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
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
40.3K+ 33.4% |
$1.38M - $1.53M
|
161K
$8.05M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
40.2K+ 112.68% |
$1.38M - $1.52M
|
75.9K
$3.8M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
40.1K+ 53.25% |
$1.38M - $1.52M
|
115K
$5.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37K+ 158.12% |
$1.27M - $1.4M
|
60.4K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.4K+ 3.72% |
$1.25M - $1.38M
|
1.01M
$50.7M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
36.3K+ 1.27% |
$1.24M - $1.37M
|
2.89M
$144M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
36.1KNew |
$1.24M - $1.37M
|
36.1K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
32.6K+ 63.26% |
$1.12M - $1.24M
|
84.1K
$4.21M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.4K+ 276.33% |
$1.11M - $1.23M
|
44.1K
$2.21M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
32K+ 324.97% |
$1.1M - $1.21M
|
41.9K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
31.4KNew |
$1.08M - $1.19M
|
31.4K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.2K+ 29.22% |
$1.07M - $1.18M
|
138K
$6.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.5K+ 36.97% |
$1.05M - $1.16M
|
113K
$5.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.1K+ 11.23% |
$1.03M - $1.14M
|
298K
$14.9M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
30.1K+ 7.24% |
$1.03M - $1.14M
|
446K
$22.3M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
30.1K+ 7.24% |
$1.03M - $1.14M
|
446K
$22.3M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
28.8K+ 124.33% |
$989K - $1.09M
|
52K
$2.6M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
28.4K+ 25.24% |
$975K - $1.08M
|
141K
$7.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
28K+ 463.24% |
$961K - $1.06M
|
34K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
27.6K+ 81.06% |
$946K - $1.04M
|
61.6K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$945K - $1.04M
|
27.5K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26.8K+ 9.33% |
$921K - $1.02M
|
314K
$15.7M
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
25.6K+ 42.01% |
$878K - $970K
|
86.5K
$4.33M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25.4KNew |
$871K - $962K
|
25.4K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24.6K+ 15.37% |
$843K - $931K
|
184K
$9.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
24KNew |
$825K - $911K
|
24K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.1KNew |
$794K - $876K
|
23.1K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
22.7KNew |
$780K - $861K
|
22.7K
$1.14M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 47.86% |
$771K - $852K
|
69.4K
$3.47M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
22.2K+ 7.07% |
$762K - $841K
|
336K
$16.8M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
22.1KNew |
$758K - $837K
|
22.1K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.9K+ 0.39% |
$718K - $792K
|
5.42M
$271M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
20.8KNew |
$716K - $790K
|
20.8K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
20.7K+ 112.18% |
$711K - $785K
|
39.2K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
20.6KNew |
$709K - $782K
|
20.6K
$1.03M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.9K+ 134.64% |
$684K - $755K
|
34.7K
$1.74M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
19.8KNew |
$681K - $751K
|
19.8K
$992K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
19.3KNew |
$662K - $731K
|
19.3K
$965K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1K+ 4.17% |
$656K - $725K
|
478K
$23.9M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.4KNew |
$632K - $697K
|
18.4K
$920K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18.3KNew |
$627K - $692K
|
18.3K
$914K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
18.2KNew |
$626K - $692K
|
18.2K
$913K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
18K+ 134.21% |
$619K - $684K
|
31.5K
$1.57M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.8K+ 39.65% |
$611K - $674K
|
62.7K
$3.13M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
17.5KNew |
$600K - $662K
|
17.5K
$874K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
17.3K+ 5.54% |
$595K - $656K
|
330K
$16.5M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
17.3KNew |
$594K - $655K
|
17.3K
$865K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.3K+ 26.15% |
$592K - $654K
|
83.2K
$4.16M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
17KNew |
$585K - $646K
|
17K
$853K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
16KNew |
$550K - $608K
|
16K
$802K
|