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 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-67.1K- 79.03% |
$2.07M - $2.32M
|
17.8K
$904K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-68.6K- 62.27% |
$2.12M - $2.37M
|
41.5K
$2.11M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71.7K- 33.94% |
$2.21M - $2.48M
|
139K
$7.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-71.7K- 21.85% |
$2.22M - $2.48M
|
257K
$13M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79.5K- 1.15% |
$2.46M - $2.75M
|
6.84M
$348M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-81.9K- 11.36% |
$2.53M - $2.83M
|
639K
$32.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-85.1K- 43.14% |
$2.63M - $2.94M
|
112K
$5.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
SELL
|
- |
-86.2K- 26.49% |
$2.66M - $2.98M
|
239K
$12.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-87.2K- 74.29% |
$2.69M - $3.02M
|
30.2K
$1.53M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-87.5K- 10.19% |
$2.7M - $3.03M
|
771K
$39.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-92.3K- 3.9% |
$2.85M - $3.19M
|
2.27M
$115M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-92.6K- 19.94% |
$2.86M - $3.21M
|
372K
$18.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-93.1K- 4.02% |
$2.87M - $3.22M
|
2.22M
$113M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-95.9K- 9.6% |
$2.96M - $3.32M
|
903K
$45.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-98.6K- 26.19% |
$3.04M - $3.41M
|
278K
$14.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-102K- 94.41% |
$3.15M - $3.53M
|
6.05K
$307K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-104K- 24.32% |
$3.2M - $3.59M
|
322K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-109K- 7.63% |
$3.38M - $3.78M
|
1.32M
$67.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-111K- 27.93% |
$3.44M - $3.86M
|
288K
$14.6M
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-126KClosed |
$3.89M - $4.35M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-126K- 43.02% |
$3.9M - $4.37M
|
167K
$8.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-128K- 5.04% |
$3.96M - $4.43M
|
2.41M
$123M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-130K- 42.42% |
$4.01M - $4.5M
|
176K
$8.95M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-131K- 7.13% |
$4.03M - $4.52M
|
1.7M
$86.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-133K- 15.46% |
$4.1M - $4.59M
|
725K
$36.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-136K- 17.28% |
$4.19M - $4.7M
|
650K
$33M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-143K- 10.83% |
$4.43M - $4.96M
|
1.18M
$59.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-147K- 28.71% |
$4.53M - $5.07M
|
364K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-154K- 0.74% |
$4.74M - $5.32M
|
20.5M
$1.04B
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-154K- 39.66% |
$4.75M - $5.32M
|
234K
$11.9M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-166K- 45.64% |
$5.14M - $5.75M
|
198K
$10.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-209K- 18.12% |
$6.45M - $7.23M
|
943K
$47.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-220K- 33.35% |
$6.79M - $7.61M
|
439K
$22.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-242K- 15.1% |
$7.48M - $8.38M
|
1.36M
$69.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-245K- 51.93% |
$7.57M - $8.48M
|
227K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-248K- 20.21% |
$7.65M - $8.57M
|
977K
$49.6M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-251K- 36.26% |
$7.75M - $8.69M
|
441K
$22.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-254K- 10.42% |
$7.84M - $8.79M
|
2.18M
$111M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-254K- 86.72% |
$7.85M - $8.8M
|
38.9K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-299KClosed |
$9.22M - $10.3M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-333K- 8.85% |
$10.3M - $11.5M
|
3.43M
$174M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-341K- 59.19% |
$10.5M - $11.8M
|
235K
$11.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-348K- 55.09% |
$10.7M - $12M
|
283K
$14.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-382K- 52.94% |
$11.8M - $13.2M
|
339K
$17.2M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-414K- 29.15% |
$12.8M - $14.3M
|
1.01M
$51.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-418K- 12.79% |
$12.9M - $14.5M
|
2.85M
$145M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-446K- 71.92% |
$13.8M - $15.4M
|
174K
$8.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-474K- 3.36% |
$14.6M - $16.4M
|
13.6M
$692M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-541K- 36.19% |
$16.7M - $18.7M
|
954K
$48.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-598K- 7.46% |
$18.5M - $20.7M
|
7.43M
$377M
|