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
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
73.2KNew |
$2.26M - $2.53M
|
73.2K
$3.72M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
71.7KNew |
$2.21M - $2.48M
|
71.7K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
70.9K+ 3.23% |
$2.19M - $2.45M
|
2.27M
$115M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
70.2K+ 149.11% |
$2.17M - $2.43M
|
117K
$5.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
69.3K+ 115.21% |
$2.14M - $2.4M
|
130K
$6.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
68.7KNew |
$2.12M - $2.38M
|
68.7K
$3.49M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
66.7KNew |
$2.06M - $2.31M
|
66.7K
$3.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
66.6K+ 938.94% |
$2.06M - $2.3M
|
73.7K
$3.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
66KNew |
$2.04M - $2.28M
|
66K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
65.1K+ 67137.11% |
$2.01M - $2.25M
|
65.2K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
65K+ 16.92% |
$2.01M - $2.25M
|
449K
$22.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
63.2K+ 29.13% |
$1.95M - $2.19M
|
280K
$14.2M
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
60.9KNew |
$1.88M - $2.11M
|
60.9K
$3.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
59.6K+ 652.45% |
$1.84M - $2.06M
|
68.8K
$3.49M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
56.6KNew |
$1.75M - $1.96M
|
56.6K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
55.5KNew |
$1.71M - $1.92M
|
55.5K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
54.5K+ 63.45% |
$1.68M - $1.89M
|
140K
$7.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
54.2KNew |
$1.68M - $1.88M
|
54.2K
$2.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
BUY
|
- |
53.2K+ 39.98% |
$1.64M - $1.84M
|
186K
$9.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
50.8KNew |
$1.57M - $1.76M
|
50.8K
$2.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.7K+ 2.14% |
$1.57M - $1.75M
|
2.42M
$123M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
48.2KNew |
$1.49M - $1.67M
|
48.2K
$2.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
47.5KNew |
$1.47M - $1.64M
|
47.5K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
47.2KNew |
$1.46M - $1.63M
|
47.2K
$2.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
46.4K+ 6.71% |
$1.43M - $1.61M
|
738K
$37.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
45.8K+ 25.62% |
$1.41M - $1.59M
|
225K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
45.6K+ 235.4% |
$1.41M - $1.58M
|
65K
$3.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
45.6KNew |
$1.41M - $1.58M
|
45.6K
$2.31M
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
42.9KNew |
$1.32M - $1.48M
|
42.9K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
40.3K+ 10.75% |
$1.25M - $1.4M
|
416K
$21.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
39.6K+ 34.53% |
$1.22M - $1.37M
|
154K
$7.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
37.4K+ 162.42% |
$1.16M - $1.3M
|
60.5K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
36.9KNew |
$1.14M - $1.28M
|
36.9K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
35.4K+ 88.96% |
$1.09M - $1.23M
|
75.2K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
34K+ 486.61% |
$1.05M - $1.18M
|
41K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33.6K+ 18.72% |
$1.04M - $1.16M
|
213K
$10.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
33.5K+ 4.28% |
$1.04M - $1.16M
|
816K
$41.5M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33.1K+ 33.43% |
$1.02M - $1.14M
|
132K
$6.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.5K+ 29.95% |
$974K - $1.09M
|
137K
$6.95M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
30.4K+ 3.46% |
$938K - $1.05M
|
907K
$46.1M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
30.4K+ 3.46% |
$938K - $1.05M
|
907K
$46.1M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
30KNew |
$927K - $1.04M
|
30K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
30K+ 20.26% |
$926K - $1.04M
|
178K
$9.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
29.9K+ 313.84% |
$924K - $1.04M
|
39.5K
$2M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
29.2K+ 5.79% |
$901K - $1.01M
|
533K
$27.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
28.8K+ 2.65% |
$890K - $998K
|
1.12M
$56.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
28.7KNew |
$885K - $992K
|
28.7K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
28.6K+ 20.65% |
$883K - $989K
|
167K
$8.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
28.2K+ 28.16% |
$871K - $976K
|
128K
$6.52M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
28.1K+ 11.7% |
$866K - $971K
|
268K
$13.6M
|