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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.95K+ 0.69% |
$67K - $76.5K
|
285K
$14.5M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.9KNew |
$65.6K - $74.8K
|
1.9K
$97K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.85K+ 23.4% |
$63.6K - $72.6K
|
9.73K
$496K
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.83K+ 26.33% |
$63K - $71.9K
|
8.77K
$447K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.82K+ 3.49% |
$62.9K - $71.8K
|
54K
$2.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.82KNew |
$62.6K - $71.4K
|
1.82K
$92.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 9.29% |
$61.3K - $70K
|
20.9K
$1.07M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.76K+ 17.39% |
$60.6K - $69.2K
|
11.9K
$605K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.74K+ 5.65% |
$59.9K - $68.4K
|
32.5K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.6K+ 13.93% |
$55.2K - $62.9K
|
13.1K
$667K
|
|
|
Feb 12, 2024
Q4 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
1.58K+ 3.38% |
$54.6K - $62.3K
|
48.5K
$2.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.57KNew |
$53.9K - $61.6K
|
1.57K
$79.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.56K+ 7.43% |
$53.9K - $61.5K
|
22.6K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.55K+ 0.47% |
$53.6K - $61.1K
|
332K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.55KNew |
$53.3K - $60.9K
|
1.55K
$78.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 2.23% |
$53K - $60.5K
|
70.5K
$3.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.5KNew |
$51.6K - $58.9K
|
1.5K
$76.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
1.5K+ 11.01% |
$51.5K - $58.8K
|
15.1K
$768K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.45KNew |
$50.1K - $57.2K
|
1.45K
$74.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.4K+ 8.95% |
$48.3K - $55.1K
|
17K
$869K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
1.4K+ 0.22% |
$48.1K - $54.9K
|
630K
$32.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.36K+ 8.09% |
$46.9K - $53.5K
|
18.2K
$927K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.3K+ 3.28% |
$44.9K - $51.2K
|
40.9K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.28K+ 3282.05% |
$44.1K - $50.4K
|
1.32K
$67.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.27K+ 3.46% |
$43.9K - $50.1K
|
38.1K
$1.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.27K+ 1.78% |
$43.7K - $49.9K
|
72.6K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.25K+ 0.48% |
$42.9K - $49K
|
259K
$13.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.21K+ 1.01% |
$41.5K - $47.4K
|
120K
$6.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1.18K+ 4.91% |
$40.8K - $46.6K
|
25.3K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.16K+ 2.02% |
$40.1K - $45.7K
|
58.7K
$2.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.16K+ 2.74% |
$40K - $45.6K
|
43.5K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.15K+ 158.24% |
$39.7K - $45.3K
|
1.88K
$95.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.13K+ 4.03% |
$39K - $44.5K
|
29.2K
$1.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.09K+ 0.68% |
$37.5K - $42.8K
|
161K
$8.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.03K+ 0.97% |
$35.6K - $40.6K
|
108K
$5.49M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.03KNew |
$35.5K - $40.5K
|
1.03K
$52.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.01K+ 2.99% |
$34.9K - $39.8K
|
34.9K
$1.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
990+ 3.6% |
$34.1K - $38.9K
|
28.5K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
978New |
$33.7K - $38.5K
|
978
$49.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
972+ 0.86% |
$33.5K - $38.2K
|
114K
$5.8M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
970+ 6.91% |
$33.4K - $38.2K
|
15K
$765K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
966+ 11.96% |
$33.3K - $38K
|
9.05K
$461K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
962+ 8.47% |
$33.2K - $37.8K
|
12.3K
$628K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
948+ 2.94% |
$32.7K - $37.3K
|
33.1K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
925New |
$31.9K - $36.4K
|
925
$47.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
864+ 0.27% |
$29.8K - $34K
|
324K
$16.5M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
829+ 48.82% |
$28.6K - $32.6K
|
2.53K
$129K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
821+ 190.05% |
$28.3K - $32.3K
|
1.25K
$63.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
810New |
$27.9K - $31.9K
|
810
$41.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
810+ 29.4% |
$27.9K - $31.9K
|
3.57K
$182K
|