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 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.34K- 57.49% |
$45.8K - $50.2K
|
987
$50.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.35K- 17.8% |
$46.4K - $50.9K
|
6.25K
$319K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 1.87% |
$47.1K - $51.7K
|
71.9K
$3.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.39K- 1.44% |
$47.7K - $52.3K
|
95.5K
$4.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
SELL
|
- |
-1.4K- 2.62% |
$48K - $52.7K
|
52K
$2.66M
|
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
SELL
|
- |
-1.42K- 14.4% |
$48.6K - $53.3K
|
8.42K
$430K
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.42K- 17.93% |
$48.9K - $53.6K
|
6.52K
$333K
|
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.5K- 1.67% |
$51.5K - $56.4K
|
88.2K
$4.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.52K- 17.12% |
$52.3K - $57.3K
|
7.38K
$377K
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.53K- 50.63% |
$52.3K - $57.4K
|
1.49K
$76K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.53K- 20.7% |
$52.5K - $57.6K
|
5.86K
$299K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.56K- 0.47% |
$53.4K - $58.5K
|
329K
$16.8M
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 0.35% |
$54.1K - $59.3K
|
447K
$22.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.64K- 12.3% |
$56.2K - $61.6K
|
11.7K
$597K
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.67K- 1.51% |
$57.4K - $63K
|
109K
$5.58M
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.72K- 0.78% |
$59.2K - $64.9K
|
220K
$11.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.77K- 2.28% |
$60.8K - $66.6K
|
75.8K
$3.87M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-1.79K- 1.64% |
$61.6K - $67.5K
|
108K
$5.49M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.8KClosed |
$61.9K - $67.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.82K- 0.57% |
$62.4K - $68.4K
|
318K
$16.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.86K- 0.45% |
$63.7K - $69.9K
|
411K
$21M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.87K- 4.03% |
$64K - $70.2K
|
44.4K
$2.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.9K- 2.37% |
$65.2K - $71.5K
|
78.2K
$4M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-1.92K- 0.79% |
$65.7K - $72K
|
240K
$12.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 7.78% |
$66.9K - $73.4K
|
23.1K
$1.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2K- 10.94% |
$68.6K - $75.2K
|
16.3K
$831K
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2K- 5.54% |
$68.7K - $75.4K
|
34.1K
$1.74M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.06K- 19.76% |
$70.5K - $77.3K
|
8.35K
$427K
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-2.07K- 0.71% |
$71K - $77.8K
|
291K
$14.9M
|
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-2.14K- 40.08% |
$73.4K - $80.4K
|
3.2K
$163K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.17K- 3.23% |
$74.3K - $81.5K
|
65K
$3.32M
|
|
|
Aug 03, 2022
Q2 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.21K- 0.89% |
$75.9K - $83.2K
|
246K
$12.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.35K- 11.05% |
$80.5K - $88.3K
|
18.9K
$965K
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.36K- 3.43% |
$81K - $88.8K
|
66.5K
$3.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.5K- 24.58% |
$85.7K - $94K
|
7.67K
$392K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.54K- 2.81% |
$87.2K - $95.6K
|
87.8K
$4.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.55K- 7.4% |
$87.4K - $95.8K
|
31.9K
$1.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.68K- 2.86% |
$91.8K - $101K
|
90.9K
$4.64M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.69K- 2.71% |
$92.3K - $101K
|
96.7K
$4.94M
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.73K- 1.76% |
$93.6K - $103K
|
152K
$7.76M
|
|
|
Jul 27, 2022
Q2 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-2.74K- 1.11% |
$93.8K - $103K
|
244K
$12.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-2.82K- 30.75% |
$96.9K - $106K
|
6.36K
$325K
|
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.84K- 0.93% |
$97.3K - $107K
|
303K
$15.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.93K- 4.34% |
$101K - $110K
|
64.7K
$3.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.95K- 2.0% |
$101K - $111K
|
145K
$7.38M
|
|
|
Aug 12, 2022
Q2 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-3K- 3.66% |
$103K - $113K
|
79K
$4.04M
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.24K- 0.42% |
$111K - $122K
|
771K
$39.4M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.25K- 27.77% |
$112K - $122K
|
8.45K
$432K
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.28K- 13.55% |
$113K - $123K
|
20.9K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.32K- 8.57% |
$114K - $125K
|
35.4K
$1.81M
|