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 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-450- 18.37% |
$16.9K - $18.9K
|
2K
$102K
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-477- 4.89% |
$18K - $20K
|
9.27K
$471K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-478- 2.18% |
$18K - $20.1K
|
21.4K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-479- 55.7% |
$18K - $20.1K
|
381
$19.3K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-495- 48.15% |
$18.6K - $20.8K
|
533
$27.1K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-497- 1.3% |
$18.7K - $20.9K
|
37.6K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-507- 0.61% |
$19.1K - $21.3K
|
82K
$4.16M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-519- 3.58% |
$19.5K - $21.8K
|
14K
$709K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-520- 2.66% |
$19.6K - $21.8K
|
19K
$965K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-528- 5.48% |
$19.9K - $22.2K
|
9.1K
$462K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-531- 3.47% |
$20K - $22.3K
|
14.8K
$750K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-535- 0.57% |
$20.1K - $22.5K
|
92.9K
$4.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-549- 4.86% |
$20.7K - $23.1K
|
10.7K
$546K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-585- 7.59% |
$22K - $24.6K
|
7.12K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-595- 3.44% |
$22.4K - $25K
|
16.7K
$847K
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-600- 2.22% |
$22.6K - $25.2K
|
26.5K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-608- 0.79% |
$22.9K - $25.5K
|
76.3K
$3.87M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-618- 67.32% |
$23.3K - $26K
|
300
$15.2K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-627- 82.28% |
$23.6K - $26.3K
|
135
$6.86K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-629- 0.78% |
$23.7K - $26.4K
|
79.7K
$4.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-642- 0.7% |
$24.2K - $27K
|
91.2K
$4.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-644- 11.05% |
$24.3K - $27.1K
|
5.18K
$263K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-652- 3.28% |
$24.6K - $27.4K
|
19.2K
$977K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-654- 4.6% |
$24.6K - $27.5K
|
13.6K
$688K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-660- 0.57% |
$24.9K - $27.7K
|
114K
$5.8M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-689- 6.31% |
$25.9K - $28.9K
|
10.2K
$520K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-697- 0.98% |
$26.2K - $29.3K
|
70.6K
$3.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-699- 6.66% |
$26.3K - $29.4K
|
9.8K
$498K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-714- 1.16% |
$26.9K - $30K
|
61K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-747- 0.55% |
$28.1K - $31.4K
|
135K
$6.85M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-759- 0.19% |
$28.6K - $31.9K
|
406K
$20.6M
|
|
|
Dec 09, 2024
Q1 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-770- 2.75% |
$29K - $32.3K
|
27.3K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-774- 26.65% |
$29.1K - $32.5K
|
2.13K
$108K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-777- 0.83% |
$29.3K - $32.6K
|
92.6K
$4.7M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-800- 3.29% |
$30.1K - $33.6K
|
23.5K
$1.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-800- 3.6% |
$30.1K - $33.6K
|
21.4K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-814- 3.19% |
$30.7K - $34.2K
|
24.7K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-818- 0.33% |
$30.8K - $34.4K
|
245K
$12.5M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-829- 8.91% |
$31.2K - $34.8K
|
8.47K
$430K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-867- 10.14% |
$32.7K - $36.4K
|
7.68K
$390K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-917- 5.04% |
$34.5K - $38.5K
|
17.3K
$878K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-926- 0.25% |
$34.9K - $38.9K
|
372K
$18.9M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-940- 6.79% |
$35.4K - $39.5K
|
12.9K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-956- 14.24% |
$36K - $40.2K
|
5.76K
$292K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-985- 0.53% |
$37.1K - $41.4K
|
186K
$9.42M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1K- 58.31% |
$37.7K - $42K
|
715
$36.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1K- 4.51% |
$37.7K - $42K
|
21.2K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.01K- 7.15% |
$38K - $42.4K
|
13.1K
$666K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.06K- 16.1% |
$39.9K - $44.5K
|
5.53K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.08K- 0.24% |
$40.8K - $45.5K
|
451K
$22.9M
|