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
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-9.16K- 4.41% |
$316K - $361K
|
199K
$9.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-9.23K- 3.59% |
$318K - $363K
|
248K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-9.24K- 10.38% |
$319K - $364K
|
79.8K
$3.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-9.3K- 14.84% |
$321K - $366K
|
53.4K
$2.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.47K- 8.58% |
$326K - $373K
|
101K
$5.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-9.59K- 5.42% |
$331K - $377K
|
167K
$8.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9.84K- 62.54% |
$339K - $387K
|
5.89K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-9.94K- 0.93% |
$343K - $391K
|
1.06M
$52.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.5K- 25.81% |
$361K - $412K
|
30.1K
$1.5M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 19.85% |
$361K - $412K
|
42.3K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 19.85% |
$361K - $412K
|
42.3K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.5K- 14.17% |
$362K - $414K
|
63.7K
$3.18M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-10.5K- 2.75% |
$363K - $414K
|
372K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.6K- 2.69% |
$365K - $416K
|
383K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-10.6K- 31.88% |
$365K - $417K
|
22.6K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 2.84% |
$371K - $423K
|
368K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.9K- 5.67% |
$377K - $430K
|
182K
$9.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-11.1K- 3.43% |
$382K - $436K
|
312K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 36.5% |
$384K - $438K
|
19.4K
$968K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-11.7K- 37.08% |
$403K - $460K
|
19.9K
$991K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-12K- 4.05% |
$412K - $471K
|
283K
$14.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-12.3K- 15.47% |
$425K - $485K
|
67.4K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-12.5K- 3.75% |
$431K - $492K
|
321K
$16M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13K- 1.36% |
$447K - $510K
|
940K
$46.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-14.1K- 58.63% |
$487K - $556K
|
9.98K
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-14.2K- 19.44% |
$488K - $557K
|
58.7K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-14.6K- 17.16% |
$503K - $574K
|
70.5K
$3.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-15.1K- 10.47% |
$522K - $595K
|
129K
$6.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-15.3K- 32.16% |
$528K - $602K
|
32.3K
$1.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-15.6K- 1.9% |
$539K - $615K
|
807K
$40.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-15.7K- 5.64% |
$542K - $618K
|
263K
$13.1M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-15.9K- 2.76% |
$547K - $624K
|
560K
$27.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-16K- 12.99% |
$552K - $629K
|
107K
$5.35M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-16.7K- 3.95% |
$577K - $658K
|
407K
$20.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-17.1K- 9.63% |
$590K - $673K
|
160K
$8.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.3K- 40.42% |
$596K - $681K
|
25.5K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-19K- 22.45% |
$655K - $747K
|
65.6K
$3.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-19K- 8.75% |
$656K - $749K
|
198K
$9.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.2K- 6.76% |
$833K - $950K
|
333K
$16.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-24.4K- 64.14% |
$840K - $959K
|
13.6K
$681K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.7K- 11.22% |
$853K - $974K
|
196K
$9.78M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-24.8K- 27.49% |
$856K - $977K
|
65.5K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-25.2K- 12.69% |
$869K - $991K
|
173K
$8.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25.7K- 1.61% |
$886K - $1.01M
|
1.58M
$78.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-25.8K- 82.04% |
$891K - $1.02M
|
5.66K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-26.1K- 61.76% |
$901K - $1.03M
|
16.2K
$807K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.8K- 10.38% |
$925K - $1.06M
|
232K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-27.4K- 1.17% |
$946K - $1.08M
|
2.32M
$116M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-28.5K- 3.97% |
$984K - $1.12M
|
691K
$34.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-29.6K- 18.41% |
$1.02M - $1.16M
|
131K
$6.54M
|