Purchases and Sales Made in Q4 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-303K- 14.12% |
$10.4M - $11.9M
|
1.84M
$94M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-331K- 55.99% |
$11.4M - $13M
|
260K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-336K- 3.91% |
$11.6M - $13.2M
|
8.26M
$421M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-352K- 21.4% |
$12.1M - $13.8M
|
1.29M
$65.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-357K- 89.55% |
$12.3M - $14M
|
41.7K
$2.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-387K- 44.84% |
$13.3M - $15.2M
|
475K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-396K- 3.83% |
$13.7M - $15.6M
|
9.96M
$508M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-404K- 6.25% |
$13.9M - $15.9M
|
6.06M
$309M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-413K- 49.11% |
$14.2M - $16.2M
|
428K
$21.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-421K- 83.98% |
$14.5M - $16.6M
|
80.3K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-530K- 2.38% |
$18.3M - $20.9M
|
21.8M
$1.11B
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-547K- 33.41% |
$18.8M - $21.5M
|
1.09M
$55.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-581K- 93.2% |
$20M - $22.9M
|
42.4K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-801K- 16.72% |
$27.6M - $31.5M
|
3.99M
$204M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.64M- 4.65% |
$56.6M - $64.6M
|
33.7M
$1.72B
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.67M- 27.2% |
$57.5M - $65.7M
|
4.47M
$228M
|