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 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
757+ 0.39% |
$26.1K - $29.8K
|
195K
$9.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
754+ 3.73% |
$26K - $29.7K
|
21K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
742+ 3.61% |
$25.6K - $29.2K
|
21.3K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
742+ 4.28% |
$25.6K - $29.2K
|
18.1K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
740+ 6.16% |
$25.5K - $29.1K
|
12.8K
$637K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
721New |
$24.9K - $28.4K
|
721
$36K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
702+ 0.81% |
$24.2K - $27.6K
|
87.6K
$4.37M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
699+ 4.93% |
$24.1K - $27.5K
|
14.9K
$743K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
683+ 4.82% |
$23.5K - $26.9K
|
14.9K
$742K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
674+ 10.55% |
$23.2K - $26.5K
|
7.06K
$352K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
670+ 9.53% |
$23.1K - $26.4K
|
7.7K
$384K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
670+ 10.58% |
$23.1K - $26.4K
|
7K
$349K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
656+ 0.71% |
$22.6K - $25.8K
|
93.4K
$4.66M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
641+ 1.63% |
$22.1K - $25.2K
|
40.1K
$2M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
622+ 2.41% |
$21.4K - $24.5K
|
26.5K
$1.32M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
618+ 206.0% |
$21.3K - $24.3K
|
918
$45.8K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
618+ 206.0% |
$21.3K - $24.3K
|
918
$45.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
616+ 7.8% |
$21.2K - $24.2K
|
8.51K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
603+ 5.84% |
$20.8K - $23.7K
|
10.9K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
600+ 0.1% |
$20.7K - $23.6K
|
632K
$31.5M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
582New |
$20.1K - $22.9K
|
582
$29K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
579+ 4.22% |
$20K - $22.8K
|
14.3K
$714K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
555+ 0.42% |
$19.1K - $21.8K
|
134K
$6.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
542+ 162.76% |
$18.7K - $21.3K
|
875
$43.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
537+ 1.67% |
$18.5K - $21.1K
|
32.7K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
517+ 3.5% |
$17.8K - $20.3K
|
15.3K
$764K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
515+ 6.13% |
$17.8K - $20.3K
|
8.91K
$445K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500+ 20.26% |
$17.2K - $19.7K
|
2.97K
$148K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
500+ 4.91% |
$17.2K - $19.7K
|
10.7K
$533K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
486+ 2.73% |
$16.8K - $19.1K
|
18.3K
$912K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
484New |
$16.7K - $19K
|
484
$24.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
480+ 2.08% |
$16.5K - $18.9K
|
23.5K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
479+ 125.72% |
$16.5K - $18.8K
|
860
$42.9K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
468+ 0.91% |
$16.1K - $18.4K
|
52.1K
$2.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
443+ 3.57% |
$15.3K - $17.4K
|
12.9K
$642K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
440+ 2.03% |
$15.2K - $17.3K
|
22.1K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
426+ 1.26% |
$14.7K - $16.8K
|
34.3K
$1.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
412+ 1.76% |
$14.2K - $16.2K
|
23.8K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
400New |
$13.8K - $15.7K
|
400
$20K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
394New |
$13.6K - $15.5K
|
394
$19.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
373+ 6.87% |
$12.9K - $14.7K
|
5.8K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
353+ 3.9% |
$12.2K - $13.9K
|
9.4K
$469K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
340+ 2.42% |
$11.7K - $13.4K
|
14.4K
$717K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
336New |
$11.6K - $13.2K
|
336
$16.8K
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
334+ 0.34% |
$11.5K - $13.1K
|
97.6K
$4.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
333+ 0.15% |
$11.5K - $13.1K
|
225K
$11.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
323+ 2.38% |
$11.1K - $12.7K
|
13.9K
$693K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
322+ 2.1% |
$11.1K - $12.7K
|
15.6K
$780K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
314+ 0.75% |
$10.8K - $12.4K
|
42K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
309+ 0.67% |
$10.7K - $12.2K
|
46.4K
$2.32M
|