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 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10New |
$309 - $346
|
10
$508
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
7New |
$216 - $242
|
7
$355
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5New |
$154 - $173
|
5
$254
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 0.17% |
$30.9 - $34.6
|
586
$29.8K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- -0.0% |
$61.8 - $69.2
|
71K
$3.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4- 0.05% |
$124 - $138
|
8.51K
$432K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-6- 0.04% |
$185 - $208
|
17K
$863K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
SELL
|
- |
-9- 0.2% |
$278 - $311
|
4.59K
$233K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-16- 0.89% |
$494 - $554
|
1.78K
$90.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16- 0.07% |
$494 - $554
|
23.2K
$1.18M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-25- 2.02% |
$772 - $865
|
1.21K
$61.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-27- 0.84% |
$834 - $934
|
3.18K
$162K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-27- 0.94% |
$834 - $934
|
2.85K
$145K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-28- 0.39% |
$865 - $969
|
7.24K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-31- 15.98% |
$957 - $1.07K
|
163
$8.28K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-38- 0.06% |
$1.17K - $1.31K
|
68.1K
$3.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-40- 6.57% |
$1.24K - $1.38K
|
569
$28.9K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-41Closed |
$1.27K - $1.42K
|
0
$0
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-43- 86.0% |
$1.33K - $1.49K
|
7
$355
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-47- 0.47% |
$1.45K - $1.63K
|
9.96K
$506K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
SELL
|
- |
-55- 0.09% |
$1.7K - $1.9K
|
59.3K
$3.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-58- 0.14% |
$1.79K - $2.01K
|
41.1K
$2.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-61- 63.54% |
$1.88K - $2.11K
|
35
$1.78K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-84- 0.16% |
$2.59K - $2.91K
|
52.4K
$2.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-85- 0.79% |
$2.62K - $2.94K
|
10.7K
$544K
|
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-85- 0.25% |
$2.62K - $2.94K
|
33.5K
$1.7M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-88- 0.05% |
$2.72K - $3.04K
|
180K
$9.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-93- 1.03% |
$2.87K - $3.22K
|
8.97K
$456K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-96- 0.81% |
$2.96K - $3.32K
|
11.7K
$595K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-100- 0.36% |
$3.09K - $3.46K
|
27.5K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-100- 1.74% |
$3.09K - $3.46K
|
5.65K
$287K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-103- 1.19% |
$3.18K - $3.56K
|
8.54K
$434K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-112- 54.37% |
$3.46K - $3.88K
|
94
$4.77K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-113- 1.02% |
$3.49K - $3.91K
|
11K
$558K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-121- 0.75% |
$3.74K - $4.19K
|
16K
$812K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-138- 1.65% |
$4.26K - $4.77K
|
8.24K
$418K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-146- 0.55% |
$4.51K - $5.05K
|
26.4K
$1.34M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 13.64% |
$4.63K - $5.19K
|
950
$48.2K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-153- 0.42% |
$4.72K - $5.29K
|
36.1K
$1.83M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-160- 4.45% |
$4.94K - $5.54K
|
3.44K
$175K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-165- 0.02% |
$5.1K - $5.71K
|
678K
$34.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-166- 0.61% |
$5.13K - $5.74K
|
27.2K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-167- 2.37% |
$5.16K - $5.78K
|
6.88K
$349K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-167- 0.83% |
$5.16K - $5.78K
|
20.1K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-170- 0.81% |
$5.25K - $5.88K
|
20.8K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-171- 1.46% |
$5.28K - $5.92K
|
11.5K
$586K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-179- 6.05% |
$5.53K - $6.19K
|
2.78K
$141K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-184- 0.72% |
$5.68K - $6.37K
|
25.3K
$1.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-186- 4.08% |
$5.74K - $6.44K
|
4.38K
$222K
|