Purchases and Sales Made in Q3 2024 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-205- 2.72% |
$9.03K - $10.4K
|
7.33K
$456K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-206- 19.13% |
$9.08K - $10.4K
|
871
$54.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-216- 2.81% |
$9.52K - $10.9K
|
7.47K
$464K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-221- 3.52% |
$9.74K - $11.2K
|
6.06K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-224- 4.57% |
$9.87K - $11.3K
|
4.67K
$291K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-225- 0.28% |
$9.91K - $11.4K
|
78.9K
$4.9M
|
|
|
Feb 13, 2025
Q3 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-227- 0.15% |
$10K - $11.5K
|
152K
$9.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-231- 0.15% |
$10.2K - $11.7K
|
151K
$9.41M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-234- 2.76% |
$10.3K - $11.8K
|
8.26K
$513K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-240- 11.36% |
$10.6K - $12.1K
|
1.87K
$116K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-244- 4.77% |
$10.8K - $12.3K
|
4.87K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-244- 6.7% |
$10.8K - $12.3K
|
3.4K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-249- 2.1% |
$11K - $12.6K
|
11.6K
$722K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-262- 1.99% |
$11.5K - $13.2K
|
12.9K
$803K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-266- 0.29% |
$11.7K - $13.4K
|
91.1K
$5.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-271- 1.37% |
$11.9K - $13.7K
|
19.6K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-282- 2.96% |
$12.4K - $14.2K
|
9.24K
$575K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-283- 5.48% |
$12.5K - $14.3K
|
4.88K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-284- 8.95% |
$12.5K - $14.3K
|
2.89K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-286- 42.69% |
$12.6K - $14.4K
|
384
$23.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-290- 1.75% |
$12.8K - $14.6K
|
16.3K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-294- 3.06% |
$13K - $14.8K
|
9.33K
$580K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-300- 4.92% |
$13.2K - $15.2K
|
5.8K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-304- 2.77% |
$13.4K - $15.4K
|
10.7K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-306- 0.78% |
$13.5K - $15.5K
|
39K
$2.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-315- 1.66% |
$13.9K - $15.9K
|
18.7K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-327- 6.03% |
$14.4K - $16.5K
|
5.1K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-331- 0.87% |
$14.6K - $16.7K
|
37.7K
$2.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-339- 4.22% |
$14.9K - $17.1K
|
7.69K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-340- 0.44% |
$15K - $17.2K
|
76.6K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-355- 1.2% |
$15.6K - $17.9K
|
29.1K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-365- 2.37% |
$16.1K - $18.4K
|
15.1K
$936K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-376- 3.25% |
$16.6K - $19K
|
11.2K
$695K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-383- 1.83% |
$16.9K - $19.3K
|
20.6K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-383- 27.69% |
$16.9K - $19.3K
|
1K
$62.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-388- 0.43% |
$17.1K - $19.6K
|
89.7K
$5.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-398- 1.84% |
$17.5K - $20.1K
|
21.2K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-399- 18.55% |
$17.6K - $20.1K
|
1.75K
$109K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-405- 27.87% |
$17.8K - $20.5K
|
1.05K
$65.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-406- 0.52% |
$17.9K - $20.5K
|
78.2K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-408- 9.16% |
$18K - $20.6K
|
4.05K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-409- 2.77% |
$18K - $20.7K
|
14.3K
$891K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-410- 0.3% |
$18.1K - $20.7K
|
137K
$8.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-411- 1.35% |
$18.1K - $20.8K
|
30.1K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-414- 2.23% |
$18.2K - $20.9K
|
18.2K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-417- 1.22% |
$18.4K - $21.1K
|
33.6K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-417- 1.93% |
$18.4K - $21.1K
|
21.2K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-422- 0.4% |
$18.6K - $21.3K
|
104K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-427- 6.97% |
$18.8K - $21.6K
|
5.7K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-432- 50.47% |
$19K - $21.8K
|
424
$26.4K
|