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 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
31.6K+ 9.89% |
$1.14M - $1.23M
|
352K
$17.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
BUY
|
- |
30.8K+ 7.75% |
$1.11M - $1.2M
|
429K
$21.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
30.7K+ 3.71% |
$1.11M - $1.19M
|
858K
$43.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
28.8K+ 43.49% |
$1.04M - $1.12M
|
95K
$4.82M
|
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
27.6KNew |
$997K - $1.07M
|
27.6K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
27.5K+ 459.28% |
$994K - $1.07M
|
33.5K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
26.3KNew |
$952K - $1.02M
|
26.3K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.6K+ 0.61% |
$926K - $995K
|
4.22M
$214M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
25.5KNew |
$923K - $993K
|
25.5K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
25.3K+ 68.86% |
$913K - $981K
|
61.9K
$3.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
24.6K+ 119.02% |
$888K - $955K
|
45.2K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
24.3K+ 3.14% |
$878K - $944K
|
798K
$40.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
24.3K+ 2.64% |
$878K - $944K
|
945K
$48M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
24.2K+ 1.94% |
$873K - $939K
|
1.27M
$64.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.1K+ 18.95% |
$870K - $935K
|
151K
$7.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.4K+ 3.88% |
$846K - $910K
|
626K
$31.8M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.4K+ 3.88% |
$846K - $910K
|
626K
$31.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.2K+ 51.28% |
$840K - $903K
|
68.6K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
23K+ 7.33% |
$833K - $895K
|
337K
$17.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
22.9KNew |
$826K - $888K
|
22.9K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.1K+ 47.55% |
$798K - $858K
|
68.5K
$3.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22K+ 865.92% |
$794K - $854K
|
24.5K
$1.24M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
21.9K+ 90.63% |
$793K - $852K
|
46.1K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
21.8K+ 218.85% |
$790K - $849K
|
31.8K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
21.6KNew |
$780K - $839K
|
21.6K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
20.9K+ 0.87% |
$756K - $812K
|
2.43M
$124M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
20.8K+ 12.1% |
$752K - $808K
|
193K
$9.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
20.6K+ 3.71% |
$743K - $799K
|
575K
$29.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.5KNew |
$741K - $797K
|
20.5K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 1.96% |
$717K - $771K
|
1.03M
$52.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
19.3K+ 31.34% |
$698K - $750K
|
80.9K
$4.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.5K+ 32.17% |
$670K - $720K
|
76.1K
$3.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
17.9KNew |
$647K - $695K
|
17.9K
$909K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
17.5K+ 2.11% |
$632K - $679K
|
847K
$43M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
16.9K+ 5.62% |
$612K - $658K
|
318K
$16.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.2K+ 162.25% |
$584K - $628K
|
26.1K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
15.6K+ 18.85% |
$565K - $607K
|
98.5K
$5M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15.5K+ 4.69% |
$560K - $602K
|
346K
$17.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
15K+ 146.69% |
$541K - $582K
|
25.2K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.3K+ 2.79% |
$482K - $518K
|
491K
$24.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
13.3K+ 6.11% |
$479K - $515K
|
230K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
13.1K+ 22.38% |
$475K - $510K
|
71.8K
$3.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
12.7K+ 105.65% |
$461K - $495K
|
24.8K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 0.78% |
$460K - $494K
|
1.65M
$83.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12.4KNew |
$447K - $480K
|
12.4K
$628K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12.3K+ 49.43% |
$445K - $479K
|
37.3K
$1.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 3.21% |
$435K - $467K
|
386K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
11.1KNew |
$403K - $433K
|
11.1K
$566K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
11K+ 118.9% |
$397K - $427K
|
20.2K
$1.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
11K+ 2740.5% |
$396K - $426K
|
11.4K
$577K
|