1904.57% |
$14.9M - $17M
|
455K
$22.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
412K+ 53.24% |
$14.2M - $16.2M
|
1.19M
$59.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
399K+ 2.78% |
$13.7M - $15.7M
|
14.8M
$736M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
384KNew |
$13.2M - $15.1M
|
384K
$19.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
380K+ 186.79% |
$13.1M - $14.9M
|
583K
$29.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
371KNew |
$12.8M - $14.6M
|
371K
$18.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
343K+ 5.19% |
$11.8M - $13.5M
|
6.95M
$347M
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
329KNew |
$11.3M - $12.9M
|
329K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
328K+ 35.22% |
$11.3M - $12.9M
|
1.26M
$62.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
302K+ 104.38% |
$10.4M - $11.9M
|
592K
$29.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300K+ 68.78% |
$10.4M - $11.8M
|
737K
$36.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
290K+ 273.89% |
$10M - $11.4M
|
396K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
290K+ 193.33% |
$10M - $11.4M
|
440K
$22M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
271KNew |
$9.36M - $10.7M
|
271K
$13.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
267KNew |
$9.22M - $10.5M
|
267K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
229KNew |
$7.89M - $9.01M
|
229K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
198K+ 71.19% |
$6.83M - $7.79M
|
476K
$23.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
194K+ 234.34% |
$6.7M - $7.65M
|
277K
$13.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
193KNew |
$6.64M - $7.58M
|
193K
$9.62M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
185KNew |
$6.37M - $7.27M
|
185K
$9.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
185KNew |
$6.36M - $7.26M
|
185K
$9.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
178K+ 54.93% |
$6.14M - $7.01M
|
503K
$25.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
165KNew |
$5.7M - $6.5M
|
165K
$8.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
165K+ 7.01% |
$5.68M - $6.48M
|
2.52M
$126M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
163KNew |
$5.62M - $6.41M
|
163K
$8.14M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
162KNew |
$5.58M - $6.37M
|
162K
$8.08M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
149KNew |
$5.15M - $5.87M
|
149K
$7.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
144K+ 7.76% |
$4.96M - $5.67M
|
2M
$99.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
142K+ 127.31% |
$4.9M - $5.59M
|
254K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
132KNew |
$4.55M - $5.19M
|
132K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
132K+ 12.58% |
$4.54M - $5.18M
|
1.18M
$58.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128K+ 3.61% |
$4.42M - $5.04M
|
3.68M
$184M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
127K+ 5.21% |
$4.38M - $5M
|
2.57M
$128M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
125KNew |
$4.3M - $4.91M
|
125K
$6.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
121K+ 0.57% |
$4.18M - $4.77M
|
21.6M
$1.08B
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
116K+ 51.35% |
$4M - $4.56M
|
342K
$17.1M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
110K+ 30.31% |
$3.79M - $4.33M
|
473K
$23.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
108K+ 12.36% |
$3.73M - $4.26M
|
985K
$49.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
98.1K+ 8.75% |
$3.38M - $3.86M
|
1.22M
$60.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
97.6KNew |
$3.36M - $3.84M
|
97.6K
$4.87M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
96.8K+ 47.06% |
$3.34M - $3.81M
|
303K
$15.1M
|