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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.39K- 1.02% |
$59.1K - $63.9K
|
136K
$6.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.42K- 7.48% |
$60.2K - $65K
|
17.5K
$877K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.43K- 4.83% |
$60.9K - $65.8K
|
28.3K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.44K- 14.03% |
$61.3K - $66.3K
|
8.85K
$443K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.45K- 15.74% |
$61.6K - $66.5K
|
7.76K
$388K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.45K- 6.78% |
$61.6K - $66.5K
|
19.9K
$997K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.46K- 97.13% |
$61.9K - $66.9K
|
43
$2.15K
|
|
|
Aug 12, 2024
Q2 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-1.47K- 31.37% |
$62.4K - $67.4K
|
3.21K
$161K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.49K- 2.11% |
$63.4K - $68.6K
|
69.2K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.52K- 68.39% |
$64.6K - $69.8K
|
703
$35.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.52K- 1.6% |
$64.7K - $69.9K
|
93.8K
$4.69M
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-1.57K- 1.61% |
$66.5K - $71.9K
|
95.7K
$4.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.62K- 4.8% |
$68.8K - $74.3K
|
32.2K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.64K- 2.65% |
$69.6K - $75.2K
|
60.1K
$3.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.65K- 0.52% |
$69.8K - $75.5K
|
316K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.67K- 0.57% |
$70.8K - $76.5K
|
290K
$14.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.71K- 1.22% |
$72.4K - $78.3K
|
138K
$6.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.71K- 1.89% |
$72.5K - $78.3K
|
88.5K
$4.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.71K- 11.79% |
$72.6K - $78.5K
|
12.8K
$640K
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-1.74K- 2.3% |
$74.1K - $80K
|
73.9K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.84K- 1.24% |
$78.2K - $84.5K
|
147K
$7.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-1.84K- 1.18% |
$78.3K - $84.6K
|
154K
$7.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.88K- 16.4% |
$79.8K - $86.3K
|
9.58K
$479K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.89K- 63.08% |
$80.2K - $86.6K
|
1.11K
$55.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.9K- 3.11% |
$80.7K - $87.2K
|
59.1K
$2.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-1.91K- 2.09% |
$81K - $87.5K
|
89.2K
$4.46M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.92K- 1.88% |
$81.4K - $88K
|
99.8K
$4.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.92K- 6.7% |
$81.7K - $88.3K
|
26.8K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
SELL
|
- |
-1.93K- 3.21% |
$82.1K - $88.8K
|
58.3K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.96K- 17.73% |
$83.1K - $89.8K
|
9.08K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.99K- 27.93% |
$84.4K - $91.2K
|
5.13K
$257K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2K- 17.1% |
$84.9K - $91.8K
|
9.7K
$485K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.05K- 6.81% |
$87.2K - $94.2K
|
28.1K
$1.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-2.07K- 1.92% |
$87.7K - $94.8K
|
106K
$5.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-2.09K- 0.51% |
$88.6K - $95.8K
|
409K
$20.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.1K- 6.97% |
$89.1K - $96.3K
|
28K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.14K- 5.58% |
$90.7K - $98.1K
|
36.1K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.17K- 45.39% |
$92.2K - $99.7K
|
2.61K
$131K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.19K- 1.9% |
$93.1K - $101K
|
113K
$5.66M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.26K- 0.19% |
$95.7K - $103K
|
1.21M
$60.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.26K- 0.19% |
$95.7K - $103K
|
1.21M
$60.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.3K- 2.13% |
$97.7K - $106K
|
106K
$5.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.36K- 5.63% |
$100K - $108K
|
39.5K
$1.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2.37K- 2.32% |
$100K - $109K
|
99.7K
$4.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.37K- 1.07% |
$100K - $109K
|
219K
$11M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.38K- 1.12% |
$101K - $109K
|
211K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-2.41K- 4.94% |
$102K - $111K
|
46.3K
$2.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.54K- 4.16% |
$108K - $117K
|
58.6K
$2.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.57K- 0.98% |
$109K - $118K
|
261K
$13M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.6K- 2.01% |
$110K - $119K
|
127K
$6.36M
|