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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-250- 0.22% |
$8.58K - $9.48K
|
113K
$5.73M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-254- 2.13% |
$8.72K - $9.63K
|
11.7K
$592K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-257- 3.16% |
$8.82K - $9.74K
|
7.87K
$399K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-273- 2.04% |
$9.37K - $10.3K
|
13.1K
$666K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-282- 3.6% |
$9.68K - $10.7K
|
7.56K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-306- 2.36% |
$10.5K - $11.6K
|
12.6K
$641K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-306- 0.86% |
$10.5K - $11.6K
|
35.3K
$1.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-312- 0.86% |
$10.7K - $11.8K
|
36.1K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-323- 1.06% |
$11.1K - $12.2K
|
30.1K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-324- 0.07% |
$11.1K - $12.3K
|
434K
$22M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-329- 0.05% |
$11.3K - $12.5K
|
677K
$34.3M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-341- 2.96% |
$11.7K - $12.9K
|
11.2K
$568K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-347- 14.59% |
$11.9K - $13.2K
|
2.03K
$103K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-361- 0.68% |
$12.4K - $13.7K
|
52.3K
$2.65M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-374- 1.36% |
$12.8K - $14.2K
|
27.1K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-375- 3.77% |
$12.9K - $14.2K
|
9.58K
$486K
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-391- 0.25% |
$13.4K - $14.8K
|
158K
$8.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-394- 1.47% |
$13.5K - $14.9K
|
26.4K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-395- 16.76% |
$13.6K - $15K
|
1.96K
$99.5K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-400- 50.0% |
$13.7K - $15.2K
|
400
$20.3K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-412- 0.19% |
$14.1K - $15.6K
|
214K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-412- 2.66% |
$14.1K - $15.6K
|
15.1K
$765K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-450- 1.78% |
$15.4K - $17.1K
|
24.8K
$1.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-454- 3.22% |
$15.6K - $17.2K
|
13.7K
$692K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-458- 2.15% |
$15.7K - $17.4K
|
20.9K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-471- 33.96% |
$16.2K - $17.9K
|
916
$46.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-472- 0.98% |
$16.2K - $17.9K
|
47.9K
$2.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-476- 0.64% |
$16.3K - $18K
|
74.1K
$3.76M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-500- 1.76% |
$17.2K - $19K
|
27.9K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-500- 7.33% |
$17.2K - $19K
|
6.32K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-502- 0.89% |
$17.2K - $19K
|
55.8K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-550- 2.41% |
$18.9K - $20.8K
|
22.3K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-551- 1.2% |
$18.9K - $20.9K
|
45.3K
$2.29M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-578- 16.81% |
$19.8K - $21.9K
|
2.86K
$145K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-580- 6.62% |
$19.9K - $22K
|
8.19K
$415K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-587- 0.59% |
$20.2K - $22.2K
|
99.1K
$5.02M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-594- 7.09% |
$20.4K - $22.5K
|
7.78K
$395K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-595- 9.3% |
$20.4K - $22.6K
|
5.8K
$294K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-598- 1.42% |
$20.5K - $22.7K
|
41.4K
$2.1M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-614- 8.32% |
$21.1K - $23.3K
|
6.77K
$343K
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-640- 1.91% |
$22K - $24.3K
|
32.9K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-700- 10.18% |
$24K - $26.5K
|
6.18K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-710- 0.4% |
$24.4K - $26.9K
|
175K
$8.86M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-729- 1.18% |
$25K - $27.6K
|
61.2K
$3.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-730- 6.55% |
$25.1K - $27.7K
|
10.4K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-730- 0.48% |
$25.1K - $27.7K
|
152K
$7.69M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-739- 4.15% |
$25.4K - $28K
|
17.1K
$865K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-754- 2.09% |
$25.9K - $28.6K
|
35.4K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-760- 1.51% |
$26.1K - $28.8K
|
49.7K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-768- 7.73% |
$26.4K - $29.1K
|
9.17K
$465K
|