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 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-625- 6.49% |
$19.3K - $21.6K
|
9K
$457K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-658- 2.99% |
$20.3K - $22.8K
|
21.3K
$1.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-679- 2.97% |
$21K - $23.5K
|
22.2K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-685- 7.25% |
$21.2K - $23.7K
|
8.77K
$445K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-723- 0.68% |
$22.3K - $25K
|
105K
$5.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-735- 6.72% |
$22.7K - $25.4K
|
10.2K
$518K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-750- 2.89% |
$23.2K - $26K
|
25.2K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-761- 1.46% |
$23.5K - $26.3K
|
51.5K
$2.62M
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-763- 0.67% |
$23.6K - $26.4K
|
113K
$5.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-789- 11.57% |
$24.4K - $27.3K
|
6.03K
$306K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-826- 8.98% |
$25.5K - $28.6K
|
8.38K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-850- 3.68% |
$26.2K - $29.4K
|
22.2K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-863- 2.27% |
$26.6K - $29.9K
|
37.2K
$1.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-864- 4.7% |
$26.7K - $29.9K
|
17.5K
$889K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-905- 0.56% |
$27.9K - $31.3K
|
159K
$8.1M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-956- 42.72% |
$29.5K - $33.1K
|
1.28K
$65.1K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-956- 42.72% |
$29.5K - $33.1K
|
1.28K
$65.1K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-957- 8.41% |
$29.6K - $33.1K
|
10.4K
$529K
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 0.57% |
$30.9K - $34.6K
|
175K
$8.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1K- 0.56% |
$30.9K - $34.6K
|
177K
$8.97M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-1K- 10.96% |
$30.9K - $34.6K
|
8.13K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.07K- 1.22% |
$32.9K - $36.9K
|
86.6K
$4.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.08K- 9.83% |
$33.4K - $37.5K
|
9.94K
$505K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.1K- 6.98% |
$34K - $38.1K
|
14.7K
$745K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.1K- 0.6% |
$34K - $38.1K
|
182K
$9.25M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.11K- 1.92% |
$34.2K - $38.3K
|
56.6K
$2.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 8.84% |
$34.4K - $38.6K
|
11.5K
$584K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.25K- 1.31% |
$38.6K - $43.3K
|
94K
$4.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.26K- 9.43% |
$38.9K - $43.6K
|
12.1K
$614K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.27K- 11.3% |
$39.3K - $44.1K
|
10K
$508K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.29K- 0.47% |
$39.8K - $44.6K
|
275K
$14M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.32K- 8.1% |
$40.8K - $45.7K
|
15K
$762K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.33K- 1.61% |
$40.9K - $45.8K
|
80.8K
$4.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.33K- 6.27% |
$41.1K - $46.1K
|
19.9K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.35K- 0.63% |
$41.7K - $46.7K
|
212K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.35K- 1.3% |
$41.7K - $46.8K
|
103K
$5.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.36K- 5.86% |
$42K - $47.1K
|
21.9K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-1.37K- 1.92% |
$42.4K - $47.5K
|
70.1K
$3.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.4K- 11.0% |
$43.1K - $48.3K
|
11.3K
$573K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 1.29% |
$43.1K - $48.3K
|
107K
$5.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4K- 5.79% |
$43.2K - $48.4K
|
22.8K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.41K- 3.79% |
$43.4K - $48.6K
|
35.6K
$1.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.41K- 0.39% |
$43.4K - $48.7K
|
364K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.45K- 64.7% |
$44.8K - $50.2K
|
791
$40.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.45K- 13.09% |
$44.8K - $50.2K
|
9.63K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.46K- 8.31% |
$45.1K - $50.5K
|
16.1K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.5K- 2.17% |
$46.3K - $51.9K
|
67.6K
$3.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.52K- 2.22% |
$46.9K - $52.6K
|
66.8K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-1.53K- 14.5% |
$47.3K - $53K
|
9.03K
$458K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.55K- 14.63% |
$47.9K - $53.7K
|
9.05K
$460K
|