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
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
102K+ 2.7% |
$3.68M - $3.95M
|
3.86M
$196M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
101K+ 5.01% |
$3.64M - $3.91M
|
2.11M
$107M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
98.2K+ 3.4% |
$3.55M - $3.82M
|
2.98M
$152M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
97.6KNew |
$3.53M - $3.79M
|
97.6K
$4.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96.6K+ 2.85% |
$3.49M - $3.76M
|
3.49M
$177M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92.5K+ 162.99% |
$3.34M - $3.6M
|
149K
$7.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
92.4K+ 964.84% |
$3.34M - $3.59M
|
102K
$5.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
86.4K+ 199.96% |
$3.12M - $3.36M
|
130K
$6.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
72.2K+ 32.35% |
$2.61M - $2.81M
|
295K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
72.1K+ 3.27% |
$2.61M - $2.8M
|
2.28M
$116M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
71.9K+ 2.12% |
$2.6M - $2.79M
|
3.46M
$175M
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
70.7KNew |
$2.55M - $2.75M
|
70.7K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
69.6K+ 56.91% |
$2.52M - $2.71M
|
192K
$9.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69.5K+ 6.41% |
$2.51M - $2.7M
|
1.15M
$58.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
61.9K+ 5.95% |
$2.24M - $2.41M
|
1.1M
$56M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
61.9KNew |
$2.24M - $2.41M
|
61.9K
$3.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
56.7K+ 98.29% |
$2.05M - $2.2M
|
114K
$5.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
56.1K+ 0.62% |
$2.03M - $2.18M
|
9.11M
$463M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54.9K+ 18.41% |
$1.98M - $2.13M
|
353K
$17.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
53.8KNew |
$1.94M - $2.09M
|
53.8K
$2.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
53.3KNew |
$1.93M - $2.07M
|
53.3K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
51.5K+ 18.57% |
$1.86M - $2M
|
329K
$16.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51.3K+ 16.1% |
$1.85M - $1.99M
|
370K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
47.3K+ 33.99% |
$1.71M - $1.84M
|
187K
$9.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
47.1KNew |
$1.7M - $1.83M
|
47.1K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
46KNew |
$1.66M - $1.79M
|
46K
$2.34M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
44.1K+ 51.04% |
$1.59M - $1.71M
|
131K
$6.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
44.1K+ 51.04% |
$1.59M - $1.71M
|
131K
$6.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
43.8K+ 24.21% |
$1.58M - $1.7M
|
225K
$11.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
43.7K+ 59.11% |
$1.58M - $1.7M
|
118K
$5.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
42.7K+ 10.76% |
$1.54M - $1.66M
|
439K
$22.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
42.5K+ 16.89% |
$1.54M - $1.65M
|
294K
$14.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
42.1KNew |
$1.52M - $1.64M
|
42.1K
$2.14M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
41.9K+ 13.0% |
$1.52M - $1.63M
|
364K
$18.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.9K+ 90.49% |
$1.44M - $1.55M
|
84K
$4.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
39.1K+ 58.56% |
$1.41M - $1.52M
|
106K
$5.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.3K+ 15.67% |
$1.39M - $1.49M
|
283K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
37.8KNew |
$1.37M - $1.47M
|
37.8K
$1.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
37K+ 9.39% |
$1.34M - $1.44M
|
431K
$21.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36.4K+ 5.65% |
$1.32M - $1.42M
|
682K
$34.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
35.9K+ 303.93% |
$1.3M - $1.39M
|
47.7K
$2.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.8K+ 1.96% |
$1.29M - $1.39M
|
1.86M
$94.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.7K+ 120.07% |
$1.29M - $1.39M
|
65.4K
$3.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
35.6K+ 84.92% |
$1.29M - $1.38M
|
77.4K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
35K+ 111.52% |
$1.27M - $1.36M
|
66.4K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
35K+ 1.46% |
$1.26M - $1.36M
|
2.44M
$124M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
34.5K+ 0.33% |
$1.25M - $1.34M
|
10.6M
$536M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.1K+ 43.57% |
$1.2M - $1.29M
|
109K
$5.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.7K+ 4.0% |
$1.15M - $1.23M
|
825K
$41.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
31.7K+ 38.9% |
$1.15M - $1.23M
|
113K
$5.75M
|