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
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.86K- 4.94% |
$181K - $201K
|
113K
$5.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.89K- 24.29% |
$182K - $202K
|
18.4K
$899K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.97K- 14.39% |
$184K - $205K
|
35.5K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.99K- 4.55% |
$185K - $205K
|
126K
$6.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-6.1K- 13.44% |
$188K - $209K
|
39.3K
$1.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.4K- 4.39% |
$197K - $219K
|
139K
$6.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.43K- 0.39% |
$198K - $221K
|
1.66M
$81.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.43K- 15.85% |
$198K - $221K
|
34.1K
$1.67M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-6.49KClosed |
$200K - $222K
|
0
$0
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-6.52KClosed |
$201K - $224K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-6.8K- 84.23% |
$210K - $233K
|
1.27K
$62.3K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.17K- 28.69% |
$221K - $246K
|
17.8K
$872K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7.2K- 21.33% |
$222K - $247K
|
26.6K
$1.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.4K- 54.08% |
$228K - $254K
|
6.28K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-7.42K- 96.74% |
$229K - $255K
|
250
$12.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-7.43K- 13.16% |
$229K - $255K
|
49K
$2.4M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-7.73K- 2.38% |
$238K - $265K
|
317K
$15.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-7.81K- 1.47% |
$241K - $268K
|
524K
$25.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.9K- 1.18% |
$243K - $271K
|
663K
$32.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.91K- 11.6% |
$244K - $271K
|
60.3K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-7.96K- 37.98% |
$245K - $273K
|
13K
$636K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.07K- 7.15% |
$249K - $277K
|
105K
$5.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.14K- 21.39% |
$251K - $279K
|
29.9K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-8.2K- 54.58% |
$253K - $281K
|
6.82K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-8.3K- 4.82% |
$256K - $285K
|
164K
$8.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.32K- 32.03% |
$257K - $286K
|
17.7K
$864K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8.42K- 7.18% |
$260K - $289K
|
109K
$5.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8.48K- 17.1% |
$261K - $291K
|
41.1K
$2.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.49K- 5.85% |
$262K - $291K
|
137K
$6.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.56K- 40.87% |
$264K - $294K
|
12.4K
$606K
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-8.91K- 49.37% |
$275K - $306K
|
9.14K
$447K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.97K- 47.55% |
$276K - $308K
|
9.89K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.08K- 31.01% |
$280K - $311K
|
20.2K
$988K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-9.26K- 3.86% |
$285K - $318K
|
231K
$11.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.39K- 2.0% |
$290K - $322K
|
461K
$22.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.1K- 0.6% |
$311K - $347K
|
1.68M
$82.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-10.3K- 13.02% |
$316K - $352K
|
68.6K
$3.36M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.3K- 3.09% |
$318K - $354K
|
324K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.4K- 5.12% |
$321K - $357K
|
193K
$9.45M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-10.6K- 16.65% |
$325K - $362K
|
52.9K
$2.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.7K- 9.37% |
$328K - $365K
|
103K
$5.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-10.7K- 0.46% |
$331K - $368K
|
2.32M
$113M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.9K- 14.23% |
$335K - $373K
|
65.5K
$3.21M
|
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-10.9K- 5.99% |
$336K - $374K
|
171K
$8.38M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-11.2K- 1.02% |
$344K - $383K
|
1.09M
$53.3M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-11.3K- 58.59% |
$347K - $386K
|
7.96K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-11.7K- 9.99% |
$362K - $403K
|
106K
$5.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.8K- 27.19% |
$363K - $404K
|
31.5K
$1.54M
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-11.8K- 7.11% |
$363K - $404K
|
154K
$7.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-11.8K- 6.79% |
$365K - $406K
|
163K
$7.96M
|