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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
38.6K+ 38.34% |
$1.33M - $1.52M
|
139K
$7.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
37.7KNew |
$1.3M - $1.48M
|
37.7K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
37.7K+ 2.35% |
$1.3M - $1.48M
|
1.64M
$83.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
37KNew |
$1.28M - $1.46M
|
37K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
36.7K+ 1.72% |
$1.26M - $1.44M
|
2.17M
$110M
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
35.6K+ 63.38% |
$1.23M - $1.4M
|
91.8K
$4.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
35K+ 109.28% |
$1.21M - $1.38M
|
67K
$3.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
34.7K+ 11.61% |
$1.19M - $1.36M
|
333K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.4K+ 10.44% |
$1.19M - $1.35M
|
364K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
33.4K+ 1.62% |
$1.15M - $1.31M
|
2.09M
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
29.9KNew |
$1.03M - $1.18M
|
29.9K
$1.52M
|
|
|
Dec 03, 2024
Q4 2023
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
28KNew |
$966K - $1.1M
|
28K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
28KNew |
$965K - $1.1M
|
28K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26.8KNew |
$923K - $1.05M
|
26.8K
$1.37M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
26.7K+ 29696.67% |
$921K - $1.05M
|
26.8K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
26.2KNew |
$903K - $1.03M
|
26.2K
$1.34M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
26.1K+ 77.89% |
$899K - $1.03M
|
59.6K
$3.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
23.5K+ 10.64% |
$810K - $925K
|
245K
$12.5M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23K+ 1.59% |
$792K - $904K
|
1.47M
$74.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
22.7K+ 38.59% |
$782K - $893K
|
81.5K
$4.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
22.4K+ 44.86% |
$774K - $883K
|
72.5K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
22.1KNew |
$762K - $870K
|
22.1K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.7K+ 0.97% |
$748K - $854K
|
2.26M
$115M
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
21.6K+ 12.89% |
$743K - $848K
|
189K
$9.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
21.2K+ 55.19% |
$730K - $834K
|
59.6K
$3.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
20.5KNew |
$707K - $806K
|
20.5K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
20.4K+ 1.49% |
$702K - $801K
|
1.38M
$70.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
20.3K+ 9.27% |
$698K - $797K
|
239K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
20K+ 5.87% |
$690K - $788K
|
361K
$18.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
19.1KNew |
$658K - $751K
|
19.1K
$973K
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.4KNew |
$634K - $723K
|
18.4K
$937K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.1K+ 4.48% |
$625K - $713K
|
423K
$21.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
18KNew |
$621K - $708K
|
18K
$918K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
17.8K+ 51.43% |
$615K - $701K
|
52.5K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.3K+ 14.61% |
$596K - $680K
|
136K
$6.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
17.2KNew |
$594K - $678K
|
17.2K
$879K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
16.8KNew |
$580K - $662K
|
16.8K
$858K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
16.4K+ 4.11% |
$566K - $646K
|
415K
$21.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
16.2K+ 9.3% |
$557K - $636K
|
190K
$9.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
16K+ 29.09% |
$551K - $628K
|
70.9K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.7K+ 23.38% |
$540K - $616K
|
82.7K
$4.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
15.7K+ 10.83% |
$539K - $616K
|
160K
$8.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
15.5KNew |
$535K - $610K
|
15.5K
$791K
|
|
|
Feb 13, 2024
Q4 2023
|
Fore Capital, LLC
|
BUY
|
- |
15K+ 17.65% |
$517K - $590K
|
100K
$5.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
BUY
|
- |
14.9K+ 9.67% |
$515K - $588K
|
169K
$8.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
14.6K+ 3.66% |
$505K - $576K
|
415K
$21.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.5KNew |
$500K - $571K
|
14.5K
$740K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
14.4K+ 8.82% |
$496K - $566K
|
178K
$9.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.3K+ 154.35% |
$492K - $561K
|
23.5K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.2K+ 32.49% |
$490K - $559K
|
58K
$2.96M
|