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 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-28.3K- 4.82% |
$971K - $1.07M
|
559K
$29M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.5K- 7.08% |
$980K - $1.08M
|
374K
$19.5M
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-29.1K- 11.6% |
$998K - $1.1M
|
221K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-29.6K- 37.7% |
$1.02M - $1.12M
|
48.9K
$2.54M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-29.9K- 62.13% |
$1.03M - $1.13M
|
18.2K
$948K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-30K- 74.7% |
$1.03M - $1.14M
|
10.2K
$528K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-30.5K- 25.98% |
$1.05M - $1.16M
|
86.8K
$4.51M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-31.1K- 24.93% |
$1.07M - $1.18M
|
93.6K
$4.86M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-31.3K- 65.28% |
$1.07M - $1.18M
|
16.6K
$864K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-32.3K- 95.78% |
$1.11M - $1.22M
|
1.42K
$73.9K
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-33.1K- 54.27% |
$1.14M - $1.26M
|
27.9K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-33.7K- 69.94% |
$1.16M - $1.28M
|
14.5K
$753K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.5K- 1.15% |
$1.25M - $1.38M
|
3.13M
$163M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-37.7K- 17.75% |
$1.29M - $1.43M
|
174K
$9.07M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-40.9K- 60.55% |
$1.4M - $1.55M
|
26.7K
$1.39M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-44.9K- 52.89% |
$1.54M - $1.7M
|
40K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-45.7K- 3.48% |
$1.57M - $1.73M
|
1.27M
$65.8M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-46.3K- 16.27% |
$1.59M - $1.76M
|
238K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-46.8K- 7.18% |
$1.61M - $1.77M
|
605K
$31.4M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.9K- 18.27% |
$1.61M - $1.78M
|
210K
$10.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-47.2K- 2.78% |
$1.62M - $1.79M
|
1.65M
$86M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-49.2K- 28.25% |
$1.69M - $1.86M
|
125K
$6.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-52.7K- 16.42% |
$1.81M - $2M
|
268K
$13.9M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-53.3K- 32.34% |
$1.83M - $2.02M
|
112K
$5.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-60K- 42.77% |
$2.06M - $2.27M
|
80.3K
$4.18M
|
|
|
May 10, 2023
Q1 2023
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-60.4K- 9.83% |
$2.07M - $2.29M
|
554K
$28.8M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-60.6K- 67.86% |
$2.08M - $2.3M
|
28.7K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-61.5K- 4.21% |
$2.11M - $2.33M
|
1.4M
$72.8M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-61.8K- 13.99% |
$2.12M - $2.34M
|
380K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-64.3K- 98.65% |
$2.21M - $2.44M
|
878
$45.6K
|
|
|
May 12, 2023
Q1 2023
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-65.9K- 9.08% |
$2.26M - $2.5M
|
659K
$34.3M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-67.9K- 6.73% |
$2.33M - $2.57M
|
940K
$48.9M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-69.1K- 11.4% |
$2.37M - $2.62M
|
537K
$27.9M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-70.2K- 13.1% |
$2.41M - $2.66M
|
466K
$24.2M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-72.7K- 17.48% |
$2.49M - $2.75M
|
343K
$17.8M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-73.5K- 7.4% |
$2.52M - $2.79M
|
921K
$47.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-87.9K- 67.03% |
$3.02M - $3.33M
|
43.2K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-89.4K- 21.45% |
$3.07M - $3.39M
|
327K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-90.7K- 99.89% |
$3.11M - $3.44M
|
100
$5.2K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-113K- 0.55% |
$3.88M - $4.28M
|
20.4M
$1.06B
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-115K- 7.23% |
$3.96M - $4.38M
|
1.48M
$77M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-119K- 64.17% |
$4.07M - $4.49M
|
66.2K
$3.44M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-119K- 74.16% |
$4.08M - $4.5M
|
41.4K
$2.15M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-119K- 58.0% |
$4.1M - $4.52M
|
86.4K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Sagil Capital LLP
London, X0 |
SELL
|
- |
-120K- 19.35% |
$4.12M - $4.55M
|
500K
$26M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-123K- 1.79% |
$4.21M - $4.65M
|
6.72M
$349M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-123K- 95.22% |
$4.23M - $4.67M
|
6.2K
$322K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-134K- 50.85% |
$4.61M - $5.09M
|
130K
$6.75M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-141K- 27.7% |
$4.86M - $5.36M
|
369K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-145K- 5.69% |
$4.98M - $5.5M
|
2.4M
$125M
|