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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.65K- 7.96% |
$132K - $142K
|
42.2K
$2.18M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.74K- 5.11% |
$135K - $145K
|
69.5K
$3.59M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.77K- 0.87% |
$136K - $146K
|
430K
$22.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.81K- 0.82% |
$138K - $148K
|
462K
$23.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.94K- 3.32% |
$142K - $153K
|
115K
$5.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-3.98K- 7.92% |
$144K - $155K
|
46.3K
$2.39M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.02K- 5.0% |
$145K - $156K
|
76.3K
$3.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.02K- 5.0% |
$145K - $156K
|
76.3K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.07K- 5.35% |
$147K - $158K
|
72K
$3.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-4.14K- 4.49% |
$150K - $161K
|
87.9K
$4.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.17K- 4.46% |
$151K - $162K
|
89.4K
$4.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4.2K- 10.13% |
$152K - $163K
|
37.3K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.22K- 13.32% |
$153K - $164K
|
27.5K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.26K- 1.2% |
$154K - $165K
|
352K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.27K- 2.1% |
$154K - $166K
|
199K
$10.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.28K- 3.82% |
$155K - $166K
|
108K
$5.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-4.29K- 1.89% |
$155K - $167K
|
223K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.31K- 2.68% |
$156K - $167K
|
157K
$8.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.37K- 0.87% |
$158K - $170K
|
498K
$25.7M
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-4.38K- 11.61% |
$158K - $170K
|
33.3K
$1.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.4K- 11.37% |
$159K - $171K
|
34.3K
$1.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.41K- 10.6% |
$159K - $171K
|
37.2K
$1.92M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.42K- 1.73% |
$160K - $172K
|
251K
$13M
|
|
|
Jul 25, 2023
Q2 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-4.46K- 1.47% |
$161K - $173K
|
299K
$15.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.51K- 3.18% |
$163K - $175K
|
137K
$7.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-4.91K- 3.36% |
$178K - $191K
|
141K
$7.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.92K- 1.63% |
$178K - $191K
|
297K
$15.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-5.07K- 2.02% |
$183K - $197K
|
246K
$12.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.14K- 13.14% |
$186K - $200K
|
33.9K
$1.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.18K- 46.15% |
$187K - $201K
|
6.04K
$312K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.25K- 3.15% |
$190K - $204K
|
162K
$8.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-5.44K- 12.92% |
$197K - $211K
|
36.7K
$1.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 2.1% |
$201K - $216K
|
259K
$13.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-5.72K- 0.7% |
$207K - $222K
|
811K
$42M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-5.78K- 7.1% |
$209K - $225K
|
75.7K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.82K- 15.06% |
$210K - $226K
|
32.8K
$1.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-5.83K- 17.73% |
$211K - $227K
|
27.1K
$1.4M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-5.85K- 43.25% |
$212K - $227K
|
7.68K
$397K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.93K- 38.45% |
$214K - $230K
|
9.49K
$491K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-6.22K- 14.98% |
$225K - $242K
|
35.3K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-6.49K- 0.03% |
$234K - $252K
|
20.4M
$1.05B
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.75K- 7.51% |
$244K - $262K
|
83.1K
$4.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6.75K- 34.13% |
$244K - $262K
|
13K
$674K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.8K- 22.9% |
$246K - $264K
|
22.9K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-7.06K- 5.32% |
$255K - $274K
|
126K
$6.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-7.06K- 20.74% |
$255K - $274K
|
27K
$1.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-7.21K- 3.25% |
$260K - $280K
|
214K
$11.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.26K- 5.26% |
$262K - $282K
|
131K
$6.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.32K- 33.42% |
$265K - $284K
|
14.6K
$754K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-7.34K- 2.48% |
$265K - $285K
|
289K
$14.9M
|