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 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
543+ 7.95% |
$16.7K - $18.6K
|
7.37K
$368K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
541+ 98.19% |
$16.7K - $18.6K
|
1.09K
$54.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
532+ 48.23% |
$16.4K - $18.2K
|
1.64K
$81.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
525+ 3.41% |
$16.2K - $18K
|
15.9K
$795K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
523+ 0.54% |
$16.1K - $17.9K
|
97.2K
$4.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
518+ 1.82% |
$16K - $17.8K
|
29K
$1.45M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
507+ 1810.71% |
$15.6K - $17.4K
|
535
$26.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
506+ 18.71% |
$15.6K - $17.4K
|
3.21K
$160K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
500+ 38.61% |
$15.4K - $17.2K
|
1.8K
$89.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
496+ 8.64% |
$15.3K - $17K
|
6.24K
$311K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
493+ 1.27% |
$15.2K - $16.9K
|
39.4K
$1.97M
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
481+ 2.5% |
$14.8K - $16.5K
|
19.8K
$986K
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
479+ 6.57% |
$14.8K - $16.4K
|
7.77K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
442+ 0.12% |
$13.6K - $15.2K
|
375K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
409+ 2.32% |
$12.6K - $14K
|
18K
$899K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
403+ 0.99% |
$12.4K - $13.8K
|
41.3K
$2.06M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
401New |
$12.4K - $13.8K
|
401
$20K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
390+ 3.39% |
$12K - $13.4K
|
11.9K
$594K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
385+ 1.07% |
$11.9K - $13.2K
|
36.5K
$1.82M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
371+ 3.06% |
$11.4K - $12.7K
|
12.5K
$624K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
359+ 4.36% |
$11.1K - $12.3K
|
8.6K
$429K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
358+ 4.52% |
$11K - $12.3K
|
8.27K
$413K
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
352+ 0.35% |
$10.8K - $12.1K
|
102K
$5.08M
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
350+ 0.45% |
$10.8K - $12K
|
78.6K
$3.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
330+ 3.21% |
$10.2K - $11.3K
|
10.6K
$529K
|
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
325+ 1.01% |
$10K - $11.1K
|
32.4K
$1.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
324+ 0.51% |
$9.99K - $11.1K
|
64.2K
$3.2M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
319+ 1.6% |
$9.83K - $10.9K
|
20.3K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
305+ 871.43% |
$9.4K - $10.5K
|
340
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
305+ 1.91% |
$9.4K - $10.5K
|
16.2K
$811K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
289+ 4.0% |
$8.91K - $9.91K
|
7.52K
$375K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
288+ 3.43% |
$8.88K - $9.88K
|
8.69K
$434K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
263+ 4.28% |
$8.11K - $9.02K
|
6.41K
$320K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
257+ 0.05% |
$7.92K - $8.82K
|
549K
$27.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
257+ 15.06% |
$7.92K - $8.82K
|
1.96K
$98K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
235+ 470.0% |
$7.24K - $8.06K
|
285
$14.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
233+ 5.38% |
$7.18K - $7.99K
|
4.56K
$228K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
201+ 4.04% |
$6.19K - $6.89K
|
5.18K
$259K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
192+ 0.42% |
$5.92K - $6.59K
|
46.5K
$2.32M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
161+ 1.41% |
$4.96K - $5.52K
|
11.6K
$579K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
146New |
$4.5K - $5.01K
|
146
$7.29K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
144New |
$4.44K - $4.94K
|
144
$7.19K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
142+ 0.07% |
$4.38K - $4.87K
|
214K
$10.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
123New |
$3.79K - $4.22K
|
123
$6.14K
|
|
|
Oct 14, 2022
Q3 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
123+ 0.37% |
$3.79K - $4.22K
|
33.6K
$1.68M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
118+ 1.89% |
$3.64K - $4.05K
|
6.36K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
113+ 0.12% |
$3.48K - $3.88K
|
93.8K
$4.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
107+ 1.29% |
$3.3K - $3.67K
|
8.38K
$418K
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
105+ 1.48% |
$3.24K - $3.6K
|
7.21K
$360K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
104+ 20.59% |
$3.21K - $3.57K
|
609
$30.4K
|