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 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.46K- 11.46% |
$84.8K - $96.8K
|
19K
$931K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.51K- 15.47% |
$86.6K - $98.8K
|
13.7K
$671K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.55K- 24.9% |
$88K - $100K
|
7.7K
$377K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.61K- 8.13% |
$90K - $103K
|
29.5K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.64K- 16.24% |
$90.9K - $104K
|
13.6K
$665K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-2.69K- 7.05% |
$92.8K - $106K
|
35.5K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.77K- 9.97% |
$95.6K - $109K
|
25.1K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.84K- 3.07% |
$97.9K - $112K
|
89.7K
$4.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.85K- 10.22% |
$98.2K - $112K
|
25K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.88K- 2.17% |
$99.4K - $113K
|
130K
$6.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-2.89K- 7.28% |
$99.7K - $114K
|
36.8K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2.89K- 16.84% |
$99.8K - $114K
|
14.3K
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.91K- 58.16% |
$100K - $114K
|
2.09K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.06K- 3.33% |
$106K - $120K
|
89K
$4.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.09K- 1.21% |
$106K - $121K
|
253K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-3.11K- 3.42% |
$107K - $122K
|
87.8K
$4.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.11K- 26.89% |
$107K - $123K
|
8.47K
$414K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-3.21K- 26.89% |
$111K - $126K
|
8.73K
$427K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.21K- 1.46% |
$111K - $126K
|
217K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.23K- 12.41% |
$111K - $127K
|
22.8K
$1.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.32K- 36.18% |
$114K - $131K
|
5.85K
$286K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.45K- 6.87% |
$119K - $136K
|
46.7K
$2.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.47K- 4.26% |
$120K - $137K
|
78.1K
$3.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.52K- 40.38% |
$121K - $138K
|
5.2K
$254K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.62K- 5.17% |
$125K - $142K
|
66.4K
$3.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.67K- 42.44% |
$126K - $144K
|
4.97K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.71K- 3.19% |
$128K - $146K
|
113K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-3.72K- 3.14% |
$128K - $146K
|
115K
$5.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.74K- 3.77% |
$129K - $147K
|
95.3K
$4.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-3.95K- 1.77% |
$136K - $155K
|
219K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.98K- 17.44% |
$137K - $156K
|
18.8K
$921K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.98K- 3.65% |
$137K - $157K
|
105K
$5.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.01K- 15.94% |
$138K - $158K
|
21.1K
$1.03M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4.02K- 2.36% |
$139K - $158K
|
167K
$8.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.05K- 21.03% |
$140K - $159K
|
15.2K
$745K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-4.08K- 4.4% |
$140K - $160K
|
88.6K
$4.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.11K- 0.84% |
$141K - $161K
|
485K
$23.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.13K- 3.49% |
$142K - $163K
|
114K
$5.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.16K- 7.59% |
$143K - $164K
|
50.7K
$2.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.29K- 10.14% |
$148K - $169K
|
38K
$1.86M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.5K- 1.63% |
$155K - $177K
|
271K
$13.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-4.53K- 26.44% |
$156K - $178K
|
12.6K
$617K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.56K- 40.33% |
$157K - $180K
|
6.75K
$330K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.64K- 3.14% |
$160K - $182K
|
143K
$7.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-4.69K- 1.45% |
$162K - $184K
|
318K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.69K- 4.53% |
$162K - $185K
|
99K
$4.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.7K- 0.76% |
$162K - $185K
|
614K
$30M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.72K- 19.19% |
$163K - $186K
|
19.9K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.74K- 30.08% |
$163K - $187K
|
11K
$539K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-4.79K- 3.23% |
$165K - $188K
|
144K
$7.02M
|