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 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-28.5K- 3.97% |
$984K - $1.12M
|
691K
$35.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-29.6K- 18.41% |
$1.02M - $1.16M
|
131K
$6.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-29.9K- 10.52% |
$1.03M - $1.17M
|
254K
$13.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-30.8K- 21.22% |
$1.06M - $1.21M
|
114K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-31.8K- 9.38% |
$1.1M - $1.25M
|
307K
$16M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-32.1K- 76.34% |
$1.11M - $1.26M
|
9.94K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-33.8K- 36.34% |
$1.17M - $1.33M
|
59.3K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-35.2K- 5.92% |
$1.21M - $1.39M
|
559K
$29.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-35.7K- 58.77% |
$1.23M - $1.4M
|
25K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-36.1K- 52.46% |
$1.25M - $1.42M
|
32.7K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-36.8K- 50.22% |
$1.27M - $1.45M
|
36.5K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-38K- 7.01% |
$1.31M - $1.49M
|
504K
$26.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-38.7K- 12.86% |
$1.33M - $1.52M
|
262K
$13.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-38.8K- 94.75% |
$1.34M - $1.53M
|
2.15K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-39K- 9.57% |
$1.34M - $1.53M
|
368K
$19.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-44.2K- 36.66% |
$1.53M - $1.74M
|
76.4K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-44.6K- 6.52% |
$1.54M - $1.76M
|
640K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45.3K- 5.3% |
$1.56M - $1.78M
|
810K
$42.1M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-47.3K- 96.27% |
$1.63M - $1.86M
|
1.83K
$95.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-49.1K- 12.13% |
$1.69M - $1.93M
|
356K
$18.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-49.8K- 82.51% |
$1.72M - $1.96M
|
10.6K
$548K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-50.3K- 57.12% |
$1.73M - $1.98M
|
37.7K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-50.9K- 81.86% |
$1.75M - $2M
|
11.3K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-59.1K- 52.98% |
$2.04M - $2.33M
|
52.5K
$2.73M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.9K- 0.33% |
$2.51M - $2.87M
|
21.8M
$1.13B
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-75.7K- 10.38% |
$2.61M - $2.98M
|
654K
$34M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-79K- 40.89% |
$2.72M - $3.11M
|
114K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-79.3K- 20.65% |
$2.74M - $3.12M
|
305K
$15.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-80.8K- 86.6% |
$2.78M - $3.18M
|
12.5K
$650K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-87.4K- 25.92% |
$3.01M - $3.44M
|
250K
$13M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-93.1K- 9.61% |
$3.21M - $3.66M
|
875K
$45.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-93.9K- 53.57% |
$3.24M - $3.69M
|
81.4K
$4.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95.2K- 3.05% |
$3.28M - $3.74M
|
3.02M
$157M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-101K- 3.25% |
$3.49M - $3.98M
|
3.02M
$157M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-106K- 51.76% |
$3.66M - $4.18M
|
99.1K
$5.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-115K- 47.46% |
$3.98M - $4.54M
|
128K
$6.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-121K- 34.37% |
$4.16M - $4.75M
|
231K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-126K- 70.32% |
$4.34M - $4.96M
|
53.2K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-128K- 39.15% |
$4.41M - $5.03M
|
199K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-130K- 12.36% |
$4.49M - $5.13M
|
924K
$48M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-150K- 0.73% |
$5.16M - $5.88M
|
20.4M
$1.06B
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-156K- 15.22% |
$5.38M - $6.13M
|
868K
$45.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-160K- 14.46% |
$5.52M - $6.3M
|
948K
$49.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-165K- 11.3% |
$5.68M - $6.49M
|
1.29M
$67.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-178K- 56.79% |
$6.13M - $7M
|
135K
$7.03M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-208K- 90.57% |
$7.18M - $8.2M
|
21.7K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-235K- 67.27% |
$8.08M - $9.23M
|
114K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-238K- 44.78% |
$8.2M - $9.36M
|
293K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-252K- 6.49% |
$8.67M - $9.9M
|
3.63M
$189M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-278K- 30.21% |
$9.59M - $10.9M
|
643K
$33.4M
|