Purchases and Sales Made in Q4 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-263- 0.34% |
$9.07K - $10.3K
|
76.9K
$4M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-266- 0.26% |
$9.17K - $10.5K
|
103K
$5.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-278- 8.74% |
$9.58K - $10.9K
|
2.9K
$151K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-281- 0.08% |
$9.69K - $11.1K
|
346K
$18M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-282- 2.17% |
$9.72K - $11.1K
|
12.7K
$661K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-291- 0.04% |
$10K - $11.4K
|
658K
$34.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-300- 1.11% |
$10.3K - $11.8K
|
26.7K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-300- 3.99% |
$10.3K - $11.8K
|
7.21K
$375K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-300- 4.4% |
$10.3K - $11.8K
|
6.53K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-303- 1.3% |
$10.4K - $11.9K
|
23K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-305- 1.05% |
$10.5K - $12K
|
28.9K
$1.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-310- 0.01% |
$10.7K - $12.2K
|
3.07M
$160M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-316- 21.6% |
$10.9K - $12.4K
|
1.15K
$59.6K
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-318- 19.39% |
$11K - $12.5K
|
1.32K
$68.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-336- 1.93% |
$11.6K - $13.2K
|
17.1K
$887K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-337- 4.12% |
$11.6K - $13.3K
|
7.85K
$408K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-340- 0.44% |
$11.7K - $13.4K
|
76.2K
$3.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-340- 0.44% |
$11.7K - $13.4K
|
76.2K
$3.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 16.75% |
$12.1K - $13.8K
|
1.74K
$90.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-372- 3.02% |
$12.8K - $14.6K
|
12K
$622K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-387- 2.6% |
$13.3K - $15.2K
|
14.5K
$753K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-388- 0.48% |
$13.4K - $15.3K
|
80.7K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-398- 4.99% |
$13.7K - $15.7K
|
7.58K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-406- 0.57% |
$14K - $16K
|
71.3K
$3.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-410- 0.36% |
$14.1K - $16.1K
|
115K
$5.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-412- 5.19% |
$14.2K - $16.2K
|
7.53K
$391K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-416- 2.05% |
$14.3K - $16.4K
|
19.9K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-418- 1.87% |
$14.4K - $16.4K
|
21.9K
$1.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-425- 1.64% |
$14.6K - $16.7K
|
25.5K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-435- 3.83% |
$15K - $17.1K
|
10.9K
$567K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-438- 2.78% |
$15.1K - $17.2K
|
15.3K
$796K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-458- 4.77% |
$15.8K - $18K
|
9.15K
$475K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-490- 0.38% |
$16.9K - $19.3K
|
128K
$6.67M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 52.63% |
$17.2K - $19.7K
|
450
$23.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-500- 0.55% |
$17.2K - $19.7K
|
90K
$4.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-502- 0.3% |
$17.3K - $19.7K
|
165K
$8.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-512- 23.83% |
$17.6K - $20.1K
|
1.64K
$85.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-512- 4.24% |
$17.6K - $20.1K
|
11.6K
$600K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-517- 2.28% |
$17.8K - $20.3K
|
22.2K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-537- 0.09% |
$18.5K - $21.1K
|
621K
$32.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-555- 1.2% |
$19.1K - $21.8K
|
45.7K
$2.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-564- 0.2% |
$19.4K - $22.2K
|
276K
$14.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-567- 5.94% |
$19.5K - $22.3K
|
8.99K
$467K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-577- 0.19% |
$19.9K - $22.7K
|
305K
$15.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-578- 4.83% |
$19.9K - $22.7K
|
11.4K
$592K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-591- 65.67% |
$20.4K - $23.2K
|
309
$16.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-620- 96.57% |
$21.4K - $24.4K
|
22
$1.14K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-638- 2.8% |
$22K - $25.1K
|
22.2K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-645- 2.98% |
$22.2K - $25.4K
|
21K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-679- 63.52% |
$23.4K - $26.7K
|
390
$20.3K
|