Purchases and Sales Made in Q1 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-8.45K- 12.51% |
$290K - $320K
|
59K
$3.01M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-8.7K- 55.98% |
$299K - $330K
|
6.84K
$349K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.82K- 40.4% |
$303K - $334K
|
13K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.99K- 8.93% |
$309K - $341K
|
91.6K
$4.67M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-9.32K- 3.05% |
$320K - $353K
|
296K
$15.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-9.57K- 31.69% |
$328K - $363K
|
20.6K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.97K- 99.63% |
$342K - $378K
|
37
$1.89K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.5K- 1.32% |
$394K - $435K
|
856K
$43.7M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11.7K- 49.68% |
$403K - $444K
|
11.9K
$606K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-12K- 12.42% |
$412K - $455K
|
84.6K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.5K- 40.3% |
$429K - $474K
|
18.5K
$945K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-12.5K- 27.4% |
$430K - $475K
|
33.2K
$1.69M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-12.9K- 18.97% |
$444K - $490K
|
55.3K
$2.82M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-13K- 3.91% |
$446K - $493K
|
320K
$16.3M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 75.17% |
$449K - $496K
|
4.32K
$220K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-13.2K- 6.16% |
$453K - $500K
|
201K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-13.4K- 12.7% |
$461K - $509K
|
92.4K
$4.71M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-13.7K- 50.25% |
$469K - $518K
|
13.5K
$690K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-13.9K- 25.42% |
$476K - $526K
|
40.7K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-14.8K- 14.4% |
$508K - $561K
|
88K
$4.49M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-15K- 1.66% |
$515K - $568K
|
888K
$45.3M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15.1K- 47.59% |
$519K - $573K
|
16.6K
$849K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-15.2K- 1.83% |
$523K - $578K
|
817K
$41.7M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-15.4K- 12.07% |
$529K - $584K
|
112K
$5.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-15.5K- 33.98% |
$532K - $587K
|
30.1K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.8K- 11.44% |
$543K - $599K
|
122K
$6.24M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-16.3K- 10.15% |
$561K - $619K
|
144K
$7.37M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-16.5K- 3.2% |
$566K - $625K
|
499K
$25.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.9K- 25.83% |
$580K - $641K
|
48.5K
$2.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-18.2K- 5.03% |
$625K - $690K
|
344K
$17.5M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18.6K- 25.86% |
$639K - $706K
|
53.4K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-19.2K- 2.28% |
$660K - $729K
|
823K
$42M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-20K- 10.96% |
$686K - $757K
|
162K
$8.27M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20K- 4.98% |
$687K - $759K
|
382K
$19.5M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20.3K- 66.5% |
$698K - $770K
|
10.2K
$522K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-20.6K- 43.67% |
$707K - $780K
|
26.6K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-22.4K- 19.95% |
$769K - $848K
|
89.8K
$4.58M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-22.4K- 8.07% |
$770K - $850K
|
256K
$13M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22.5K- 16.15% |
$773K - $854K
|
117K
$5.96M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-23.4K- 17.69% |
$802K - $886K
|
109K
$5.55M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-24.3K- 20.01% |
$833K - $920K
|
97K
$4.94M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-24.7K- 3.8% |
$848K - $936K
|
625K
$31.9M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-25.1K- 37.68% |
$862K - $952K
|
41.5K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-25.5K- 2.28% |
$874K - $965K
|
1.09M
$55.6M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-25.5K- 80.02% |
$877K - $968K
|
6.38K
$325K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26K- 2.43% |
$891K - $984K
|
1.04M
$53.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-26.5K- 1.95% |
$911K - $1.01M
|
1.33M
$68.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-26.7K- 38.76% |
$915K - $1.01M
|
42.1K
$2.15M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-27.3K- 8.5% |
$936K - $1.03M
|
294K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-27.5K- 3.77% |
$945K - $1.04M
|
703K
$35.8M
|