Purchases and Sales Made in Q3 2024 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.29K- 9.02% |
$101K - $116K
|
23.1K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.31K- 5.6% |
$102K - $117K
|
38.9K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.37K- 47.06% |
$105K - $120K
|
2.67K
$139K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.4K- 30.03% |
$106K - $121K
|
5.59K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.47K- 3.4% |
$109K - $125K
|
70.2K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.63K- 4.44% |
$116K - $133K
|
56.5K
$2.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-2.72K- 9.8% |
$120K - $137K
|
25K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.72K- 11.34% |
$120K - $138K
|
21.3K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.76K- 9.75% |
$122K - $140K
|
25.6K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.77K- 2.11% |
$122K - $140K
|
128K
$6.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-2.78K- 26.11% |
$122K - $140K
|
7.86K
$409K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.79K- 1.23% |
$123K - $141K
|
224K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.79K- 4.61% |
$123K - $141K
|
57.8K
$3.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.81K- 1.93% |
$124K - $142K
|
143K
$7.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.82K- 13.47% |
$124K - $142K
|
18.1K
$942K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-2.85K- 2.23% |
$125K - $144K
|
125K
$6.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.88K- 10.7% |
$127K - $145K
|
24K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.92K- 31.77% |
$129K - $147K
|
6.27K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 0.8% |
$132K - $152K
|
372K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.01K- 1.25% |
$133K - $152K
|
239K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.09K- 90.19% |
$136K - $156K
|
336
$17.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.1K- 8.67% |
$137K - $157K
|
32.7K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.14K- 20.2% |
$139K - $159K
|
12.4K
$646K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.25K- 5.9% |
$143K - $164K
|
51.8K
$2.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.31K- 26.05% |
$146K - $167K
|
9.4K
$489K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.4K- 4.05% |
$150K - $172K
|
80.6K
$4.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.4K- 1.21% |
$150K - $172K
|
278K
$14.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.57K- 7.69% |
$157K - $180K
|
42.9K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.59K- 2.81% |
$158K - $181K
|
124K
$6.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.64K- 6.45% |
$160K - $184K
|
52.8K
$2.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-3.7K- 1.91% |
$163K - $187K
|
189K
$9.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.71K- 15.23% |
$163K - $187K
|
20.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.74K- 0.1% |
$165K - $189K
|
3.59M
$187M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-3.81K- 14.7% |
$168K - $192K
|
22.1K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.18K- 29.86% |
$184K - $211K
|
9.82K
$510K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-4.2K- 1.08% |
$185K - $212K
|
385K
$20M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4.23K- 6.75% |
$186K - $213K
|
58.4K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.24K- 5.96% |
$187K - $214K
|
67K
$3.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-4.27K- 4.79% |
$188K - $216K
|
85K
$4.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.39K- 43.13% |
$193K - $222K
|
5.79K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.41K- 33.67% |
$194K - $223K
|
8.68K
$451K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.43K- 3.78% |
$195K - $224K
|
113K
$5.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-4.45K- 6.02% |
$196K - $225K
|
69.5K
$3.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-4.46K- 5.49% |
$197K - $225K
|
76.9K
$4M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-4.46K- 5.49% |
$197K - $225K
|
76.9K
$4M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.5K- 12.65% |
$198K - $227K
|
31.1K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.55K- 0.73% |
$201K - $230K
|
623K
$32.4M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-4.59K- 6.21% |
$202K - $232K
|
69.3K
$3.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4.75K- 5.42% |
$209K - $240K
|
82.9K
$4.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.78K- 1.97% |
$211K - $241K
|
238K
$12.4M
|