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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.48K- 0.78% |
$271K - $291K
|
952K
$49.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-7.5K- 32.27% |
$271K - $291K
|
15.7K
$814K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.61K- 4.73% |
$275K - $296K
|
153K
$7.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.64K- 0.57% |
$276K - $297K
|
1.33M
$68.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-7.66K- 29.02% |
$277K - $298K
|
18.7K
$968K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.79K- 19.49% |
$282K - $303K
|
32.2K
$1.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-7.88K- 2.95% |
$285K - $306K
|
259K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-7.99K- 2.67% |
$289K - $310K
|
291K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-8K- 44.78% |
$289K - $311K
|
9.87K
$510K
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-8K- 10.96% |
$289K - $311K
|
65K
$3.36M
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-8K- 10.96% |
$289K - $311K
|
65K
$3.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-8K- 4.53% |
$289K - $311K
|
169K
$8.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-8.25K- 2.02% |
$298K - $321K
|
400K
$20.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-8.56K- 8.13% |
$309K - $333K
|
96.7K
$5M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.77K- 20.41% |
$317K - $341K
|
34.2K
$1.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.13K- 49.27% |
$330K - $355K
|
9.4K
$486K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-9.15K- 30.41% |
$331K - $356K
|
20.9K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-9.42K- 0.69% |
$341K - $366K
|
1.36M
$70.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-9.63K- 1.52% |
$348K - $374K
|
624K
$32.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.75K- 20.82% |
$353K - $379K
|
37.1K
$1.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-9.87K- 4.45% |
$357K - $384K
|
212K
$11M
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-10K- 2.3% |
$362K - $389K
|
424K
$21.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.1K- 5.77% |
$364K - $392K
|
165K
$8.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.2K- 20.79% |
$367K - $395K
|
38.7K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-10.6K- 1.61% |
$383K - $412K
|
649K
$33.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10.7K- 4.63% |
$387K - $416K
|
220K
$11.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-10.9K- 10.46% |
$394K - $423K
|
93.3K
$4.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-11.3K- 6.7% |
$407K - $437K
|
157K
$8.1M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-11.5K- 6.11% |
$415K - $447K
|
177K
$9.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11.6K- 21.83% |
$419K - $451K
|
41.5K
$2.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-11.7K- 21.14% |
$422K - $454K
|
43.6K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.9K- 49.6% |
$430K - $463K
|
12.1K
$625K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-13K- 12.28% |
$469K - $504K
|
92.7K
$4.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-13K- 10.43% |
$471K - $506K
|
112K
$5.79M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.1K- 27.14% |
$472K - $508K
|
35.1K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 26.49% |
$497K - $534K
|
38.1K
$1.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-14.3K- 7.43% |
$517K - $556K
|
178K
$9.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-14.7K- 1.66% |
$532K - $572K
|
874K
$45.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-14.9K- 7.27% |
$540K - $581K
|
190K
$9.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-15.7K- 37.9% |
$567K - $609K
|
25.7K
$1.33M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-16K- 37.83% |
$580K - $623K
|
26.3K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.7K- 5.32% |
$604K - $649K
|
297K
$15.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-17.1K- 3.59% |
$618K - $664K
|
459K
$23.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-17.3K- 3.88% |
$625K - $672K
|
428K
$22.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-17.5K- 5.11% |
$634K - $681K
|
326K
$16.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.3K- 43.47% |
$662K - $711K
|
23.8K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-18.3K- 1.68% |
$663K - $712K
|
1.07M
$55.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-19.7K- 11.56% |
$711K - $764K
|
150K
$7.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.8K- 35.91% |
$717K - $771K
|
35.4K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-20.7K- 23.5% |
$748K - $804K
|
67.4K
$3.48M
|