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 14, 2024
Q4 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-689- 6.69% |
$23.7K - $27.1K
|
9.61K
$479K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-692- 1.31% |
$23.9K - $27.2K
|
52K
$2.6M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-695- 1.68% |
$24K - $27.3K
|
40.8K
$2.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-701- 0.73% |
$24.2K - $27.6K
|
94.7K
$4.73M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-704- 4.9% |
$24.3K - $27.7K
|
13.7K
$682K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-709- 24.21% |
$24.4K - $27.9K
|
2.22K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-713- 3.77% |
$24.6K - $28K
|
18.2K
$909K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-717- 10.99% |
$24.7K - $28.2K
|
5.81K
$290K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-734- 3.35% |
$25.3K - $28.9K
|
21.2K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-734- 9.85% |
$25.3K - $28.9K
|
6.72K
$335K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-740- 96.23% |
$25.5K - $29.1K
|
29
$1.45K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-767- 10.16% |
$26.4K - $30.2K
|
6.78K
$338K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-857- 3.85% |
$29.5K - $33.7K
|
21.4K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-888- 14.75% |
$30.6K - $34.9K
|
5.13K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-892- 9.13% |
$30.7K - $35.1K
|
8.88K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-912- 0.26% |
$31.4K - $35.9K
|
349K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-924- 1.41% |
$31.9K - $36.4K
|
64.8K
$3.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-947- 4.93% |
$32.6K - $37.3K
|
18.3K
$911K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-968- 99.28% |
$33.4K - $38.1K
|
7
$349
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-975- 3.51% |
$33.6K - $38.4K
|
26.8K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1K- 6.28% |
$34.5K - $39.3K
|
14.9K
$744K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.02K- 91.07% |
$35.2K - $40.1K
|
100
$4.99K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.03K- 5.29% |
$35.4K - $40.4K
|
18.4K
$917K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.04K- 2.93% |
$35.9K - $41K
|
34.5K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.04K- 1.17% |
$35.9K - $41K
|
88.2K
$4.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.04K- 0.35% |
$35.9K - $41K
|
299K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.04K- 5.34% |
$36K - $41.1K
|
18.5K
$923K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.05K- 0.56% |
$36K - $41.1K
|
187K
$9.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.06K- 3.16% |
$36.4K - $41.5K
|
32.4K
$1.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.06K- 0.94% |
$36.4K - $41.6K
|
111K
$5.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.07K- 14.38% |
$36.7K - $41.9K
|
6.34K
$317K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.07K- 14.91% |
$36.7K - $41.9K
|
6.09K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-1.07K- 1.34% |
$36.9K - $42.1K
|
78.8K
$3.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.08K- 3.91% |
$37.1K - $42.3K
|
26.5K
$1.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.09K- 1.74% |
$37.5K - $42.8K
|
61.3K
$3.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 0.42% |
$39.3K - $44.8K
|
272K
$13.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.14K- 3.56% |
$39.4K - $44.9K
|
30.9K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.14K- 3.42% |
$39.4K - $45K
|
32.3K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.15K- 4.02% |
$39.5K - $45K
|
27.3K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.15K- 1.13% |
$39.6K - $45.2K
|
101K
$5.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 9.99% |
$40.3K - $45.9K
|
10.5K
$526K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 3.57% |
$41K - $46.8K
|
32.1K
$1.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.2K- 2.48% |
$41.2K - $47K
|
46.9K
$2.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.2K- 2.92% |
$41.4K - $47.2K
|
39.9K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.2K- 1.7% |
$41.5K - $47.3K
|
69.7K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.25K- 0.43% |
$42.9K - $49K
|
292K
$14.6M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.25K- 1.57% |
$43.1K - $49.2K
|
78.3K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.28K- 97.04% |
$44.1K - $50.4K
|
39
$1.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.29K- 4.68% |
$44.4K - $50.7K
|
26.3K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.29K- 4.99% |
$44.6K - $50.9K
|
24.6K
$1.23M
|