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
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-33.6K- 20.77% |
$1.04M - $1.15M
|
128K
$6.27M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-34.4K- 8.37% |
$1.06M - $1.18M
|
376K
$18.4M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35.5K- 20.02% |
$1.09M - $1.22M
|
142K
$6.93M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-35.6K- 8.19% |
$1.1M - $1.22M
|
399K
$19.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-37.1K- 48.92% |
$1.14M - $1.27M
|
38.7K
$1.89M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-37.6K- 3.34% |
$1.16M - $1.29M
|
1.09M
$53.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-39.3K- 4.9% |
$1.21M - $1.35M
|
764K
$37.4M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-39.3K- 4.9% |
$1.21M - $1.35M
|
764K
$37.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-42.5K- 28.08% |
$1.31M - $1.46M
|
109K
$5.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-43.8K- 2.56% |
$1.35M - $1.5M
|
1.67M
$81.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-45.6KClosed |
$1.41M - $1.56M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-47.7K- 1.2% |
$1.47M - $1.64M
|
3.94M
$193M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-47.8K- 66.52% |
$1.47M - $1.64M
|
24.1K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49.6K- 3.21% |
$1.53M - $1.7M
|
1.5M
$73.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-49.9K- 15.37% |
$1.54M - $1.71M
|
275K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-50.2K- 45.49% |
$1.55M - $1.72M
|
60.2K
$2.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-52.1K- 7.74% |
$1.6M - $1.79M
|
620K
$30.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-52.8K- 38.79% |
$1.63M - $1.81M
|
83.3K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-54.1K- 99.82% |
$1.67M - $1.85M
|
97
$4.75K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-54.2K- 20.43% |
$1.67M - $1.86M
|
211K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-55K- 85.45% |
$1.69M - $1.89M
|
9.37K
$458K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-57.3K- 14.85% |
$1.76M - $1.96M
|
328K
$16.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-57.8K- 3.83% |
$1.78M - $1.98M
|
1.45M
$70.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-58.9K- 26.62% |
$1.81M - $2.02M
|
162K
$7.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-60.7K- 75.92% |
$1.87M - $2.08M
|
19.3K
$942K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-61.4K- 19.22% |
$1.89M - $2.11M
|
258K
$12.6M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-62.1K- 73.88% |
$1.91M - $2.13M
|
21.9K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-62.8K- 73.21% |
$1.94M - $2.15M
|
23K
$1.12M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-63.1K- 12.75% |
$1.94M - $2.16M
|
432K
$21.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-63.2K- 54.53% |
$1.95M - $2.17M
|
52.7K
$2.58M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-66.8K- 28.48% |
$2.06M - $2.29M
|
168K
$8.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-68K- 64.74% |
$2.09M - $2.33M
|
37K
$1.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68.6K- 1.42% |
$2.11M - $2.35M
|
4.75M
$232M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-71.3K- 41.88% |
$2.2M - $2.45M
|
98.9K
$4.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-72.9K- 54.0% |
$2.25M - $2.5M
|
62.1K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-73K- 51.93% |
$2.25M - $2.51M
|
67.6K
$3.31M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-73.1K- 42.86% |
$2.25M - $2.51M
|
97.4K
$4.77M
|
|
|
Nov 04, 2022
Q3 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-74K- 52.97% |
$2.28M - $2.54M
|
65.7K
$3.21M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-74.7K- 58.74% |
$2.3M - $2.56M
|
52.5K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-74.7K- 73.69% |
$2.3M - $2.56M
|
26.7K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-79.5K- 4.86% |
$2.45M - $2.73M
|
1.56M
$76.2M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-80.3K- 2.08% |
$2.48M - $2.76M
|
3.77M
$185M
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-83.4K- 31.53% |
$2.57M - $2.86M
|
181K
$8.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.5K- 6.26% |
$2.57M - $2.86M
|
1.25M
$61.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-85.6K- 39.67% |
$2.64M - $2.93M
|
130K
$6.37M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-89.9K- 22.61% |
$2.77M - $3.08M
|
308K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-93.5K- 9.83% |
$2.88M - $3.21M
|
858K
$42M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-94.3K- 20.91% |
$2.91M - $3.23M
|
357K
$17.4M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-94.3K- 20.91% |
$2.91M - $3.23M
|
357K
$17.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-99.8K- 99.9% |
$3.08M - $3.42M
|
103
$5.04K
|