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 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.4K+ 25.33% |
$145K - $156K
|
16.8K
$839K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.31KNew |
$140K - $152K
|
3.31K
$165K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.3K+ 1.77% |
$140K - $151K
|
190K
$9.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.19K+ 2.54% |
$136K - $147K
|
129K
$6.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.18K+ 0.66% |
$135K - $146K
|
485K
$24.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.17K+ 19.14% |
$134K - $145K
|
19.7K
$981K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
3.05K+ 49.68% |
$130K - $140K
|
9.19K
$458K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3K+ 23.93% |
$127K - $138K
|
15.5K
$773K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.94K+ 21.76% |
$125K - $135K
|
16.5K
$820K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.93KNew |
$124K - $134K
|
2.93K
$146K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.86K+ 2.03% |
$122K - $131K
|
144K
$7.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.83K+ 4.76% |
$120K - $130K
|
62.4K
$3.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.77K+ 10.09% |
$118K - $127K
|
30.2K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.72K+ 6.67% |
$115K - $125K
|
43.4K
$2.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.68K+ 2.4% |
$114K - $123K
|
114K
$5.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.67K+ 52.18% |
$113K - $122K
|
7.78K
$387K
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 2.07% |
$113K - $122K
|
131K
$6.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.66K+ 39.14% |
$113K - $122K
|
9.44K
$470K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.62K+ 22.03% |
$111K - $120K
|
14.5K
$723K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.6K+ 48.05% |
$110K - $119K
|
8.01K
$399K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.6K+ 4.05% |
$110K - $119K
|
66.8K
$3.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.58K+ 1.1% |
$109K - $118K
|
236K
$11.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.55K+ 2.75% |
$108K - $117K
|
95.2K
$4.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.5K+ 2.81% |
$106K - $115K
|
91.4K
$4.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.49K+ 5.17% |
$106K - $114K
|
50.6K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.48K+ 57.15% |
$105K - $114K
|
6.82K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.44KNew |
$104K - $112K
|
2.44K
$121K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2.39K+ 116.0% |
$102K - $110K
|
4.45K
$222K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.38K+ 1.17% |
$101K - $109K
|
205K
$10.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.25K+ 9.16% |
$95.7K - $103K
|
26.9K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.24K+ 3.34% |
$95.3K - $103K
|
69.4K
$3.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
2.22K+ 10.33% |
$94.4K - $102K
|
23.7K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.2K+ 1.12% |
$93.2K - $101K
|
199K
$9.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
2.18K+ 0.55% |
$92.6K - $100K
|
400K
$19.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.15K+ 1.77% |
$91.4K - $98.8K
|
123K
$6.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.15K+ 2.38% |
$91.2K - $98.6K
|
92.6K
$4.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.13K+ 25.46% |
$90.2K - $97.5K
|
10.5K
$521K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.09K+ 1.44% |
$88.6K - $95.8K
|
147K
$7.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.03K+ 0.68% |
$86.4K - $93.3K
|
302K
$15M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.99K+ 0.7% |
$84.6K - $91.4K
|
285K
$14.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.98K+ 6.19% |
$84.2K - $91K
|
34.1K
$1.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.98K+ 36.16% |
$84K - $90.8K
|
7.45K
$371K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.98K+ 13.5% |
$83.9K - $90.6K
|
16.6K
$827K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
1.95K+ 5.51% |
$82.8K - $89.4K
|
37.3K
$1.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.92K+ 4.11% |
$81.6K - $88.2K
|
48.6K
$2.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 1.18% |
$78.4K - $84.7K
|
158K
$7.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.82K+ 25942.86% |
$77.1K - $83.3K
|
1.82K
$90.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.81K+ 7.51% |
$77K - $83.2K
|
26K
$1.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1.81K+ 11.72% |
$76.9K - $83.1K
|
17.3K
$859K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.8K+ 2.2% |
$76.4K - $82.6K
|
83.8K
$4.17M
|