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 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-6.65KClosed |
$228K - $250K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-6.67K- 0.83% |
$229K - $251K
|
793K
$43.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.79KClosed |
$233K - $256K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-6.84KClosed |
$235K - $257K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-7K- 49.88% |
$240K - $263K
|
7.03K
$386K
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-7.01K- 1.49% |
$241K - $264K
|
464K
$25.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.15K- 29.45% |
$245K - $269K
|
17.1K
$940K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-7.17KClosed |
$246K - $270K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-7.28KClosed |
$250K - $274K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.29K- 14.42% |
$250K - $274K
|
43.3K
$2.38M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-7.33KClosed |
$251K - $276K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-7.39K- 6.52% |
$254K - $278K
|
106K
$5.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.4K- 15.01% |
$254K - $279K
|
41.9K
$2.3M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-7.44K- 2.16% |
$255K - $280K
|
337K
$18.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.55K- 17.1% |
$259K - $284K
|
36.6K
$2.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-7.72K- 12.67% |
$265K - $290K
|
53.2K
$2.92M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-7.74K- 19.51% |
$265K - $291K
|
31.9K
$1.75M
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-7.75K- 2.33% |
$266K - $291K
|
324K
$17.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.79K- 4.05% |
$267K - $293K
|
185K
$10.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-8.17K- 2.43% |
$280K - $308K
|
328K
$18M
|
|
|
Aug 11, 2022
Q2 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-8.21K- 15.33% |
$282K - $309K
|
45.4K
$2.49M
|
|
|
Jul 13, 2022
Q2 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-8.37KClosed |
$287K - $315K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-8.7K- 1.52% |
$298K - $327K
|
563K
$30.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8.8K- 55.97% |
$302K - $331K
|
6.92K
$380K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.03K- 27.11% |
$310K - $340K
|
24.3K
$1.33M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9.08K- 15.1% |
$312K - $342K
|
51.1K
$2.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.39K- 11.98% |
$322K - $353K
|
69K
$3.79M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-9.4KClosed |
$323K - $354K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.58K- 5.33% |
$329K - $360K
|
170K
$9.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-9.81KClosed |
$337K - $369K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-9.85K- 1.94% |
$338K - $371K
|
498K
$27.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-10.1K- 6.27% |
$346K - $379K
|
151K
$8.26M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.2K- 9.57% |
$349K - $383K
|
96.1K
$5.28M
|
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-11K- 0.76% |
$376K - $412K
|
1.44M
$78.8M
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-11K- 36.82% |
$377K - $414K
|
18.9K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-11.3K- 11.56% |
$388K - $425K
|
86.4K
$4.74M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.5K- 1.05% |
$395K - $433K
|
1.08M
$59.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-11.6K- 1.49% |
$398K - $436K
|
768K
$42.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-11.7K- 11.79% |
$401K - $440K
|
87.5K
$4.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.8K- 11.61% |
$404K - $443K
|
89.7K
$4.92M
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-12.4K- 64.26% |
$424K - $465K
|
6.87K
$377K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.7K- 1.56% |
$437K - $479K
|
804K
$44.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-13K- 15.26% |
$446K - $489K
|
72.2K
$3.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.2K- 6.8% |
$453K - $497K
|
181K
$9.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13.3K- 11.9% |
$456K - $500K
|
98.3K
$5.39M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-13.3K- 19.45% |
$457K - $501K
|
55.1K
$3.02M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14KClosed |
$480K - $527K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-14K- 12.66% |
$480K - $527K
|
96.6K
$5.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-14.4K- 5.6% |
$495K - $543K
|
243K
$13.4M
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-14.6K- 9.96% |
$499K - $548K
|
132K
$7.22M
|