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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-74.6K- 4.02% |
$2.7M - $2.9M
|
1.78M
$90.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-74.7K- 32.39% |
$2.7M - $2.9M
|
156K
$7.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-82.8K- 5.91% |
$2.99M - $3.22M
|
1.32M
$67M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-83K- 91.39% |
$3M - $3.22M
|
7.82K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-84K- 31.36% |
$3.04M - $3.26M
|
184K
$9.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Sagil Capital LLP
London, X0 |
SELL
|
- |
-85K- 17.0% |
$3.07M - $3.3M
|
415K
$21.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-85.2K- 10.35% |
$3.08M - $3.31M
|
738K
$37.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-85.8K- 10.16% |
$3.1M - $3.33M
|
758K
$38.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-87.3K- 18.77% |
$3.16M - $3.39M
|
378K
$19.2M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-90K- 20.45% |
$3.25M - $3.5M
|
350K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-99.2K- 69.95% |
$3.59M - $3.85M
|
42.6K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Verger Capital Management LLC
|
SELL
|
- |
-105K- 30.41% |
$3.78M - $4.06M
|
239K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-109K- 93.44% |
$3.94M - $4.23M
|
7.64K
$388K
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-114K- 42.23% |
$4.11M - $4.42M
|
156K
$7.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-136K- 2.29% |
$4.9M - $5.27M
|
5.78M
$293M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-141K- 38.72% |
$5.11M - $5.49M
|
224K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-149K- 90.07% |
$5.39M - $5.79M
|
16.4K
$834K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-176K- 55.7% |
$6.37M - $6.85M
|
140K
$7.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-178K- 8.16% |
$6.44M - $6.92M
|
2M
$102M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-225K- 9.36% |
$8.12M - $8.73M
|
2.17M
$110M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-238K- 44.8% |
$8.61M - $9.25M
|
293K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-259K- 43.79% |
$9.38M - $10.1M
|
333K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-278K- 46.03% |
$10.1M - $10.8M
|
326K
$16.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-291K- 22.98% |
$10.5M - $11.3M
|
976K
$49.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-357K- 24.71% |
$12.9M - $13.9M
|
1.09M
$55.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-550K- 61.11% |
$19.9M - $21.4M
|
350K
$17.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-582K- 88.87% |
$21M - $22.6M
|
72.9K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.15M- 58.27% |
$41.6M - $44.8M
|
825K
$41.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.24M- 16.08% |
$44.9M - $48.3M
|
6.48M
$329M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.48M- 6.0% |
$53.5M - $57.5M
|
23.2M
$1.18B
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.76M- 94.86% |
$63.6M - $68.4M
|
95.4K
$4.85M
|