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 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.8K- 47.77% |
$165K - $189K
|
5.25K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.8K- 4.88% |
$165K - $189K
|
93.5K
$4.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.81K- 30.31% |
$166K - $189K
|
11.1K
$541K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-4.88K- 1.07% |
$168K - $192K
|
452K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.99K- 3.12% |
$172K - $196K
|
155K
$7.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.02K- 2.26% |
$173K - $197K
|
217K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.06K- 12.73% |
$174K - $199K
|
34.7K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.15K- 0.81% |
$177K - $202K
|
626K
$30.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.19K- 4.6% |
$179K - $204K
|
107K
$5.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 49.35% |
$179K - $205K
|
5.34K
$261K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.39K- 3.08% |
$186K - $212K
|
169K
$8.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-5.51K- 10.17% |
$190K - $217K
|
48.7K
$2.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-5.53K- 20.68% |
$191K - $217K
|
21.2K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-5.53K- 2.27% |
$191K - $218K
|
239K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.59K- 47.03% |
$193K - $220K
|
6.29K
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.88K- 18.46% |
$203K - $231K
|
26K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-5.96K- 0.7% |
$205K - $234K
|
842K
$41.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.96K- 0.73% |
$205K - $234K
|
807K
$39.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-6.01K- 8.55% |
$207K - $236K
|
64.2K
$3.14M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.04KClosed |
$208K - $238K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.07K- 85.51% |
$209K - $239K
|
1.03K
$50.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-6.11K- 1.83% |
$211K - $240K
|
327K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.15K- 6.18% |
$212K - $242K
|
93.4K
$4.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-6.19K- 31.81% |
$213K - $244K
|
13.3K
$649K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.22K- 14.59% |
$214K - $245K
|
36.4K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.24K- 3.64% |
$215K - $245K
|
165K
$8.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-6.26KClosed |
$216K - $246K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-6.47K- 31.41% |
$223K - $254K
|
14.1K
$691K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-6.54K- 38.39% |
$226K - $257K
|
10.5K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.69K- 17.82% |
$230K - $263K
|
30.8K
$1.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.72K- 4.17% |
$232K - $264K
|
155K
$7.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.81K- 3.14% |
$235K - $268K
|
210K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-7.02K- 0.24% |
$242K - $276K
|
2.93M
$143M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-7.04K- 3.84% |
$243K - $277K
|
177K
$8.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-7.24K- 4.3% |
$250K - $285K
|
161K
$7.89M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-7.26K- 46.89% |
$250K - $285K
|
8.22K
$402K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7.3K- 18.5% |
$252K - $287K
|
32.2K
$1.57M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7.3K- 18.5% |
$252K - $287K
|
32.2K
$1.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-7.4K- 2.92% |
$255K - $291K
|
246K
$12M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-7.46K- 11.46% |
$257K - $294K
|
57.7K
$2.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.72K- 53.96% |
$266K - $304K
|
6.59K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.76K- 14.11% |
$267K - $305K
|
47.2K
$2.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.76K- 19.4% |
$268K - $305K
|
32.3K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-8K- 98.26% |
$276K - $315K
|
142
$6.95K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.04K- 1.63% |
$277K - $316K
|
485K
$23.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.22K- 2.76% |
$283K - $323K
|
289K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-8.34K- 3.3% |
$288K - $328K
|
245K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.51K- 18.3% |
$293K - $335K
|
38K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.03K- 1.83% |
$311K - $355K
|
484K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.04K- 6.32% |
$312K - $356K
|
134K
$6.56M
|