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 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
70New |
$2.41K - $2.75K
|
70
$3.49K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
70+ 0.58% |
$2.41K - $2.75K
|
12.2K
$607K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
69New |
$2.38K - $2.71K
|
69
$3.44K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
69+ 0.36% |
$2.38K - $2.71K
|
19.5K
$972K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
69+ 197.14% |
$2.38K - $2.71K
|
104
$5.19K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
68New |
$2.34K - $2.68K
|
68
$3.39K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
67+ 0.74% |
$2.31K - $2.64K
|
9.08K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
65+ 0.02% |
$2.24K - $2.56K
|
282K
$14.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
65+ 0.27% |
$2.24K - $2.56K
|
23.8K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
55New |
$1.9K - $2.16K
|
55
$2.75K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
54+ 0.27% |
$1.86K - $2.12K
|
19.9K
$995K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
53+ 0.58% |
$1.83K - $2.09K
|
9.12K
$455K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
50+ 0.42% |
$1.72K - $1.97K
|
11.9K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
50+ 0.74% |
$1.72K - $1.97K
|
6.8K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
42+ 0.71% |
$1.45K - $1.65K
|
5.92K
$295K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.39% |
$1.38K - $1.57K
|
10.2K
$509K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
27New |
$931 - $1.06K
|
27
$1.35K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
27New |
$931 - $1.06K
|
27
$1.35K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
27+ 0.1% |
$931 - $1.06K
|
28.3K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
26New |
$896 - $1.02K
|
26
$1.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
25New |
$862 - $984
|
25
$1.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
22+ 0.34% |
$758 - $865
|
6.56K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.1% |
$586 - $669
|
17.2K
$857K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
13+ 0.16% |
$448 - $511
|
8.11K
$405K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.83% |
$414 - $472
|
1.46K
$72.9K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9+ 0.11% |
$310 - $354
|
8.06K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 0.19% |
$138 - $157
|
2.07K
$104K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$103 - $118
|
5.95K
$297K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 4.76% |
$103 - $118
|
66
$3.29K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.12% |
$34.5 - $39.3
|
849
$42.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.01% |
$34.5 - $39.3
|
7.41K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-10- 0.04% |
$345 - $393
|
27.1K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-15- 0.26% |
$517 - $590
|
5.85K
$292K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-20- 0.05% |
$689 - $787
|
39K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20- 0.13% |
$689 - $787
|
15.5K
$776K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$862 - $984
|
25
$1.25K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 2.42% |
$862 - $984
|
1.01K
$50.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-27- 5.0% |
$931 - $1.06K
|
513
$25.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-27- 0.99% |
$931 - $1.06K
|
2.7K
$135K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-28- 0.88% |
$965 - $1.1K
|
3.16K
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-30- 60.0% |
$1.03K - $1.18K
|
20
$998
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-33- 0.13% |
$1.14K - $1.3K
|
24.8K
$1.24M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-35- 9.92% |
$1.21K - $1.38K
|
318
$15.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-36- 0.32% |
$1.24K - $1.42K
|
11.3K
$564K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-37- 0.16% |
$1.28K - $1.46K
|
22.9K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-45- 0.07% |
$1.55K - $1.77K
|
64K
$3.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-49- 0.43% |
$1.69K - $1.93K
|
11.3K
$562K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-50- 0.03% |
$1.72K - $1.97K
|
152K
$7.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-50- 0.07% |
$1.72K - $1.97K
|
75.1K
$3.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-55- 57.89% |
$1.9K - $2.16K
|
40
$2K
|