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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-302- 6.99% |
$10.9K - $11.7K
|
4.02K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-307- 0.35% |
$11.1K - $11.9K
|
87.4K
$4.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-310- 0.63% |
$11.2K - $12K
|
49.2K
$2.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-329- 1.59% |
$11.9K - $12.8K
|
20.4K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-345- 3.37% |
$12.5K - $13.4K
|
9.9K
$512K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-355- 3.73% |
$12.8K - $13.8K
|
9.17K
$474K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-355- 2.56% |
$12.8K - $13.8K
|
13.5K
$699K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-368- 2.01% |
$13.3K - $14.3K
|
17.9K
$926K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-370- 5.0% |
$13.4K - $14.4K
|
7.03K
$363K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-376- 1.25% |
$13.6K - $14.6K
|
29.7K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-400- 20.0% |
$14.5K - $15.5K
|
1.6K
$82.7K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-400- 20.0% |
$14.5K - $15.5K
|
1.6K
$82.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-425- 4.46% |
$15.4K - $16.5K
|
9.1K
$470K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-450- 0.75% |
$16.3K - $17.5K
|
59.3K
$3.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-450- 0.61% |
$16.3K - $17.5K
|
73.7K
$3.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-485- 1.54% |
$17.5K - $18.8K
|
30.9K
$1.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-486- 4.75% |
$17.6K - $18.9K
|
9.74K
$504K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-496- 0.33% |
$17.9K - $19.3K
|
149K
$7.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-500- 3.12% |
$18.1K - $19.4K
|
15.5K
$803K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-502- 1.22% |
$18.1K - $19.5K
|
40.6K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-520- 2.49% |
$18.8K - $20.2K
|
20.3K
$1.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-532- 1.06% |
$19.2K - $20.7K
|
49.6K
$2.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-534- 0.44% |
$19.3K - $20.8K
|
121K
$6.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-547- 33.85% |
$19.8K - $21.3K
|
1.07K
$55.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-547- 18.73% |
$19.8K - $21.3K
|
2.37K
$123K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-569- 5.32% |
$20.6K - $22.1K
|
10.1K
$524K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-575- 3.37% |
$20.8K - $22.3K
|
16.5K
$852K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-588- 4.83% |
$21.3K - $22.8K
|
11.6K
$600K
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-600- 8.32% |
$21.7K - $23.3K
|
6.61K
$342K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-615- 4.5% |
$22.2K - $23.9K
|
13K
$674K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-641- 1.29% |
$23.2K - $24.9K
|
49.1K
$2.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-642- 0.46% |
$23.2K - $24.9K
|
138K
$7.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-650- 1.51% |
$23.5K - $25.3K
|
42.3K
$2.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-682- 5.65% |
$24.7K - $26.5K
|
11.4K
$589K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-683- 1.89% |
$24.7K - $26.5K
|
35.4K
$1.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-703- 1.55% |
$25.4K - $27.3K
|
44.6K
$2.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-714- 2.64% |
$25.8K - $27.7K
|
26.4K
$1.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-719- 3.59% |
$26K - $27.9K
|
19.3K
$997K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-724- 1.35% |
$26.2K - $28.1K
|
52.7K
$2.73M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-727- 0.85% |
$26.3K - $28.3K
|
85K
$4.39M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-742- 0.57% |
$26.8K - $28.8K
|
129K
$6.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-742- 0.57% |
$26.8K - $28.8K
|
129K
$6.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-778- 4.45% |
$28.1K - $30.2K
|
16.7K
$863K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-780- 3.35% |
$28.2K - $30.3K
|
22.5K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-828- 94.31% |
$29.9K - $32.2K
|
50
$2.59K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-830- 6.75% |
$30K - $32.3K
|
11.5K
$593K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-883- 11.82% |
$31.9K - $34.3K
|
6.59K
$341K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-888- 3.25% |
$32.1K - $34.5K
|
26.4K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-924- 55.93% |
$33.4K - $35.9K
|
728
$37.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-928- 4.09% |
$33.5K - $36.1K
|
21.8K
$1.13M
|