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 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.77K- 2.71% |
$63.8K - $68.6K
|
63.5K
$3.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.78K- 6.08% |
$64.5K - $69.3K
|
27.5K
$1.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.82K- 2.2% |
$65.7K - $70.6K
|
81K
$4.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.82K- 0.88% |
$65.8K - $70.7K
|
206K
$10.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.86K- 10.7% |
$67.1K - $72.1K
|
15.5K
$800K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.87K- 13.78% |
$67.6K - $72.6K
|
11.7K
$604K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.87K- 0.27% |
$67.6K - $72.7K
|
701K
$36.2M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.89K- 13.92% |
$68.4K - $73.6K
|
11.7K
$605K
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.93K- 8.52% |
$69.9K - $75.1K
|
20.8K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.99K- 12.75% |
$71.8K - $77.2K
|
13.6K
$703K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.99K- 4.6% |
$72.1K - $77.5K
|
41.3K
$2.14M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.03K- 0.59% |
$73.4K - $78.9K
|
341K
$17.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.06K- 4.88% |
$74.4K - $79.9K
|
40.1K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.07K- 2.0% |
$74.9K - $80.6K
|
102K
$5.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.11K- 0.63% |
$76.2K - $81.9K
|
332K
$17.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-2.13K- 0.34% |
$76.9K - $82.6K
|
614K
$31.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.18K- 2.73% |
$78.7K - $84.6K
|
77.5K
$4.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.19K- 0.09% |
$79.2K - $85.1K
|
2.38M
$123M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.19K- 0.7% |
$79.2K - $85.1K
|
311K
$16.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-2.24K- 1.99% |
$81.1K - $87.2K
|
110K
$5.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.29K- 13.97% |
$82.9K - $89.1K
|
14.1K
$730K
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-2.3K- 9.07% |
$83.1K - $89.4K
|
23.1K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.31K- 0.67% |
$83.5K - $89.8K
|
342K
$17.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.35K- 3.89% |
$84.8K - $91.2K
|
58K
$3M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.36K- 7.8% |
$85.2K - $91.6K
|
27.9K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.36K- 1.18% |
$85.4K - $91.8K
|
199K
$10.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.37K- 31.31% |
$85.6K - $92K
|
5.19K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.48K- 3.85% |
$89.8K - $96.5K
|
62K
$3.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2.53K- 3.13% |
$91.5K - $98.3K
|
78.3K
$4.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.54K- 4.76% |
$91.8K - $98.7K
|
50.9K
$2.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.59K- 7.4% |
$93.6K - $101K
|
32.4K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.63K- 2.74% |
$95K - $102K
|
93.3K
$4.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.63K- 20.22% |
$95.1K - $102K
|
10.4K
$536K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.66K- 16.8% |
$96.2K - $103K
|
13.2K
$681K
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.71K- 31.13% |
$98K - $105K
|
6K
$310K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.91K- 13.46% |
$105K - $113K
|
18.7K
$968K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.98K- 0.86% |
$108K - $116K
|
345K
$17.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-3K- 1.99% |
$108K - $116K
|
147K
$7.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.12K- 2.79% |
$113K - $121K
|
109K
$5.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.17K- 2.82% |
$115K - $123K
|
109K
$5.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-3.21K- 22.18% |
$116K - $125K
|
11.3K
$583K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.23K- 10.27% |
$117K - $126K
|
28.2K
$1.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.25K- 26.16% |
$117K - $126K
|
9.17K
$474K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.45K- 7.81% |
$125K - $134K
|
40.7K
$2.11M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.46K- 37.75% |
$125K - $135K
|
5.71K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.46K- 7.2% |
$125K - $135K
|
44.6K
$2.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.54K- 1.66% |
$128K - $137K
|
209K
$10.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.56K- 35.23% |
$129K - $138K
|
6.54K
$338K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.59K- 8.67% |
$130K - $139K
|
37.8K
$1.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3.64K- 4.0% |
$132K - $141K
|
87.4K
$4.52M
|