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 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
250+ 0.06% |
$10.6K - $11.5K
|
399K
$19.9M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
236+ 4.51% |
$10K - $10.8K
|
5.47K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
231+ 4.01% |
$9.81K - $10.6K
|
5.99K
$298K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
219+ 2.04% |
$9.3K - $10K
|
11K
$546K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
212+ 2.5% |
$9K - $9.73K
|
8.68K
$432K
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
210+ 3.15% |
$8.92K - $9.64K
|
6.87K
$342K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
200+ 1.51% |
$8.49K - $9.18K
|
13.4K
$668K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
200+ 2.58% |
$8.49K - $9.18K
|
7.96K
$396K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
200New |
$8.49K - $9.18K
|
200
$9.96K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
197+ 2.26% |
$8.36K - $9.04K
|
8.9K
$443K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
192+ 0.77% |
$8.15K - $8.81K
|
25.2K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
187+ 2.3% |
$7.94K - $8.58K
|
8.31K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
182+ 0.52% |
$7.73K - $8.35K
|
35.3K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
169+ 1.79% |
$7.18K - $7.76K
|
9.59K
$477K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
169New |
$7.18K - $7.76K
|
169
$8.41K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
168+ 96.0% |
$7.13K - $7.71K
|
343
$17.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
150+ 0.08% |
$6.37K - $6.88K
|
183K
$9.11M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
144+ 0.43% |
$6.11K - $6.61K
|
33.9K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
143+ 2.26% |
$6.07K - $6.56K
|
6.48K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
141+ 0.66% |
$5.99K - $6.47K
|
21.5K
$1.07M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
133+ 27.71% |
$5.65K - $6.1K
|
613
$30.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
128+ 0.89% |
$5.43K - $5.87K
|
14.6K
$725K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
122+ 1.79% |
$5.18K - $5.6K
|
6.95K
$346K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
120+ 0.56% |
$5.1K - $5.51K
|
21.4K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
118+ 2.11% |
$5.01K - $5.42K
|
5.71K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
110+ 0.1% |
$4.67K - $5.05K
|
114K
$5.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
105New |
$4.46K - $4.82K
|
105
$5.23K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 1.75% |
$4.25K - $4.59K
|
5.81K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100+ 0.88% |
$4.25K - $4.59K
|
11.5K
$571K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
91+ 1.73% |
$3.86K - $4.18K
|
5.36K
$267K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
91New |
$3.86K - $4.18K
|
91
$4.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
90+ 56.25% |
$3.82K - $4.13K
|
250
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
86+ 0.67% |
$3.65K - $3.95K
|
12.9K
$644K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
80+ 0.02% |
$3.4K - $3.67K
|
411K
$20.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
80+ 5.52% |
$3.4K - $3.67K
|
1.53K
$76.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
72+ 0.96% |
$3.06K - $3.3K
|
7.58K
$378K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
70+ 1.15% |
$2.97K - $3.21K
|
6.15K
$306K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
56+ 2.74% |
$2.38K - $2.57K
|
2.1K
$105K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
55+ 0.91% |
$2.34K - $2.52K
|
6.13K
$305K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
55+ 0.62% |
$2.34K - $2.52K
|
8.93K
$444K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
54+ 0.08% |
$2.29K - $2.48K
|
65.7K
$3.27M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 0.09% |
$2.21K - $2.39K
|
55.1K
$2.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
51+ 0.81% |
$2.17K - $2.34K
|
6.37K
$317K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
51+ 0.36% |
$2.17K - $2.34K
|
14.2K
$706K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
51+ 0.52% |
$2.17K - $2.34K
|
9.77K
$487K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
51+ 0.29% |
$2.17K - $2.34K
|
17.3K
$864K
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
49+ 0.26% |
$2.08K - $2.25K
|
19K
$947K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
48New |
$2.04K - $2.2K
|
48
$2.39K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
46+ 0.06% |
$1.95K - $2.11K
|
75.2K
$3.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
40+ 0.48% |
$1.7K - $1.84K
|
8.4K
$418K
|