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
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
226KNew |
$7.75M - $8.5M
|
226K
$11.3M
|
|
Feb 14, 2023
Q2 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
213KNew |
$7.29M - $8M
|
213K
$10.6M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
208K+ 5.5% |
$7.13M - $7.82M
|
3.99M
$200M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
197KNew |
$6.75M - $7.4M
|
197K
$9.84M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
195KNew |
$6.69M - $7.33M
|
195K
$9.75M
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
192K+ 30.12% |
$6.57M - $7.21M
|
828K
$41.4M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
189K+ 16.57% |
$6.48M - $7.1M
|
1.33M
$66.4M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
184KNew |
$6.33M - $6.94M
|
184K
$9.23M
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
178KNew |
$6.11M - $6.7M
|
178K
$8.91M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
174K+ 11.97% |
$5.96M - $6.54M
|
1.62M
$81.3M
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
166KNew |
$5.68M - $6.23M
|
166K
$8.28M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
154K+ 1959.3% |
$5.28M - $5.79M
|
162K
$8.09M
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
151K+ 86.57% |
$5.19M - $5.69M
|
326K
$16.3M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
151K+ 21.62% |
$5.18M - $5.68M
|
849K
$42.5M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
140K+ 7.72% |
$4.81M - $5.27M
|
1.96M
$97.9M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
136KNew |
$4.66M - $5.11M
|
136K
$6.8M
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
135KNew |
$4.64M - $5.09M
|
135K
$6.77M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
134K+ 14.42% |
$4.59M - $5.04M
|
1.06M
$53.2M
|
|
Aug 02, 2022
Q2 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
134KNew |
$4.58M - $5.02M
|
134K
$6.68M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
132K+ 4.31% |
$4.53M - $4.96M
|
3.19M
$160M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
129K+ 0.95% |
$4.43M - $4.85M
|
13.7M
$685M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
124K+ 34.75% |
$4.26M - $4.67M
|
481K
$24.1M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
120K+ 306.08% |
$4.13M - $4.53M
|
160K
$7.99M
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
114KNew |
$3.92M - $4.3M
|
114K
$5.72M
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
114KNew |
$3.91M - $4.29M
|
114K
$5.7M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
114K+ 104.95% |
$3.9M - $4.28M
|
222K
$11.1M
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
112KNew |
$3.83M - $4.2M
|
112K
$5.59M
|
|
Aug 16, 2022
Q2 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
108KNew |
$3.69M - $4.05M
|
108K
$5.38M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
107K+ 22.84% |
$3.66M - $4.02M
|
574K
$28.7M
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
105K+ 1001.0% |
$3.61M - $3.96M
|
116K
$5.8M
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
104KNew |
$3.56M - $3.91M
|
104K
$5.2M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101K+ 9.26% |
$3.47M - $3.81M
|
1.19M
$59.7M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
100K+ 1.93% |
$3.44M - $3.78M
|
5.3M
$265M
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
96.4KNew |
$3.31M - $3.63M
|
96.4K
$4.82M
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
88.4K+ 16.13% |
$3.03M - $3.32M
|
636K
$31.8M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
85.8KNew |
$2.94M - $3.23M
|
85.8K
$4.29M
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
85.6KNew |
$2.94M - $3.22M
|
85.6K
$4.28M
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
83.9KNew |
$2.88M - $3.16M
|
83.9K
$4.2M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
79.7K+ 2.51% |
$2.74M - $3M
|
3.26M
$163M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
72.4K+ 24.76% |
$2.48M - $2.72M
|
365K
$18.2M
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
69KNew |
$2.37M - $2.59M
|
69K
$3.45M
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
66.7K+ 4.89% |
$2.29M - $2.51M
|
1.43M
$71.5M
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
66.6K+ 152.06% |
$2.28M - $2.51M
|
110K
$5.52M
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
66.2K+ 63.52% |
$2.27M - $2.49M
|
170K
$8.53M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
63.1KNew |
$2.16M - $2.37M
|
63.1K
$3.16M
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
63.1K+ 49.74% |
$2.16M - $2.37M
|
190K
$9.5M
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
62.9K+ 179.83% |
$2.16M - $2.37M
|
97.9K
$4.9M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
62.6KNew |
$2.15M - $2.36M
|
62.6K
$3.13M
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
62.1KNew |
$2.13M - $2.34M
|
62.1K
$3.11M
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
61.8K+ 68.98% |
$2.12M - $2.32M
|
151K
$7.57M
|