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 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.6K- 2.01% |
$110K - $119K
|
127K
$6.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-2.61K- 66.73% |
$111K - $120K
|
1.3K
$67.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.61K- 33.44% |
$111K - $120K
|
5.19K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.62K- 15.61% |
$111K - $120K
|
14.2K
$737K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.65K- 0.59% |
$112K - $122K
|
448K
$23.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.67K- 24.4% |
$113K - $122K
|
8.26K
$430K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.67K- 2.44% |
$113K - $122K
|
107K
$5.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.69K- 1.86% |
$114K - $123K
|
142K
$7.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.77K- 20.66% |
$118K - $127K
|
10.6K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.78K- 13.18% |
$118K - $128K
|
18.3K
$953K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.8K- 18.57% |
$119K - $128K
|
12.3K
$638K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.81K- 35.77% |
$119K - $129K
|
5.04K
$262K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.9K- 14.14% |
$123K - $133K
|
17.6K
$916K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-2.91K- 1.73% |
$124K - $134K
|
165K
$8.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.92K- 1.74% |
$124K - $134K
|
165K
$8.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.95K- 15.24% |
$125K - $136K
|
16.4K
$855K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.05K- 30.59% |
$130K - $140K
|
6.93K
$361K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.12K- 1.28% |
$133K - $143K
|
241K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-3.16K- 11.0% |
$134K - $145K
|
25.5K
$1.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.42K- 3.75% |
$145K - $157K
|
87.7K
$4.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.46K- 17.86% |
$147K - $159K
|
15.9K
$827K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.52K- 40.37% |
$149K - $162K
|
5.2K
$271K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.62K- 73.46% |
$154K - $166K
|
1.31K
$68K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.65K- 6.44% |
$155K - $168K
|
53.1K
$2.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.66K- 1.13% |
$155K - $168K
|
319K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.69K- 15.67% |
$157K - $169K
|
19.8K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.7K- 38.07% |
$157K - $170K
|
6.02K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.72K- 17.93% |
$158K - $171K
|
17K
$886K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.75K- 4.16% |
$159K - $172K
|
86.3K
$4.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.76K- 4.05% |
$160K - $173K
|
89.2K
$4.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.94K- 15.15% |
$167K - $181K
|
22K
$1.15M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.94K- 31.33% |
$167K - $181K
|
8.63K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.01K- 5.09% |
$170K - $184K
|
74.7K
$3.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-4.03K- 13.67% |
$171K - $185K
|
25.5K
$1.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.15K- 40.59% |
$176K - $190K
|
6.08K
$316K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-4.16K- 13.04% |
$176K - $191K
|
27.7K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.18K- 22.35% |
$177K - $192K
|
14.5K
$755K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.21K- 1.72% |
$179K - $193K
|
241K
$12.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.35K- 0.69% |
$184K - $199K
|
623K
$32.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.38K- 0.65% |
$186K - $201K
|
673K
$35M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-4.44K- 1.03% |
$188K - $204K
|
425K
$22.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.45K- 13.85% |
$189K - $204K
|
27.7K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-4.53K- 13.91% |
$192K - $208K
|
28K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-4.58K- 2.31% |
$194K - $210K
|
193K
$10M
|
|
|
Aug 01, 2024
Q2 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-4.59K- 0.83% |
$195K - $210K
|
550K
$28.6M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-4.73K- 71.48% |
$201K - $217K
|
1.89K
$98.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5.16K- 1.39% |
$219K - $237K
|
367K
$19.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.18K- 15.72% |
$220K - $238K
|
27.8K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-5.19K- 5.22% |
$220K - $238K
|
94.4K
$4.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.28K- 3.76% |
$224K - $242K
|
135K
$7.04M
|