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 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.6KNew |
$123K - $135K
|
3.6K
$186K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.27K+ 5.06% |
$112K - $123K
|
67.8K
$3.5M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.16KNew |
$108K - $119K
|
3.16K
$163K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.15K+ 4.97% |
$108K - $118K
|
66.5K
$3.43M
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.11K+ 0.41% |
$107K - $117K
|
768K
$39.6M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.11K+ 37.3% |
$107K - $117K
|
11.4K
$590K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.05K+ 6.25% |
$105K - $115K
|
51.8K
$2.68M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.97K+ 290.9% |
$102K - $112K
|
4K
$206K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.88KNew |
$98.7K - $108K
|
2.88K
$149K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.87K+ 17.36% |
$98.5K - $108K
|
19.4K
$1M
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.85K+ 32.04% |
$97.9K - $107K
|
11.8K
$607K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.84K+ 3.12% |
$97.3K - $107K
|
93.7K
$4.84M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.81K+ 19.3% |
$96.5K - $106K
|
17.4K
$898K
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.73K+ 39.7% |
$93.7K - $103K
|
9.61K
$496K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
2.72K+ 6.25% |
$93.3K - $102K
|
46.3K
$2.39M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
2.7KNew |
$92.8K - $102K
|
2.7K
$140K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.69K+ 7.22% |
$92.3K - $101K
|
40K
$2.06M
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.68K+ 4.18% |
$91.8K - $101K
|
66.6K
$3.44M
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.59K+ 0.96% |
$88.9K - $97.4K
|
273K
$14.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.58K+ 12.26% |
$88.6K - $97.1K
|
23.6K
$1.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.54K+ 26.96% |
$87.3K - $95.7K
|
12K
$618K
|
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
2.51K+ 0.92% |
$86.1K - $94.4K
|
276K
$14.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.5K+ 152.07% |
$85.8K - $94.1K
|
4.14K
$214K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.49K+ 2.91% |
$85.5K - $93.8K
|
88.2K
$4.55M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.49K+ 2.68% |
$85.4K - $93.7K
|
95.5K
$4.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.33K+ 0.77% |
$79.9K - $87.7K
|
304K
$15.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.33KNew |
$79.8K - $87.5K
|
2.33K
$120K
|
|
|
Jul 19, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
2.3K+ 0.97% |
$78.9K - $86.5K
|
239K
$12.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.29K+ 6.76% |
$78.4K - $86K
|
36.1K
$1.86M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.28K+ 3.35% |
$78.1K - $85.6K
|
70.1K
$3.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.19K+ 1.92% |
$75.1K - $82.4K
|
116K
$6.01M
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.18K+ 24.34% |
$74.9K - $82.1K
|
11.1K
$575K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.13K+ 11.3% |
$72.9K - $79.9K
|
20.9K
$1.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.02K+ 5.07% |
$69.4K - $76.1K
|
41.9K
$2.16M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.95K+ 36.0% |
$66.9K - $73.4K
|
7.37K
$380K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.87K+ 31.91% |
$64K - $70.2K
|
7.71K
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.81K+ 1.14% |
$62.2K - $68.2K
|
160K
$8.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.78K+ 4.55% |
$61.1K - $67K
|
40.9K
$2.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.75K+ 45.93% |
$59.9K - $65.7K
|
5.55K
$287K
|
|
|
Aug 15, 2022
Q2 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.73K+ 1.25% |
$59.5K - $65.2K
|
141K
$7.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.69K+ 0.32% |
$57.9K - $63.5K
|
531K
$27.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1.67K+ 8.75% |
$57.4K - $63K
|
20.8K
$1.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.67K+ 8.21% |
$57.3K - $62.8K
|
22K
$1.14M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.62K+ 47.98% |
$55.4K - $60.8K
|
4.98K
$257K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.59K+ 60.79% |
$54.4K - $59.7K
|
4.2K
$217K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.51K+ 13.25% |
$51.7K - $56.7K
|
12.9K
$665K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.51K+ 13.25% |
$51.7K - $56.7K
|
12.9K
$665K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 15.15% |
$51.5K - $56.4K
|
11.4K
$588K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.48K+ 2.13% |
$50.9K - $55.8K
|
71.1K
$3.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.43K+ 96.04% |
$49.1K - $53.8K
|
2.92K
$151K
|