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 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.68KNew |
$250K - $287K
|
5.68K
$295K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.63KNew |
$248K - $284K
|
5.63K
$293K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.62K+ 1.78% |
$248K - $284K
|
322K
$16.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.59KNew |
$246K - $282K
|
5.59K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.5KNew |
$242K - $278K
|
5.5K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
5.47K+ 5.68% |
$241K - $276K
|
102K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.42KNew |
$239K - $274K
|
5.42K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.37K+ 3.39% |
$237K - $271K
|
164K
$8.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
5.3K+ 0.55% |
$234K - $268K
|
970K
$50.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
5.26K+ 3.17% |
$232K - $266K
|
171K
$8.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.25KNew |
$231K - $265K
|
5.25K
$273K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.18KNew |
$228K - $262K
|
5.18K
$269K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
5.14K+ 3.35% |
$227K - $260K
|
159K
$8.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.14K+ 31.26% |
$226K - $259K
|
21.6K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.11K+ 65.09% |
$225K - $258K
|
13K
$673K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.08K+ 7.86% |
$224K - $257K
|
69.7K
$3.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.02KNew |
$221K - $253K
|
5.02K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.01K+ 56.08% |
$221K - $253K
|
13.9K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5KNew |
$220K - $253K
|
5K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5K+ 2.43% |
$220K - $253K
|
210K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.97KNew |
$219K - $251K
|
4.97K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.91K+ 0.68% |
$217K - $248K
|
728K
$37.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.89K+ 0.24% |
$215K - $247K
|
2.01M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.81K+ 16.15% |
$212K - $243K
|
34.6K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.8KNew |
$211K - $242K
|
4.8K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.73K+ 2.31% |
$209K - $239K
|
209K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.72K+ 43.5% |
$208K - $238K
|
15.6K
$809K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.68KNew |
$206K - $237K
|
4.68K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.66K+ 2.71% |
$205K - $235K
|
177K
$9.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.63K+ 80.99% |
$204K - $234K
|
10.4K
$538K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.61KNew |
$203K - $233K
|
4.61K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.56KNew |
$201K - $230K
|
4.56K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.56KNew |
$201K - $230K
|
4.56K
$237K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.55KNew |
$201K - $230K
|
4.55K
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.54K+ 5.51% |
$200K - $229K
|
86.9K
$4.52M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.54KNew |
$200K - $229K
|
4.54K
$236K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.53KNew |
$199K - $229K
|
4.53K
$235K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.52K+ 8.39% |
$199K - $228K
|
58.4K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.5K+ 99.98% |
$198K - $227K
|
9.01K
$468K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.48KNew |
$197K - $226K
|
4.48K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.47K+ 51.52% |
$197K - $226K
|
13.2K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.47K+ 18.76% |
$197K - $226K
|
28.3K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.45KNew |
$196K - $225K
|
4.45K
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.43KNew |
$195K - $224K
|
4.43K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.41KNew |
$194K - $223K
|
4.41K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.39KNew |
$193K - $222K
|
4.39K
$228K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.37K+ 7.4% |
$192K - $221K
|
63.4K
$3.29M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.35KNew |
$192K - $220K
|
4.35K
$226K
|
|
|
Oct 16, 2024
Q3 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
4.35K+ 0.7% |
$191K - $219K
|
627K
$32.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.34K+ 3.29% |
$191K - $219K
|
136K
$7.09M
|