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 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.93K- 11.99% |
$66.3K - $73.1K
|
14.2K
$715K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.97K- 0.54% |
$67.6K - $74.6K
|
365K
$18.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.01K- 0.95% |
$68.9K - $76.1K
|
210K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-2.01K- 2.58% |
$69K - $76.2K
|
76K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.04K- 14.75% |
$70.1K - $77.4K
|
11.8K
$595K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.1K- 7.79% |
$71.9K - $79.4K
|
24.8K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.1K- 1.99% |
$72.2K - $79.7K
|
104K
$5.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.12K- 0.33% |
$72.6K - $80.2K
|
633K
$31.9M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.14K- 3.01% |
$73.4K - $81K
|
69K
$3.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-2.2K- 0.98% |
$75.4K - $83.2K
|
222K
$11.2M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.22K- 2.38% |
$76.1K - $84.1K
|
90.8K
$4.58M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.28K- 3.42% |
$78.3K - $86.5K
|
64.5K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.34K- 20.74% |
$80.4K - $88.8K
|
8.95K
$451K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-2.35K- 0.87% |
$80.6K - $89K
|
267K
$13.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.37K- 1.59% |
$81.5K - $90K
|
147K
$7.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.45K- 5.91% |
$84.2K - $93K
|
39.1K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.46K- 1.84% |
$84.6K - $93.4K
|
132K
$6.64M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.55K- 14.13% |
$87.4K - $96.5K
|
15.5K
$780K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.57K- 63.17% |
$88.2K - $97.3K
|
1.5K
$75.5K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.66K- 10.6% |
$91.4K - $101K
|
22.4K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.78K- 0.4% |
$95.3K - $105K
|
692K
$34.9M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.79K- 14.98% |
$95.8K - $106K
|
15.8K
$799K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.88K- 25.25% |
$98.7K - $109K
|
8.51K
$429K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.9K- 0.84% |
$99.5K - $110K
|
343K
$17.3M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.95K- 2.78% |
$101K - $112K
|
103K
$5.2M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.04K- 27.82% |
$104K - $115K
|
7.89K
$398K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.11K- 5.5% |
$107K - $118K
|
53.5K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.15K- 0.67% |
$108K - $119K
|
467K
$23.6M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-3.18K- 38.85% |
$109K - $120K
|
5K
$252K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.2K- 6.0% |
$110K - $121K
|
50.1K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-3.34K- 4.76% |
$115K - $126K
|
66.8K
$3.37M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-3.35K- 1.32% |
$115K - $127K
|
251K
$12.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.36K- 1.44% |
$115K - $127K
|
230K
$11.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-3.45K- 1.5% |
$119K - $131K
|
228K
$11.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-3.5K- 16.26% |
$120K - $133K
|
18K
$908K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.5K- 2.01% |
$120K - $133K
|
171K
$8.62M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-3.5K- 36.34% |
$120K - $133K
|
6.13K
$309K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.56K- 12.98% |
$122K - $135K
|
23.8K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.61K- 2.81% |
$124K - $137K
|
125K
$6.3M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.75K- 18.51% |
$129K - $142K
|
16.5K
$832K
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-3.75K- 67.32% |
$129K - $142K
|
1.82K
$91.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-3.78K- 9.75% |
$130K - $143K
|
35K
$1.76M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.85K- 0.36% |
$132K - $146K
|
1.08M
$54.4M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.98K- 2.31% |
$137K - $151K
|
168K
$8.47M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-4.01K- 0.97% |
$137K - $152K
|
408K
$20.6M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.02K- 1.94% |
$138K - $152K
|
203K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.03K- 8.53% |
$138K - $153K
|
43.2K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4.05K- 8.89% |
$139K - $153K
|
41.5K
$2.09M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-4.21K- 5.88% |
$145K - $160K
|
67.5K
$3.4M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.23K- 37.91% |
$145K - $160K
|
6.92K
$349K
|