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 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 25.72% |
$682K - $761K
|
88.6K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
17.9KNew |
$676K - $754K
|
17.9K
$911K
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
17.9K+ 1.51% |
$675K - $753K
|
1.21M
$61.2M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
17.6K+ 6.79% |
$662K - $739K
|
277K
$14.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
17.5KNew |
$659K - $735K
|
17.5K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.4K+ 0.58% |
$655K - $731K
|
3.04M
$154M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
17.2K+ 7.46% |
$647K - $722K
|
247K
$12.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
15.3K+ 47.45% |
$577K - $644K
|
47.6K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.2K+ 59.73% |
$574K - $640K
|
40.7K
$2.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
15K+ 73.18% |
$565K - $630K
|
35.5K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14.9K+ 11.12% |
$561K - $626K
|
149K
$7.57M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
14.2K+ 3.93% |
$535K - $597K
|
376K
$19.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.7K+ 123.44% |
$514K - $574K
|
24.7K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.5K+ 126.64% |
$509K - $568K
|
24.2K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13.5K+ 21.09% |
$508K - $567K
|
77.5K
$3.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
13.3K+ 2.17% |
$503K - $561K
|
627K
$31.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.2KNew |
$497K - $555K
|
13.2K
$671K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
13.1K+ 6.61% |
$494K - $551K
|
212K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
12.7K+ 6.12% |
$479K - $535K
|
221K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 312.21% |
$473K - $527K
|
16.6K
$842K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
12.5KNew |
$472K - $526K
|
12.5K
$636K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
12.5K+ 5.45% |
$470K - $525K
|
241K
$12.3M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.7KNew |
$439K - $490K
|
11.7K
$592K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
11.5K+ 2.37% |
$434K - $484K
|
499K
$25.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.5K+ 35.67% |
$434K - $484K
|
43.8K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.4K+ 1.23% |
$427K - $477K
|
936K
$47.5M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.2K+ 139.33% |
$421K - $470K
|
19.2K
$976K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
11.1K+ 53.22% |
$420K - $468K
|
32.1K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.1K+ 8.86% |
$416K - $464K
|
136K
$6.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
10.9KNew |
$412K - $460K
|
10.9K
$556K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
10.9K+ 8.66% |
$409K - $457K
|
136K
$6.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
10.8KNew |
$406K - $453K
|
10.8K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.7K+ 13.97% |
$402K - $449K
|
87.1K
$4.42M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.5KNew |
$396K - $442K
|
10.5K
$535K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
10.4K+ 27.56% |
$391K - $437K
|
48.1K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$385K - $430K
|
10.2K
$520K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
9.99K+ 12.07% |
$376K - $420K
|
92.7K
$4.71M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.68KNew |
$364K - $407K
|
9.68K
$491K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
9.34KNew |
$352K - $392K
|
9.34K
$474K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
9.21K+ 42.58% |
$347K - $387K
|
30.8K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.2K+ 16.8% |
$346K - $386K
|
63.9K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.04K+ 124.46% |
$340K - $380K
|
16.3K
$828K
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
8.51K+ 2.59% |
$321K - $358K
|
338K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.5K+ 22.02% |
$320K - $357K
|
47.1K
$2.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
8.47K+ 3.77% |
$319K - $356K
|
233K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.44K+ 0.4% |
$318K - $355K
|
2.1M
$107M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.36KNew |
$315K - $351K
|
8.36K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
8.16K+ 4.49% |
$307K - $343K
|
190K
$9.64M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
8K+ 8.74% |
$301K - $336K
|
99.6K
$5.06M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.99K+ 125.97% |
$301K - $336K
|
14.3K
$728K
|