Purchases and Sales Made in Q1 2023 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-4.21K- 5.88% |
$145K - $160K
|
67.5K
$3.51M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.23K- 37.91% |
$145K - $160K
|
6.92K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.29K- 4.67% |
$147K - $163K
|
87.7K
$4.56M
|
|
|
May 15, 2023
Q1 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-4.36K- 10.37% |
$150K - $165K
|
37.7K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-4.47K- 11.45% |
$153K - $169K
|
34.6K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.65K- 4.72% |
$160K - $176K
|
93.8K
$4.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.72K- 4.69% |
$162K - $179K
|
95.9K
$4.98M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.75K- 20.41% |
$163K - $180K
|
18.5K
$962K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.82K- 1.2% |
$165K - $183K
|
399K
$20.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.83K- 16.24% |
$166K - $183K
|
24.9K
$1.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-4.96K- 24.61% |
$170K - $188K
|
15.2K
$791K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5K- 22.86% |
$172K - $189K
|
16.9K
$876K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-5K- 17.7% |
$172K - $190K
|
23.2K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.05K- 2.02% |
$173K - $191K
|
245K
$12.7M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.14K- 35.83% |
$176K - $195K
|
9.2K
$478K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.14K- 35.83% |
$176K - $195K
|
9.2K
$478K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.14K- 1.39% |
$177K - $195K
|
364K
$18.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-5.33K- 2.45% |
$183K - $202K
|
213K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.44K- 12.39% |
$187K - $206K
|
38.5K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.5K- 24.02% |
$189K - $208K
|
17.4K
$904K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5.54K- 2.05% |
$190K - $210K
|
264K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.56K- 4.92% |
$191K - $211K
|
107K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.57K- 45.13% |
$191K - $211K
|
6.77K
$352K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.65K- 11.83% |
$194K - $214K
|
42.1K
$2.19M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-5.84K- 6.59% |
$200K - $221K
|
82.8K
$4.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-6.22K- 19.16% |
$213K - $236K
|
26.2K
$1.36M
|
|
|
May 05, 2023
Q1 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-6.39K- 5.0% |
$219K - $242K
|
122K
$6.32M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.79K- 4.04% |
$233K - $257K
|
161K
$8.37M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-6.8K- 7.87% |
$234K - $258K
|
79.7K
$4.14M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-7.07K- 15.45% |
$243K - $268K
|
38.7K
$2.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-7.12K- 10.37% |
$245K - $270K
|
61.6K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-7.13K- 21.27% |
$245K - $270K
|
26.4K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-7.23K- 8.99% |
$248K - $274K
|
73.2K
$3.8M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-7.25K- 2.35% |
$249K - $275K
|
301K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-7.3K- 17.89% |
$251K - $277K
|
33.5K
$1.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.41K- 2.31% |
$254K - $281K
|
314K
$16.3M
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
SELL
|
- |
-7.48K- 12.62% |
$257K - $283K
|
51.8K
$2.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.6K- 2.93% |
$261K - $288K
|
252K
$13.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-7.62K- 1.5% |
$262K - $289K
|
502K
$26.1M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7.73K- 31.86% |
$265K - $293K
|
16.5K
$859K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-7.79K- 99.9% |
$267K - $295K
|
8
$416
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.83K- 2.15% |
$269K - $297K
|
356K
$18.5M
|
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-7.87K- 29.99% |
$270K - $298K
|
18.4K
$955K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.89K- 12.93% |
$271K - $299K
|
53.1K
$2.76M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-8.07K- 20.46% |
$277K - $306K
|
31.4K
$1.63M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-8.08KClosed |
$277K - $306K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-8.24K- 10.74% |
$283K - $312K
|
68.5K
$3.56M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.27K- 4.72% |
$284K - $313K
|
167K
$8.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-8.38K- 3.02% |
$288K - $318K
|
269K
$14M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-8.43K- 2.26% |
$289K - $319K
|
365K
$19M
|