Purchases and Sales Made in Q1 2023 in Ishares Gold Trust (IAU)

IAU Quotes by TradingView

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 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
135K
+ 14.25%
$4.64M - $5.13M
1.08M $55.4M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
133K
New
$4.55M - $5.03M
133K $6.77M
May 12, 2023 Q1 2023
Jsf Financial, LLC

BUY
 -
130K
New
$4.47M - $4.94M
130K $6.65M
Apr 20, 2023 Q1 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
122K
+ 1977.91%
$4.18M - $4.61M
128K $6.53M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
121K
+ 67.51%
$4.14M - $4.57M
299K $15.3M
Apr 20, 2023 Q1 2023
Well Done, LLC

BUY
 -
119K
+ 296.9%
$4.09M - $4.51M
159K $8.13M
May 22, 2023 Q1 2023
Aspireon Wealth Advisors

BUY
 -
116K
+ 76.1%
$3.98M - $4.39M
268K $13.7M
May 26, 2023 Q1 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
114K
New
$3.91M - $4.32M
114K $5.81M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
110K
+ 66.14%
$3.79M - $4.19M
277K $14.2M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
109K
+ 1914.02%
$3.73M - $4.12M
114K $5.84M
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
104K
+ 82.47%
$3.58M - $3.96M
231K $11.8M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
103K
+ 1144.83%
$3.53M - $3.89M
112K $5.7M
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
92.8K
+ 30.57%
$3.19M - $3.52M
397K $20.2M
May 11, 2023 Q1 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
92.1K
New
$3.16M - $3.49M
92.1K $4.7M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
91.5K
+ 51.89%
$3.14M - $3.47M
268K $13.7M
Apr 25, 2023 Q1 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
89.4K
+ 12.11%
$3.07M - $3.39M
827K $42.2M
May 15, 2023 Q1 2023
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
86.4K
New
$2.97M - $3.27M
86.4K $4.41M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
86.1K
+ 2.51%
$2.95M - $3.26M
3.52M $180M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
83.4K
+ 3.92%
$2.86M - $3.16M
2.21M $113M
May 08, 2023 Q1 2023
Regency Capital Management Inc.\De

BUY
 -
82.9K
New
$2.85M - $3.14M
82.9K $4.23M
May 11, 2023 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
81.6K
+ 71.93%
$2.8M - $3.09M
195K $9.96M
Apr 26, 2023 Q1 2023
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
80.8K
New
$2.77M - $3.06M
80.8K $4.13M
May 10, 2023 Q1 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
73.3K
+ 32.33%
$2.52M - $2.78M
300K $15.3M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
70.2K
+ 7.89%
$2.41M - $2.66M
959K $49M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
69.5K
+ 24.81%
$2.39M - $2.64M
350K $17.9M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
68.7K
+ 52.04%
$2.36M - $2.6M
201K $10.2M
May 04, 2023 Q1 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
62.6K
New
$2.15M - $2.37M
62.6K $3.2M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
61.5K
+ 6.44%
$2.11M - $2.33M
1.02M $51.9M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
60.7K
+ 87.96%
$2.08M - $2.3M
130K $6.62M
May 11, 2023 Q1 2023
Jordan Park Group LLC

BUY
 -
59.3K
+ 83.71%
$2.04M - $2.25M
130K $6.65M
May 04, 2023 Q1 2023
Barclays PLC

London, X0
BUY
 -
58.8K
+ 386.25%
$2.02M - $2.23M
74K $3.78M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
56.9K
+ 67.09%
$1.95M - $2.16M
142K $7.24M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
55.8K
+ 158.61%
$1.92M - $2.11M
91K $4.64M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
55.4K
+ 77.41%
$1.9M - $2.1M
127K $6.48M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
55.2K
New
$1.9M - $2.09M
55.2K $2.82M
May 11, 2023 Q1 2023
Executive Wealth Management, LLC

BUY
 -
53.5K
+ 65.4%
$1.84M - $2.03M
135K $6.91M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
53.4K
+ 23.8%
$1.83M - $2.03M
278K $14.2M
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
49.6K
New
$1.7M - $1.88M
49.6K $2.53M
Apr 14, 2023 Q1 2023
Spectrum Asset Management, Inc.

BUY
 -
48.5K
+ 36.6%
$1.66M - $1.84M
181K $9.24M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
46.8K
New
$1.61M - $1.78M
46.8K $2.39M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
46.5K
+ 320.4%
$1.6M - $1.76M
61.1K $3.12M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
44.7K
+ 16.31%
$1.53M - $1.69M
319K $16.3M
Apr 19, 2023 Q1 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
44.3K
+ 177216.0%
$1.52M - $1.68M
44.3K $2.26M
May 11, 2023 Q1 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
43.9K
+ 8.03%
$1.51M - $1.67M
591K $30.2M
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
43.3K
+ 59.12%
$1.49M - $1.64M
116K $5.95M
May 11, 2023 Q1 2023
Mmbg Investment Advisors Co.

BUY
 -
42.9K
New
$1.47M - $1.63M
42.9K $2.19M
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
42.3K
+ 56.51%
$1.45M - $1.6M
117K $5.98M
May 08, 2023 Q1 2023
Hamilton Wealth, LLC

BUY
 -
42.2K
+ 40.67%
$1.45M - $1.6M
146K $7.45M
May 15, 2023 Q1 2023
Forbes J M & CO LLP

BUY
 -
40.5K
+ 3.06%
$1.39M - $1.53M
1.37M $69.7M

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