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 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
930+ 11.23% |
$28.7K - $32.2K
|
9.21K
$468K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
927+ 3.67% |
$28.6K - $32.1K
|
26.2K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
926+ 0.09% |
$28.6K - $32K
|
994K
$50.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
910+ 5.46% |
$28.1K - $31.5K
|
17.6K
$892K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
901+ 5.08% |
$27.8K - $31.2K
|
18.6K
$946K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
900+ 1.1% |
$27.8K - $31.1K
|
82.9K
$4.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
895+ 1.44% |
$27.6K - $31K
|
63K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
875New |
$27K - $30.3K
|
875
$44.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
869+ 1.24% |
$26.8K - $30.1K
|
70.8K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
843+ 3.09% |
$26K - $29.2K
|
28.1K
$1.43M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
834New |
$25.8K - $28.9K
|
834
$42.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
823+ 11.94% |
$25.4K - $28.5K
|
7.71K
$392K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
788+ 1.13% |
$24.3K - $27.3K
|
70.4K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Moon Capital Management LP
New York, NY |
BUY
|
- |
746+ 0.05% |
$23K - $25.8K
|
1.56M
$79.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
736New |
$22.7K - $25.5K
|
736
$37.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
703+ 9.42% |
$21.7K - $24.3K
|
8.17K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
700New |
$21.6K - $24.2K
|
700
$35.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
678New |
$20.9K - $23.5K
|
678
$34.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
671+ 50.64% |
$20.7K - $23.2K
|
2K
$101K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
633+ 5.74% |
$19.5K - $21.9K
|
11.7K
$593K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
625+ 8.48% |
$19.3K - $21.6K
|
8K
$406K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
612+ 0.29% |
$18.9K - $21.2K
|
212K
$10.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
590+ 5.47% |
$18.2K - $20.4K
|
11.4K
$578K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
587+ 73.38% |
$18.1K - $20.3K
|
1.39K
$70.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
566+ 7.78% |
$17.5K - $19.6K
|
7.84K
$398K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
557+ 1.65% |
$17.2K - $19.3K
|
34.3K
$1.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
520+ 2.54% |
$16.1K - $18K
|
21K
$1.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
512+ 812.7% |
$15.8K - $17.7K
|
575
$29.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
511+ 31.25% |
$15.8K - $17.7K
|
2.15K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
500New |
$15.4K - $17.3K
|
500
$25.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
500+ 0.4% |
$15.4K - $17.3K
|
127K
$6.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
497+ 3.06% |
$15.3K - $17.2K
|
16.7K
$850K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
494New |
$15.3K - $17.1K
|
494
$25.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
467New |
$14.4K - $16.2K
|
467
$23.7K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
447New |
$13.8K - $15.5K
|
447
$22.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
444+ 1.98% |
$13.7K - $15.4K
|
22.8K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
433+ 0.96% |
$13.4K - $15K
|
45.7K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
413+ 0.11% |
$12.8K - $14.3K
|
368K
$18.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
408+ 1.46% |
$12.6K - $14.1K
|
28.3K
$1.44M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
400New |
$12.4K - $13.8K
|
400
$20.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
393+ 73.46% |
$12.1K - $13.6K
|
928
$47.1K
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
390New |
$12K - $13.5K
|
390
$19.8K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
387+ 5.65% |
$12K - $13.4K
|
7.24K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
382+ 3.04% |
$11.8K - $13.2K
|
13K
$658K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
350+ 0.59% |
$10.8K - $12.1K
|
59.9K
$3.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
336+ 16.45% |
$10.4K - $11.6K
|
2.38K
$121K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
335+ 2.58% |
$10.3K - $11.6K
|
13.3K
$677K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
335+ 4.03% |
$10.3K - $11.6K
|
8.64K
$439K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
322+ 0.57% |
$9.94K - $11.1K
|
57.1K
$2.9M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
300New |
$9.26K - $10.4K
|
300
$15.2K
|