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 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-36- 0.32% |
$1.24K - $1.42K
|
11.3K
$666K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-37- 0.16% |
$1.28K - $1.46K
|
22.9K
$1.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-45- 0.07% |
$1.55K - $1.77K
|
64K
$3.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-49- 0.43% |
$1.69K - $1.93K
|
11.3K
$664K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-50- 0.03% |
$1.72K - $1.97K
|
152K
$8.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-50- 0.07% |
$1.72K - $1.97K
|
75.1K
$4.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-55- 0.13% |
$1.9K - $2.16K
|
40.7K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-55- 57.89% |
$1.9K - $2.16K
|
40
$2.36K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-68- 1.15% |
$2.34K - $2.68K
|
5.87K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-69- 7.51% |
$2.38K - $2.71K
|
850
$50.1K
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-69- 1.08% |
$2.38K - $2.71K
|
6.31K
$372K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-72- 6.75% |
$2.48K - $2.83K
|
994
$58.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-73- 0.57% |
$2.52K - $2.87K
|
12.8K
$756K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-75- 0.06% |
$2.59K - $2.95K
|
131K
$7.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-75- 16.3% |
$2.59K - $2.95K
|
385
$22.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-80- 0.82% |
$2.76K - $3.15K
|
9.63K
$568K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-80- 0.29% |
$2.76K - $3.15K
|
27.2K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-80- 0.62% |
$2.76K - $3.15K
|
12.7K
$751K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-82- 50.62% |
$2.83K - $3.23K
|
80
$4.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-82- 0.3% |
$2.83K - $3.23K
|
27.3K
$1.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-95- 1.35% |
$3.27K - $3.74K
|
6.93K
$408K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-97- 1.58% |
$3.34K - $3.82K
|
6.04K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 21.98% |
$3.45K - $3.93K
|
355
$20.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-100- 1.43% |
$3.45K - $3.93K
|
6.87K
$405K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-111- 0.26% |
$3.83K - $4.37K
|
42.9K
$2.53M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-119- 1.0% |
$4.1K - $4.68K
|
11.8K
$696K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-124- 1.46% |
$4.27K - $4.88K
|
8.35K
$492K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-125- 1.21% |
$4.31K - $4.92K
|
10.2K
$599K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-135- 10.64% |
$4.65K - $5.31K
|
1.13K
$66.9K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-137- 4.57% |
$4.72K - $5.39K
|
2.86K
$169K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-140- 0.21% |
$4.83K - $5.51K
|
65.4K
$3.85M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-155Closed |
$5.34K - $6.1K
|
0
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-156- 2.71% |
$5.38K - $6.14K
|
5.61K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-166- 0.48% |
$5.72K - $6.53K
|
34.4K
$2.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-170- 0.16% |
$5.86K - $6.69K
|
104K
$6.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-171- 0.7% |
$5.89K - $6.73K
|
24.3K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-175- 1.79% |
$6.03K - $6.88K
|
9.59K
$565K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-175- 1.49% |
$6.03K - $6.88K
|
11.6K
$684K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-176- 9.58% |
$6.07K - $6.92K
|
1.66K
$97.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-180- 1.5% |
$6.2K - $7.08K
|
11.8K
$696K
|
|
|
Feb 02, 2024
Q4 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-187- 0.15% |
$6.45K - $7.36K
|
121K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-195- 2.12% |
$6.72K - $7.67K
|
9.02K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-196- 0.52% |
$6.76K - $7.71K
|
37.6K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-209- 1.16% |
$7.2K - $8.22K
|
17.7K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-210- 0.24% |
$7.24K - $8.26K
|
88.6K
$5.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-213- 0.64% |
$7.34K - $8.38K
|
32.9K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-218- 0.08% |
$7.51K - $8.58K
|
273K
$16.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-222- 0.65% |
$7.65K - $8.73K
|
33.9K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-226- 0.91% |
$7.79K - $8.89K
|
24.7K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-230- 0.76% |
$7.93K - $9.05K
|
29.9K
$1.76M
|