Purchases and Sales Made in Q3 2022 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-99.8K- 99.9% |
$3.08M - $3.42M
|
103
$5.25K
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-101K- 15.95% |
$3.13M - $3.48M
|
535K
$27.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-102K- 74.76% |
$3.13M - $3.48M
|
34.3K
$1.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-103K- 7.19% |
$3.16M - $3.52M
|
1.32M
$67.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-113K- 37.67% |
$3.47M - $3.87M
|
186K
$9.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-115K- 31.51% |
$3.55M - $3.95M
|
250K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-119K- 18.86% |
$3.66M - $4.08M
|
511K
$26.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-120K- 25.65% |
$3.71M - $4.13M
|
349K
$17.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-122K- 10.85% |
$3.75M - $4.17M
|
999K
$51M
|
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-123K- 49.35% |
$3.78M - $4.2M
|
126K
$6.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-124K- 0.43% |
$3.83M - $4.26M
|
28.9M
$1.48B
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-125K- 3.3% |
$3.86M - $4.3M
|
3.67M
$187M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-127K- 12.58% |
$3.91M - $4.35M
|
881K
$44.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-128K- 7.14% |
$3.94M - $4.39M
|
1.66M
$84.8M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-131K- 26.41% |
$4.03M - $4.49M
|
364K
$18.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
SELL
|
- |
-132K- 9.9% |
$4.07M - $4.54M
|
1.2M
$61.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-135K- 28.07% |
$4.16M - $4.63M
|
346K
$17.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-143K- 13.29% |
$4.42M - $4.92M
|
936K
$47.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-145K- 25.51% |
$4.46M - $4.96M
|
422K
$21.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-149K- 56.04% |
$4.6M - $5.11M
|
117K
$5.96M
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-154K- 34.44% |
$4.74M - $5.28M
|
293K
$14.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-159K- 20.69% |
$4.89M - $5.45M
|
609K
$31M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-163K- 99.7% |
$5.01M - $5.58M
|
488
$24.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-172K- 5.0% |
$5.3M - $5.89M
|
3.27M
$167M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-180K- 19.95% |
$5.54M - $6.17M
|
721K
$36.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-189K- 27.28% |
$5.82M - $6.48M
|
504K
$25.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-205K- 24.19% |
$6.33M - $7.05M
|
644K
$32.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-250K- 1.19% |
$7.7M - $8.57M
|
20.7M
$1.05B
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-260K- 27.34% |
$8.02M - $8.92M
|
691K
$35.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-267K- 97.74% |
$8.23M - $9.16M
|
6.18K
$315K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-271K- 92.48% |
$8.35M - $9.3M
|
22K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-286K- 34.53% |
$8.81M - $9.8M
|
542K
$27.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-287K- 22.99% |
$8.83M - $9.83M
|
960K
$49M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-290K- 7.14% |
$8.93M - $9.94M
|
3.77M
$192M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-293K- 51.05% |
$9.03M - $10.1M
|
281K
$14.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-298K- 92.69% |
$9.18M - $10.2M
|
23.5K
$1.2M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-303K- 96.16% |
$9.35M - $10.4M
|
12.1K
$618K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-333K- 4.15% |
$10.3M - $11.4M
|
7.69M
$392M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-343K- 3.08% |
$10.6M - $11.8M
|
10.8M
$551M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-348K- 12.79% |
$10.7M - $11.9M
|
2.37M
$121M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-351K- 72.82% |
$10.8M - $12M
|
131K
$6.68M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-353K- 18.05% |
$10.9M - $12.1M
|
1.6M
$81.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-361K- 97.9% |
$11.1M - $12.4M
|
7.73K
$394K
|
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-414K- 58.52% |
$12.8M - $14.2M
|
293K
$15M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-472K- 32.99% |
$14.5M - $16.2M
|
958K
$48.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-509K- 15.62% |
$15.7M - $17.4M
|
2.75M
$140M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-514K- 9.32% |
$15.8M - $17.6M
|
5M
$255M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-515K- 89.36% |
$15.9M - $17.6M
|
61.3K
$3.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-515K- 16.85% |
$15.9M - $17.7M
|
2.54M
$130M
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-803K- 99.93% |
$24.7M - $27.5M
|
587
$29.9K
|