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 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.31K+ 20.13% |
$182K - $201K
|
31.7K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.14K+ 1.41% |
$177K - $195K
|
369K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.06K+ 2.92% |
$174K - $192K
|
178K
$8.92M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5K+ 69.02% |
$172K - $189K
|
12.2K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.84K+ 3.54% |
$166K - $183K
|
142K
$7.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.83K+ 2.56% |
$166K - $183K
|
194K
$9.68M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.77K+ 56.3% |
$164K - $181K
|
13.3K
$663K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.61K+ 132.37% |
$158K - $175K
|
8.1K
$405K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.42K+ 5.83% |
$152K - $168K
|
80.3K
$4.02M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4.3K+ 25.34% |
$148K - $163K
|
21.3K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.29K+ 10.46% |
$147K - $163K
|
45.3K
$2.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.22K+ 3.14% |
$145K - $160K
|
139K
$6.93M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.2K+ 9.58% |
$144K - $159K
|
48.1K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.18K+ 10.23% |
$143K - $158K
|
45K
$2.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.17K+ 3.9% |
$143K - $158K
|
111K
$5.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.11K+ 1.33% |
$141K - $156K
|
313K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.1K+ 10.43% |
$141K - $156K
|
43.4K
$2.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.92K+ 48.04% |
$134K - $148K
|
12.1K
$604K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.81K+ 61.85% |
$131K - $144K
|
9.96K
$498K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.78KNew |
$130K - $143K
|
3.78K
$189K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.75K+ 17.67% |
$129K - $142K
|
25K
$1.25M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.69K+ 9.75% |
$127K - $140K
|
41.5K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
3.6K+ 3.3% |
$124K - $137K
|
113K
$5.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.57K+ 10.73% |
$122K - $135K
|
36.8K
$1.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
3.56K+ 2.04% |
$122K - $135K
|
179K
$8.93M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.41K+ 39.28% |
$117K - $129K
|
12.1K
$605K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.95K+ 14.04% |
$101K - $112K
|
24K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.9KNew |
$99.7K - $110K
|
2.9K
$145K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.88KNew |
$98.9K - $109K
|
2.88K
$144K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 44.38% |
$95.6K - $106K
|
9.06K
$453K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.73K+ 7.48% |
$93.6K - $103K
|
39.2K
$1.96M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.65K+ 2117.6% |
$90.9K - $100K
|
2.77K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.63K+ 2.82% |
$90.3K - $99.6K
|
95.9K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 2.48% |
$90.1K - $99.5K
|
109K
$5.43M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.58KNew |
$88.5K - $97.7K
|
2.58K
$129K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.55K+ 2.63% |
$87.4K - $96.5K
|
99.4K
$4.98M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.54KNew |
$87.1K - $96.2K
|
2.54K
$127K
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.5KNew |
$85.8K - $94.8K
|
2.5K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.43K+ 8.09% |
$83.4K - $92.1K
|
32.5K
$1.62M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.43K+ 8.13% |
$83.4K - $92.1K
|
32.3K
$1.62M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.4K+ 4.43% |
$82.4K - $91K
|
56.6K
$2.83M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2.4K+ 2.62% |
$82.4K - $91K
|
94K
$4.7M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.4K+ 3.25% |
$82.4K - $90.9K
|
76.1K
$3.81M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.35KNew |
$80.7K - $89.1K
|
2.35K
$118K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.34K+ 14.58% |
$80.3K - $88.6K
|
18.4K
$920K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.33K+ 25.06% |
$79.9K - $88.2K
|
11.6K
$581K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
2.23K+ 3.16% |
$76.5K - $84.4K
|
72.6K
$3.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.23K+ 1.04% |
$76.4K - $84.3K
|
217K
$10.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
2.18K+ 0.81% |
$74.9K - $82.7K
|
270K
$13.5M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 0.56% |
$74.3K - $82K
|
390K
$19.5M
|