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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-3.85K- 3.82% |
$145K - $162K
|
97.1K
$5.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.87K- 1.18% |
$146K - $162K
|
323K
$16.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-3.91K- 2.98% |
$147K - $164K
|
127K
$6.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.95K- 15.77% |
$149K - $166K
|
21.1K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-4.05K- 1.59% |
$152K - $170K
|
250K
$13.1M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.05K- 3.89% |
$153K - $170K
|
100K
$5.24M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-4.08K- 1.62% |
$154K - $171K
|
249K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-4.18K- 3.19% |
$157K - $175K
|
127K
$6.63M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.19K- 24.61% |
$158K - $176K
|
12.8K
$672K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-4.24K- 1.95% |
$160K - $178K
|
213K
$11.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.31K- 30.17% |
$162K - $181K
|
9.98K
$522K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.39K- 11.71% |
$165K - $185K
|
33.1K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.42K- 28.97% |
$166K - $186K
|
10.8K
$567K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-4.44K- 13.39% |
$167K - $186K
|
28.7K
$1.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.48K- 19.85% |
$169K - $188K
|
18.1K
$946K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4.53K- 13.76% |
$171K - $190K
|
28.4K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.54K- 38.29% |
$171K - $191K
|
7.31K
$383K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.59K- 13.21% |
$173K - $193K
|
30.1K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.62K- 0.32% |
$174K - $194K
|
1.46M
$76.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-4.81K- 10.31% |
$181K - $202K
|
41.9K
$2.19M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-4.9K- 1.57% |
$185K - $206K
|
307K
$16M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.95K- 29.95% |
$186K - $208K
|
11.6K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.97K- 12.14% |
$187K - $209K
|
36K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-5.02K- 3.5% |
$189K - $211K
|
139K
$7.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.17K- 59.23% |
$195K - $217K
|
3.56K
$186K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.46K- 2.19% |
$206K - $229K
|
244K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-5.47K- 1.29% |
$206K - $230K
|
418K
$21.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.47K- 3.77% |
$206K - $230K
|
140K
$7.31M
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-5.51K- 11.32% |
$208K - $232K
|
43.2K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.58K- 9.41% |
$210K - $234K
|
53.7K
$2.81M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.58K- 9.82% |
$210K - $234K
|
51.3K
$2.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-5.63K- 3.49% |
$212K - $237K
|
156K
$8.14M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.65K- 7.79% |
$213K - $237K
|
66.8K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.91KClosed |
$223K - $248K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-5.99K- 51.94% |
$225K - $251K
|
5.54K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-6.26K- 7.69% |
$236K - $263K
|
75.1K
$3.93M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.3K- 5.52% |
$237K - $265K
|
108K
$5.64M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.52K- 51.16% |
$246K - $274K
|
6.23K
$326K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-6.55K- 33.63% |
$247K - $275K
|
12.9K
$676K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-6.55K- 22.98% |
$247K - $275K
|
22K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.84K- 2.23% |
$258K - $287K
|
300K
$15.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.88K- 49.33% |
$259K - $289K
|
7.07K
$370K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.94K- 53.48% |
$261K - $292K
|
6.04K
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-7.26K- 4.53% |
$273K - $305K
|
153K
$8M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.61K- 5.63% |
$287K - $320K
|
128K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.02K- 12.39% |
$302K - $337K
|
56.7K
$2.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-8.36K- 2.63% |
$315K - $351K
|
309K
$16.2M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-8.47K- 1.79% |
$319K - $356K
|
465K
$24.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-8.47K- 2.28% |
$319K - $356K
|
362K
$19M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-8.49K- 2.29% |
$320K - $357K
|
363K
$19M
|