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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-633- 4.77% |
$21.7K - $23.8K
|
12.6K
$646K
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
SELL
|
- |
-689- 1.76% |
$23.6K - $25.9K
|
38.5K
$1.97M
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-698- 7.63% |
$23.9K - $26.3K
|
8.46K
$432K
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-703- 8.01% |
$24.1K - $26.4K
|
8.08K
$413K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-714- 1.14% |
$24.5K - $26.9K
|
62K
$3.17M
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-730- 9.14% |
$25K - $27.5K
|
7.26K
$371K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-750Closed |
$25.7K - $28.2K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-758- 11.42% |
$26K - $28.5K
|
5.88K
$300K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-764- 1.41% |
$26.2K - $28.7K
|
53.4K
$2.73M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-831- 19.96% |
$28.5K - $31.3K
|
3.33K
$170K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-834- 6.44% |
$28.6K - $31.4K
|
12.1K
$619K
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-835- 0.15% |
$28.6K - $31.4K
|
549K
$28M
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-847- 5.67% |
$29.1K - $31.9K
|
14.1K
$720K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-852Closed |
$29.2K - $32.1K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-857- 0.18% |
$29.4K - $32.2K
|
469K
$24M
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-892Closed |
$30.6K - $33.6K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-900- 0.49% |
$30.9K - $33.9K
|
182K
$9.3M
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-908- 0.28% |
$31.2K - $34.2K
|
319K
$16.3M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-930- 3.27% |
$31.9K - $35K
|
27.5K
$1.4M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-932- 1.7% |
$32K - $35.1K
|
54K
$2.76M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-945- 2.97% |
$32.4K - $35.6K
|
30.9K
$1.58M
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-946- 8.22% |
$32.5K - $35.6K
|
10.6K
$539K
|
|
Aug 11, 2022
Q2 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-949- 0.68% |
$32.6K - $35.7K
|
138K
$7.04M
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-955- 3.24% |
$32.8K - $35.9K
|
28.5K
$1.45M
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-965- 5.75% |
$33.1K - $36.3K
|
15.8K
$808K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-975- 1.06% |
$33.5K - $36.7K
|
91.2K
$4.66M
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-988- 2.17% |
$33.9K - $37.2K
|
44.6K
$2.28M
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-995- 13.44% |
$34.1K - $37.4K
|
6.41K
$327K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.02K- 5.46% |
$34.9K - $38.3K
|
17.6K
$900K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.04K- 19.29% |
$35.5K - $38.9K
|
4.33K
$221K
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-1.04K- 2.35% |
$35.6K - $39.1K
|
43.1K
$2.2M
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.05KClosed |
$36K - $39.5K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-1.07K- 1.06% |
$36.6K - $40.1K
|
99.9K
$5.1M
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.08K- 2.98% |
$37.2K - $40.8K
|
35.3K
$1.8M
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.09K- 10.83% |
$37.3K - $40.9K
|
8.96K
$457K
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.1K- 14.5% |
$37.7K - $41.4K
|
6.49K
$331K
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.11K- 0.42% |
$37.9K - $41.6K
|
260K
$13.3M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.11K- 3.85% |
$38.1K - $41.8K
|
27.7K
$1.41M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.16KClosed |
$39.9K - $43.8K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.17K- 46.46% |
$40.2K - $44.1K
|
1.35K
$69.1K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 17.0% |
$40.3K - $44.2K
|
5.74K
$293K
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.2K- 6.7% |
$41.2K - $45.1K
|
16.7K
$853K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.22K- 4.07% |
$41.7K - $45.7K
|
28.7K
$1.46M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.23K- 13.73% |
$42K - $46.1K
|
7.7K
$393K
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.25K- 3.7% |
$42.9K - $47K
|
32.5K
$1.66M
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.28K- 9.01% |
$43.9K - $48.1K
|
12.9K
$659K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.3KClosed |
$44.4K - $48.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.31K- 8.0% |
$44.8K - $49.1K
|
15K
$767K
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.31K- 1.23% |
$44.9K - $49.2K
|
105K
$5.35M
|
|
Jul 13, 2022
Q2 2022
|
Grand Central Investment Group
|
SELL
|
- |
-1.33K- 3.15% |
$45.6K - $50K
|
40.9K
$2.09M
|