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 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.3K- 2.96% |
$44.7K - $51K
|
42.5K
$2.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.31K- 4.87% |
$45.2K - $51.6K
|
25.6K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.31K- 6.43% |
$45.3K - $51.7K
|
19.1K
$955K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.33K- 4.68% |
$45.8K - $52.3K
|
27.1K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.37K- 0.93% |
$47.1K - $53.7K
|
146K
$7.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.39K- 0.93% |
$48K - $54.8K
|
148K
$7.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 14.65% |
$48.4K - $55.3K
|
8.19K
$409K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.43K- 37.44% |
$49.3K - $56.3K
|
2.39K
$119K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.45K- 4.64% |
$50K - $57K
|
29.8K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.5K- 2.37% |
$51.6K - $58.9K
|
61.7K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.5K- 13.92% |
$51.7K - $59K
|
9.28K
$463K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.51K- 6.08% |
$52K - $59.3K
|
23.3K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.51K- 6.64% |
$52.1K - $59.5K
|
21.3K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1.52K- 1.95% |
$52.3K - $59.7K
|
76.3K
$3.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.53K- 0.74% |
$52.6K - $60K
|
205K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.53K- 17.25% |
$52.7K - $60.2K
|
7.33K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.54K- 17.52% |
$53.2K - $60.7K
|
7.27K
$363K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.55K- 10.33% |
$53.6K - $61.1K
|
13.5K
$673K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.57K- 7.54% |
$54.2K - $61.8K
|
19.3K
$961K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.59K- 7.26% |
$54.8K - $62.6K
|
20.3K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.6K- 1.45% |
$55.1K - $62.9K
|
109K
$5.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.63K- 8.8% |
$56.1K - $64K
|
16.9K
$842K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.65K- 2.97% |
$57K - $65K
|
53.9K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 12.16% |
$57.4K - $65.5K
|
12K
$600K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-1.73K- 2.35% |
$59.8K - $68.2K
|
72.1K
$3.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.74K- 1.39% |
$60K - $68.5K
|
124K
$6.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.76K- 24.83% |
$60.7K - $69.3K
|
5.33K
$266K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.88K- 2.55% |
$64.8K - $74K
|
71.9K
$3.59M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.92K- 93.01% |
$66.1K - $75.4K
|
144
$7.19K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.92K- 93.01% |
$66.1K - $75.4K
|
144
$7.19K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.96K- 1.01% |
$67.5K - $77K
|
192K
$9.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.96K- 0.61% |
$67.5K - $77.1K
|
319K
$15.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-2.07K- 87.15% |
$71.3K - $81.4K
|
305
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.07K- 3.15% |
$71.3K - $81.4K
|
63.7K
$3.18M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-2.07K- 1.21% |
$71.4K - $81.5K
|
168K
$8.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.09K- 1.29% |
$72.1K - $82.3K
|
161K
$8.02M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.1K- 12.77% |
$72.4K - $82.6K
|
14.3K
$715K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.1K- 5.71% |
$72.5K - $82.7K
|
34.7K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.11K- 12.2% |
$72.6K - $82.9K
|
15.2K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.11K- 42.57% |
$72.8K - $83K
|
2.85K
$142K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.2K- 34.87% |
$75.7K - $86.4K
|
4.1K
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-2.2K- 11.15% |
$75.8K - $86.5K
|
17.5K
$874K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.27K- 24.6% |
$78.1K - $89.1K
|
6.94K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.31K- 22.15% |
$79.7K - $90.9K
|
8.12K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.31K- 1.23% |
$79.8K - $91K
|
185K
$9.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.34K- 9.48% |
$80.7K - $92.1K
|
22.3K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.35K- 4.02% |
$80.8K - $92.3K
|
56K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.35K- 8.45% |
$80.8K - $92.3K
|
25.4K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.39K- 1.05% |
$82.2K - $93.8K
|
225K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.44K- 2.75% |
$84.2K - $96.1K
|
86.5K
$4.32M
|