Purchases and Sales Made in Q2 2024 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-69- 0.32% |
$2.93K - $3.17K
|
21.4K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-69- 0.94% |
$2.93K - $3.17K
|
7.25K
$361K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-74- 1.99% |
$3.14K - $3.4K
|
3.64K
$181K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-77- 0.35% |
$3.27K - $3.53K
|
21.9K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-81- 19.47% |
$3.44K - $3.72K
|
335
$16.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-83- 23.99% |
$3.52K - $3.81K
|
263
$13.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-94- 0.31% |
$3.99K - $4.31K
|
30.6K
$1.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 0.47% |
$4.25K - $4.59K
|
21.2K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-105- 3.17% |
$4.46K - $4.82K
|
3.21K
$160K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-110- 0.09% |
$4.67K - $5.05K
|
127K
$6.3M
|
|
|
Aug 12, 2024
Q2 2024
|
R.P. Boggs & Co.
|
SELL
|
- |
-112- 1.18% |
$4.76K - $5.14K
|
9.36K
$466K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-114- 4.23% |
$4.84K - $5.23K
|
2.58K
$129K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-121- 0.3% |
$5.14K - $5.55K
|
39.8K
$1.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-126- 4.53% |
$5.35K - $5.78K
|
2.66K
$132K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-137- 0.73% |
$5.82K - $6.29K
|
18.7K
$930K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-138- 0.42% |
$5.86K - $6.33K
|
32.6K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-140- 0.05% |
$5.94K - $6.42K
|
307K
$15.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-146- 1.61% |
$6.2K - $6.7K
|
8.94K
$445K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-150- 2.56% |
$6.37K - $6.88K
|
5.72K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-150- 12.57% |
$6.37K - $6.88K
|
1.04K
$51.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-153- 1.56% |
$6.5K - $7.02K
|
9.68K
$482K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.19% |
$6.71K - $7.25K
|
13.2K
$656K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-165- 0.68% |
$7.01K - $7.57K
|
24K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-165- 2.77% |
$7.01K - $7.57K
|
5.8K
$289K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-167- 2.24% |
$7.09K - $7.66K
|
7.3K
$364K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-169- 6.07% |
$7.18K - $7.76K
|
2.62K
$130K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-175- 0.69% |
$7.43K - $8.03K
|
25.1K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-175- 2.94% |
$7.43K - $8.03K
|
5.78K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-176- 10.62% |
$7.47K - $8.08K
|
1.48K
$73.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-178- 3.38% |
$7.56K - $8.17K
|
5.08K
$253K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-197- 0.98% |
$8.36K - $9.04K
|
19.9K
$991K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-204- 0.54% |
$8.66K - $9.36K
|
37.8K
$1.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-221- 0.81% |
$9.38K - $10.1K
|
27.2K
$1.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-226- 8.76% |
$9.6K - $10.4K
|
2.36K
$117K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-226- 1.33% |
$9.6K - $10.4K
|
16.8K
$835K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-228- 4.44% |
$9.68K - $10.5K
|
4.91K
$244K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-230- 2.26% |
$9.77K - $10.6K
|
9.96K
$496K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-243- 0.26% |
$10.3K - $11.2K
|
94.3K
$4.7M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-245- 0.9% |
$10.4K - $11.2K
|
26.9K
$1.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-250- 0.27% |
$10.6K - $11.5K
|
93.8K
$4.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-250- 3.51% |
$10.6K - $11.5K
|
6.86K
$342K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-253- 17.18% |
$10.7K - $11.6K
|
1.22K
$60.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-255- 0.58% |
$10.8K - $11.7K
|
43.5K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-263- 7.33% |
$11.2K - $12.1K
|
3.32K
$166K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-263- 1.37% |
$11.2K - $12.1K
|
19K
$945K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-269- 1.23% |
$11.4K - $12.3K
|
21.6K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-274- 3.3% |
$11.6K - $12.6K
|
8.02K
$400K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-282- 0.31% |
$12K - $12.9K
|
90.1K
$4.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-285- 3.96% |
$12.1K - $13.1K
|
6.92K
$345K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-287- 0.43% |
$12.2K - $13.2K
|
67.1K
$3.34M
|