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 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
94.9KNew |
$3.27M - $3.73M
|
94.9K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
93K+ 19.27% |
$3.21M - $3.66M
|
576K
$28.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
92.7K+ 45.19% |
$3.2M - $3.65M
|
298K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
90.7K+ 277.33% |
$3.13M - $3.57M
|
123K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
90.6KNew |
$3.12M - $3.56M
|
90.6K
$4.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
86KNew |
$2.97M - $3.38M
|
86K
$4.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
85.6K+ 27.22% |
$2.95M - $3.37M
|
400K
$20M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
80.3K+ 8.01% |
$2.77M - $3.16M
|
1.08M
$54M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
80.1K+ 194.76% |
$2.76M - $3.15M
|
121K
$6.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
78.6KNew |
$2.71M - $3.09M
|
78.6K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
76.1KNew |
$2.62M - $2.99M
|
76.1K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
74.9KNew |
$2.58M - $2.95M
|
74.9K
$3.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
73.9K+ 4.58% |
$2.55M - $2.91M
|
1.69M
$84.1M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
72.9K+ 68.45% |
$2.51M - $2.87M
|
179K
$8.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
69.8KNew |
$2.41M - $2.75M
|
69.8K
$3.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
66.7K+ 66.49% |
$2.3M - $2.62M
|
167K
$8.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65.3K+ 33.59% |
$2.25M - $2.57M
|
260K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
64.8K+ 17.68% |
$2.23M - $2.55M
|
431K
$21.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
64.8K+ 15.87% |
$2.23M - $2.55M
|
473K
$23.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
64.6KNew |
$2.23M - $2.54M
|
64.6K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
63.1KNew |
$2.18M - $2.48M
|
63.1K
$3.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
62.6K+ 43.07% |
$2.16M - $2.46M
|
208K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
62.3KNew |
$2.15M - $2.45M
|
62.3K
$3.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
61.4K+ 39.12% |
$2.12M - $2.41M
|
218K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
56.9K+ 259.03% |
$1.96M - $2.24M
|
78.8K
$3.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
56.5K+ 14.53% |
$1.95M - $2.22M
|
445K
$22.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
53.2KNew |
$1.84M - $2.09M
|
53.2K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
53.1K+ 46.4% |
$1.83M - $2.09M
|
168K
$8.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
52.8KNew |
$1.82M - $2.08M
|
52.8K
$2.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
52K+ 338.5% |
$1.79M - $2.04M
|
67.3K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
51.2K+ 125.68% |
$1.77M - $2.02M
|
92K
$4.59M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
51.2K+ 28.56% |
$1.76M - $2.01M
|
230K
$11.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
50.1K+ 737.38% |
$1.73M - $1.97M
|
57K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.2K+ 0.71% |
$1.7M - $1.94M
|
6.97M
$348M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
48.7KNew |
$1.68M - $1.92M
|
48.7K
$2.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
45.9KNew |
$1.58M - $1.81M
|
45.9K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
45.6KNew |
$1.57M - $1.79M
|
45.6K
$2.28M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
45.4KNew |
$1.57M - $1.79M
|
45.4K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
45.3KNew |
$1.56M - $1.78M
|
45.3K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.1K+ 4.51% |
$1.55M - $1.77M
|
1.04M
$52.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
44.3K+ 41.0% |
$1.53M - $1.74M
|
152K
$7.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
43.9KNew |
$1.51M - $1.73M
|
43.9K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
43.2KNew |
$1.49M - $1.7M
|
43.2K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
42.8K+ 1.27% |
$1.47M - $1.68M
|
3.41M
$170M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
42.6KNew |
$1.47M - $1.67M
|
42.6K
$2.12M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
42.4KNew |
$1.46M - $1.67M
|
42.4K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
39.8K+ 18.2% |
$1.37M - $1.56M
|
258K
$12.9M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
39.3KNew |
$1.36M - $1.55M
|
39.3K
$1.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
38.9KNew |
$1.34M - $1.53M
|
38.9K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
38.6K+ 38.34% |
$1.33M - $1.52M
|
139K
$6.95M
|