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 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.78K+ 16.18% |
$234K - $267K
|
48.7K
$2.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.75K+ 1.84% |
$233K - $266K
|
373K
$19M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
6.67KNew |
$230K - $263K
|
6.67K
$340K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
6.65KNew |
$229K - $261K
|
6.65K
$339K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
6.64KNew |
$229K - $261K
|
6.64K
$339K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.49K+ 2.09% |
$224K - $255K
|
317K
$16.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.47K+ 286.37% |
$223K - $255K
|
8.73K
$445K
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
6.44KNew |
$222K - $253K
|
6.44K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.38K+ 71.9% |
$220K - $251K
|
15.3K
$778K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6.36KNew |
$219K - $250K
|
6.36K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
6.32KNew |
$218K - $249K
|
6.32K
$322K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
6.3KNew |
$217K - $248K
|
6.3K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6.27KNew |
$216K - $246K
|
6.27K
$319K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.26KNew |
$216K - $246K
|
6.26K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.05KNew |
$208K - $238K
|
6.05K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6.01K+ 3.2% |
$207K - $237K
|
194K
$9.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6K+ 86.04% |
$207K - $236K
|
13K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.99K+ 8.74% |
$206K - $236K
|
74.5K
$3.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.98K+ 19.59% |
$206K - $235K
|
36.5K
$1.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
5.9KNew |
$203K - $232K
|
5.9K
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.83KNew |
$201K - $229K
|
5.83K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.81K+ 13.87% |
$200K - $229K
|
47.7K
$2.43M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.75K+ 0.47% |
$198K - $226K
|
1.22M
$62.1M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.73KNew |
$198K - $225K
|
5.73K
$292K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.71KNew |
$197K - $225K
|
5.71K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.71KNew |
$197K - $225K
|
5.71K
$291K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.69KNew |
$196K - $224K
|
5.69K
$290K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.62K+ 34.26% |
$194K - $221K
|
22K
$1.12M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.6KNew |
$193K - $220K
|
5.6K
$286K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.57K+ 1.28% |
$192K - $219K
|
441K
$22.5M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.55KNew |
$191K - $218K
|
5.55K
$283K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
5.54KNew |
$191K - $218K
|
5.54K
$283K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.52K+ 12.61% |
$190K - $217K
|
49.3K
$2.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.49KNew |
$189K - $216K
|
5.49K
$280K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.48KNew |
$189K - $215K
|
5.48K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.48K+ 11.12% |
$189K - $215K
|
54.7K
$2.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.47KNew |
$189K - $215K
|
5.47K
$279K
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
5.41KNew |
$187K - $213K
|
5.41K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.37KNew |
$185K - $211K
|
5.37K
$274K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.34KNew |
$184K - $210K
|
5.34K
$272K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.25KNew |
$181K - $206K
|
5.25K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.21KNew |
$180K - $205K
|
5.21K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.21KNew |
$180K - $205K
|
5.21K
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.19KNew |
$179K - $204K
|
5.19K
$265K
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
5.19KNew |
$179K - $204K
|
5.19K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5.1KNew |
$176K - $201K
|
5.1K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
5.08KNew |
$175K - $200K
|
5.08K
$259K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.97K+ 134.65% |
$171K - $196K
|
8.66K
$442K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.93K+ 3.42% |
$170K - $194K
|
149K
$7.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.91K+ 1.74% |
$169K - $193K
|
288K
$14.7M
|