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 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-12K- 20.35% |
$371K - $413K
|
47.1K
$2.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12K- 63.74% |
$371K - $413K
|
6.85K
$335K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-12.1K- 17.48% |
$371K - $413K
|
56.9K
$2.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-12.1K- 28.14% |
$371K - $413K
|
30.8K
$1.51M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-12.6K- 22.92% |
$389K - $433K
|
42.5K
$2.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-12.8K- 19.31% |
$396K - $440K
|
53.6K
$2.62M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13K- 23.31% |
$401K - $446K
|
42.8K
$2.09M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-13.2K- 88.87% |
$408K - $454K
|
1.66K
$81.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-13.3K- 37.66% |
$408K - $454K
|
21.9K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-13.5K- 1.54% |
$415K - $462K
|
859K
$42M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14K- 14.57% |
$432K - $480K
|
82.1K
$4.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-14.2K- 30.13% |
$438K - $487K
|
32.9K
$1.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.3K- 6.86% |
$442K - $492K
|
195K
$9.52M
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-14.5K- 5.7% |
$446K - $497K
|
239K
$11.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.5K- 7.5% |
$447K - $497K
|
179K
$8.75M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14.5K- 19.19% |
$447K - $497K
|
61.1K
$2.99M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15K- 14.21% |
$461K - $513K
|
90.3K
$4.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.2K- 28.59% |
$470K - $523K
|
38.1K
$1.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-15.4K- 12.8% |
$476K - $530K
|
105K
$5.15M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-16.1K- 4.17% |
$497K - $553K
|
371K
$18.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-16.4K- 30.84% |
$504K - $561K
|
36.7K
$1.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.4K- 9.09% |
$506K - $564K
|
164K
$8.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-16.6K- 45.67% |
$512K - $569K
|
19.7K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-18.1K- 2.25% |
$557K - $620K
|
786K
$38.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-18.6K- 1.83% |
$572K - $636K
|
994K
$48.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-19.3K- 52.33% |
$594K - $661K
|
17.6K
$859K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-19.4K- 12.07% |
$599K - $667K
|
142K
$6.93M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-19.4K- 72.31% |
$599K - $667K
|
7.44K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-19.8K- 16.04% |
$612K - $681K
|
104K
$5.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-19.9KClosed |
$614K - $683K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-20.3K- 35.97% |
$625K - $696K
|
36.1K
$1.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-22.2K- 20.79% |
$683K - $761K
|
84.5K
$4.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-22.5K- 21.96% |
$692K - $771K
|
79.9K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-22.6K- 2.33% |
$696K - $775K
|
947K
$46.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-22.9K- 7.37% |
$707K - $787K
|
288K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-23.2K- 20.89% |
$714K - $795K
|
87.7K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-23.4K- 2.91% |
$722K - $804K
|
782K
$38.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-23.5K- 17.33% |
$723K - $804K
|
112K
$5.47M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-23.8K- 5.29% |
$734K - $817K
|
426K
$20.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-24K- 42.57% |
$738K - $821K
|
32.3K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-24.4K- 59.66% |
$752K - $837K
|
16.5K
$807K
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-26.8K- 27.43% |
$825K - $918K
|
70.9K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-29.5K- 16.62% |
$910K - $1.01M
|
148K
$7.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-29.6K- 36.11% |
$911K - $1.01M
|
52.3K
$2.56M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-30.6K- 1.65% |
$945K - $1.05M
|
1.83M
$89.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-30.7K- 69.6% |
$947K - $1.05M
|
13.4K
$657K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-31.1K- 3.5% |
$959K - $1.07M
|
858K
$42M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-32.4K- 35.24% |
$999K - $1.11M
|
59.6K
$2.91M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-32.9K- 16.75% |
$1.02M - $1.13M
|
164K
$8.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-33.2K- 50.0% |
$1.02M - $1.14M
|
33.2K
$1.62M
|