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 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$484K - $553K
|
14.1K
$717K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$481K - $549K
|
14K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
13.5KNew |
$465K - $531K
|
13.5K
$688K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
13.4K+ 162.63% |
$462K - $527K
|
21.6K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.2KNew |
$455K - $519K
|
13.2K
$673K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
13.1K+ 2.77% |
$453K - $517K
|
487K
$24.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
13.1K+ 2.77% |
$453K - $517K
|
487K
$24.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.1K+ 203.68% |
$452K - $515K
|
19.5K
$996K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$451K - $515K
|
13.1K
$667K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
13K+ 17.44% |
$449K - $513K
|
87.8K
$4.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.8K+ 131.95% |
$443K - $505K
|
22.6K
$1.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.8K+ 82.49% |
$442K - $505K
|
28.4K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.6KNew |
$436K - $497K
|
12.6K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
12.6KNew |
$435K - $497K
|
12.6K
$644K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 2.28% |
$410K - $467K
|
534K
$27.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 213.75% |
$409K - $467K
|
17.4K
$888K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
11.9KNew |
$409K - $466K
|
11.9K
$604K
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
11K+ 122.22% |
$379K - $433K
|
20K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11K+ 5.77% |
$378K - $431K
|
201K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10.7KNew |
$369K - $422K
|
10.7K
$546K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.2K+ 15.61% |
$353K - $402K
|
75.8K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.2K+ 80.27% |
$350K - $400K
|
22.8K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 24.02% |
$349K - $398K
|
52.3K
$2.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
9.68KNew |
$334K - $381K
|
9.68K
$494K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.61KNew |
$331K - $378K
|
9.61K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.59K+ 111.24% |
$331K - $377K
|
18.2K
$929K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.54K+ 2.55% |
$329K - $375K
|
383K
$19.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
9.5KNew |
$327K - $374K
|
9.5K
$484K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.38KNew |
$323K - $369K
|
9.38K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.35K+ 3.54% |
$322K - $368K
|
274K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.03K+ 5.46% |
$311K - $355K
|
174K
$8.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.83K+ 65.96% |
$304K - $347K
|
22.2K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
8.78K+ 24.95% |
$302K - $345K
|
43.9K
$2.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.32K+ 64.87% |
$287K - $327K
|
21.1K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
8.03K+ 433.01% |
$277K - $316K
|
9.88K
$504K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.93K+ 49.59% |
$273K - $312K
|
23.9K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
7.9K+ 3.31% |
$272K - $311K
|
246K
$12.6M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.75K+ 19.58% |
$267K - $305K
|
47.3K
$2.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.75K+ 8.03% |
$267K - $305K
|
104K
$5.31M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
7.68K+ 6.51% |
$265K - $302K
|
126K
$6.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
7.5K+ 8.73% |
$258K - $295K
|
93.4K
$4.76M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.41KNew |
$255K - $291K
|
7.41K
$378K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.34KNew |
$253K - $289K
|
7.34K
$374K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.29KNew |
$251K - $287K
|
7.29K
$371K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.28KNew |
$251K - $286K
|
7.28K
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.26KNew |
$250K - $286K
|
7.26K
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
7.17K+ 4.16% |
$247K - $282K
|
180K
$9.16M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
7.11KNew |
$245K - $280K
|
7.11K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.03KNew |
$242K - $277K
|
7.03K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
6.81K+ 4.57% |
$235K - $268K
|
156K
$7.94M
|