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 11, 2023
Q1 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
7.45K+ 75.42% |
$256K - $282K
|
17.3K
$885K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
7.44KNew |
$255K - $282K
|
7.44K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.41K+ 2.02% |
$254K - $281K
|
375K
$19.1M
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
7.29KNew |
$250K - $276K
|
7.29K
$372K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
7.23KNew |
$248K - $274K
|
7.23K
$369K
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
7.13K+ 2.96% |
$245K - $270K
|
248K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.07KNew |
$243K - $268K
|
7.07K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.99KNew |
$240K - $265K
|
6.99K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
6.9K+ 13.58% |
$237K - $261K
|
57.7K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.85K+ 1.07% |
$235K - $260K
|
645K
$33M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
6.75K+ 18.8% |
$232K - $256K
|
42.6K
$2.18M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.74KNew |
$231K - $256K
|
6.74K
$344K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
6.56KNew |
$225K - $249K
|
6.56K
$335K
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
6.5KNew |
$223K - $246K
|
6.5K
$332K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
6.5K+ 35.37% |
$223K - $246K
|
24.9K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
6.42KNew |
$221K - $243K
|
6.42K
$328K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6.31KNew |
$217K - $239K
|
6.31K
$322K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.31KNew |
$217K - $239K
|
6.31K
$322K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.27KNew |
$215K - $238K
|
6.27K
$320K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.23KNew |
$214K - $236K
|
6.23K
$318K
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
6.19K+ 4.75% |
$212K - $235K
|
136K
$6.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.14KNew |
$211K - $233K
|
6.14K
$314K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.1K+ 16.41% |
$210K - $231K
|
43.3K
$2.21M
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
6.09K+ 6.88% |
$209K - $231K
|
94.6K
$4.83M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.03KNew |
$207K - $229K
|
6.03K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.02KNew |
$207K - $228K
|
6.02K
$307K
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
6KNew |
$206K - $227K
|
6K
$306K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.99KNew |
$206K - $227K
|
5.99K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.85KNew |
$201K - $222K
|
5.85K
$299K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.74K+ 5.62% |
$197K - $218K
|
108K
$5.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
5.71KNew |
$196K - $216K
|
5.71K
$292K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5.71KNew |
$196K - $216K
|
5.71K
$291K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5.7K+ 2.07% |
$196K - $216K
|
281K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
5.66KNew |
$194K - $215K
|
5.66K
$289K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
5.63K+ 1.99% |
$193K - $213K
|
289K
$14.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.6KNew |
$192K - $212K
|
5.6K
$286K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5.58KNew |
$191K - $211K
|
5.58K
$285K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.53K+ 73.0% |
$190K - $209K
|
13.1K
$669K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.53KNew |
$190K - $209K
|
5.53K
$282K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.52KNew |
$189K - $209K
|
5.52K
$282K
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.5KNew |
$189K - $208K
|
5.5K
$281K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.49KNew |
$188K - $208K
|
5.49K
$280K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.47KNew |
$188K - $207K
|
5.47K
$280K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5.47KNew |
$188K - $207K
|
5.47K
$279K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.44K+ 21.94% |
$187K - $206K
|
30.2K
$1.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
5.41K+ 7.11% |
$186K - $205K
|
81.6K
$4.16M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.39KNew |
$185K - $204K
|
5.39K
$275K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$185K - $204K
|
5.38K
$275K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.37KNew |
$184K - $204K
|
5.37K
$274K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
$184K - $203K
|
5.36K
$274K
|