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 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-775- 0.74% |
$26.6K - $29.4K
|
104K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-782- 0.1% |
$26.8K - $29.6K
|
793K
$40.2M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-795- 2.12% |
$27.3K - $30.1K
|
36.7K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-800- 1.57% |
$27.5K - $30.3K
|
50.3K
$2.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-809- 0.72% |
$27.8K - $30.7K
|
112K
$5.68M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-830- 3.66% |
$28.5K - $31.5K
|
21.8K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-845- 3.69% |
$29K - $32K
|
22.1K
$1.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-896- 0.4% |
$30.8K - $34K
|
221K
$11.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-920- 1.91% |
$31.6K - $34.9K
|
47.3K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-963- 1.11% |
$33.1K - $36.5K
|
85.7K
$4.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-968- 0.85% |
$33.2K - $36.7K
|
113K
$5.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-972- 4.25% |
$33.4K - $36.8K
|
21.9K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-984- 0.58% |
$33.8K - $37.3K
|
170K
$8.61M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-985- 2.28% |
$33.8K - $37.3K
|
42.2K
$2.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.07K- 8.73% |
$36.8K - $40.7K
|
11.2K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.08K- 6.17% |
$37.1K - $40.9K
|
16.4K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 47.11% |
$37.2K - $41.1K
|
1.22K
$61.7K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.1K- 5.18% |
$37.7K - $41.7K
|
20.1K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.11K- 2.99% |
$38.2K - $42.1K
|
36.1K
$1.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.16K- 13.55% |
$39.8K - $44K
|
7.4K
$375K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.2K- 7.95% |
$41K - $45.3K
|
13.8K
$701K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.21K- 7.21% |
$41.5K - $45.8K
|
15.5K
$788K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.23K- 4.7% |
$42.2K - $46.6K
|
24.9K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.26K- 15.01% |
$43.3K - $47.8K
|
7.14K
$362K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 11.04% |
$43.6K - $48.1K
|
10.2K
$519K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.28K- 7.29% |
$43.9K - $48.5K
|
16.3K
$825K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.29K- 9.91% |
$44.2K - $48.8K
|
11.7K
$593K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-1.32K- 3.09% |
$45.2K - $49.9K
|
41.3K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 0.77% |
$45.5K - $50.3K
|
170K
$8.62M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.36K- 3.06% |
$46.5K - $51.4K
|
43K
$2.18M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.37K- 1.49% |
$47K - $51.9K
|
90.8K
$4.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.43K- 0.43% |
$49.2K - $54.3K
|
334K
$16.9M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.5K- 1.25% |
$51.5K - $56.9K
|
118K
$5.99M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.54K- 4.33% |
$52.7K - $58.2K
|
34K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.56K- 56.63% |
$53.5K - $59K
|
1.19K
$60.5K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.58K- 17.43% |
$54.1K - $59.8K
|
7.47K
$379K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-1.6K- 0.3% |
$54.8K - $60.5K
|
531K
$26.9M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.63K- 4.02% |
$56K - $61.8K
|
38.9K
$1.97M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.66K- 8.73% |
$57K - $62.9K
|
17.3K
$879K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.67K- 22.44% |
$57.3K - $63.2K
|
5.77K
$292K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.67K- 1.52% |
$57.3K - $63.2K
|
108K
$5.48M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.71K- 32.49% |
$58.6K - $64.7K
|
3.55K
$180K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.72K- 51.5% |
$58.9K - $65K
|
1.62K
$81.9K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.74K- 3.14% |
$59.8K - $66K
|
53.8K
$2.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.75K- 1.24% |
$60.1K - $66.3K
|
140K
$7.09M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.76K- 3.35% |
$60.2K - $66.5K
|
50.7K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.78K- 7.58% |
$61.1K - $67.5K
|
21.7K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.78K- 8.67% |
$61.1K - $67.5K
|
18.8K
$951K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.79K- 13.45% |
$61.3K - $67.7K
|
11.5K
$582K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.8K- 10.21% |
$61.6K - $68K
|
15.8K
$800K
|