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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-75- 0.33% |
$2.31K - $2.57K
|
22.4K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-86- 2.19% |
$2.65K - $2.95K
|
3.84K
$192K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-99- 94.29% |
$3.05K - $3.4K
|
6
$299
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-100- 0.29% |
$3.08K - $3.43K
|
34.4K
$1.72M
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 20.0% |
$3.08K - $3.43K
|
400
$20K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-103- 0.09% |
$3.17K - $3.53K
|
116K
$5.78M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-120- 74.53% |
$3.7K - $4.12K
|
41
$2.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-121- 0.27% |
$3.73K - $4.15K
|
44.9K
$2.24M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-123- 3.02% |
$3.79K - $4.22K
|
3.95K
$197K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-136- 0.31% |
$4.19K - $4.66K
|
44.3K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-150- 2.15% |
$4.62K - $5.15K
|
6.82K
$340K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-155- 1.38% |
$4.78K - $5.32K
|
11.1K
$553K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-157- 2.13% |
$4.84K - $5.39K
|
7.21K
$360K
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-158- 0.39% |
$4.87K - $5.42K
|
40.2K
$2M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-158- 0.05% |
$4.87K - $5.42K
|
321K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-167- 0.14% |
$5.15K - $5.73K
|
116K
$5.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-177- 0.26% |
$5.46K - $6.07K
|
68.7K
$3.43M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-200- 0.23% |
$6.16K - $6.86K
|
85.4K
$4.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-200- 2.17% |
$6.16K - $6.86K
|
9K
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-203- 0.87% |
$6.26K - $6.96K
|
23.2K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-213- 1.26% |
$6.56K - $7.31K
|
16.7K
$832K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-215- 3.17% |
$6.63K - $7.37K
|
6.56K
$327K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-225- 0.87% |
$6.93K - $7.72K
|
25.6K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-234- 1.28% |
$7.21K - $8.03K
|
18.1K
$901K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-242- 0.06% |
$7.46K - $8.3K
|
393K
$19.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-263- 2.78% |
$8.11K - $9.02K
|
9.2K
$459K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-300- 0.26% |
$9.25K - $10.3K
|
114K
$5.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-300- 1.55% |
$9.25K - $10.3K
|
19.1K
$953K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-300- 2.54% |
$9.25K - $10.3K
|
11.5K
$574K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-301- 78.39% |
$9.28K - $10.3K
|
83
$4.14K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-305- 0.95% |
$9.4K - $10.5K
|
31.7K
$1.58M
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-307- 0.05% |
$9.46K - $10.5K
|
638K
$31.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-314- 7.5% |
$9.68K - $10.8K
|
3.87K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-316- 0.47% |
$9.74K - $10.8K
|
67.6K
$3.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-323- 3.31% |
$9.95K - $11.1K
|
9.44K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-324- 2.33% |
$9.99K - $11.1K
|
13.6K
$677K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-325- 29.79% |
$10K - $11.1K
|
766
$38.2K
|
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-335- 4.91% |
$10.3K - $11.5K
|
6.49K
$324K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-340- 2.31% |
$10.5K - $11.7K
|
14.4K
$718K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-366- 3.36% |
$11.3K - $12.6K
|
10.5K
$526K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-372- 1.92% |
$11.5K - $12.8K
|
19K
$947K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-374- 11.21% |
$11.5K - $12.8K
|
2.96K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-389- 3.33% |
$12K - $13.3K
|
11.3K
$564K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-390- 0.73% |
$12K - $13.4K
|
53K
$2.65M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-393- 0.53% |
$12.1K - $13.5K
|
74.4K
$3.71M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-405- 20.92% |
$12.5K - $13.9K
|
1.53K
$76.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-417- 1.63% |
$12.9K - $14.3K
|
25.2K
$1.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-476- 3.53% |
$14.7K - $16.3K
|
13K
$649K
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-487- 1.35% |
$15K - $16.7K
|
35.6K
$1.78M
|
|
|
Oct 17, 2022
Q3 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-496- 1.91% |
$15.3K - $17K
|
25.5K
$1.27M
|