Purchases and Sales Made in Q4 2022 in Ishares Gold Trust (IAU)

IAU Quotes by TradingView

This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q4 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
Feb 10, 2023 Q4 2022
Bison Wealth, LLC

SELL
 -
-7.46K
- 11.84%
$230K - $258K
55.5K $2.89M
Feb 14, 2023 Q4 2022
Hsbc Holdings PLC

London, X0
SELL
 -
-7.5K
- 7.44%
$232K - $260K
93.3K $4.85M
Feb 09, 2023 Q4 2022
Financial Management Network Inc

SELL
 -
-7.63K
- 11.44%
$236K - $264K
59.1K $3.07M
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-7.75K
- 8.59%
$239K - $268K
82.5K $4.29M
Feb 06, 2023 Q4 2022
Harvest Fund Management Co., LTD

Beijing, F4
SELL
 -
-7.9K
- 8.94%
$244K - $273K
80.4K $4.18M
Feb 13, 2023 Q4 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-8.05K
- 4.44%
$248K - $278K
173K $9.01M
Feb 08, 2023 Q4 2022
Prudential PLC

London, England, X0
SELL
 -
-8.75K
- 14.52%
$270K - $303K
51.5K $2.68M
Mar 08, 2023 Q4 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-9.43K
- 0.71%
$291K - $326K
1.31M $68.2M
Feb 07, 2023 Q4 2022
Wms Partners, LLC

SELL
 -
-9.63K
- 12.39%
$297K - $333K
68.1K $3.54M
Jan 25, 2023 Q4 2022
Whittier Trust CO

SELL
 -
-9.63K
- 11.4%
$297K - $333K
74.9K $3.89M
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-10.2K
- 15.51%
$314K - $352K
55.4K $2.88M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

SELL
 -
-10.2K
- 16.03%
$314K - $352K
53.2K $2.77M
Jan 19, 2023 Q4 2022
Kingfisher Capital LLC

SELL
 -
-10.4K
- 47.35%
$322K - $361K
11.6K $603K
Feb 02, 2023 Q4 2022
Spinnaker Trust

SELL
 -
-10.6K
- 2.51%
$327K - $366K
412K $21.4M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-10.6K
- 1.11%
$328K - $367K
949K $49.4M
Jun 27, 2023 Q4 2022
Strategies Wealth Advisors, LLC

Grand Rapids, MI
SELL
 -
-11.1K
Closed
$344K - $386K
0 $0
Feb 07, 2023 Q4 2022
Sentinel Trust CO Lba

Houston, TX
SELL
 -
-11.6K
- 3.64%
$357K - $400K
306K $15.9M
Jan 09, 2023 Q4 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-12K
- 8.79%
$371K - $416K
125K $6.48M
Feb 10, 2023 Q4 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
SELL
 -
-12.1K
- 5.19%
$375K - $420K
222K $11.5M
Feb 01, 2023 Q4 2022
Cwm, LLC

SELL
 -
-12.8K
- 37.27%
$395K - $442K
21.5K $1.12M
Feb 13, 2023 Q4 2022
Credit Suisse Ag

Zurich, V8
SELL
 -
-13.1K
- 38.37%
$405K - $453K
21K $1.09M
Jan 30, 2023 Q4 2022
Howland Capital Management LLC

SELL
 -
-13.4K
- 4.53%
$415K - $465K
283K $14.7M
Jan 19, 2023 Q4 2022
Gen Wealth Group, Inc.

SELL
 -
-13.7K
- 1.61%
$422K - $473K
832K $43.3M
Jan 19, 2023 Q4 2022
Pendal Group LTD

SELL
 -
-13.8K
- 38.05%
$425K - $477K
22.4K $1.17M
Jan 27, 2023 Q4 2022
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-14.1K
- 2.7%
$437K - $489K
509K $26.5M
Feb 09, 2023 Q4 2022
Dohj, LLC

Seattle, WA
SELL
 -
-14.5K
- 54.27%
$447K - $501K
12.2K $635K
Feb 09, 2023 Q4 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-15.5K
- 33.61%
$478K - $535K
30.6K $1.59M
Jan 31, 2023 Q4 2022
Fifth Third Securities, Inc.

SELL
 -
-15.5K
- 5.65%
$480K - $537K
259K $13.5M
Feb 14, 2023 Q4 2022
Laird Norton Trust Company, LLC

SELL
 -
-15.7K
- 14.55%
$484K - $542K
92K $4.78M
Feb 03, 2023 Q4 2022
Pinnacle Financial Partners Inc

SELL
 -
-15.7K
- 30.55%
$484K - $543K
35.7K $1.85M
Feb 07, 2023 Q4 2022
Gamble Jones Investment Counsel

SELL
 -
-15.7K
- 2.86%
$485K - $543K
533K $27.7M
Feb 14, 2023 Q4 2022
Vident Investment Advisory, LLC

Alpharetta, GA
SELL
 -
-15.8K
- 40.83%
$488K - $546K
22.9K $1.19M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-16K
- 8.22%
$494K - $553K
179K $9.29M
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-16.1K
- 51.03%
$497K - $556K
15.4K $802K
Jan 27, 2023 Q4 2022
Sinecera Capital, LLC

SELL
 -
-16.6K
- 6.92%
$514K - $576K
224K $11.6M
Jan 17, 2023 Q4 2022
Zhang Financial LLC

SELL
 -
-16.9K
- 1.97%
$522K - $585K
842K $43.8M
Feb 14, 2023 Q4 2022
True Private Wealth Advisors

SELL
 -
-17.3K
- 30.67%
$533K - $598K
39K $2.03M
Feb 02, 2023 Q4 2022
Farmers & Merchants Investments Inc

SELL
 -
-17.4K
- 53.56%
$538K - $602K
15.1K $784K
Feb 13, 2023 Q4 2022
Wellspring Financial Advisors, LLC

Cleveland, OH
SELL
 -
-17.7K
- 9.14%
$545K - $611K
175K $9.12M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-19.2K
- 14.48%
$594K - $666K
114K $5.91M
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-19.5K
- 17.49%
$603K - $676K
92.1K $4.79M
Feb 03, 2023 Q4 2022
Grove Bank & Trust

SELL
 -
-19.6K
- 64.21%
$605K - $678K
10.9K $568K
Jan 17, 2023 Q4 2022
Twelve Points Wealth Management LLC

SELL
 -
-20K
- 23.13%
$616K - $690K
66.3K $3.45M
Feb 08, 2023 Q4 2022
Coastal Bridge Advisors, LLC

SELL
 -
-20.4K
- 11.28%
$631K - $708K
161K $8.36M
Jun 12, 2023 Q4 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-21.2K
- 60.95%
$654K - $732K
13.6K $705K
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

SELL
 -
-21.3K
- 53.17%
$658K - $737K
18.8K $975K
Feb 06, 2023 Q4 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-21.6K
- 31.5%
$667K - $747K
47K $2.44M
Feb 07, 2023 Q4 2022
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

SELL
 -
-22.7K
- 24.94%
$700K - $784K
68.2K $3.54M
Feb 14, 2023 Q4 2022
United Services Automobile Association

San Antonio, TX
SELL
 -
-22.7K
- 18.1%
$702K - $786K
103K $5.35M

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