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
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-20.7K- 23.5% |
$748K - $804K
|
67.4K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-21.4K- 5.65% |
$775K - $833K
|
358K
$18.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 1.17% |
$787K - $846K
|
1.84M
$93.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-22K- 3.85% |
$795K - $855K
|
550K
$27.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.1K- 15.23% |
$835K - $897K
|
129K
$6.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24K- 99.54% |
$869K - $934K
|
111
$5.64K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-24.3K- 46.5% |
$880K - $946K
|
28K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-24.4K- 1.81% |
$881K - $947K
|
1.32M
$67.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
SELL
|
- |
-24.6K- 28.42% |
$889K - $955K
|
61.9K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-25K- 29.7% |
$903K - $971K
|
59.1K
$3M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-25.8K- 3.81% |
$934K - $1M
|
652K
$33.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-26.2K- 78.21% |
$947K - $1.02M
|
7.3K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-26.3K- 63.25% |
$950K - $1.02M
|
15.3K
$775K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-27.6K- 1.67% |
$996K - $1.07M
|
1.63M
$82.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-27.6K- 24.27% |
$999K - $1.07M
|
86.2K
$4.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-27.9K- 22.01% |
$1.01M - $1.08M
|
98.7K
$5.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-27.9K- 10.04% |
$1.01M - $1.08M
|
250K
$12.7M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-28.6K- 22.55% |
$1.03M - $1.11M
|
98.2K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30.1K- 10.05% |
$1.09M - $1.17M
|
269K
$13.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-30.4K- 6.1% |
$1.1M - $1.18M
|
469K
$23.8M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-30.4K- 6.1% |
$1.1M - $1.18M
|
469K
$23.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.3K- 51.87% |
$1.13M - $1.22M
|
29.1K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-32.1K- 16.46% |
$1.16M - $1.25M
|
163K
$8.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-33.9K- 37.26% |
$1.23M - $1.32M
|
57.1K
$2.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-34.4K- 79.63% |
$1.24M - $1.34M
|
8.81K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34.8K- 38.03% |
$1.26M - $1.35M
|
56.8K
$2.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-35.9K- 2.73% |
$1.3M - $1.39M
|
1.28M
$65M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.5K- 55.85% |
$1.32M - $1.42M
|
28.9K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-36.8K- 6.09% |
$1.33M - $1.43M
|
567K
$28.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-38.6K- 69.67% |
$1.4M - $1.5M
|
16.8K
$854K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-38.8K- 10.17% |
$1.4M - $1.51M
|
343K
$17.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.8K- 4.27% |
$1.44M - $1.54M
|
892K
$45.3M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-41.5K- 58.35% |
$1.5M - $1.61M
|
29.6K
$1.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-42.3K- 36.11% |
$1.53M - $1.64M
|
74.9K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-43K- 19.24% |
$1.56M - $1.67M
|
181K
$9.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-45.4K- 32.21% |
$1.64M - $1.76M
|
95.6K
$4.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-46K- 66.27% |
$1.66M - $1.79M
|
23.4K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-47K- 36.08% |
$1.7M - $1.82M
|
83.2K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49.4K- 4.86% |
$1.78M - $1.92M
|
967K
$49.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-50.1K- 86.9% |
$1.81M - $1.95M
|
7.55K
$384K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-50.2K- 25.01% |
$1.81M - $1.95M
|
150K
$7.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-50.9K- 82.73% |
$1.84M - $1.98M
|
10.6K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-52.8K- 16.14% |
$1.91M - $2.05M
|
275K
$13.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-53.5K- 45.73% |
$1.93M - $2.08M
|
63.5K
$3.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-56.3K- 15.02% |
$2.04M - $2.19M
|
319K
$16.2M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-58.3K- 17.78% |
$2.11M - $2.27M
|
269K
$13.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-60.2K- 10.38% |
$2.17M - $2.34M
|
519K
$26.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-68.5K- 10.96% |
$2.48M - $2.66M
|
556K
$28.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-69.1K- 11.7% |
$2.5M - $2.69M
|
522K
$26.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-72.8K- 40.81% |
$2.63M - $2.83M
|
106K
$5.36M
|