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 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-952- 39.85% |
$34.4K - $37K
|
1.44K
$74.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-959- 1.02% |
$34.7K - $37.3K
|
92.9K
$4.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-989- 2.97% |
$35.8K - $38.4K
|
32.3K
$1.67M
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-992- 0.35% |
$35.9K - $38.5K
|
285K
$14.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1K- 1.06% |
$36.2K - $38.9K
|
93K
$4.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.01K- 3.8% |
$36.4K - $39.2K
|
25.5K
$1.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.05K- 0.66% |
$37.8K - $40.6K
|
157K
$8.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.06K- 10.86% |
$38.1K - $41K
|
8.66K
$448K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.07K- 0.15% |
$38.6K - $41.5K
|
691K
$35.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.07K- 1.99% |
$38.7K - $41.6K
|
52.8K
$2.73M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.09K- 13.4% |
$39.2K - $42.2K
|
7.01K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.09K- 1.06% |
$39.5K - $42.5K
|
102K
$5.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-1.12K- 3.39% |
$40.6K - $43.6K
|
32K
$1.66M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.16K- 0.54% |
$41.8K - $44.9K
|
213K
$11M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.16K- 1.68% |
$41.9K - $45.1K
|
67.8K
$3.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.17K- 4.47% |
$42.4K - $45.6K
|
25.1K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.2K- 15.0% |
$43.5K - $46.7K
|
6.81K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.21K- 0.89% |
$43.7K - $47K
|
135K
$6.99M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.22K- 5.86% |
$44.1K - $47.4K
|
19.6K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.23K- 3.62% |
$44.4K - $47.8K
|
32.7K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.23K- 0.76% |
$44.5K - $47.8K
|
161K
$8.32M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.28K- 6.44% |
$46.1K - $49.6K
|
18.5K
$959K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.28K- 10.93% |
$46.1K - $49.6K
|
10.4K
$537K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.3K- 7.05% |
$47.1K - $50.7K
|
17.2K
$889K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.31K- 6.04% |
$47.4K - $50.9K
|
20.4K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.32K- 1.58% |
$47.8K - $51.4K
|
82.5K
$4.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.37K- 7.88% |
$49.6K - $53.3K
|
16K
$828K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.39K- 19.41% |
$50.1K - $53.9K
|
5.76K
$298K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.4K- 16.63% |
$50.5K - $54.2K
|
7K
$362K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.4K- 0.41% |
$50.7K - $54.5K
|
339K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.46K- 2.71% |
$52.7K - $56.7K
|
52.3K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.48K- 11.66% |
$53.3K - $57.3K
|
11.2K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.5K- 12.22% |
$54.2K - $58.3K
|
10.8K
$557K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.5K- 37.97% |
$54.2K - $58.3K
|
2.45K
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.51K- 0.95% |
$54.7K - $58.8K
|
158K
$8.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.52K- 1.42% |
$55K - $59.1K
|
106K
$5.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.53K- 12.92% |
$55.2K - $59.3K
|
10.3K
$532K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.54K- 15.29% |
$55.5K - $59.7K
|
8.5K
$440K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.59K- 14.73% |
$57.3K - $61.6K
|
9.18K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.59K- 15.1% |
$57.5K - $61.8K
|
8.94K
$462K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.6K- 2.1% |
$57.7K - $62K
|
74.3K
$3.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-1.6K- 3.88% |
$58K - $62.3K
|
39.7K
$2.05M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.63K- 8.66% |
$58.7K - $63.1K
|
17.1K
$886K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.63K- 10.8% |
$58.9K - $63.3K
|
13.5K
$696K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.64K- 7.44% |
$59.4K - $63.9K
|
20.4K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.66K- 1.47% |
$59.9K - $64.4K
|
111K
$5.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.69K- 15.55% |
$61.1K - $65.6K
|
9.17K
$474K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.72K- 2.92% |
$62.3K - $66.9K
|
57.3K
$2.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.75K- 22.95% |
$63.2K - $67.9K
|
5.87K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.77K- 1.62% |
$63.8K - $68.6K
|
107K
$5.53M
|