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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3K- 1.88% |
$92.4K - $103K
|
157K
$7.82M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.05K- 4.23% |
$94K - $105K
|
69.1K
$3.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-3.1K- 4.77% |
$95.5K - $106K
|
61.9K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.1K- 2.99% |
$95.5K - $106K
|
101K
$5.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.11K- 4.68% |
$95.9K - $107K
|
63.4K
$3.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Grand Central Investment Group
|
SELL
|
- |
-3.23K- 7.9% |
$99.6K - $111K
|
37.7K
$1.88M
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-3.24K- 1.33% |
$99.8K - $111K
|
241K
$12M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.25K- 1.79% |
$100K - $111K
|
179K
$8.92M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.26K- 31.45% |
$100K - $112K
|
7.1K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.3K- 7.65% |
$102K - $113K
|
39.8K
$1.99M
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-3.33K- 15.48% |
$103K - $114K
|
18.2K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.4K- 1.84% |
$105K - $117K
|
181K
$9.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.42K- 3.13% |
$105K - $117K
|
106K
$5.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.42K- 13.03% |
$105K - $117K
|
22.9K
$1.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.57K- 11.57% |
$110K - $122K
|
27.3K
$1.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.71K- 2.86% |
$114K - $127K
|
126K
$6.29M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-3.75K- 28.99% |
$115K - $128K
|
9.18K
$458K
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.76K- 25.47% |
$116K - $129K
|
11K
$550K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-3.84K- 13.64% |
$118K - $132K
|
24.3K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.95K- 8.96% |
$122K - $136K
|
40.2K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.97K- 1.08% |
$122K - $136K
|
365K
$18.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4K- 4.65% |
$123K - $137K
|
82.1K
$4.1M
|
|
|
Oct 21, 2022
Q3 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-4K- 5.06% |
$123K - $137K
|
75K
$3.74M
|
|
|
Oct 20, 2022
Q3 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-4.16K- 13.69% |
$128K - $143K
|
26.2K
$1.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.16K- 3.09% |
$128K - $143K
|
130K
$6.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.2K- 19.8% |
$129K - $144K
|
17K
$848K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.25K- 3.88% |
$131K - $146K
|
105K
$5.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.25K- 3.67% |
$131K - $146K
|
112K
$5.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.45K- 33.74% |
$137K - $153K
|
8.73K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.55K- 77.44% |
$140K - $156K
|
1.33K
$66.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.58K- 16.47% |
$141K - $157K
|
23.2K
$1.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-4.75K- 14.7% |
$146K - $163K
|
27.6K
$1.38M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-4.8K- 44.23% |
$148K - $165K
|
6.05K
$302K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.94K- 30.45% |
$152K - $169K
|
11.3K
$563K
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-4.95K- 5.7% |
$153K - $170K
|
81.9K
$4.09M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.05K- 9.89% |
$156K - $173K
|
46K
$2.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.12K- 5.81% |
$158K - $176K
|
83.1K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-5.14K- 7.55% |
$158K - $176K
|
63K
$3.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.14K- 5.86% |
$159K - $176K
|
82.7K
$4.13M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-5.17K- 3.43% |
$159K - $177K
|
145K
$7.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-5.19K- 0.22% |
$160K - $178K
|
2.36M
$118M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.3K- 10.04% |
$163K - $182K
|
47.4K
$2.37M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.33K- 5.91% |
$164K - $183K
|
84.9K
$4.24M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.42K- 4.12% |
$167K - $186K
|
126K
$6.3M
|
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-5.43K- 1.97% |
$167K - $186K
|
271K
$13.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-5.51K- 10.25% |
$170K - $189K
|
48.2K
$2.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-5.63K- 0.65% |
$174K - $193K
|
859K
$42.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.73K- 33.16% |
$176K - $196K
|
11.5K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.8K- 9.99% |
$179K - $199K
|
52.2K
$2.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.8K- 39.3% |
$179K - $199K
|
8.96K
$447K
|