Purchases and Sales Made in Q2 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q2 2023. 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 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-20- 0.01% |
$723 - $777
|
168K
$8.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-24- 0.75% |
$868 - $933
|
3.16K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-26- 0.12% |
$940 - $1.01K
|
22.2K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-27- 0.29% |
$976 - $1.05K
|
9.22K
$468K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-30- 58.82% |
$1.08K - $1.17K
|
21
$1.07K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-34- 0.37% |
$1.23K - $1.32K
|
9.21K
$468K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-35- 0.63% |
$1.27K - $1.36K
|
5.54K
$281K
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-38- 0.06% |
$1.37K - $1.48K
|
62.5K
$3.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-42- 1.11% |
$1.52K - $1.63K
|
3.74K
$190K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-47- 0.03% |
$1.7K - $1.83K
|
175K
$8.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-48- 0.77% |
$1.74K - $1.87K
|
6.15K
$312K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-49- 3.27% |
$1.77K - $1.9K
|
1.45K
$73.5K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-57- 0.55% |
$2.06K - $2.22K
|
10.3K
$521K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-57- 11.13% |
$2.06K - $2.22K
|
455
$23.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-61- 0.88% |
$2.21K - $2.37K
|
6.87K
$349K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-62- 5.87% |
$2.24K - $2.41K
|
994
$50.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-72- 0.99% |
$2.6K - $2.8K
|
7.19K
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-73- 1.0% |
$2.64K - $2.84K
|
7.23K
$367K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-80- 1.25% |
$2.89K - $3.11K
|
6.3K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-102- 18.15% |
$3.69K - $3.96K
|
460
$23.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-109- 0.67% |
$3.94K - $4.24K
|
16.2K
$821K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-113- 0.67% |
$4.08K - $4.39K
|
16.7K
$850K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-116- 1.84% |
$4.19K - $4.51K
|
6.2K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-118- 9.7% |
$4.27K - $4.59K
|
1.1K
$55.8K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-121- 0.73% |
$4.37K - $4.7K
|
16.5K
$838K
|
|
|
Nov 16, 2023
Q2 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-125- 1.16% |
$4.52K - $4.86K
|
10.7K
$542K
|
|
|
Jul 27, 2023
Q2 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-125- 1.16% |
$4.52K - $4.86K
|
10.7K
$542K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 4.78% |
$4.81K - $5.17K
|
2.65K
$135K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-142- 0.13% |
$5.13K - $5.52K
|
106K
$5.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-145- 0.92% |
$5.24K - $5.63K
|
15.6K
$791K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-147- 1.12% |
$5.31K - $5.71K
|
13K
$658K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-150- 0.62% |
$5.42K - $5.83K
|
23.9K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-163- 1.6% |
$5.89K - $6.33K
|
10K
$508K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-163- 1.83% |
$5.89K - $6.33K
|
8.73K
$443K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-172- 0.49% |
$6.22K - $6.68K
|
35.2K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-177- 0.21% |
$6.4K - $6.88K
|
82.9K
$4.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-189- 0.01% |
$6.83K - $7.34K
|
1.48M
$75.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-194- 2.12% |
$7.01K - $7.54K
|
8.98K
$456K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-203- 1.68% |
$7.34K - $7.89K
|
11.9K
$604K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-203- 3.01% |
$7.34K - $7.89K
|
6.54K
$332K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-207- 4.6% |
$7.48K - $8.04K
|
4.29K
$218K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-225- 1.59% |
$8.13K - $8.74K
|
13.9K
$708K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-239- 0.43% |
$8.64K - $9.29K
|
55.6K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-257- 0.86% |
$9.29K - $9.99K
|
29.7K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-264- 1.71% |
$9.54K - $10.3K
|
15.2K
$772K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-290- 3.72% |
$10.5K - $11.3K
|
7.51K
$381K
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-291- 1.17% |
$10.5K - $11.3K
|
24.6K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-297- 2.39% |
$10.7K - $11.5K
|
12.1K
$615K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-299- 1.43% |
$10.8K - $11.6K
|
20.6K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-300- 29.64% |
$10.8K - $11.7K
|
712
$36.2K
|