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 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.58K- 4.89% |
$48.9K - $54.8K
|
30.8K
$1.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.58K- 8.27% |
$48.9K - $54.8K
|
17.6K
$891K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.64K- 25.26% |
$50.7K - $56.8K
|
4.86K
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.7K- 4.23% |
$52.5K - $58.8K
|
38.5K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.73K- 5.96% |
$53.4K - $59.8K
|
27.3K
$1.38M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.79K- 7.77% |
$55.2K - $61.9K
|
21.2K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.79K- 2.92% |
$55.3K - $62K
|
59.5K
$3.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.8K- 1.38% |
$55.4K - $62.1K
|
129K
$6.53M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 2.33% |
$56.4K - $63.2K
|
76.7K
$3.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.87K- 41.81% |
$57.7K - $64.7K
|
2.6K
$132K
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-1.95K- 0.8% |
$60.1K - $67.4K
|
241K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-2K- 16.01% |
$61.8K - $69.2K
|
10.5K
$533K
|
|
|
Jan 31, 2023
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-2K- 2.67% |
$61.8K - $69.2K
|
73K
$3.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.02K- 1.53% |
$62.3K - $69.9K
|
130K
$6.62M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.06K- 11.57% |
$63.6K - $71.3K
|
15.8K
$800K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.12K- 4.79% |
$65.5K - $73.4K
|
42.1K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.13K- 17.6% |
$65.8K - $73.7K
|
9.98K
$507K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.14K- 12.1% |
$65.9K - $73.9K
|
15.5K
$788K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.14K- 17.12% |
$66.1K - $74K
|
10.4K
$526K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-2.15K- 19.12% |
$66.4K - $74.4K
|
9.1K
$462K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.15K- 13.52% |
$66.5K - $74.5K
|
13.8K
$700K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.17K- 3.16% |
$66.9K - $74.9K
|
66.3K
$3.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.18K- 9.75% |
$67.3K - $75.4K
|
20.2K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.2K- 25.6% |
$67.9K - $76.1K
|
6.4K
$325K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.23K- 23.16% |
$68.9K - $77.2K
|
7.4K
$376K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.25K- 2.08% |
$69.5K - $77.9K
|
106K
$5.39M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 19.77% |
$70.7K - $79.3K
|
9.3K
$472K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.32K- 9.54% |
$71.5K - $80.1K
|
22K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-2.38K- 1.95% |
$73.3K - $82.2K
|
120K
$6.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.43K- 10.58% |
$75K - $84.1K
|
20.5K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.43K- 4.99% |
$75.2K - $84.2K
|
46.3K
$2.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.44K- 1.87% |
$75.3K - $84.4K
|
128K
$6.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.6K- 0.74% |
$80.1K - $89.8K
|
346K
$17.6M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.69K- 15.18% |
$83K - $93K
|
15K
$762K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.76K- 2.47% |
$85.2K - $95.5K
|
109K
$5.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.77K- 0.43% |
$85.7K - $96K
|
635K
$32.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-2.78K- 8.96% |
$85.8K - $96.1K
|
28.2K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.9K- 8.96% |
$89.4K - $100K
|
29.4K
$1.49M
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.9K- 1.63% |
$89.6K - $100K
|
175K
$8.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.94K- 3.13% |
$90.8K - $102K
|
90.9K
$4.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.94K- 0.91% |
$90.8K - $102K
|
321K
$16.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-3K- 27.78% |
$92.6K - $104K
|
7.8K
$396K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3.01K- 2.6% |
$93K - $104K
|
113K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.07K- 6.11% |
$94.8K - $106K
|
47.1K
$2.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.14K- 6.81% |
$97.1K - $109K
|
43K
$2.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.16K- 12.23% |
$97.7K - $109K
|
22.7K
$1.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-3.2K- 1.11% |
$98.7K - $111K
|
285K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.26K- 3.17% |
$101K - $113K
|
99.7K
$5.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.29K- 4.86% |
$102K - $114K
|
64.3K
$3.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-3.42K- 2.2% |
$106K - $118K
|
152K
$7.73M
|