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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
BUY
|
- |
2.26K+ 25.08% |
$69.5K - $77.3K
|
11.2K
$561K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.25K+ 30.44% |
$69.2K - $77K
|
9.63K
$480K
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.17K+ 10.41% |
$67K - $74.6K
|
23.1K
$1.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
2.14K+ 0.73% |
$66.1K - $73.5K
|
296K
$14.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.08KNew |
$64.2K - $71.4K
|
2.08K
$104K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.04K+ 288.56% |
$63K - $70.1K
|
2.75K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2K+ 2.27% |
$61.6K - $68.6K
|
90.2K
$4.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.93K+ 2.58% |
$59.4K - $66.1K
|
76.7K
$3.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.9K+ 2.2% |
$58.6K - $65.2K
|
88.3K
$4.41M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.88K+ 5.24% |
$57.8K - $64.3K
|
37.7K
$1.88M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.82K+ 5.72% |
$56.2K - $62.5K
|
33.7K
$1.68M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.8K+ 2.87% |
$55.4K - $61.6K
|
64.4K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 4.09% |
$55K - $61.2K
|
45.4K
$2.27M
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
1.77K+ 0.65% |
$54.6K - $60.8K
|
275K
$13.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.76K+ 37.04% |
$54.2K - $60.3K
|
6.5K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.74K+ 3.1% |
$53.5K - $59.5K
|
57.7K
$2.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.73K+ 0.23% |
$53.3K - $59.3K
|
745K
$37.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.72K+ 2.51% |
$52.9K - $58.9K
|
70K
$3.49M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.7K+ 24.66% |
$52.4K - $58.3K
|
8.6K
$429K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.69K+ 2.54% |
$52.1K - $58K
|
68.3K
$3.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.62K+ 3.04% |
$49.8K - $55.5K
|
54.8K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.52K+ 3.31% |
$46.9K - $52.2K
|
47.5K
$2.37M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.5KNew |
$46.2K - $51.4K
|
1.5K
$74.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.49K+ 2.14% |
$46K - $51.2K
|
71.3K
$3.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 2.53% |
$44.4K - $49.4K
|
58.4K
$2.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.44K+ 1.45% |
$44.3K - $49.3K
|
101K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Moon Capital Management LP
New York, NY |
BUY
|
- |
1.37K+ 0.09% |
$42.3K - $47K
|
1.56M
$77.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.35K+ 5.91% |
$41.6K - $46.3K
|
24.2K
$1.21M
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
BUY
|
- |
1.31K+ 0.19% |
$40.5K - $45.1K
|
678K
$33.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.19K+ 1.53% |
$36.8K - $41K
|
79.3K
$3.96M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
1.18K+ 1.81% |
$36.5K - $40.6K
|
66.7K
$3.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.14K+ 7.82% |
$35.2K - $39.2K
|
15.8K
$787K
|
|
|
Nov 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.09K+ 4.46% |
$33.4K - $37.2K
|
25.4K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.08K+ 5.16% |
$33.3K - $37K
|
22K
$1.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.05K+ 7.96% |
$32.4K - $36K
|
14.2K
$711K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.02KNew |
$31.3K - $34.9K
|
1.02K
$50.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.01K+ 1.68% |
$31K - $34.5K
|
61K
$3.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
990+ 79.33% |
$30.5K - $34K
|
2.24K
$112K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
990+ 79.33% |
$30.5K - $34K
|
2.24K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
951+ 2.27% |
$29.3K - $32.6K
|
42.9K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
943New |
$29.1K - $32.3K
|
943
$47.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
919+ 2.6% |
$28.3K - $31.5K
|
36.2K
$1.81M
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
884+ 0.47% |
$27.2K - $30.3K
|
191K
$9.52M
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
882+ 89.54% |
$27.2K - $30.3K
|
1.87K
$93.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
BUY
|
- |
848+ 0.17% |
$26.1K - $29.1K
|
504K
$25.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
656+ 22.47% |
$20.2K - $22.5K
|
3.58K
$178K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
641+ 0.94% |
$19.8K - $22K
|
68.5K
$3.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
600+ 7.85% |
$18.5K - $20.6K
|
8.24K
$411K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
572+ 1.4% |
$17.6K - $19.6K
|
41.3K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
568+ 8.82% |
$17.5K - $19.5K
|
7.01K
$350K
|