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 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-657K- 88.11% |
$20.3M - $22.7M
|
88.6K
$4.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-751K- 27.34% |
$23.2M - $26M
|
2M
$101M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-775K- 99.1% |
$23.9M - $26.8M
|
7.08K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-824K- 87.03% |
$25.5M - $28.5M
|
123K
$6.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-947K- 18.95% |
$29.3M - $32.8M
|
4.05M
$206M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-991K- 49.63% |
$30.6M - $34.3M
|
1.01M
$51.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.01M- 82.11% |
$31.2M - $34.9M
|
220K
$11.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.24M- 4.27% |
$38.2M - $42.8M
|
27.7M
$1.41B
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.54M- 98.95% |
$47.6M - $53.3M
|
16.3K
$830K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.55M- 12.67% |
$47.9M - $53.7M
|
10.7M
$543M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.58M- 33.27% |
$48.8M - $54.7M
|
3.17M
$161M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.6M- 95.94% |
$49.3M - $55.2M
|
67.5K
$3.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.63M- 42.52% |
$50.4M - $56.5M
|
2.21M
$112M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2M- 48.4% |
$61.8M - $69.3M
|
2.13M
$108M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.39M- 8.76% |
$105M - $117M
|
35.2M
$1.79B
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.15M- 90.67% |
$128M - $143M
|
427K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.86M- 70.0% |
$181M - $203M
|
2.51M
$128M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18.1M- 40.52% |
$560M - $628M
|
26.6M
$1.35B
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-29M- 99.9% |
$895M - $1B
|
29K
$1.47M
|