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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-192- 17.58% |
$5.93K - $6.64K
|
900
$45.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-194- 0.65% |
$5.99K - $6.71K
|
29.7K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-194- 1.18% |
$5.99K - $6.71K
|
16.3K
$828K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-200- 1.85% |
$6.18K - $6.92K
|
10.6K
$540K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-200- 1.74% |
$6.18K - $6.92K
|
11.3K
$574K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-204- 62.01% |
$6.3K - $7.06K
|
125
$6.35K
|
|
|
Feb 13, 2023
Q4 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-210- 0.16% |
$6.48K - $7.27K
|
128K
$6.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-211- 1.61% |
$6.52K - $7.3K
|
12.9K
$656K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-215- 4.15% |
$6.64K - $7.44K
|
4.97K
$252K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-220- 0.58% |
$6.79K - $7.61K
|
37.5K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-225- 2.38% |
$6.95K - $7.79K
|
9.22K
$468K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-242- 2.8% |
$7.47K - $8.37K
|
8.41K
$427K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-250- 5.48% |
$7.72K - $8.65K
|
4.31K
$219K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-250- 3.47% |
$7.72K - $8.65K
|
6.96K
$353K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-263- 1.15% |
$8.12K - $9.1K
|
22.7K
$1.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-281- 1.95% |
$8.68K - $9.72K
|
14.1K
$716K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-286- 0.42% |
$8.83K - $9.9K
|
68.4K
$3.47M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-290- 0.55% |
$8.96K - $10K
|
52.7K
$2.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-300- 2.91% |
$9.26K - $10.4K
|
10K
$508K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-310- 4.17% |
$9.57K - $10.7K
|
7.13K
$362K
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-311- 1.22% |
$9.6K - $10.8K
|
25.1K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-344- 4.58% |
$10.6K - $11.9K
|
7.17K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-350- 9.79% |
$10.8K - $12.1K
|
3.23K
$164K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-369- 1.36% |
$11.4K - $12.8K
|
26.8K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-380- 1.71% |
$11.7K - $13.1K
|
21.8K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-381- 0.78% |
$11.8K - $13.2K
|
48.7K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-392- 43.9% |
$12.1K - $13.6K
|
501
$25.4K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-396- 4.82% |
$12.2K - $13.7K
|
7.83K
$397K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-401- 0.51% |
$12.4K - $13.9K
|
78.9K
$4.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-421- 4.16% |
$13K - $14.6K
|
9.69K
$492K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-426- 1.38% |
$13.2K - $14.7K
|
30.4K
$1.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-427- 6.09% |
$13.2K - $14.8K
|
6.58K
$334K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-434- 4.75% |
$13.4K - $15K
|
8.7K
$442K
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-443- 1.23% |
$13.7K - $15.3K
|
35.7K
$1.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-448- 1.07% |
$13.8K - $15.5K
|
41.4K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-450- 1.04% |
$13.9K - $15.6K
|
42.7K
$2.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-450- 8.86% |
$13.9K - $15.6K
|
4.63K
$235K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-476- 0.69% |
$14.7K - $16.5K
|
68.1K
$3.46M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-477- 7.19% |
$14.7K - $16.5K
|
6.15K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-479- 5.35% |
$14.8K - $16.6K
|
8.48K
$431K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-490- 2.12% |
$15.1K - $17K
|
22.7K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-526- 4.23% |
$16.2K - $18.2K
|
11.9K
$605K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-561- 1.23% |
$17.3K - $19.4K
|
44.9K
$2.28M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-563- 3.39% |
$17.4K - $19.5K
|
16K
$815K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-565- 4.03% |
$17.4K - $19.5K
|
13.4K
$682K
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-608- 0.44% |
$18.8K - $21K
|
136K
$6.92M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-610- 3.0% |
$18.8K - $21.1K
|
19.7K
$1M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-611- 5.6% |
$18.9K - $21.1K
|
10.3K
$523K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-618- 67.32% |
$19.1K - $21.4K
|
300
$15.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-625- 37.7% |
$19.3K - $21.6K
|
1.03K
$52.5K
|