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 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
100New |
$3.77K - $4.2K
|
100
$5.08K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
100+ 0.84% |
$3.77K - $4.2K
|
12K
$609K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
99+ 1.17% |
$3.73K - $4.16K
|
8.55K
$434K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
79+ 15.8% |
$2.98K - $3.32K
|
579
$29.4K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
78New |
$2.94K - $3.28K
|
78
$3.96K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
75+ 1.11% |
$2.82K - $3.15K
|
6.83K
$347K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.95% |
$2.26K - $2.52K
|
6.37K
$323K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
56+ 0.01% |
$2.11K - $2.35K
|
875K
$44.5M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
55+ 0.74% |
$2.07K - $2.31K
|
7.47K
$379K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
50+ 0.14% |
$1.88K - $2.1K
|
34.7K
$1.76M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43+ 5.65% |
$1.62K - $1.81K
|
804
$40.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
43+ 0.8% |
$1.62K - $1.81K
|
5.41K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
43+ 0.44% |
$1.62K - $1.81K
|
9.73K
$494K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
40+ 0.11% |
$1.51K - $1.68K
|
36.9K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
32+ 0.63% |
$1.21K - $1.34K
|
5.11K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
30+ 13.64% |
$1.13K - $1.26K
|
250
$12.7K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28+ 8.81% |
$1.05K - $1.18K
|
346
$17.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
28+ 0.89% |
$1.05K - $1.18K
|
3.18K
$162K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
22+ 0.77% |
$829 - $924
|
2.87K
$146K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22+ 0.59% |
$829 - $924
|
3.72K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
17New |
$640 - $714
|
17
$863
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
13+ 0.11% |
$490 - $546
|
11.9K
$604K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 0.21% |
$490 - $546
|
6.08K
$309K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 1.04% |
$490 - $546
|
1.27K
$64.3K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
10+ 0.08% |
$377 - $420
|
12.5K
$635K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9+ 0.04% |
$339 - $378
|
25K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
9+ 11.25% |
$339 - $378
|
89
$4.52K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9+ 0.01% |
$339 - $378
|
155K
$7.85M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8New |
$301 - $336
|
8
$406
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3+ 0.03% |
$113 - $126
|
10.6K
$539K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.12% |
$37.7 - $42
|
809
$41.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 5.0% |
$37.7 - $42
|
19
$965
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3- 0.18% |
$113 - $126
|
1.66K
$84.2K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4- 0.2% |
$151 - $168
|
2.05K
$104K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4- 0.01% |
$151 - $168
|
37.6K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4- 0.07% |
$151 - $168
|
5.51K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.08% |
$301 - $336
|
9.83K
$499K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8- 0.02% |
$301 - $336
|
38K
$1.93M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-11- 0.08% |
$414 - $462
|
13.1K
$664K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-12- 0.18% |
$452 - $504
|
6.78K
$344K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-12- 17.39% |
$452 - $504
|
57
$2.89K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-12- 0.58% |
$452 - $504
|
2.06K
$105K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-12- 0.82% |
$452 - $504
|
1.45K
$73.5K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-16- 0.31% |
$603 - $672
|
5.23K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 15.2% |
$716 - $798
|
106
$5.38K
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-19- 0.3% |
$716 - $798
|
6.29K
$319K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20- 0.22% |
$753 - $840
|
8.89K
$451K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-21- 0.05% |
$791 - $882
|
43.5K
$2.21M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-22- 0.36% |
$829 - $924
|
6.09K
$309K
|