Purchases and Sales Made in Q2 2023 in Ishares Gold Trust (IAU)

IAU Quotes by TradingView

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 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
3.29K
+ 2.88%
$119K - $128K
118K $5.98M
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
3.29K
+ 1.06%
$119K - $128K
315K $16M
Aug 11, 2023 Q2 2023
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
3.19K
+ 4.72%
$115K - $124K
70.6K $3.59M
Aug 11, 2023 Q2 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
3.17K
+ 23.95%
$115K - $123K
16.4K $834K
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
3.07K
+ 30.29%
$111K - $119K
13.2K $669K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.91K
+ 23.8%
$105K - $113K
15.1K $769K
Aug 08, 2023 Q2 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
2.87K
+ 2.66%
$104K - $111K
111K $5.62M
Aug 14, 2023 Q2 2023
Family Management Corp

New York, NY
BUY
 -
2.84K
+ 14.43%
$103K - $110K
22.5K $1.14M
Aug 09, 2023 Q2 2023
Camden National Bank

Camden, ME
BUY
 -
2.83K
+ 46.89%
$102K - $110K
8.86K $450K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
2.83K
+ 4.99%
$102K - $110K
59.4K $3.02M
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

BUY
 -
2.77K
+ 50.11%
$100K - $108K
8.3K $421K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
2.76K
New
$99.6K - $107K
2.76K $140K
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2.72K
+ 31.88%
$98.3K - $106K
11.2K $571K
Jul 12, 2023 Q2 2023
Burns J W & CO Inc

BUY
 -
2.7K
+ 11.08%
$97.7K - $105K
27.1K $1.38M
Jul 12, 2023 Q2 2023
Patton Fund Management, Inc.

BUY
 -
2.68K
+ 1.96%
$96.9K - $104K
139K $7.07M
Jul 17, 2023 Q2 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
2.66K
+ 7.23%
$96.3K - $103K
39.5K $2M
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
2.64K
+ 16.37%
$95.4K - $103K
18.8K $953K
Aug 07, 2023 Q2 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
2.6K
+ 2.3%
$94.1K - $101K
116K $5.87M
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.56K
+ 18.86%
$92.7K - $99.6K
16.2K $821K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
2.5K
New
$90.5K - $97.3K
2.5K $127K
Aug 08, 2023 Q2 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
2.5K
New
$90.4K - $97.2K
2.5K $127K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
2.49K
+ 12.33%
$90K - $96.8K
22.7K $1.15M
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
2.46K
+ 160.84%
$88.8K - $95.4K
3.98K $202K
Aug 28, 2023 Q2 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
2.45K
+ 9.59%
$88.6K - $95.2K
28K $1.42M
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
2.41K
+ 9.52%
$87.2K - $93.7K
27.7K $1.41M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
2.39K
+ 18.79%
$86.2K - $92.7K
15.1K $766K
Jul 20, 2023 Q2 2023
Well Done, LLC

BUY
 -
2.3K
+ 1.45%
$83.2K - $89.5K
162K $8.2M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
2.2K
+ 0.35%
$79.5K - $85.5K
624K $31.7M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
2.18K
+ 1.93%
$78.9K - $84.8K
115K $5.85M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
2.17K
New
$78.3K - $84.2K
2.17K $110K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.16K
+ 0.94%
$78.1K - $84K
231K $11.7M
Aug 08, 2023 Q2 2023
Tmd Wealth Management, LLC

BUY
 -
2.05K
+ 0.82%
$74K - $79.5K
250K $12.7M
Aug 08, 2023 Q2 2023
Tria Gen Wealth Management LLC

BUY
 -
1.99K
+ 4.15%
$71.8K - $77.2K
49.8K $2.53M
Jul 27, 2023 Q2 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
1.97K
+ 1.54%
$71.2K - $76.6K
130K $6.59M
Aug 30, 2023 Q2 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
1.94K
+ 11.22%
$70.1K - $75.3K
19.2K $976K
Aug 01, 2023 Q2 2023
Vision Capital Management, Inc.

Portland, OR
BUY
 -
1.92K
+ 0.53%
$69.5K - $74.7K
367K $18.6M
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.91K
+ 27.05%
$69.1K - $74.3K
8.98K $456K
Jul 20, 2023 Q2 2023
Inspirion Wealth Advisors, LLC

BUY
 -
1.89K
+ 20.89%
$68.4K - $73.6K
11K $556K
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
1.86K
+ 7.5%
$67.2K - $72.2K
26.7K $1.35M
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
1.86K
+ 33.89%
$67.2K - $72.2K
7.34K $373K
Oct 29, 2024 Q2 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
1.83K
+ 5.42%
$66.2K - $71.1K
35.6K $1.81M
Apr 02, 2024 Q2 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
1.8K
+ 2.32%
$65.1K - $69.9K
79.5K $4.04M
Jul 17, 2023 Q2 2023
D. Scott Neal, Inc.

BUY
 -
1.75K
+ 23.97%
$63.2K - $67.9K
9.04K $459K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.69K
New
$61.2K - $65.8K
1.69K $85.9K
Jul 26, 2023 Q2 2023
Patten Group, Inc.

BUY
 -
1.66K
+ 19.77%
$59.9K - $64.4K
10K $510K
Aug 01, 2023 Q2 2023
Mechanics Financial Corp

BUY
 -
1.6K
+ 41.81%
$57.8K - $62.1K
5.42K $275K
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
1.56K
+ 3.58%
$56.5K - $60.7K
45.3K $2.3M
Aug 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

BUY
 -
1.54K
+ 0.57%
$55.6K - $59.8K
270K $13.7M
Aug 24, 2023 Q2 2023
Strategy Asset Managers LLC

BUY
 -
1.53K
+ 4.19%
$55.4K - $59.6K
38.1K $1.94M

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