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 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-5- 0.01% |
$172 - $190
|
52.2K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7- 0.16% |
$240 - $265
|
4.5K
$227K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7Closed |
$240 - $265
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-10- 0.22% |
$343 - $379
|
4.58K
$231K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-15- 0.03% |
$515 - $569
|
53.8K
$2.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 0.13% |
$549 - $606
|
12.1K
$609K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-17- 0.08% |
$584 - $644
|
22.2K
$1.12M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-17- 0.28% |
$584 - $644
|
5.95K
$300K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-20- -0.0% |
$687 - $758
|
621K
$31.3M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-21- 0.17% |
$721 - $796
|
12.2K
$615K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.39% |
$790 - $872
|
5.88K
$296K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-24- 0.08% |
$824 - $910
|
28.6K
$1.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-32- 3.45% |
$1.1K - $1.21K
|
896
$45.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-37- 0.15% |
$1.27K - $1.4K
|
25.3K
$1.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-43- 45.74% |
$1.48K - $1.63K
|
51
$2.57K
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-49- 0.38% |
$1.68K - $1.86K
|
13K
$655K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.39% |
$1.75K - $1.93K
|
12.9K
$650K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-54- 0.48% |
$1.85K - $2.05K
|
11.2K
$567K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-60- 0.09% |
$2.06K - $2.27K
|
65.5K
$3.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-61- 1.23% |
$2.09K - $2.31K
|
4.91K
$247K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-63- 0.86% |
$2.16K - $2.39K
|
7.3K
$368K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-64- 11.25% |
$2.2K - $2.43K
|
505
$25.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-74- 0.15% |
$2.54K - $2.8K
|
48.6K
$2.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-78- 1.29% |
$2.68K - $2.96K
|
5.96K
$301K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-79- 0.71% |
$2.71K - $2.99K
|
11.1K
$558K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-83- 50.0% |
$2.85K - $3.15K
|
83
$4.19K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-87- 0.3% |
$2.99K - $3.3K
|
29.3K
$1.48M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-88- 0.08% |
$3.02K - $3.34K
|
106K
$5.33M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-88- 19.38% |
$3.02K - $3.34K
|
366
$18.5K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-88- 1.07% |
$3.02K - $3.34K
|
8.1K
$409K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-90- 4.19% |
$3.09K - $3.41K
|
2.06K
$104K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-92- 0.21% |
$3.16K - $3.49K
|
43K
$2.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-92- 3.23% |
$3.16K - $3.49K
|
2.76K
$139K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-100- 0.07% |
$3.43K - $3.79K
|
144K
$7.24M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-120- 0.2% |
$4.12K - $4.55K
|
59.8K
$3.02M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-120- 0.39% |
$4.12K - $4.55K
|
30.7K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-132- 1.21% |
$4.53K - $5K
|
10.8K
$544K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-151- 0.36% |
$5.18K - $5.72K
|
41.2K
$2.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-158- 0.94% |
$5.42K - $5.99K
|
16.7K
$841K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-165Closed |
$5.66K - $6.25K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-173- 1.06% |
$5.94K - $6.56K
|
16.1K
$814K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-175- 1.12% |
$6.01K - $6.63K
|
15.4K
$778K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-179- 0.85% |
$6.15K - $6.78K
|
20.8K
$1.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-180- 1.76% |
$6.18K - $6.82K
|
10K
$506K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-189- 1.55% |
$6.49K - $7.16K
|
12K
$607K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-197- 0.82% |
$6.76K - $7.47K
|
23.8K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-212- 3.54% |
$7.28K - $8.03K
|
5.78K
$291K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-221- 2.01% |
$7.59K - $8.38K
|
10.8K
$543K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-226- 2.48% |
$7.76K - $8.57K
|
8.87K
$447K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-234- 50.11% |
$8.03K - $8.87K
|
233
$11.8K
|