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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-14.8K- 1.95% |
$507K - $555K
|
743K
$39.3M
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-15.4K- 1.88% |
$530K - $581K
|
805K
$42.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-15.9K- 8.13% |
$545K - $597K
|
179K
$9.48M
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-15.9K- 4.24% |
$545K - $597K
|
358K
$18.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-15.9K- 1.43% |
$546K - $599K
|
1.1M
$58.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-16K- 28.59% |
$548K - $601K
|
39.9K
$2.11M
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-16.9K- 8.73% |
$580K - $636K
|
177K
$9.34M
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-17K- 2.92% |
$584K - $641K
|
567K
$30M
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-17.1K- 12.7% |
$587K - $644K
|
118K
$6.22M
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-18.9K- 36.9% |
$648K - $711K
|
32.3K
$1.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-19.4K- 9.75% |
$664K - $729K
|
179K
$9.48M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-19.7K- 2.14% |
$678K - $743K
|
902K
$47.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-19.9K- 5.02% |
$683K - $749K
|
376K
$19.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-20K- 52.52% |
$685K - $751K
|
18K
$954K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-20.1K- 22.01% |
$690K - $757K
|
71.3K
$3.77M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20.7K- 7.36% |
$709K - $778K
|
260K
$13.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-21.2K- 48.47% |
$728K - $799K
|
22.6K
$1.19M
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-21.6K- 52.81% |
$740K - $811K
|
19.3K
$1.02M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-21.8K- 22.23% |
$749K - $821K
|
76.4K
$4.04M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-22.1K- 17.14% |
$757K - $830K
|
107K
$5.64M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-23.3K- 5.54% |
$799K - $876K
|
397K
$21M
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-24.2K- 30.02% |
$830K - $910K
|
56.4K
$2.98M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.3K- 5.31% |
$868K - $952K
|
451K
$23.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-25.7K- 6.96% |
$882K - $967K
|
344K
$18.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-26K- 11.36% |
$893K - $979K
|
203K
$10.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-26.6K- 7.75% |
$914K - $1M
|
317K
$16.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-27.8K- 70.56% |
$955K - $1.05M
|
11.6K
$614K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-28.1K- 5.4% |
$962K - $1.06M
|
492K
$26M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-31.4K- 33.33% |
$1.08M - $1.18M
|
62.8K
$3.32M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-33.5KClosed |
$1.15M - $1.26M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34K- 0.7% |
$1.17M - $1.28M
|
4.82M
$255M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-35.1K- 4.9% |
$1.2M - $1.32M
|
681K
$36M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-36.7KClosed |
$1.26M - $1.38M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.4K- 0.98% |
$1.28M - $1.41M
|
3.79M
$200M
|
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-38.5KClosed |
$1.32M - $1.45M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-39.2K- 23.2% |
$1.35M - $1.48M
|
130K
$6.86M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-45.5K- 37.67% |
$1.56M - $1.71M
|
75.2K
$3.98M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-45.9K- 1.75% |
$1.57M - $1.73M
|
2.57M
$136M
|
|
|
Jul 18, 2022
Q2 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-47K- 8.34% |
$1.61M - $1.77M
|
517K
$27.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-47.1K- 15.59% |
$1.62M - $1.77M
|
255K
$13.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-48.6K- 2.01% |
$1.67M - $1.83M
|
2.37M
$125M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-48.7KClosed |
$1.67M - $1.83M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-48.8K- 37.37% |
$1.68M - $1.84M
|
81.9K
$4.33M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-49.9K- 13.66% |
$1.71M - $1.88M
|
316K
$16.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-50.4K- 36.86% |
$1.73M - $1.9M
|
86.3K
$4.56M
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
SELL
|
- |
-55K- 3.96% |
$1.89M - $2.07M
|
1.34M
$70.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-55.3K- 2.89% |
$1.9M - $2.08M
|
1.86M
$98.4M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-55.9K- 11.05% |
$1.92M - $2.1M
|
450K
$23.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-56K- 49.93% |
$1.92M - $2.11M
|
56.2K
$2.97M
|
|
|
Jul 15, 2022
Q2 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-57KClosed |
$1.95M - $2.14M
|
0
$0
|