Purchases and Sales Made in Q3 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
6.17KNew |
$216K - $231K
|
6.17K
$320K
|
|
|
Nov 07, 2023
Q3 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
6.05K+ 1.05% |
$212K - $227K
|
581K
$30.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.05K+ 575.81% |
$212K - $227K
|
7.1K
$369K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.04KNew |
$211K - $227K
|
6.04K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
5.79K+ 100.0% |
$203K - $217K
|
11.6K
$602K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
5.78KNew |
$202K - $217K
|
5.78K
$300K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.74K+ 1.66% |
$201K - $215K
|
351K
$18.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.67K+ 33.25% |
$198K - $212K
|
22.7K
$1.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
5.61K+ 1.76% |
$196K - $210K
|
324K
$16.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.37KNew |
$188K - $201K
|
5.37K
$279K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5.37K+ 9.36% |
$188K - $201K
|
62.7K
$3.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5.29K+ 1.28% |
$185K - $198K
|
420K
$21.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.24K+ 46.96% |
$183K - $196K
|
16.4K
$852K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.22K+ 65.02% |
$183K - $196K
|
13.2K
$689K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5.11K+ 3454.05% |
$179K - $192K
|
5.26K
$273K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
5.1K+ 1.09% |
$178K - $191K
|
474K
$24.6M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
5.1K+ 1.09% |
$178K - $191K
|
474K
$24.6M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
5.02K+ 1.33% |
$176K - $188K
|
382K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4.87K+ 2.45% |
$170K - $182K
|
203K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
4.74K+ 43.03% |
$166K - $178K
|
15.8K
$819K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.74K+ 2.35% |
$166K - $178K
|
207K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
4.68K+ 2.55% |
$164K - $175K
|
188K
$9.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
4.67K+ 33.74% |
$163K - $175K
|
18.5K
$962K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.54K+ 1002.65% |
$159K - $170K
|
5K
$260K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.41K+ 16.88% |
$154K - $165K
|
30.5K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
4.11K+ 0.67% |
$144K - $154K
|
618K
$32.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.06K+ 5.24% |
$142K - $152K
|
81.6K
$4.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.97K+ 6.4% |
$139K - $149K
|
65.9K
$3.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.93K+ 7.31% |
$137K - $147K
|
57.7K
$3M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.49K+ 1.29% |
$122K - $131K
|
273K
$14.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.48K+ 4.72% |
$122K - $130K
|
77.2K
$4.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
3.4K+ 28.54% |
$119K - $127K
|
15.3K
$796K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.38K+ 3.67% |
$118K - $127K
|
95.4K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.32K+ 9.92% |
$116K - $125K
|
36.8K
$1.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.14K+ 6.3% |
$110K - $118K
|
53K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
3.04K+ 4.23% |
$106K - $114K
|
74.9K
$3.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.83K+ 30.79% |
$99.1K - $106K
|
12K
$625K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.83K+ 9.94% |
$99K - $106K
|
31.3K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.69K+ 10.32% |
$93.9K - $101K
|
28.7K
$1.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2.68K+ 2.49% |
$93.7K - $100K
|
110K
$5.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.6K+ 1.17% |
$91K - $97.5K
|
224K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.51K+ 34.64% |
$87.6K - $93.9K
|
9.74K
$506K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.42K+ 3.16% |
$84.8K - $90.8K
|
79.2K
$4.12M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.26K+ 0.9% |
$79.2K - $84.8K
|
254K
$13.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.26KNew |
$79.1K - $84.7K
|
2.26K
$117K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
2.26K+ 1.31% |
$79K - $84.6K
|
175K
$9.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.18K+ 1.02% |
$76.3K - $81.8K
|
216K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.18K+ 13.03% |
$76.3K - $81.7K
|
18.9K
$984K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.15KNew |
$75.2K - $80.5K
|
2.15K
$112K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.11K+ 0.98% |
$73.8K - $79.1K
|
216K
$11.3M
|