Purchases and Sales Made in Q4 2022 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
29M+ 413629.41% |
$895M - $1B
|
29M
$1.5B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.32MNew |
$103M - $115M
|
3.32M
$172M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.38M+ 222.16% |
$42.5M - $47.7M
|
2M
$103M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
932K+ 12.12% |
$28.8M - $32.2M
|
8.62M
$446M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
867K+ 51.67% |
$26.8M - $30M
|
2.55M
$132M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
828K+ 21.94% |
$25.6M - $28.7M
|
4.6M
$238M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
821K+ 18.4% |
$25.4M - $28.4M
|
5.29M
$273M
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
813K+ 67.54% |
$25.1M - $28.1M
|
2.02M
$104M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
794KNew |
$24.5M - $27.5M
|
794K
$41M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
694K+ 3.22% |
$21.4M - $24M
|
22.2M
$1.15B
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
689K+ 494.45% |
$21.3M - $23.8M
|
828K
$42.8M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
621KNew |
$19.2M - $21.5M
|
621K
$32.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
570K+ 159.96% |
$17.6M - $19.7M
|
927K
$47.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
570K+ 159.96% |
$17.6M - $19.7M
|
927K
$47.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
536KNew |
$16.6M - $18.6M
|
536K
$27.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
436K+ 101.12% |
$13.5M - $15.1M
|
868K
$44.9M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
416KNew |
$12.8M - $14.4M
|
416K
$21.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
BUY
|
- |
412KNew |
$12.7M - $14.3M
|
412K
$21.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
406K+ 32.49% |
$12.5M - $14.1M
|
1.66M
$85.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
357K+ 4615.42% |
$11M - $12.3M
|
365K
$18.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Wealth Navi Inc.
|
BUY
|
- |
340KNew |
$10.5M - $11.8M
|
340K
$17.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
324K+ 858.4% |
$10M - $11.2M
|
362K
$18.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
309KNew |
$9.53M - $10.7M
|
309K
$16M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
268K+ 4292.72% |
$8.27M - $9.27M
|
274K
$14.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
237K+ 181.0% |
$7.32M - $8.2M
|
368K
$19M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
226KNew |
$6.98M - $7.82M
|
226K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
215K+ 1.99% |
$6.64M - $7.44M
|
11M
$570M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
205KNew |
$6.34M - $7.11M
|
205K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
199K+ 13.72% |
$6.14M - $6.88M
|
1.65M
$85.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
197K+ 36.33% |
$6.08M - $6.81M
|
739K
$38.2M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
186K+ 21.07% |
$5.73M - $6.42M
|
1.07M
$55.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
169KNew |
$5.23M - $5.85M
|
169K
$8.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
158KNew |
$4.89M - $5.48M
|
158K
$8.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
145K+ 138.34% |
$4.48M - $5.02M
|
250K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
142K+ 87.93% |
$4.39M - $4.92M
|
304K
$15.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
135KNew |
$4.15M - $4.66M
|
135K
$6.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
131K+ 7.5% |
$4.06M - $4.55M
|
1.88M
$97.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
113K+ 32.57% |
$3.48M - $3.9M
|
459K
$23.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
110KNew |
$3.39M - $3.8M
|
110K
$5.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107K+ 36.12% |
$3.3M - $3.7M
|
403K
$20.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
97.1K+ 101.64% |
$3M - $3.36M
|
193K
$9.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
94.2K+ 489.35% |
$2.91M - $3.26M
|
113K
$5.87M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
93K+ 56.99% |
$2.87M - $3.22M
|
256K
$13.2M
|
|
|
Jan 26, 2023
Q4 2022
|
American Asset Management Inc.
|
BUY
|
- |
92.8KNew |
$2.86M - $3.21M
|
92.8K
$4.8M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
90.8KNew |
$2.8M - $3.14M
|
90.8K
$4.69M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
88.5KNew |
$2.73M - $3.06M
|
88.5K
$4.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
81.4K+ 16677.66% |
$2.51M - $2.82M
|
81.9K
$4.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
79.5K+ 23.65% |
$2.46M - $2.75M
|
416K
$21.5M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
77.7KNew |
$2.4M - $2.69M
|
77.7K
$4.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
73.2KNew |
$2.26M - $2.53M
|
73.2K
$3.78M
|