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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-156K- 0.44% |
$5.36M - $5.92M
|
35.1M
$1.79B
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-176K- 89.08% |
$6.06M - $6.69M
|
21.6K
$1.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-223K- 6.19% |
$7.66M - $8.46M
|
3.38M
$173M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-231K- 9.57% |
$7.92M - $8.75M
|
2.18M
$111M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-240K- 84.77% |
$8.25M - $9.1M
|
43.2K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-249K- 21.06% |
$8.53M - $9.42M
|
932K
$47.6M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-252K- 67.64% |
$8.64M - $9.53M
|
120K
$6.14M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-290K- 7.16% |
$9.97M - $11M
|
3.76M
$192M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-324K- 34.99% |
$11.1M - $12.3M
|
603K
$30.8M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-324K- 34.99% |
$11.1M - $12.3M
|
603K
$30.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-326K- 96.0% |
$11.2M - $12.4M
|
13.6K
$692K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-357K- 17.88% |
$12.3M - $13.5M
|
1.64M
$83.7M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-408K- 8.87% |
$14M - $15.5M
|
4.19M
$214M
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-417K- 18.35% |
$14.3M - $15.8M
|
1.86M
$94.7M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-436K- 23.5% |
$15M - $16.5M
|
1.42M
$72.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-466K- 60.44% |
$16M - $17.7M
|
305K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-494K- 4.49% |
$17M - $18.7M
|
10.5M
$537M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-762K- 34.56% |
$26.2M - $28.9M
|
1.44M
$73.7M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-829K- 96.54% |
$28.5M - $31.4M
|
29.7K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.42M- 96.31% |
$83M - $91.7M
|
92.7K
$4.73M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.03M- 47.52% |
$104M - $115M
|
3.35M
$171M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.04M- 10.97% |
$104M - $115M
|
24.7M
$1.26B
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-6.38M- 97.32% |
$219M - $242M
|
175K
$8.95M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-6.85M- 92.2% |
$235M - $259M
|
579K
$29.6M
|
|
|
May 15, 2023
Q1 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-7.26MClosed |
$249M - $275M
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-49.7M- 95.4% |
$1.71B - $1.88B
|
2.4M
$122M
|