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 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.3K+ 5.1% |
$1.07M - $1.16M
|
521K
$26M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
25.2K+ 10.33% |
$1.07M - $1.16M
|
270K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
24.6K+ 77.88% |
$1.04M - $1.13M
|
56.2K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
24.5KNew |
$1.04M - $1.12M
|
24.5K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
23.1KNew |
$982K - $1.06M
|
23.1K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.1K+ 2.94% |
$979K - $1.06M
|
807K
$40.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
22.5KNew |
$955K - $1.03M
|
22.5K
$1.12M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.5K+ 12.36% |
$955K - $1.03M
|
204K
$10.2M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
21.5K+ 81.77% |
$914K - $988K
|
47.9K
$2.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20.8K+ 8.17% |
$885K - $956K
|
276K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.2K+ 524.22% |
$857K - $926K
|
24K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Fore Capital, LLC
|
BUY
|
- |
20K+ 12.66% |
$849K - $918K
|
178K
$8.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
19.9K+ 42.5% |
$846K - $914K
|
66.8K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
19.9K+ 14.62% |
$843K - $912K
|
156K
$7.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.8K+ 112.03% |
$799K - $863K
|
35.6K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
18KNew |
$764K - $826K
|
18K
$896K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.7KNew |
$753K - $814K
|
17.7K
$883K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
17K+ 2.41% |
$722K - $780K
|
723K
$36M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
16.8K+ 57.16% |
$714K - $771K
|
46.2K
$2.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
16.8K+ 8.5% |
$712K - $769K
|
214K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
16.7K+ 13.09% |
$710K - $767K
|
144K
$7.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
16.3KNew |
$690K - $746K
|
16.3K
$809K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$690K - $746K
|
16.2K
$809K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.7KNew |
$667K - $721K
|
15.7K
$782K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.6KNew |
$660K - $714K
|
15.6K
$774K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
15.5KNew |
$657K - $710K
|
15.5K
$771K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.5K+ 107.89% |
$656K - $710K
|
29.8K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
15.3K+ 127.32% |
$650K - $703K
|
27.3K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
15.1K+ 8.22% |
$641K - $693K
|
199K
$9.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$632K - $683K
|
14.9K
$741K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.2K+ 52.15% |
$604K - $652K
|
41.5K
$2.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13.9K+ 146.76% |
$590K - $637K
|
23.3K
$1.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$584K - $631K
|
13.7K
$684K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.5K+ 9.71% |
$574K - $621K
|
153K
$7.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
13.4KNew |
$570K - $616K
|
13.4K
$668K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
13.4K+ 59.47% |
$569K - $615K
|
35.9K
$1.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$548K - $592K
|
12.9K
$642K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.5K+ 4.03% |
$529K - $572K
|
321K
$16M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
12.2K+ 185.81% |
$519K - $561K
|
18.8K
$936K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.1K+ 46.31% |
$512K - $553K
|
38.1K
$1.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.9K+ 1.12% |
$507K - $548K
|
1.08M
$53.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.7K+ 11.58% |
$499K - $539K
|
113K
$5.63M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
11.7K+ 15.56% |
$498K - $538K
|
87K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
11.5K+ 6.29% |
$488K - $528K
|
194K
$9.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$482K - $521K
|
11.4K
$565K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11.1KNew |
$472K - $510K
|
11.1K
$554K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.8K+ 7.41% |
$458K - $495K
|
156K
$7.79M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
10.7KNew |
$452K - $489K
|
10.7K
$530K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
10.4K+ 7.6% |
$440K - $476K
|
147K
$7.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
10.1K+ 3.66% |
$427K - $462K
|
285K
$14.2M
|