Purchases and Sales Made in Q2 2022 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
29.1MNew |
$997M - $1.09B
|
29.1M
$1.47B
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.38MNew |
$219M - $240M
|
6.38M
$322M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.79MNew |
$130M - $143M
|
3.79M
$191M
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.72M+ 110.99% |
$93.3M - $102M
|
5.17M
$261M
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.79MNew |
$61.5M - $67.4M
|
1.79M
$90.4M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.57M+ 3301.9% |
$53.7M - $58.9M
|
1.61M
$81.3M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37M+ 3.27% |
$47M - $51.6M
|
43.3M
$2.18B
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.01MNew |
$34.7M - $38.1M
|
1.01M
$51M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
970KNew |
$33.3M - $36.5M
|
970K
$48.9M
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
907KNew |
$31.1M - $34.1M
|
907K
$45.8M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
889KNew |
$30.5M - $33.5M
|
889K
$44.9M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
863K+ 8.39% |
$29.6M - $32.5M
|
11.1M
$562M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
849K+ 175.09% |
$29.1M - $31.9M
|
1.33M
$67.3M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
830K+ 6.05% |
$28.5M - $31.2M
|
14.6M
$734M
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
808K+ 97.65% |
$27.7M - $30.4M
|
1.63M
$82.5M
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
808K+ 97.65% |
$27.7M - $30.4M
|
1.63M
$82.5M
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
803K+ 492616.56% |
$27.5M - $30.2M
|
803K
$40.5M
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
792K+ 1094.36% |
$27.2M - $29.8M
|
865K
$43.6M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
781K+ 91.27% |
$26.8M - $29.4M
|
1.64M
$82.6M
|
|
Jul 29, 2022
Q2 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
773KNew |
$26.5M - $29.1M
|
773K
$39M
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
608KNew |
$20.8M - $22.9M
|
608K
$30.6M
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
607K+ 24.81% |
$20.8M - $22.8M
|
3.06M
$154M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
592K+ 8.5% |
$20.3M - $22.3M
|
7.55M
$381M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
587K+ 11.91% |
$20.1M - $22.1M
|
5.51M
$278M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
576K+ 138.01% |
$19.8M - $21.7M
|
993K
$50.1M
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
557KNew |
$19.1M - $20.9M
|
557K
$28.1M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
536K+ 1341.4% |
$18.4M - $20.2M
|
576K
$29M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
495KNew |
$17M - $18.6M
|
495K
$25M
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
451K+ 24.07% |
$15.5M - $17M
|
2.33M
$117M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
394K+ 24.37% |
$13.5M - $14.8M
|
2.01M
$102M
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
BUY
|
- |
385K+ 119.39% |
$13.2M - $14.5M
|
707K
$35.7M
|
|
Aug 12, 2022
Q2 2022
|
Sagil Capital LLP
London, X0 |
BUY
|
- |
380KNew |
$13M - $14.3M
|
380K
$19.2M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
363K+ 27.37% |
$12.5M - $13.7M
|
1.69M
$85.2M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
363K+ 12208.68% |
$12.4M - $13.6M
|
366K
$18.4M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
359K+ 3623.92% |
$12.3M - $13.5M
|
368K
$18.6M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
356K+ 456.12% |
$12.2M - $13.4M
|
435K
$21.9M
|
|
Aug 15, 2022
Q2 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
350K+ 130.39% |
$12M - $13.1M
|
618K
$31.1M
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
325K+ 222.47% |
$11.1M - $12.2M
|
471K
$23.7M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
325KNew |
$11.1M - $12.2M
|
325K
$16.4M
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
321KNew |
$11M - $12.1M
|
321K
$16.2M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
318K+ 10.17% |
$10.9M - $11.9M
|
3.44M
$173M
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
300KNew |
$10.3M - $11.3M
|
300K
$15.1M
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
299K+ 1359.5% |
$10.3M - $11.3M
|
321K
$16.2M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
299KNew |
$10.2M - $11.2M
|
299K
$15.1M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
294KNew |
$10.1M - $11.1M
|
294K
$14.8M
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
294K+ 56.05% |
$10.1M - $11M
|
817K
$41.2M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
270KNew |
$9.28M - $10.2M
|
270K
$13.6M
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
266KNew |
$9.13M - $10M
|
266K
$13.4M
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
235K+ 1803.45% |
$8.07M - $8.85M
|
248K
$12.5M
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
227KNew |
$7.79M - $8.54M
|
227K
$11.5M
|