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
|
Merit Financial Group, LLC
|
BUY
|
- |
2.58K+ 26.58% |
$79.7K - $89.3K
|
12.3K
$624K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.5K+ 1.54% |
$77.3K - $86.6K
|
165K
$8.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.48K+ 8.05% |
$76.5K - $85.7K
|
33.2K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.3KNew |
$71.1K - $79.6K
|
2.3K
$117K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2.22K+ 1.38% |
$68.5K - $76.7K
|
163K
$8.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.05K+ 7.05% |
$63.1K - $70.8K
|
31K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.02K+ 23.13% |
$62.4K - $69.9K
|
10.8K
$546K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.01K+ 1.98% |
$62.1K - $69.6K
|
104K
$5.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.99K+ 57.38% |
$61.4K - $68.8K
|
5.45K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 1190.96% |
$61K - $68.4K
|
2.14K
$109K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.96K+ 9.9% |
$60.4K - $67.6K
|
21.7K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.87K+ 18.9% |
$57.7K - $64.7K
|
11.8K
$597K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.8K+ 13.1% |
$55.7K - $62.4K
|
15.6K
$791K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 4.27% |
$55.4K - $62K
|
43.8K
$2.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.79K+ 0.72% |
$55.3K - $62K
|
251K
$12.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.73KNew |
$53.4K - $59.9K
|
1.73K
$87.8K
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
1.73K+ 44.95% |
$53.3K - $59.7K
|
5.57K
$283K
|
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.72K+ 0.78% |
$53K - $59.4K
|
223K
$11.3M
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.64K+ 4.16% |
$50.6K - $56.7K
|
41K
$2.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.61K+ 22.63% |
$49.6K - $55.5K
|
8.7K
$442K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.58K+ 0.82% |
$48.9K - $54.8K
|
194K
$9.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.55K+ 3.31% |
$47.9K - $53.6K
|
48.3K
$2.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.54K+ 2.81% |
$47.5K - $53.2K
|
56.3K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.52K+ 7.69% |
$46.8K - $52.5K
|
21.2K
$1.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.51K+ 15.84% |
$46.7K - $52.3K
|
11.1K
$561K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
1.49K+ 4.32% |
$45.9K - $51.5K
|
35.9K
$1.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.48K+ 1.28% |
$45.7K - $51.2K
|
117K
$5.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.45K+ 0.45% |
$44.8K - $50.2K
|
321K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.41K+ 3441.46% |
$43.6K - $48.8K
|
1.45K
$73.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.4K+ 1.55% |
$43.2K - $48.4K
|
91.6K
$4.65M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.4K+ 7.36% |
$43.1K - $48.3K
|
20.4K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.35KNew |
$41.6K - $46.6K
|
1.35K
$68.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.21K+ 19.04% |
$37.4K - $41.9K
|
7.57K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.21KNew |
$37.3K - $41.8K
|
1.21K
$61.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.21K+ 19.52% |
$37.2K - $41.7K
|
7.38K
$375K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.19KNew |
$36.9K - $41.3K
|
1.19K
$60.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 1.48% |
$35.9K - $40.3K
|
79.8K
$4.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.16K+ 0.31% |
$35.9K - $40.2K
|
373K
$18.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1.08K+ 85.01% |
$33.4K - $37.5K
|
2.36K
$120K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.08K+ 8.59% |
$33.3K - $37.3K
|
13.6K
$692K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.07KNew |
$33.2K - $37.2K
|
1.07K
$54.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.05K+ 15.05% |
$32.4K - $36.3K
|
8.03K
$408K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.05K+ 12.69% |
$32.3K - $36.2K
|
9.29K
$472K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.04KNew |
$32.2K - $36.1K
|
1.04K
$52.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.04K+ 2.42% |
$32.1K - $35.9K
|
43.9K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.02K+ 0.83% |
$31.6K - $35.4K
|
124K
$6.29M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
997+ 0.3% |
$30.8K - $34.5K
|
333K
$16.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
946+ 278.24% |
$29.2K - $32.7K
|
1.29K
$65.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
946+ 0.37% |
$29.2K - $32.7K
|
254K
$12.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
938New |
$29K - $32.5K
|
938
$47.6K
|