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 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5.97KNew |
$184K - $206K
|
5.97K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.94KNew |
$183K - $205K
|
5.94K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.91K+ 6.15% |
$183K - $205K
|
102K
$5.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5.9KNew |
$182K - $204K
|
5.9K
$300K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.9KNew |
$182K - $204K
|
5.9K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.8KNew |
$179K - $201K
|
5.8K
$294K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.77KNew |
$178K - $199K
|
5.77K
$293K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.72K+ 26.4% |
$177K - $198K
|
27.4K
$1.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5.67KNew |
$175K - $196K
|
5.67K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.55K+ 30.75% |
$171K - $192K
|
23.6K
$1.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.32K+ 1.73% |
$164K - $184K
|
313K
$15.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.26KNew |
$162K - $182K
|
5.26K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.23K+ 19.28% |
$161K - $181K
|
32.3K
$1.64M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.14K+ 55.85% |
$159K - $178K
|
14.3K
$728K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.11K+ 5.35% |
$158K - $177K
|
101K
$5.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.92K+ 14.95% |
$152K - $170K
|
37.9K
$1.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.81KNew |
$149K - $166K
|
4.81K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
4.57K+ 8.96% |
$141K - $158K
|
55.6K
$2.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.55K+ 11.03% |
$141K - $157K
|
45.8K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.51KNew |
$139K - $156K
|
4.51K
$229K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.24K+ 42.05% |
$131K - $147K
|
14.3K
$728K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.21K+ 60.66% |
$130K - $146K
|
11.1K
$566K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.18KNew |
$129K - $144K
|
4.18K
$212K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.15K+ 34.93% |
$128K - $144K
|
16K
$815K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.11K+ 12.97% |
$127K - $142K
|
35.8K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.95K+ 3.11% |
$122K - $137K
|
131K
$6.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.87K+ 12.22% |
$119K - $134K
|
35.5K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.82K+ 5.95% |
$118K - $132K
|
68K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.79K+ 1.35% |
$117K - $131K
|
285K
$14.5M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.78K+ 47.41% |
$117K - $131K
|
11.7K
$596K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.62K+ 10.78% |
$112K - $125K
|
37.2K
$1.89M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.57KNew |
$110K - $123K
|
3.57K
$181K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.5K+ 5.17% |
$108K - $121K
|
71.1K
$3.61M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.49KNew |
$108K - $121K
|
3.49K
$177K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
3.42K+ 9.3% |
$105K - $118K
|
40.1K
$2.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.37K+ 1.87% |
$104K - $117K
|
183K
$9.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.3K+ 2.1% |
$102K - $114K
|
160K
$8.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.28KNew |
$101K - $113K
|
3.28K
$166K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.23K+ 8.08% |
$99.6K - $112K
|
43.2K
$2.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.22K+ 0.89% |
$99.5K - $111K
|
367K
$18.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.2K+ 2.44% |
$98.8K - $111K
|
134K
$6.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.11KNew |
$95.9K - $107K
|
3.11K
$158K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
3.05K+ 11.89% |
$94.1K - $105K
|
28.7K
$1.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3KNew |
$92.7K - $104K
|
3K
$152K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2.99K+ 43.61% |
$92.4K - $104K
|
9.85K
$500K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.97K+ 7.85% |
$91.8K - $103K
|
40.8K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.89K+ 0.42% |
$89.1K - $99.8K
|
695K
$35.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.83K+ 34.18% |
$87.3K - $97.8K
|
11.1K
$564K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.74K+ 3.33% |
$84.5K - $94.6K
|
84.9K
$4.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
2.69K+ 8.57% |
$82.9K - $92.9K
|
34K
$1.73M
|