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
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
10.2K+ 9.89% |
$315K - $353K
|
113K
$5.85M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
10.2K+ 39.89% |
$315K - $353K
|
35.7K
$1.84M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
10K+ 5.68% |
$310K - $347K
|
187K
$9.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
9.88KNew |
$305K - $342K
|
9.88K
$510K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
9.42KNew |
$291K - $326K
|
9.42K
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
9.05K+ 159.04% |
$280K - $313K
|
14.7K
$761K
|
|
|
Feb 06, 2023
Q4 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
9KNew |
$278K - $311K
|
9K
$465K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
8.93K+ 142.16% |
$276K - $309K
|
15.2K
$785K
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
8.71KNew |
$269K - $301K
|
8.71K
$450K
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
8.62K+ 4.18% |
$266K - $298K
|
215K
$11.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.56KNew |
$264K - $296K
|
8.56K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.5KNew |
$262K - $294K
|
8.5K
$439K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
8.48K+ 9.49% |
$262K - $293K
|
97.8K
$5.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
8.34KNew |
$258K - $289K
|
8.34K
$431K
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
BUY
|
- |
8.28K+ 1.94% |
$256K - $286K
|
435K
$22.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
8.18K+ 69.28% |
$253K - $283K
|
20K
$1.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
8.15KNew |
$252K - $282K
|
8.15K
$421K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
8.13K+ 1.6% |
$251K - $281K
|
516K
$26.6M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
8.08KNew |
$250K - $280K
|
8.08K
$417K
|
|
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
8K+ 12.31% |
$247K - $277K
|
73K
$3.77M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8K+ 2.11% |
$247K - $277K
|
388K
$20M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7.71K+ 81.9% |
$238K - $267K
|
17.1K
$884K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
7.61KNew |
$235K - $263K
|
7.61K
$393K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
7.53K+ 18.22% |
$233K - $261K
|
48.9K
$2.52M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.43KNew |
$230K - $257K
|
7.43K
$384K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.12K+ 15.13% |
$220K - $246K
|
54.2K
$2.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.07K+ 21.92% |
$218K - $245K
|
39.3K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6.83KNew |
$211K - $236K
|
6.83K
$352K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.78K+ 37.6% |
$209K - $234K
|
24.8K
$1.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
6.74K+ 8.78% |
$208K - $233K
|
83.5K
$4.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
6.66KNew |
$206K - $230K
|
6.66K
$344K
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.63K+ 8.3% |
$205K - $229K
|
86.5K
$4.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.63K+ 53.48% |
$205K - $229K
|
19K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
6.58K+ 19.32% |
$203K - $228K
|
40.6K
$2.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
6.58K+ 2.5% |
$203K - $227K
|
269K
$13.9M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
6.48KNew |
$200K - $224K
|
6.48K
$334K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.44KNew |
$199K - $223K
|
6.44K
$332K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6.28KNew |
$194K - $217K
|
6.28K
$324K
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
6.27KNew |
$193K - $217K
|
6.27K
$323K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
6.21KNew |
$192K - $215K
|
6.21K
$321K
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6.16KNew |
$190K - $213K
|
6.16K
$318K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6.15KNew |
$190K - $213K
|
6.15K
$318K
|
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
6.09KNew |
$188K - $211K
|
6.09K
$314K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
6.09K+ 71.29% |
$188K - $211K
|
14.6K
$755K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.04KNew |
$186K - $209K
|
6.04K
$312K
|
|
|
Jan 24, 2023
Q4 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
6.03K+ 0.99% |
$186K - $208K
|
615K
$31.7M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.99KNew |
$185K - $207K
|
5.99K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.98KNew |
$185K - $207K
|
5.98K
$308K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5.97KNew |
$184K - $206K
|
5.97K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.94KNew |
$183K - $205K
|
5.94K
$307K
|