Purchases and Sales Made in Q1 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
49.9M+ 2286.54% |
$1.71B - $1.89B
|
52.1M
$2.54B
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13.8MNew |
$474M - $524M
|
13.8M
$674M
|
|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
6.44M+ 5751.88% |
$221M - $244M
|
6.55M
$320M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.78M+ 176.91% |
$130M - $143M
|
5.91M
$288M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.74MNew |
$128M - $142M
|
3.74M
$182M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.43M+ 46.04% |
$83.6M - $92.2M
|
7.72M
$377M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.32MNew |
$45.2M - $49.9M
|
1.32M
$64.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09M+ 4.89% |
$37.3M - $41.2M
|
23.3M
$1.14B
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
970K+ 40.07% |
$33.3M - $36.8M
|
3.39M
$166M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
935K+ 7236.01% |
$32.1M - $35.4M
|
948K
$46.3M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
767K+ 10834.06% |
$26.3M - $29.1M
|
774K
$37.8M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
680K+ 309.09% |
$23.3M - $25.8M
|
900K
$43.9M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
607K+ 82.22% |
$20.9M - $23M
|
1.35M
$65.7M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
596K+ 1001.49% |
$20.4M - $22.6M
|
655K
$32M
|
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
592KNew |
$20.3M - $22.4M
|
592K
$28.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Wealth Navi Inc.
|
BUY
|
- |
539K+ 158.67% |
$18.5M - $20.4M
|
879K
$42.9M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
531K+ 1.99% |
$18.2M - $20.1M
|
27.2M
$1.33B
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
480K+ 387.88% |
$16.5M - $18.2M
|
604K
$29.5M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
476K+ 5476.99% |
$16.4M - $18.1M
|
485K
$23.7M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
466K+ 4718.08% |
$16M - $17.7M
|
476K
$23.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
433K+ 5.02% |
$14.9M - $16.4M
|
9.06M
$442M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
425K+ 4511.24% |
$14.6M - $16.1M
|
434K
$21.2M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
414K+ 41.15% |
$14.2M - $15.7M
|
1.42M
$69.3M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
403K+ 17.78% |
$13.8M - $15.3M
|
2.67M
$130M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
397K+ 19.68% |
$13.6M - $15M
|
2.41M
$118M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
361K+ 21.92% |
$12.4M - $13.7M
|
2.01M
$98.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
343K+ 3.21% |
$11.8M - $13M
|
11M
$539M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
317KNew |
$10.9M - $12M
|
317K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
311KNew |
$10.7M - $11.8M
|
311K
$15.2M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
309K+ 34.08% |
$10.6M - $11.7M
|
1.22M
$59.3M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
309K+ 34.08% |
$10.6M - $11.7M
|
1.22M
$59.3M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
304K+ 338.6% |
$10.4M - $11.5M
|
394K
$19.2M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
301K+ 31.9% |
$10.3M - $11.4M
|
1.24M
$60.7M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
288K+ 17.06% |
$9.89M - $10.9M
|
1.98M
$96.5M
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
286KNew |
$9.81M - $10.8M
|
286K
$13.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
253KNew |
$8.67M - $9.57M
|
253K
$12.3M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
252K+ 488.1% |
$8.64M - $9.53M
|
303K
$14.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
212K+ 113.52% |
$7.26M - $8.02M
|
398K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
205KNew |
$7.05M - $7.79M
|
205K
$10M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
203K+ 55.28% |
$6.99M - $7.71M
|
572K
$27.9M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
200K+ 194.82% |
$6.86M - $7.57M
|
302K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
188K+ 9.96% |
$6.45M - $7.12M
|
2.07M
$101M
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
177K+ 40.29% |
$6.08M - $6.71M
|
616K
$30.1M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
175K+ 60.26% |
$6.01M - $6.63M
|
465K
$22.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
171K+ 101.32% |
$5.89M - $6.5M
|
341K
$16.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
167K+ 184.04% |
$5.73M - $6.33M
|
258K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
166K+ 10.03% |
$5.71M - $6.3M
|
1.82M
$89M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
158K+ 7.13% |
$5.44M - $6.01M
|
2.38M
$116M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
140KNew |
$4.81M - $5.31M
|
140K
$6.84M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
139KNew |
$4.78M - $5.28M
|
139K
$6.79M
|