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 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.43K- 13.04% |
$106K - $119K
|
22.9K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.51K- 0.74% |
$108K - $121K
|
470K
$23.9M
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.54K- 2.35% |
$109K - $122K
|
147K
$7.48M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-3.54K- 26.38% |
$109K - $122K
|
9.88K
$502K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.57K- 7.53% |
$110K - $124K
|
43.9K
$2.23M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.63K- 3.11% |
$112K - $125K
|
113K
$5.73M
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-3.65K- 12.71% |
$113K - $126K
|
25.1K
$1.27M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.68K- 39.32% |
$114K - $127K
|
5.68K
$289K
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.69K- 3.67% |
$114K - $128K
|
96.9K
$4.92M
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-3.77K- 2.45% |
$117K - $131K
|
150K
$7.62M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.88K- 4.16% |
$120K - $134K
|
89.4K
$4.54M
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-3.89K- 4.75% |
$120K - $134K
|
78K
$3.96M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.92K- 4.14% |
$121K - $136K
|
90.7K
$4.61M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.96K- 16.48% |
$122K - $137K
|
20.1K
$1.02M
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4K- 24.58% |
$124K - $138K
|
12.3K
$623K
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.01K- 8.72% |
$124K - $139K
|
42K
$2.13M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.09K- 5.4% |
$126K - $141K
|
71.6K
$3.63M
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-4.16K- 1.84% |
$129K - $144K
|
222K
$11.3M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.18K- 4.3% |
$129K - $145K
|
93K
$4.72M
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-4.25K- 32.88% |
$131K - $147K
|
8.68K
$441K
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.31K- 7.67% |
$133K - $149K
|
51.9K
$2.63M
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-4.32K- 3.71% |
$133K - $149K
|
112K
$5.69M
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.35K- 2.43% |
$134K - $151K
|
174K
$8.86M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.56K- 2.77% |
$141K - $158K
|
160K
$8.12M
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.56K- 4.34% |
$141K - $158K
|
101K
$5.11M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.64K- 5.58% |
$143K - $160K
|
78.4K
$3.98M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.9K- 16.94% |
$151K - $169K
|
24K
$1.22M
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-5.23K- 47.44% |
$161K - $181K
|
5.79K
$294K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-5.25K- 86.78% |
$162K - $182K
|
800
$40.6K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.25K- 27.5% |
$162K - $182K
|
13.8K
$703K
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.29K- 2.99% |
$163K - $183K
|
172K
$8.73M
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.34K- 30.2% |
$165K - $185K
|
12.3K
$626K
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-5.34K- 13.74% |
$165K - $185K
|
33.5K
$1.7M
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-5.34K- 9.58% |
$165K - $185K
|
50.5K
$2.56M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.42K- 7.69% |
$167K - $188K
|
65.1K
$3.3M
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-5.57K- 16.94% |
$172K - $193K
|
27.3K
$1.39M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.69K- 15.98% |
$176K - $197K
|
29.9K
$1.52M
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.83K- 5.23% |
$180K - $202K
|
106K
$5.37M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.02K- 11.53% |
$186K - $208K
|
46.2K
$2.35M
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.25KClosed |
$193K - $216K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-6.43K- 19.13% |
$199K - $223K
|
27.2K
$1.38M
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-6.47K- 32.77% |
$200K - $224K
|
13.3K
$674K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.53K- 7.9% |
$202K - $226K
|
76.2K
$3.87M
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.76K- 6.0% |
$209K - $234K
|
106K
$5.38M
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-6.82K- 2.48% |
$210K - $236K
|
268K
$13.6M
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.84K- 3.04% |
$211K - $237K
|
218K
$11.1M
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-7.03K- 14.71% |
$217K - $243K
|
40.8K
$2.07M
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-7.15K- 13.53% |
$221K - $247K
|
45.7K
$2.32M
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.33K- 0.67% |
$226K - $254K
|
1.08M
$54.9M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.37K- 2.72% |
$228K - $255K
|
264K
$13.4M
|