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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
204New |
$7K - $7.73K
|
204
$10.4K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
202+ 0.24% |
$6.93K - $7.66K
|
83.1K
$4.24M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
201+ 1.72% |
$6.9K - $7.62K
|
11.9K
$605K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
198+ 11.45% |
$6.8K - $7.5K
|
1.93K
$98.3K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
171+ 2.88% |
$5.87K - $6.48K
|
6.11K
$312K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
164+ 496.97% |
$5.63K - $6.22K
|
197
$10K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
160+ 0.23% |
$5.49K - $6.06K
|
68.3K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
158+ 0.39% |
$5.42K - $5.99K
|
40.8K
$2.08M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
156+ 0.15% |
$5.36K - $5.91K
|
105K
$5.37M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
149+ 0.62% |
$5.12K - $5.65K
|
24.1K
$1.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
148New |
$5.08K - $5.61K
|
148
$7.55K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
147+ 3.52% |
$5.05K - $5.57K
|
4.32K
$220K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
143+ 0.33% |
$4.91K - $5.42K
|
43.7K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
143+ 794.44% |
$4.91K - $5.42K
|
161
$8.21K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
130+ 0.1% |
$4.46K - $4.93K
|
136K
$6.95M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
130+ 0.65% |
$4.46K - $4.93K
|
20.2K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
125+ 0.56% |
$4.29K - $4.74K
|
22.3K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
117New |
$4.02K - $4.43K
|
117
$5.97K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
116New |
$3.98K - $4.4K
|
116
$5.91K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
103New |
$3.54K - $3.9K
|
103
$5.25K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
98+ 1.09% |
$3.36K - $3.71K
|
9.09K
$464K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
91New |
$3.12K - $3.45K
|
91
$4.64K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
83+ 0.33% |
$2.85K - $3.15K
|
25.3K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
56+ 0.48% |
$1.92K - $2.12K
|
11.8K
$603K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
52+ 0.8% |
$1.79K - $1.97K
|
6.57K
$335K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
49+ 0.48% |
$1.68K - $1.86K
|
10.3K
$526K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
46New |
$1.58K - $1.74K
|
46
$2.35K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
34+ 0.37% |
$1.17K - $1.29K
|
9.24K
$471K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
32+ 0.33% |
$1.1K - $1.21K
|
9.73K
$496K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
28+ 0.04% |
$961 - $1.06K
|
65.1K
$3.32M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
27+ 0.45% |
$927 - $1.02K
|
6.06K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
27+ 0.29% |
$927 - $1.02K
|
9.25K
$471K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
25+ 0.35% |
$858 - $948
|
7.27K
$370K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
23+ 2.23% |
$790 - $872
|
1.06K
$53.8K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
15+ 0.07% |
$515 - $569
|
22.7K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 6.8% |
$343 - $379
|
157
$8.01K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
10+ 1.89% |
$343 - $379
|
540
$27.5K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 1.33% |
$343 - $379
|
762
$38.9K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
8+ 0.04% |
$275 - $303
|
20K
$1.02M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$206 - $227
|
18.8K
$957K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$206 - $227
|
6
$306
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.04% |
$206 - $227
|
13.6K
$695K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
4New |
$137 - $152
|
4
$204
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4+ 0.04% |
$137 - $152
|
10.2K
$520K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.52% |
$103 - $114
|
578
$29.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
3New |
$103 - $114
|
3
$153
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 5.71% |
$68.7 - $75.8
|
37
$1.89K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1- 0.61% |
$34.3 - $37.9
|
162
$8.26K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.34% |
$68.7 - $75.8
|
584
$29.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3- -0.0% |
$103 - $114
|
90.9K
$4.63M
|