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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.44K+ 5.63% |
$153K - $175K
|
83.3K
$4.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.32K+ 3.07% |
$149K - $170K
|
145K
$7.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
4.1KNew |
$141K - $161K
|
4.1K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.1K+ 14.5% |
$141K - $161K
|
32.3K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.09K+ 7.9% |
$141K - $161K
|
55.8K
$2.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.08K+ 1.89% |
$141K - $161K
|
221K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.79K+ 0.56% |
$131K - $149K
|
686K
$34.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
3.72K+ 0.89% |
$128K - $147K
|
423K
$21.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.7KNew |
$128K - $146K
|
3.7K
$185K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.68K+ 27.74% |
$127K - $145K
|
16.9K
$845K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.61K+ 40.35% |
$125K - $142K
|
12.6K
$627K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.6K+ 1.74% |
$124K - $141K
|
210K
$10.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.56K+ 4.49% |
$123K - $140K
|
82.8K
$4.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.46K+ 6.85% |
$119K - $136K
|
54K
$2.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 13.69% |
$119K - $136K
|
28.7K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
3.45K+ 1.83% |
$119K - $136K
|
191K
$9.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.4KNew |
$117K - $134K
|
3.4K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.37K+ 48.91% |
$116K - $133K
|
10.3K
$512K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.37K+ 5.84% |
$116K - $132K
|
61.1K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.36K+ 0.88% |
$116K - $132K
|
384K
$19.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.31K+ 9.29% |
$114K - $130K
|
38.9K
$1.94M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.21K+ 14.06% |
$111K - $126K
|
26K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.19K+ 22.56% |
$110K - $126K
|
17.3K
$865K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.17KNew |
$109K - $125K
|
3.17K
$158K
|
|
|
Jan 24, 2024
Q4 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
3.16K+ 0.54% |
$109K - $124K
|
584K
$29.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.06K+ 2.21% |
$105K - $120K
|
141K
$7.05M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3KNew |
$103K - $118K
|
3K
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3K+ 25.44% |
$103K - $118K
|
14.8K
$738K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.92K+ 11.5% |
$101K - $115K
|
28.3K
$1.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.91K+ 12.11% |
$100K - $115K
|
27K
$1.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.9KNew |
$100K - $114K
|
2.9K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.81K+ 0.88% |
$96.8K - $110K
|
321K
$16M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
2.79K+ 1.08% |
$96.2K - $110K
|
261K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.72KNew |
$93.7K - $107K
|
2.72K
$136K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
2.72KNew |
$93.7K - $107K
|
2.72K
$136K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.71KNew |
$93.4K - $107K
|
2.71K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.59K+ 22.26% |
$89.1K - $102K
|
14.2K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.58K+ 3.45% |
$89K - $102K
|
77.4K
$3.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.56K+ 2.01% |
$88.2K - $101K
|
130K
$6.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.51K+ 4.08% |
$86.3K - $98.5K
|
63.9K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.36K+ 31.48% |
$81.5K - $93K
|
9.87K
$493K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
2.3K+ 1.4% |
$79.3K - $90.5K
|
167K
$8.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.27K+ 2.0% |
$78.3K - $89.4K
|
116K
$5.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.23K+ 4.08% |
$76.9K - $87.8K
|
56.8K
$2.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.21K+ 21.91% |
$76.2K - $87K
|
12.3K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.2K+ 28.92% |
$75.7K - $86.4K
|
9.79K
$489K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.03K+ 11.18% |
$69.8K - $79.7K
|
20.2K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2KNew |
$68.9K - $78.7K
|
2K
$99.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.95K+ 1.3% |
$67.2K - $76.7K
|
152K
$7.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.95K+ 0.69% |
$67K - $76.5K
|
285K
$14.2M
|