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 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-22.8K- 17.72% |
$703K - $788K
|
106K
$5.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-23.2K- 7.92% |
$716K - $803K
|
270K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-24.4K- 17.79% |
$752K - $843K
|
113K
$5.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-24.8K- 5.61% |
$765K - $857K
|
417K
$21.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-24.8K- 15.62% |
$767K - $859K
|
134K
$6.81M
|
|
|
Feb 14, 2023
Q4 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-25.6K- 37.78% |
$789K - $884K
|
42.1K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-25.6K- 4.48% |
$792K - $887K
|
547K
$27.8M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-29.1K- 9.47% |
$898K - $1.01M
|
278K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.3K- 7.45% |
$905K - $1.01M
|
364K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29.4K- 65.49% |
$909K - $1.02M
|
15.5K
$787K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29.5K- 20.82% |
$911K - $1.02M
|
112K
$5.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-29.7K- 23.16% |
$917K - $1.03M
|
98.5K
$5M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-30.3K- 56.45% |
$935K - $1.05M
|
23.4K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-30.4K- 37.27% |
$937K - $1.05M
|
51.1K
$2.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-30.5K- 9.51% |
$942K - $1.06M
|
290K
$14.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31.5K- 1.46% |
$973K - $1.09M
|
2.12M
$108M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-31.9K- 4.95% |
$984K - $1.1M
|
612K
$31.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-32.7K- 57.38% |
$1.01M - $1.13M
|
24.3K
$1.23M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-33.2K- 6.58% |
$1.03M - $1.15M
|
471K
$23.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-35.1K- 82.66% |
$1.08M - $1.21M
|
7.37K
$374K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-35.7K- 58.38% |
$1.1M - $1.23M
|
25.4K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.9K- 0.66% |
$1.11M - $1.24M
|
5.4M
$274M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-39.9K- 53.16% |
$1.23M - $1.38M
|
35.2K
$1.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-40.4K- 27.82% |
$1.25M - $1.4M
|
105K
$5.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-40.6K- 10.79% |
$1.25M - $1.4M
|
336K
$17M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-43.7K- 4.16% |
$1.35M - $1.51M
|
1.01M
$51.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-45.1K- 88.17% |
$1.39M - $1.56M
|
6.04K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-46.6K- 6.0% |
$1.44M - $1.61M
|
730K
$37.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47.3K- 5.05% |
$1.46M - $1.64M
|
889K
$45.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-47.3K- 67.13% |
$1.46M - $1.64M
|
23.2K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-48.7K- 49.66% |
$1.5M - $1.69M
|
49.4K
$2.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-51.3K- 19.88% |
$1.58M - $1.78M
|
207K
$10.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-51.4K- 43.93% |
$1.59M - $1.78M
|
65.6K
$3.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52.6K- 53.29% |
$1.62M - $1.82M
|
46.1K
$2.34M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-53.9K- 11.8% |
$1.67M - $1.87M
|
403K
$20.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-54.3K- 29.13% |
$1.68M - $1.88M
|
132K
$6.71M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-55.8K- 20.62% |
$1.72M - $1.93M
|
215K
$10.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-57K- 15.37% |
$1.76M - $1.97M
|
314K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-57.1K- 8.61% |
$1.76M - $1.97M
|
606K
$30.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-58.3K- 30.55% |
$1.8M - $2.02M
|
132K
$6.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-59.3K- 12.85% |
$1.83M - $2.05M
|
402K
$20.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59.6K- 1.63% |
$1.84M - $2.06M
|
3.61M
$183M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-60.9K- 72.35% |
$1.88M - $2.11M
|
23.3K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-62.6K- 3.77% |
$1.93M - $2.17M
|
1.6M
$81.1M
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-62.7K- 27.69% |
$1.94M - $2.17M
|
164K
$8.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-63K- 66.0% |
$1.95M - $2.18M
|
32.4K
$1.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-64.7K- 77.63% |
$2M - $2.24M
|
18.6K
$946K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-65.4K- 60.01% |
$2.02M - $2.26M
|
43.6K
$2.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-65.7K- 26.24% |
$2.03M - $2.27M
|
185K
$9.38M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-66.3K- 10.15% |
$2.05M - $2.29M
|
587K
$29.8M
|