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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.4K+ 39.48% |
$786K - $880K
|
89.9K
$4.56M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.1K+ 15.31% |
$774K - $867K
|
189K
$9.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
25K+ 29.66% |
$771K - $864K
|
109K
$5.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
24.2KNew |
$748K - $838K
|
24.2K
$1.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
24KNew |
$740K - $829K
|
24K
$1.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.3K+ 23.89% |
$719K - $805K
|
121K
$6.13M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
22.9KNew |
$708K - $793K
|
22.9K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
21.8K+ 43.47% |
$674K - $755K
|
72K
$3.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
21.8K+ 128.08% |
$672K - $753K
|
38.8K
$1.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
20KNew |
$619K - $693K
|
20K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Sagil Capital LLP
London, X0 |
BUY
|
- |
20K+ 3.33% |
$618K - $692K
|
620K
$31.5M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
19.2K+ 2.34% |
$594K - $665K
|
842K
$42.8M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
18.5KNew |
$571K - $639K
|
18.5K
$938K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
18.4K+ 12.06% |
$568K - $636K
|
171K
$8.67M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.1K+ 38.25% |
$559K - $627K
|
65.5K
$3.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18KNew |
$556K - $623K
|
18K
$915K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 12.91% |
$538K - $603K
|
152K
$7.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17.4KNew |
$538K - $603K
|
17.4K
$884K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
17.3K+ 1.19% |
$533K - $597K
|
1.46M
$74.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
17.2K+ 5.66% |
$530K - $594K
|
321K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
17.2K+ 89.09% |
$530K - $593K
|
36.4K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
17K+ 8.64% |
$526K - $589K
|
214K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
15.6K+ 2.45% |
$482K - $540K
|
652K
$33.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.5KNew |
$480K - $538K
|
15.5K
$789K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
15.5KNew |
$480K - $538K
|
15.5K
$789K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
15.5K+ 1.62% |
$478K - $536K
|
973K
$49.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
15.4K+ 49.24% |
$476K - $534K
|
46.7K
$2.37M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
14.8K+ 5.03% |
$456K - $511K
|
308K
$15.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
14.7KNew |
$455K - $510K
|
14.7K
$748K
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.5KNew |
$449K - $503K
|
14.5K
$738K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.9K+ 12.92% |
$428K - $480K
|
121K
$6.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.9K+ 12.92% |
$428K - $480K
|
121K
$6.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
13.4KNew |
$414K - $464K
|
13.4K
$681K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
13KNew |
$401K - $450K
|
13K
$660K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
13KNew |
$401K - $449K
|
13K
$660K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.9KNew |
$399K - $447K
|
12.9K
$657K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12.5K+ 151.12% |
$384K - $431K
|
20.7K
$1.05M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
12.4KNew |
$384K - $430K
|
12.4K
$632K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
12.4KNew |
$381K - $427K
|
12.4K
$627K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
12.1K+ 12.73% |
$374K - $419K
|
107K
$5.44M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12K+ 9.54% |
$372K - $416K
|
138K
$7.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
11.5KNew |
$354K - $396K
|
11.5K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
11.4KNew |
$353K - $396K
|
11.4K
$581K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.3KNew |
$349K - $391K
|
11.3K
$573K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
11.3K+ 3.56% |
$348K - $390K
|
328K
$16.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
11.2K+ 3.44% |
$347K - $389K
|
338K
$17.2M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$344K - $386K
|
11.2K
$566K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
10.6KNew |
$327K - $367K
|
10.6K
$538K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
10.4K+ 99.38% |
$322K - $361K
|
20.9K
$1.06M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.3KNew |
$317K - $355K
|
10.3K
$521K
|