Purchases and Sales Made in Q3 2022 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.28K- 15.28% |
$39.3K - $43.8K
|
7.08K
$353K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 11.28% |
$39.6K - $44.1K
|
10.1K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.3K- 9.99% |
$40.1K - $44.6K
|
11.7K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.31K- 96.97% |
$40.4K - $45K
|
41
$2.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.32K- 5.85% |
$40.7K - $45.3K
|
21.3K
$1.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.36K- 15.24% |
$42K - $46.7K
|
7.58K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.36K- 0.43% |
$42K - $46.7K
|
317K
$15.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 14.11% |
$46.2K - $51.4K
|
9.13K
$456K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.52K- 5.29% |
$46.7K - $52K
|
27.2K
$1.36M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 10.8% |
$47.1K - $52.4K
|
12.6K
$630K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.53K- 11.87% |
$47.2K - $52.5K
|
11.4K
$568K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.54K- 7.0% |
$47.5K - $52.9K
|
20.5K
$1.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.55K- 7.77% |
$47.7K - $53.1K
|
18.4K
$917K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.55K- 0.33% |
$47.8K - $53.2K
|
474K
$23.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.59K- 3.35% |
$49.1K - $54.7K
|
46K
$2.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.62K- 41.97% |
$50K - $55.6K
|
2.24K
$112K
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.63K- 5.73% |
$50.3K - $55.9K
|
26.8K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.63K- 1.56% |
$50.3K - $56K
|
103K
$5.15M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.64K- 3.16% |
$50.5K - $56.2K
|
50.2K
$2.51M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.68K- 6.77% |
$51.8K - $57.7K
|
23.1K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.69K- 10.11% |
$52.1K - $58K
|
15K
$750K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.72K- 8.83% |
$52.9K - $58.9K
|
17.7K
$885K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-1.78K- 2.43% |
$54.8K - $61K
|
71.5K
$3.57M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.87K- 14.49% |
$57.6K - $64.1K
|
11K
$550K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.87K- 14.49% |
$57.6K - $64.1K
|
11K
$550K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-1.88K- 8.72% |
$58K - $64.6K
|
19.7K
$984K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-1.9K- 1.77% |
$58.6K - $65.2K
|
106K
$5.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-1.91K- 3.41% |
$59K - $65.6K
|
54.3K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.98K- 1.11% |
$61.1K - $68K
|
177K
$8.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2K- 1.12% |
$61.6K - $68.6K
|
176K
$8.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.04K- 8.35% |
$62.8K - $69.9K
|
22.4K
$1.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.05K- 23.63% |
$63.2K - $70.4K
|
6.63K
$331K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-2.07K- 0.81% |
$63.8K - $71K
|
253K
$12.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-2.11K- 2.45% |
$64.9K - $72.3K
|
83.8K
$4.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 14.81% |
$66.7K - $74.2K
|
12.4K
$621K
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
SELL
|
- |
-2.26K- 5.87% |
$69.7K - $77.6K
|
36.3K
$1.81M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.27K- 23.75% |
$69.8K - $77.7K
|
7.28K
$363K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.27K- 18.96% |
$70K - $77.9K
|
9.71K
$485K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-2.42K- 60.48% |
$74.5K - $82.9K
|
1.58K
$78.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 7.63% |
$77.1K - $85.8K
|
30.3K
$1.51M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.51K- 7.35% |
$77.3K - $86K
|
31.6K
$1.58M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.58K- 27.33% |
$79.5K - $88.5K
|
6.86K
$342K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.59K- 3.6% |
$79.9K - $88.9K
|
69.4K
$3.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.61K- 0.18% |
$80.3K - $89.4K
|
1.43M
$71.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.61K- 0.87% |
$80.5K - $89.6K
|
296K
$14.8M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-2.72K- 0.81% |
$83.9K - $93.3K
|
334K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.76K- 17.86% |
$85K - $94.6K
|
12.7K
$633K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.79K- 19.09% |
$85.9K - $95.6K
|
11.8K
$590K
|
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.83K- 7.76% |
$87.2K - $97.1K
|
33.6K
$1.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.85K- 20.69% |
$87.9K - $97.9K
|
10.9K
$546K
|