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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
6.26KNew |
$226K - $243K
|
6.26K
$318K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.15KNew |
$222K - $239K
|
6.15K
$312K
|
|
|
Jul 18, 2023
Q2 2023
|
American Asset Management Inc.
|
BUY
|
- |
6.15K+ 6.63% |
$222K - $239K
|
98.9K
$5.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6.14KNew |
$222K - $238K
|
6.14K
$312K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.08KNew |
$220K - $236K
|
6.08K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6.05KNew |
$219K - $235K
|
6.05K
$307K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
6.04K+ 2.06% |
$218K - $235K
|
300K
$15.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.94K+ 16.46% |
$215K - $231K
|
42K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.89K+ 0.94% |
$213K - $229K
|
631K
$32M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.81K+ 1.2% |
$210K - $226K
|
491K
$24.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.77K+ 107.34% |
$209K - $224K
|
11.2K
$566K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.58KNew |
$202K - $217K
|
5.58K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.48K+ 14.24% |
$198K - $213K
|
43.9K
$2.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.47K+ 4.75% |
$198K - $213K
|
121K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
5.47K+ 47.63% |
$198K - $213K
|
17K
$861K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.36K+ 6.68% |
$194K - $208K
|
85.6K
$4.35M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.25K+ 26.11% |
$190K - $204K
|
25.4K
$1.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.25K+ 86.68% |
$190K - $204K
|
11.3K
$574K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.25K+ 85.43% |
$190K - $204K
|
11.4K
$578K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
5.21K+ 3.07% |
$188K - $203K
|
175K
$8.89M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
5.16K+ 14.92% |
$186K - $200K
|
39.7K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.16K+ 14.22% |
$186K - $200K
|
41.4K
$2.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
5.11K+ 2.5% |
$185K - $199K
|
210K
$10.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
5.1K+ 196.12% |
$184K - $198K
|
7.7K
$391K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.08KNew |
$183K - $197K
|
5.08K
$258K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.94K+ 20.41% |
$179K - $192K
|
29.2K
$1.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.9K+ 4.4% |
$177K - $190K
|
116K
$5.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.89K+ 69.94% |
$177K - $190K
|
11.9K
$603K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.81K+ 5.78% |
$174K - $187K
|
88.1K
$4.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
4.72K+ 2.65% |
$171K - $184K
|
183K
$9.31M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.72K+ 182.86% |
$170K - $183K
|
7.3K
$370K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.69K+ 4.34% |
$170K - $182K
|
113K
$5.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.53K+ 30.17% |
$164K - $176K
|
19.5K
$992K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.44K+ 6.42% |
$161K - $173K
|
73.7K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
4.44K+ 0.94% |
$161K - $173K
|
477K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4.38K+ 4.2% |
$158K - $170K
|
109K
$5.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.35K+ 15.58% |
$157K - $169K
|
32.3K
$1.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.26K+ 86.91% |
$154K - $166K
|
9.17K
$466K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.18K+ 0.49% |
$151K - $162K
|
861K
$43.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.18K+ 1.99% |
$151K - $162K
|
214K
$10.9M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
4.07KNew |
$147K - $158K
|
4.07K
$206K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
4.04K+ 2.32% |
$146K - $157K
|
179K
$9.07M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.93KNew |
$142K - $153K
|
3.93K
$200K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.73K+ 9.38% |
$135K - $145K
|
43.6K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.72K+ 9.5% |
$135K - $145K
|
42.9K
$2.18M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.59K+ 15.99% |
$130K - $139K
|
26K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.51KNew |
$127K - $136K
|
3.51K
$178K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.46K+ 13.83% |
$125K - $134K
|
28.4K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.38KNew |
$122K - $131K
|
3.38K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.31K+ 7.36% |
$120K - $129K
|
48.3K
$2.45M
|