Purchases and Sales Made in Q3 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.04K- 0.74% |
$106K - $114K
|
405K
$20.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.23K- 2.14% |
$113K - $121K
|
148K
$7.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.27K- 1.0% |
$114K - $123K
|
323K
$16.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.29K- 35.88% |
$115K - $123K
|
5.88K
$300K
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-3.32K- 3.99% |
$116K - $125K
|
79.9K
$4.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.45K- 1.23% |
$121K - $129K
|
277K
$14.1M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.45K- 13.61% |
$121K - $129K
|
21.9K
$1.12M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-3.56K- 34.2% |
$125K - $133K
|
6.85K
$349K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.57K- 2.33% |
$125K - $134K
|
150K
$7.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-3.6K- 32.29% |
$126K - $135K
|
7.55K
$385K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.67K- 3.48% |
$128K - $138K
|
102K
$5.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.72K- 3.21% |
$130K - $140K
|
112K
$5.73M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.77K- 1.68% |
$132K - $141K
|
221K
$11.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-3.78K- 8.49% |
$132K - $142K
|
40.8K
$2.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.82K- 3.57% |
$134K - $143K
|
103K
$5.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-3.83K- 36.05% |
$134K - $144K
|
6.8K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.86K- 4.15% |
$135K - $145K
|
89K
$4.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3.98K- 3.6% |
$139K - $149K
|
107K
$5.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4K- 10.74% |
$140K - $150K
|
33.3K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-4.21K- 23.07% |
$147K - $158K
|
14K
$716K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-4.22K- 3.12% |
$148K - $158K
|
131K
$6.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.26K- 6.23% |
$149K - $159K
|
64K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.28K- 3.12% |
$150K - $160K
|
133K
$6.78M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.41K- 2.3% |
$154K - $165K
|
188K
$9.57M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.52K- 12.9% |
$158K - $169K
|
30.5K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.97K- 11.14% |
$174K - $186K
|
39.6K
$2.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.01K- 7.09% |
$175K - $188K
|
65.7K
$3.35M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.19K- 14.68% |
$181K - $194K
|
30.1K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.22K- 34.22% |
$183K - $196K
|
10K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.34K- 4.89% |
$187K - $200K
|
104K
$5.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.37K- 16.05% |
$188K - $201K
|
28.1K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.38K- 7.93% |
$188K - $202K
|
62.4K
$3.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-5.4K- 12.4% |
$189K - $203K
|
38.2K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.42K- 19.44% |
$190K - $203K
|
22.5K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.51K- 87.16% |
$193K - $206K
|
811
$41.4K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.52KClosed |
$193K - $207K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-5.56K- 1.2% |
$195K - $208K
|
457K
$23.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.58K- 32.44% |
$195K - $209K
|
11.6K
$592K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.58K- 27.4% |
$195K - $209K
|
14.8K
$754K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.62K- 11.39% |
$197K - $211K
|
43.7K
$2.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.73K- 3.1% |
$200K - $215K
|
179K
$9.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.78K- 23.06% |
$202K - $217K
|
19.3K
$983K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.85K- 6.31% |
$205K - $219K
|
86.9K
$4.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.96K- 1.74% |
$209K - $223K
|
337K
$17.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-6.07K- 3.43% |
$212K - $227K
|
171K
$8.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.11K- 1.58% |
$214K - $229K
|
380K
$19.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.15K- 7.94% |
$215K - $230K
|
71.3K
$3.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.15K- 32.86% |
$215K - $231K
|
12.6K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.46K- 77.85% |
$226K - $242K
|
1.84K
$93.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.51K- 2.12% |
$228K - $244K
|
300K
$15.3M
|