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 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-291- 2.12% |
$12.4K - $13.4K
|
13.4K
$685K
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-293- 0.38% |
$12.4K - $13.4K
|
76K
$3.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-294- 93.33% |
$12.5K - $13.5K
|
21
$1.07K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-300- 5.08% |
$12.7K - $13.8K
|
5.6K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-304- 3.27% |
$12.9K - $14K
|
9K
$459K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-310- 1.53% |
$13.2K - $14.2K
|
20K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-320- 3.76% |
$13.6K - $14.7K
|
8.2K
$418K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-333- 62.36% |
$14.1K - $15.3K
|
201
$10.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-348- 1.84% |
$14.8K - $16K
|
18.6K
$947K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-360- 2.87% |
$15.3K - $16.5K
|
12.2K
$620K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-367- 0.83% |
$15.6K - $16.8K
|
43.9K
$2.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-372- 0.2% |
$15.8K - $17.1K
|
190K
$9.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-375- 5.42% |
$15.9K - $17.2K
|
6.55K
$334K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-390- 1.29% |
$16.6K - $17.9K
|
29.8K
$1.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-396- 2.81% |
$16.8K - $18.2K
|
13.7K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-396- 1.97% |
$16.8K - $18.2K
|
19.7K
$1.01M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-402- 4.52% |
$17.1K - $18.4K
|
8.49K
$433K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-410- 32.39% |
$17.4K - $18.8K
|
856
$43.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-414- 1.38% |
$17.6K - $19K
|
29.5K
$1.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-417- 0.96% |
$17.7K - $19.1K
|
43.1K
$2.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-424- 0.26% |
$18K - $19.5K
|
161K
$8.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-425- 1.73% |
$18K - $19.5K
|
24.1K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-427- 1.6% |
$18.1K - $19.6K
|
26.3K
$1.34M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-427- 1.6% |
$18.1K - $19.6K
|
26.3K
$1.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-427- 3.93% |
$18.1K - $19.6K
|
10.4K
$533K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-428- 0.14% |
$18.2K - $19.6K
|
309K
$15.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-449- 0.21% |
$19.1K - $20.6K
|
211K
$10.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-453- 8.15% |
$19.2K - $20.8K
|
5.11K
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-458- 1.83% |
$19.4K - $21K
|
24.6K
$1.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-495- 3.96% |
$21K - $22.7K
|
12K
$612K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-500- 0.51% |
$21.2K - $22.9K
|
97.7K
$4.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-500- 0.68% |
$21.2K - $22.9K
|
72.6K
$3.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-509- 6.5% |
$21.6K - $23.4K
|
7.32K
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-511- 4.85% |
$21.7K - $23.4K
|
10K
$511K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-534- 51.84% |
$22.7K - $24.5K
|
496
$25.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-535- 0.84% |
$22.7K - $24.6K
|
63.2K
$3.22M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-558- 2.99% |
$23.7K - $25.6K
|
18.1K
$922K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-564- 0.16% |
$23.9K - $25.9K
|
363K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-572- 0.23% |
$24.3K - $26.2K
|
249K
$12.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-588- 11.34% |
$25K - $27K
|
4.6K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-591- 10.82% |
$25.1K - $27.1K
|
4.87K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-600- 7.99% |
$25.5K - $27.5K
|
6.91K
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-601- 10.52% |
$25.5K - $27.6K
|
5.11K
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-629- 9.36% |
$26.7K - $28.9K
|
6.09K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-651- 0.1% |
$27.6K - $29.9K
|
648K
$33M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-652- 23.12% |
$27.7K - $29.9K
|
2.17K
$111K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-672- 2.09% |
$28.5K - $30.8K
|
31.5K
$1.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-672- 2.09% |
$28.5K - $30.8K
|
31.5K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-683- 8.31% |
$29K - $31.3K
|
7.54K
$384K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-685- 0.3% |
$29.1K - $31.4K
|
227K
$11.6M
|