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 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
692+ 1.06% |
$25K - $26.9K
|
65.7K
$3.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
686New |
$24.8K - $26.7K
|
686
$34.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
676+ 0.93% |
$24.4K - $26.3K
|
73.3K
$3.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
654+ 3.63% |
$23.6K - $25.4K
|
18.7K
$948K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
650+ 56.57% |
$23.5K - $25.3K
|
1.8K
$91.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
646+ 11.82% |
$23.4K - $25.1K
|
6.11K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
616+ 1.42% |
$22.3K - $23.9K
|
44.1K
$2.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
592+ 2.87% |
$21.4K - $23K
|
21.2K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
574+ 0.31% |
$20.8K - $22.3K
|
185K
$9.39M
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
571+ 31.39% |
$20.6K - $22.2K
|
2.39K
$121K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
554+ 1.3% |
$20K - $21.5K
|
43.2K
$2.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
538New |
$19.4K - $20.9K
|
538
$27.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
534+ 1.08% |
$19.3K - $20.8K
|
49.9K
$2.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
532+ 9.17% |
$19.2K - $20.7K
|
6.33K
$322K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
509+ 10.18% |
$18.4K - $19.8K
|
5.51K
$280K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
501+ 0.7% |
$18.1K - $19.5K
|
71.8K
$3.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
500+ 1.37% |
$18.1K - $19.4K
|
36.9K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
500+ 0.42% |
$18.1K - $19.4K
|
119K
$6.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
450+ 3.87% |
$16.3K - $17.5K
|
12.1K
$613K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
447+ 1.56% |
$16.2K - $17.4K
|
29.1K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
443+ 0.45% |
$16K - $17.2K
|
99.9K
$5.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
439+ 1.94% |
$15.9K - $17.1K
|
23.1K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
419+ 3.66% |
$15.1K - $16.3K
|
11.9K
$602K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
411+ 1.48% |
$14.9K - $16K
|
28.3K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
410+ 0.6% |
$14.8K - $15.9K
|
68.9K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
409+ 1.04% |
$14.8K - $15.9K
|
39.6K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
400+ 11.51% |
$14.5K - $15.5K
|
3.88K
$197K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
361+ 3.22% |
$13.1K - $14K
|
11.6K
$588K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
352+ 1.68% |
$12.7K - $13.7K
|
21.3K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
344+ 174.62% |
$12.4K - $13.4K
|
541
$27.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
344+ 1.54% |
$12.4K - $13.4K
|
22.7K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
343+ 2.08% |
$12.4K - $13.3K
|
16.8K
$855K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
343+ 0.43% |
$12.4K - $13.3K
|
80K
$4.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
340+ 26.11% |
$12.3K - $13.2K
|
1.64K
$83.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
327+ 1.96% |
$11.8K - $12.7K
|
17K
$863K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
325+ 1.37% |
$11.7K - $12.6K
|
24.1K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
310+ 0.93% |
$11.2K - $12K
|
33.5K
$1.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
309+ 0.14% |
$11.2K - $12K
|
222K
$11.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
297+ 40.35% |
$10.7K - $11.5K
|
1.03K
$52.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
266+ 1.95% |
$9.62K - $10.3K
|
13.9K
$706K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
256New |
$9.25K - $9.95K
|
256
$13K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
234New |
$8.46K - $9.09K
|
234
$11.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
229New |
$8.28K - $8.9K
|
229
$11.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
226+ 2.55% |
$8.17K - $8.78K
|
9.1K
$462K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
203+ 0.05% |
$7.34K - $7.89K
|
390K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
196+ 0.48% |
$7.09K - $7.62K
|
41K
$2.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
196+ 1.49% |
$7.09K - $7.62K
|
13.3K
$677K
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
191+ 3.05% |
$6.9K - $7.42K
|
6.46K
$328K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
170+ 0.42% |
$6.15K - $6.61K
|
40.9K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
161+ 0.88% |
$5.82K - $6.26K
|
18.5K
$942K
|