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 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$9.26K - $10.4K
|
300
$15.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
300+ 0.55% |
$9.26K - $10.4K
|
54.6K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
294+ 2.06% |
$9.08K - $10.2K
|
14.5K
$738K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
285New |
$8.8K - $9.86K
|
285
$14.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
278+ 0.59% |
$8.58K - $9.62K
|
47.8K
$2.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
273+ 1.19% |
$8.43K - $9.45K
|
23.3K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
242New |
$7.47K - $8.37K
|
242
$12.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
242+ 2.81% |
$7.47K - $8.37K
|
8.84K
$449K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
231+ 0.84% |
$7.13K - $7.99K
|
27.7K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
226+ 0.3% |
$6.98K - $7.82K
|
74.6K
$3.79M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
225+ 2.97% |
$6.95K - $7.79K
|
7.8K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
199+ 0.56% |
$6.15K - $6.89K
|
35.7K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
199+ 2.26% |
$6.15K - $6.89K
|
9K
$457K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
192+ 4.96% |
$5.93K - $6.64K
|
4.07K
$206K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
178+ 0.77% |
$5.5K - $6.16K
|
23.4K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
173New |
$5.34K - $5.99K
|
173
$8.78K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
165New |
$5.1K - $5.71K
|
165
$8.38K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
165New |
$5.1K - $5.71K
|
165
$8.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
160+ 0.36% |
$4.94K - $5.54K
|
44.3K
$2.25M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
155New |
$4.79K - $5.36K
|
155
$7.87K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
147New |
$4.54K - $5.09K
|
147
$7.46K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
145New |
$4.48K - $5.02K
|
145
$7.36K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
140New |
$4.32K - $4.84K
|
140
$7.11K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
136+ 1.25% |
$4.2K - $4.71K
|
11K
$558K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
135New |
$4.17K - $4.67K
|
135
$6.86K
|
|
|
Jan 12, 2023
Q4 2022
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
125+ 0.05% |
$3.86K - $4.33K
|
231K
$11.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
114New |
$3.52K - $3.94K
|
114
$5.79K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
92+ 6.31% |
$2.84K - $3.18K
|
1.55K
$78.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
87+ 0.08% |
$2.69K - $3.01K
|
106K
$5.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
83+ 100.0% |
$2.56K - $2.87K
|
166
$8.43K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
80+ 228.57% |
$2.47K - $2.77K
|
115
$5.84K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
75+ 0.28% |
$2.32K - $2.6K
|
26.9K
$1.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
70+ 0.04% |
$2.16K - $2.42K
|
171K
$8.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
66+ 0.74% |
$2.04K - $2.28K
|
9.03K
$459K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
58+ 0.43% |
$1.79K - $2.01K
|
13.6K
$692K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
57+ 0.83% |
$1.76K - $1.97K
|
6.96K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
40New |
$1.24K - $1.38K
|
40
$2.03K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37+ 0.18% |
$1.14K - $1.28K
|
20.2K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
36+ 3.23% |
$1.11K - $1.25K
|
1.15K
$58.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
36+ 0.06% |
$1.11K - $1.25K
|
61.9K
$3.14M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.05K - $1.18K
|
34
$1.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
33New |
$1.02K - $1.14K
|
33
$1.68K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
28+ 3.32% |
$865 - $969
|
871
$44.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26+ 5.15% |
$803 - $900
|
531
$27K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
25New |
$772 - $865
|
25
$1.27K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
22New |
$679 - $761
|
22
$1.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
22+ 0.28% |
$679 - $761
|
7.98K
$405K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 0.01% |
$463 - $519
|
168K
$8.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
13+ 0.04% |
$401 - $450
|
36.5K
$1.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.09% |
$340 - $381
|
12.2K
$621K
|