Purchases and Sales Made in Q2 2022 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
150+ 1.69% |
$5.15K - $5.64K
|
9.02K
$477K
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
143+ 0.98% |
$4.91K - $5.38K
|
14.8K
$781K
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
140+ 0.54% |
$4.8K - $5.27K
|
25.8K
$1.37M
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
127+ 3.22% |
$4.36K - $4.78K
|
4.08K
$216K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
125New |
$4.29K - $4.7K
|
125
$6.61K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
117New |
$4.01K - $4.4K
|
117
$6.19K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
116+ 0.52% |
$3.98K - $4.36K
|
22.4K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
116+ 0.52% |
$3.98K - $4.36K
|
22.5K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
110New |
$3.77K - $4.14K
|
110
$5.82K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
105+ 0.37% |
$3.6K - $3.95K
|
28.3K
$1.5M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
96New |
$3.29K - $3.61K
|
96
$5.08K
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
89+ 1.09% |
$3.05K - $3.35K
|
8.27K
$437K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
81+ 7.85% |
$2.78K - $3.05K
|
1.11K
$58.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
68+ 0.67% |
$2.33K - $2.56K
|
10.3K
$543K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
52+ 4.16% |
$1.78K - $1.96K
|
1.3K
$68.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
52+ 0.23% |
$1.78K - $1.96K
|
22.9K
$1.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
48+ 0.05% |
$1.65K - $1.81K
|
105K
$5.55M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
46+ 0.02% |
$1.58K - $1.73K
|
189K
$10M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
40New |
$1.37K - $1.5K
|
40
$2.11K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
40+ 0.02% |
$1.37K - $1.5K
|
213K
$11.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 0.09% |
$995 - $1.09K
|
32.3K
$1.71M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
25+ 0.43% |
$858 - $940
|
5.86K
$310K
|
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
21+ 0.19% |
$721 - $790
|
10.9K
$574K
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
20+ 0.32% |
$686 - $752
|
6.24K
$330K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 0.46% |
$652 - $715
|
4.19K
$221K
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
16+ 0.26% |
$549 - $602
|
6.11K
$323K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
12+ 0.03% |
$412 - $451
|
42.9K
$2.27M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$206 - $226
|
6
$317
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.15% |
$68.6 - $75.2
|
1.3K
$68.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.26% |
$34.3 - $37.6
|
384
$20.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.01% |
$34.3 - $37.6
|
9.2K
$486K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3- 2.78% |
$103 - $113
|
105
$5.55K
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-7- 0.04% |
$240 - $263
|
17.2K
$908K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8- 0.86% |
$274 - $301
|
918
$48.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.03% |
$343 - $376
|
38.1K
$2.01M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-14- 3.26% |
$480 - $527
|
416
$22K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-18Closed |
$618 - $677
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-20- 0.18% |
$686 - $752
|
10.9K
$576K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25Closed |
$858 - $940
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-27Closed |
$926 - $1.02K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-40- 17.09% |
$1.37K - $1.5K
|
194
$10.3K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-46- 2.6% |
$1.58K - $1.73K
|
1.72K
$91.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-50- 0.06% |
$1.72K - $1.88K
|
85.9K
$4.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-51- 0.55% |
$1.75K - $1.92K
|
9.22K
$487K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-52- 0.07% |
$1.78K - $1.96K
|
72.1K
$3.81M
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-72- 0.06% |
$2.47K - $2.71K
|
117K
$6.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-76- 0.53% |
$2.61K - $2.86K
|
14.1K
$748K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-79- 0.83% |
$2.71K - $2.97K
|
9.44K
$499K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-87- 2.54% |
$2.98K - $3.27K
|
3.34K
$176K
|