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 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
54.1K+ 19.84% |
$1.67M - $1.85M
|
327K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
51.1K+ 89.48% |
$1.57M - $1.75M
|
108K
$5.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
48.2K+ 54.38% |
$1.49M - $1.65M
|
137K
$6.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
47.8KNew |
$1.47M - $1.64M
|
47.8K
$2.39M
|
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
46.8K+ 43.01% |
$1.44M - $1.61M
|
156K
$7.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43.7K+ 1.15% |
$1.35M - $1.5M
|
3.84M
$192M
|
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
43K+ 66.44% |
$1.32M - $1.47M
|
108K
$5.37M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
34.3K+ 4.08% |
$1.06M - $1.18M
|
877K
$43.8M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
34.3K+ 4.08% |
$1.06M - $1.18M
|
877K
$43.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
32.5K+ 30.63% |
$1M - $1.11M
|
138K
$6.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.6K+ 2.65% |
$973K - $1.08M
|
1.22M
$61.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Independent Family Office, LLC
|
BUY
|
- |
31.4K+ 7.95% |
$968K - $1.08M
|
426K
$21.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
29.3K+ 44.5% |
$902K - $1M
|
95K
$4.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.1K+ 7.97% |
$896K - $997K
|
394K
$19.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
28.7K+ 17956.88% |
$885K - $985K
|
28.9K
$1.44M
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
28.7K+ 3.51% |
$885K - $985K
|
846K
$42.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
28.6K+ 21.54% |
$883K - $982K
|
162K
$8.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
BUY
|
- |
27.6K+ 26.13% |
$850K - $946K
|
133K
$6.64M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
27.6KNew |
$849K - $945K
|
27.6K
$1.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
27.1K+ 9419.1% |
$836K - $930K
|
27.4K
$1.37M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.4K+ 11.84% |
$782K - $871K
|
240K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.9K+ 30.4% |
$705K - $785K
|
98.1K
$4.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
22K+ 11.31% |
$679K - $756K
|
217K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
21.7K+ 225.44% |
$669K - $744K
|
31.3K
$1.56M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.3K+ 17.99% |
$624K - $695K
|
133K
$6.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.3K+ 39.28% |
$596K - $663K
|
68.5K
$3.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
19.2K+ 25.93% |
$592K - $658K
|
93.2K
$4.65M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19KNew |
$586K - $652K
|
19K
$948K
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
18.6K+ 155.25% |
$572K - $637K
|
30.5K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
18.4K+ 2.98% |
$568K - $632K
|
636K
$31.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18.2KNew |
$560K - $623K
|
18.2K
$907K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
17.9K+ 2.63% |
$552K - $614K
|
698K
$34.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
17.5K+ 10.04% |
$540K - $601K
|
192K
$9.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
16.1K+ 3.27% |
$495K - $551K
|
508K
$25.3M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.2K+ 57.0% |
$470K - $523K
|
42K
$2.1M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13.5K+ 3.03% |
$415K - $462K
|
457K
$22.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$385K - $429K
|
12.5K
$624K
|
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
12.2K+ 16.92% |
$375K - $418K
|
84.2K
$4.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
12K+ 1.56% |
$371K - $413K
|
783K
$39.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11.9K+ 17.0% |
$367K - $409K
|
82K
$4.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.9K+ 33.56% |
$367K - $408K
|
47.3K
$2.36M
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
11.8KNew |
$364K - $405K
|
11.8K
$590K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.6K+ 13.72% |
$358K - $398K
|
96.2K
$4.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
11.5KNew |
$354K - $394K
|
11.5K
$574K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11.5K+ 28.78% |
$354K - $394K
|
51.4K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
10.8KNew |
$333K - $370K
|
10.8K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
10.5KNew |
$324K - $360K
|
10.5K
$524K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.5K+ 9.0% |
$324K - $360K
|
127K
$6.35M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
10.3K+ 13.05% |
$318K - $354K
|
89.4K
$4.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
10.3K+ 8.54% |
$318K - $354K
|
131K
$6.54M
|