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
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
7.42K+ 2968.4% |
$255K - $279K
|
7.67K
$384K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.42K+ 6.54% |
$254K - $279K
|
121K
$6.04M
|
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
7.35K+ 4.57% |
$252K - $277K
|
168K
$8.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
7.28KNew |
$250K - $274K
|
7.28K
$364K
|
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.13KNew |
$245K - $268K
|
7.13K
$357K
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
6.97KNew |
$239K - $262K
|
6.97K
$349K
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.83KNew |
$234K - $257K
|
6.83K
$342K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6.76K+ 24.04% |
$232K - $254K
|
34.9K
$1.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
6.69KNew |
$229K - $252K
|
6.69K
$335K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.62K+ 42.62% |
$227K - $249K
|
22.2K
$1.11M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
6.38K+ 29.34% |
$219K - $240K
|
28.1K
$1.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
6.31K+ 3.01% |
$216K - $237K
|
216K
$10.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6.28KNew |
$215K - $236K
|
6.28K
$314K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
6.24K+ 13.04% |
$214K - $235K
|
54.1K
$2.71M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.2K+ 16.35% |
$213K - $233K
|
44.1K
$2.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
6.15KNew |
$211K - $231K
|
6.15K
$307K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
5.96K+ 2.08% |
$205K - $224K
|
293K
$14.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.9KNew |
$202K - $222K
|
5.9K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.85KNew |
$201K - $220K
|
5.85K
$293K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.81K+ 16.59% |
$199K - $219K
|
40.9K
$2.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.68K+ 48.33% |
$195K - $214K
|
17.4K
$872K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.55K+ 12.71% |
$190K - $209K
|
49.2K
$2.46M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.54K+ 4.25% |
$190K - $209K
|
136K
$6.81M
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
5.48K+ 72.55% |
$188K - $206K
|
13K
$653K
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
5.38K+ 17.38% |
$185K - $202K
|
36.3K
$1.82M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.34K+ 6.29% |
$183K - $201K
|
90.2K
$4.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.31K+ 1.98% |
$182K - $200K
|
273K
$13.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.25KNew |
$180K - $198K
|
5.25K
$263K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.13K+ 28.21% |
$176K - $193K
|
23.3K
$1.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.07KNew |
$174K - $191K
|
5.07K
$253K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
4.99K+ 7.15% |
$171K - $188K
|
74.8K
$3.74M
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.97KNew |
$171K - $187K
|
4.97K
$249K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
4.92K+ 56.18% |
$169K - $185K
|
13.7K
$685K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.87K+ 29.24% |
$167K - $183K
|
21.5K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.84K+ 4.96% |
$166K - $182K
|
102K
$5.12M
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
4.73K+ 6.36% |
$162K - $178K
|
79K
$3.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.66K+ 5.03% |
$160K - $175K
|
97.4K
$4.87M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
4.52K+ 53.77% |
$155K - $170K
|
12.9K
$646K
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.48K+ 5.98% |
$154K - $169K
|
79.4K
$3.97M
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
4.35K+ 3.22% |
$149K - $164K
|
140K
$6.99M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.3K+ 3.97% |
$147K - $162K
|
113K
$5.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.25KNew |
$146K - $160K
|
4.25K
$212K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
4.19K+ 0.67% |
$144K - $158K
|
630K
$31.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.98K+ 0.63% |
$137K - $150K
|
638K
$31.9M
|
|
|
Aug 10, 2022
Q2 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
3.93KNew |
$135K - $148K
|
3.93K
$196K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.93K+ 2.18% |
$135K - $148K
|
184K
$9.19M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.87K+ 3.45% |
$133K - $145K
|
116K
$5.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
3.82KNew |
$131K - $144K
|
3.82K
$191K
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
3.8K+ 4.31% |
$130K - $143K
|
92K
$4.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.73K+ 1.02% |
$128K - $140K
|
368K
$18.4M
|