Purchases and Sales Made in Q1 2024 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-25- 0.1% |
$941 - $1.05K
|
25.2K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-27- 0.34% |
$1.02K - $1.13K
|
8.03K
$408K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-35- 33.65% |
$1.32K - $1.47K
|
69
$3.5K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-39- 0.7% |
$1.47K - $1.64K
|
5.52K
$280K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-40- 0.24% |
$1.51K - $1.68K
|
16.8K
$853K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-40- 0.44% |
$1.51K - $1.68K
|
9.08K
$461K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-41- 0.17% |
$1.54K - $1.72K
|
24.7K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-42- 0.03% |
$1.58K - $1.76K
|
162K
$8.22M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 0.33% |
$1.69K - $1.89K
|
13.4K
$682K
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-48- 0.07% |
$1.81K - $2.02K
|
69.6K
$3.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-48- 0.19% |
$1.81K - $2.02K
|
24.6K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-54- 0.27% |
$2.03K - $2.27K
|
19.9K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-55- 0.66% |
$2.07K - $2.31K
|
8.3K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-57- 0.14% |
$2.15K - $2.39K
|
39.3K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-60- 0.79% |
$2.26K - $2.52K
|
7.52K
$382K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-62- 93.94% |
$2.33K - $2.6K
|
4
$203
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-64- 1.05% |
$2.41K - $2.69K
|
6.02K
$306K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-64- 0.37% |
$2.41K - $2.69K
|
17.4K
$886K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-66- 0.73% |
$2.49K - $2.77K
|
9.01K
$458K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-68- 6.75% |
$2.56K - $2.86K
|
940
$47.7K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-71- 1.33% |
$2.67K - $2.98K
|
5.26K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-75- 0.04% |
$2.82K - $3.15K
|
168K
$8.52M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-77- 2.69% |
$2.9K - $3.23K
|
2.79K
$141K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-83- 0.24% |
$3.13K - $3.49K
|
34.3K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-85- 1.38% |
$3.2K - $3.57K
|
6.08K
$309K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-88- 0.72% |
$3.31K - $3.7K
|
12.1K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-90- 0.96% |
$3.39K - $3.78K
|
9.31K
$473K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-97- 18.91% |
$3.65K - $4.07K
|
416
$21.1K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-100- 1.53% |
$3.77K - $4.2K
|
6.43K
$326K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-100- 1.5% |
$3.77K - $4.2K
|
6.57K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-100- 0.01% |
$3.77K - $4.2K
|
792K
$40.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 1.72% |
$3.77K - $4.2K
|
5.71K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-102- 0.32% |
$3.84K - $4.29K
|
32.1K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-104- 1.78% |
$3.92K - $4.37K
|
5.75K
$292K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-107- 6.54% |
$4.03K - $4.5K
|
1.53K
$77.7K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-112- 0.12% |
$4.22K - $4.71K
|
94.6K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-118- 0.13% |
$4.44K - $4.96K
|
93.3K
$4.74M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-130- 0.25% |
$4.9K - $5.46K
|
52.6K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
R.P. Boggs & Co.
|
SELL
|
- |
-130- 1.35% |
$4.9K - $5.46K
|
9.48K
$481K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-139- 0.24% |
$5.23K - $5.84K
|
57.2K
$2.91M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-145- 0.12% |
$5.46K - $6.09K
|
120K
$6.11M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-151- 0.57% |
$5.69K - $6.34K
|
26.3K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-151- 0.55% |
$5.69K - $6.34K
|
27.1K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-158- 0.33% |
$5.95K - $6.64K
|
48.3K
$2.45M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-159- 0.47% |
$5.99K - $6.68K
|
33.8K
$1.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-162- 1.26% |
$6.1K - $6.81K
|
12.7K
$644K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-164- 0.14% |
$6.18K - $6.89K
|
114K
$5.8M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-191- 1.22% |
$7.19K - $8.02K
|
15.4K
$784K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-192- 75.29% |
$7.23K - $8.07K
|
63
$3.2K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-196- 0.1% |
$7.38K - $8.23K
|
201K
$10.2M
|