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 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.09K+ 1.02% |
$71.7K - $79.2K
|
208K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
2.05KNew |
$70.2K - $77.5K
|
2.05K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 4.64% |
$69.7K - $76.9K
|
45.8K
$2.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
2K+ 3.39% |
$68.8K - $76K
|
61.1K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.94K+ 18.01% |
$66.5K - $73.4K
|
12.7K
$648K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.92K+ 57.64% |
$65.8K - $72.6K
|
5.24K
$268K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 4.11% |
$65.2K - $72K
|
48.1K
$2.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.9K+ 1.29% |
$65.1K - $71.9K
|
149K
$7.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.8K+ 2.86% |
$61.9K - $68.3K
|
64.8K
$3.31M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 6.32% |
$61.1K - $67.4K
|
29.9K
$1.53M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.73K+ 3.26% |
$59.5K - $65.6K
|
54.9K
$2.81M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.72K+ 1.47% |
$59.1K - $65.2K
|
119K
$6.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.72K+ 23.93% |
$58.9K - $65K
|
8.89K
$454K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.7K+ 18.92% |
$58.5K - $64.5K
|
10.7K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.7K+ 4.61% |
$58.4K - $64.4K
|
38.6K
$1.97M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.64K+ 6.42% |
$56.3K - $62.2K
|
27.2K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.63K+ 127.06% |
$56.1K - $61.9K
|
2.92K
$149K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.62K+ 91.06% |
$55.6K - $61.4K
|
3.4K
$174K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.6K+ 0.72% |
$54.8K - $60.5K
|
223K
$11.4M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.59K+ 0.97% |
$54.6K - $60.2K
|
165K
$8.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.58KNew |
$54.3K - $59.9K
|
1.58K
$80.7K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.45K+ 24.98% |
$49.7K - $54.9K
|
7.24K
$370K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
1.41K+ 0.49% |
$48.5K - $53.5K
|
287K
$14.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.36K+ 20.36% |
$46.6K - $51.4K
|
8.02K
$409K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.36K+ 3.53% |
$46.6K - $51.4K
|
39.8K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.33K+ 8.79% |
$45.6K - $50.3K
|
16.4K
$838K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.27K+ 6.1% |
$43.6K - $48.2K
|
22.1K
$1.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.27K+ 0.99% |
$43.5K - $48K
|
130K
$6.62M
|
|
|
May 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.26K+ 1.85% |
$43.2K - $47.7K
|
69.2K
$3.54M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.25K+ 1.6% |
$42.9K - $47.4K
|
79.5K
$4.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.24K+ 1.13% |
$42.5K - $46.9K
|
110K
$5.64M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.05K+ 7.17% |
$36.1K - $39.8K
|
15.7K
$802K
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 0.47% |
$35.7K - $39.5K
|
224K
$11.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
1.04KNew |
$35.7K - $39.4K
|
1.04K
$53.1K
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.03K+ 9.07% |
$35.5K - $39.2K
|
12.4K
$634K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$34.3K - $37.9K
|
1K
$51.1K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1K+ 8.67% |
$34.3K - $37.9K
|
12.5K
$640K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1K+ 100.0% |
$34.3K - $37.9K
|
2K
$102K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
978+ 0.21% |
$33.6K - $37.1K
|
472K
$24.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
953+ 4.39% |
$32.7K - $36.1K
|
22.7K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
949+ 1.48% |
$32.6K - $36K
|
65.3K
$3.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
930+ 223.56% |
$31.9K - $35.2K
|
1.35K
$68.7K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
885+ 10.24% |
$30.4K - $33.5K
|
9.53K
$486K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
861+ 108.85% |
$29.6K - $32.6K
|
1.65K
$84.4K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
844+ 6.83% |
$29K - $32K
|
13.2K
$674K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
826+ 2.32% |
$28.4K - $31.3K
|
36.5K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
825+ 1.16% |
$28.3K - $31.3K
|
71.7K
$3.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
822+ 0.5% |
$28.2K - $31.2K
|
164K
$8.38M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
818+ 8.8% |
$28.1K - $31K
|
10.1K
$517K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
776+ 2.17% |
$26.6K - $29.4K
|
36.6K
$1.87M
|