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 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
776+ 1.02% |
$32.9K - $35.6K
|
77K
$3.83M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
760+ 4.0% |
$32.3K - $34.9K
|
19.8K
$984K
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
738+ 0.54% |
$31.3K - $33.9K
|
137K
$6.82M
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
717+ 6.08% |
$30.4K - $32.9K
|
12.5K
$623K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
708New |
$30.1K - $32.5K
|
708
$35.3K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
679+ 1.82% |
$28.8K - $31.2K
|
38K
$1.89M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
648+ 4.85% |
$27.5K - $29.7K
|
14K
$697K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
622+ 0.68% |
$26.4K - $28.5K
|
92.7K
$4.62M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
621+ 1.27% |
$26.4K - $28.5K
|
49.6K
$2.47M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
619+ 13.38% |
$26.3K - $28.4K
|
5.25K
$261K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
587+ 0.35% |
$24.9K - $26.9K
|
167K
$8.31M
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
575New |
$24.4K - $26.4K
|
575
$28.6K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
565+ 5.27% |
$24K - $25.9K
|
11.3K
$562K
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
555+ 0.71% |
$23.6K - $25.5K
|
79.2K
$3.95M
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
538+ 9.24% |
$22.8K - $24.7K
|
6.36K
$317K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
533+ 24.13% |
$22.6K - $24.5K
|
2.74K
$137K
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
515+ 3.07% |
$21.9K - $23.6K
|
17.3K
$862K
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
508+ 0.4% |
$21.6K - $23.3K
|
128K
$6.35M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$21.2K - $22.9K
|
500
$24.9K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500+ 16.67% |
$21.2K - $22.9K
|
3.5K
$174K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 250.0% |
$21.2K - $22.9K
|
700
$34.9K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
475+ 2.52% |
$20.2K - $21.8K
|
19.3K
$961K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
459+ 2.87% |
$19.5K - $21.1K
|
16.5K
$819K
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
455+ 0.76% |
$19.3K - $20.9K
|
60.7K
$3.02M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
452+ 0.6% |
$19.2K - $20.7K
|
76.2K
$3.79M
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
451+ 0.58% |
$19.1K - $20.7K
|
78.5K
$3.91M
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
447+ 84.34% |
$19K - $20.5K
|
977
$48.6K
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
436+ 1.23% |
$18.5K - $20K
|
35.9K
$1.79M
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
429+ 4.71% |
$18.2K - $19.7K
|
9.53K
$475K
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
415New |
$17.6K - $19K
|
415
$20.7K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
403+ 1.87% |
$17.1K - $18.5K
|
21.9K
$1.09M
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
385+ 2.89% |
$16.3K - $17.7K
|
13.7K
$681K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
383+ 38.3% |
$16.3K - $17.6K
|
1.38K
$68.9K
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
375+ 0.42% |
$15.9K - $17.2K
|
90.1K
$4.49M
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
357+ 32.9% |
$15.2K - $16.4K
|
1.44K
$71.8K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
356+ 0.88% |
$15.1K - $16.3K
|
40.8K
$2.03M
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
339+ 0.43% |
$14.4K - $15.6K
|
79.1K
$3.94M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
330New |
$14K - $15.1K
|
330
$16.4K
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
325+ 0.69% |
$13.8K - $14.9K
|
47.4K
$2.36M
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
316+ 4.37% |
$13.4K - $14.5K
|
7.55K
$376K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
315+ 2.53% |
$13.4K - $14.5K
|
12.8K
$635K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
301+ 3.71% |
$12.8K - $13.8K
|
8.41K
$419K
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
300+ 0.56% |
$12.7K - $13.8K
|
53.9K
$2.68M
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
300+ 120.0% |
$12.7K - $13.8K
|
550
$27.4K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
300+ 0.43% |
$12.7K - $13.8K
|
69.3K
$3.45M
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
299+ 1.19% |
$12.7K - $13.7K
|
25.4K
$1.27M
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
292+ 0.54% |
$12.4K - $13.4K
|
54.8K
$2.73M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
287+ 1.2% |
$12.2K - $13.2K
|
24.3K
$1.21M
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
271+ 3.17% |
$11.5K - $12.4K
|
8.82K
$439K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
252New |
$10.7K - $11.6K
|
252
$12.5K
|