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 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
10.8K+ 11.45% |
$392K - $421K
|
105K
$5.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
10.6K+ 3.68% |
$384K - $413K
|
299K
$15.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10.6K+ 14.27% |
$384K - $413K
|
85K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.5K+ 27.85% |
$380K - $408K
|
48.3K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
10.4K+ 17.04% |
$377K - $405K
|
71.6K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$365K - $392K
|
10.1K
$513K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
10.1K+ 3.73% |
$364K - $391K
|
281K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
10K+ 12.26% |
$362K - $389K
|
91.6K
$4.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
9.79K+ 14.62% |
$354K - $380K
|
76.8K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.75KNew |
$352K - $379K
|
9.75K
$495K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
9.48K+ 5.79% |
$343K - $368K
|
173K
$8.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
9.46K+ 18.26% |
$342K - $368K
|
61.3K
$3.11M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.12K+ 2.29% |
$330K - $355K
|
408K
$20.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.12KNew |
$330K - $354K
|
9.12K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8.64KNew |
$312K - $336K
|
8.64K
$439K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8.61K+ 4.68% |
$311K - $335K
|
193K
$9.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.6KNew |
$311K - $334K
|
8.6K
$437K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
8.49KNew |
$307K - $330K
|
8.49K
$431K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
8.43KNew |
$305K - $328K
|
8.43K
$428K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
8.38K+ 5.11% |
$303K - $326K
|
173K
$8.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.38K+ 4.33% |
$303K - $326K
|
202K
$10.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.35KNew |
$302K - $324K
|
8.35K
$424K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.29KNew |
$300K - $322K
|
8.29K
$421K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
8.24K+ 2.87% |
$298K - $320K
|
295K
$15M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.23K+ 43.29% |
$298K - $320K
|
27.2K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8.23KNew |
$297K - $320K
|
8.23K
$418K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.05K+ 12.84% |
$291K - $313K
|
70.7K
$3.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.99KNew |
$289K - $311K
|
7.99K
$406K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.68KNew |
$278K - $298K
|
7.68K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.68K+ 105.99% |
$278K - $298K
|
14.9K
$758K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
7.6K+ 18.27% |
$275K - $295K
|
49.2K
$2.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
7.55KNew |
$273K - $294K
|
7.55K
$384K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.37KNew |
$267K - $287K
|
7.37K
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.37KNew |
$267K - $287K
|
7.37K
$374K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
7.3KNew |
$264K - $284K
|
7.3K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.15KNew |
$258K - $278K
|
7.15K
$363K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.99KNew |
$253K - $272K
|
6.99K
$355K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.93K+ 0.64% |
$251K - $269K
|
1.08M
$55.1M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.92K+ 41.58% |
$250K - $269K
|
23.6K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6.85KNew |
$248K - $266K
|
6.85K
$348K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.76K+ 5.62% |
$244K - $263K
|
127K
$6.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
6.75KNew |
$244K - $262K
|
6.75K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.68K+ 19.24% |
$241K - $260K
|
41.4K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.61K+ 5.93% |
$239K - $257K
|
118K
$6M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.52K+ 6.0% |
$236K - $253K
|
115K
$5.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
6.45KNew |
$233K - $251K
|
6.45K
$327K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.41K+ 2.5% |
$232K - $249K
|
263K
$13.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.41KNew |
$232K - $249K
|
6.41K
$325K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
6.32KNew |
$228K - $246K
|
6.32K
$321K
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
6.3KNew |
$228K - $245K
|
6.3K
$320K
|