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 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$5.42K - $5.83K
|
150
$7.76K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$5.42K - $5.83K
|
150
$7.76K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
148New |
$5.35K - $5.75K
|
148
$7.65K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
144+ 7.47% |
$5.21K - $5.6K
|
2.07K
$107K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
142+ 1.42% |
$5.13K - $5.52K
|
10.1K
$524K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
139+ 0.24% |
$5.02K - $5.4K
|
57.2K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
131+ 0.14% |
$4.74K - $5.09K
|
90.9K
$4.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
122+ 0.54% |
$4.41K - $4.74K
|
22.8K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
119+ 0.43% |
$4.3K - $4.62K
|
27.6K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
101+ 0.08% |
$3.65K - $3.92K
|
132K
$6.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100+ 100.0% |
$3.62K - $3.89K
|
200
$10.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
BUY
|
- |
94New |
$3.4K - $3.65K
|
94
$4.86K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
86New |
$3.11K - $3.34K
|
86
$4.45K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
85+ 5.98% |
$3.07K - $3.3K
|
1.51K
$77.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
78+ 0.46% |
$2.82K - $3.03K
|
17.2K
$889K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
76+ 1.29% |
$2.75K - $2.95K
|
5.95K
$308K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
74+ 0.91% |
$2.68K - $2.88K
|
8.23K
$425K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
71New |
$2.57K - $2.76K
|
71
$3.67K
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
BUY
|
- |
69+ 0.28% |
$2.49K - $2.68K
|
24.5K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
65+ 29.28% |
$2.35K - $2.53K
|
287
$14.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
55+ 0.25% |
$1.99K - $2.14K
|
22.2K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
55New |
$1.99K - $2.14K
|
55
$2.84K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 2.43% |
$1.81K - $1.94K
|
2.11K
$109K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
50+ 0.55% |
$1.81K - $1.94K
|
9.14K
$473K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50+ 34.48% |
$1.81K - $1.94K
|
195
$10.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
46+ 1.43% |
$1.66K - $1.79K
|
3.27K
$169K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
44+ 0.04% |
$1.59K - $1.71K
|
125K
$6.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
40New |
$1.45K - $1.55K
|
40
$2.07K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
40+ 0.11% |
$1.45K - $1.55K
|
35.4K
$1.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
36+ 600.0% |
$1.3K - $1.4K
|
42
$2.17K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
31+ 0.1% |
$1.12K - $1.2K
|
30.8K
$1.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
30+ 0.02% |
$1.08K - $1.17K
|
140K
$7.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
29+ 2.15% |
$1.05K - $1.13K
|
1.38K
$71.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
29+ 0.32% |
$1.05K - $1.13K
|
9K
$465K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
28+ 0.89% |
$1.01K - $1.09K
|
3.18K
$165K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
15+ 0.26% |
$542 - $583
|
5.72K
$296K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
13+ 0.05% |
$470 - $505
|
28.5K
$1.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
11+ 0.19% |
$398 - $427
|
5.79K
$299K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
9+ 0.07% |
$325 - $350
|
12.1K
$623K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$36.2 - $38.9
|
1
$51.7
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 2.7% |
$36.2 - $38.9
|
36
$1.86K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$36.2 - $38.9
|
11.9K
$614K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-2- 0.03% |
$72.3 - $77.7
|
7.64K
$395K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 0.52% |
$108 - $117
|
575
$29.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5- 71.43% |
$181 - $194
|
2
$103
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-6- 0.01% |
$217 - $233
|
77.2K
$3.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-14- 0.17% |
$506 - $544
|
8.29K
$429K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-16- 0.06% |
$578 - $622
|
25.2K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-18- 0.08% |
$651 - $699
|
22.7K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-20- 0.01% |
$723 - $777
|
168K
$8.67M
|