Purchases and Sales Made in Q1 2023 in Ishares Gold Trust (IAU)

IAU Quotes by TradingView

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 15, 2023 Q1 2023
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
16K
New
$550K - $608K
16K $833K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
15.9K
+ 1.92%
$546K - $602K
844K $43.9M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
15.8K
+ 7.44%
$544K - $600K
229K $11.9M
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
15.6K
+ 75.22%
$534K - $590K
36.3K $1.88M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
15K
+ 40459.46%
$514K - $567K
15K $780K
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
14.5K
+ 62.3%
$497K - $549K
37.7K $1.96M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
14.4K
+ 12.86%
$495K - $546K
127K $6.58M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
14K
+ 30.27%
$482K - $532K
60.4K $3.14M
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
13.9K
+ 50.2%
$477K - $527K
41.6K $2.16M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
13.6K
New
$467K - $516K
13.6K $707K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
13.1K
+ 37.25%
$448K - $495K
48.1K $2.5M
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

BUY
 -
12.7K
+ 1.56%
$438K - $483K
829K $43.1M
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
12.4K
New
$426K - $471K
12.4K $645K
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

BUY
 -
11.8K
New
$405K - $448K
11.8K $614K
Apr 12, 2023 Q1 2023
Old Port Advisors

BUY
 -
11.8K
+ 12.03%
$404K - $446K
110K $5.7M
Sep 18, 2023 Q1 2023
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
11.3K
+ 6.39%
$388K - $428K
188K $9.78M
May 15, 2023 Q1 2023
Blue Investment Partners LLC

Alamo, CA
BUY
 -
11.2K
+ 23.48%
$383K - $423K
58.7K $3.05M
Apr 24, 2023 Q1 2023
Divergent Wealth Advisors

BUY
 -
11.1K
New
$380K - $420K
11.1K $575K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
11K
+ 4389.2%
$377K - $416K
11.2K $583K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
10.9K
+ 16.69%
$373K - $412K
75.9K $3.95M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
10.8K
+ 5.58%
$371K - $410K
204K $10.6M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
10.5K
+ 100.7%
$360K - $398K
20.9K $1.09M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
10.1K
New
$348K - $385K
10.1K $527K
May 11, 2023 Q1 2023
Kovitz Investment Group Partners, LLC

BUY
 -
10.1K
New
$347K - $383K
10.1K $525K
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
10K
+ 1.64%
$345K - $381K
622K $32.3M
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
9.98K
New
$343K - $378K
9.98K $519K
May 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
9.89K
+ 42.35%
$340K - $375K
33.3K $1.73M
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
9.88K
+ 123.8%
$339K - $375K
17.9K $929K
May 03, 2023 Q1 2023
Sterling Financial Planning, Inc.

BUY
 -
9.81K
+ 2.9%
$337K - $372K
348K $18.1M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
9.63K
+ 47.91%
$330K - $365K
29.7K $1.54M
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
9.54K
New
$328K - $362K
9.54K $496K
May 11, 2023 Q1 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
9.41K
+ 6.11%
$323K - $357K
164K $8.5M
Apr 25, 2023 Q1 2023
American National Bank

BUY
 -
9.37K
+ 2335.91%
$322K - $355K
9.77K $508K
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
9.22K
New
$316K - $349K
9.22K $479K
Apr 17, 2023 Q1 2023
Cadent Capital Advisors, LLC

BUY
 -
9.14K
+ 13.42%
$314K - $346K
77.2K $4.01M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
8.49K
+ 23.78%
$291K - $322K
44.2K $2.3M
Apr 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
8.44K
+ 53.59%
$290K - $320K
24.2K $1.26M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
8.4K
New
$288K - $318K
8.4K $436K
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
8.39K
New
$288K - $318K
8.39K $436K
May 18, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
8.3K
+ 72.27%
$285K - $315K
19.8K $1.03M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
8.21K
+ 16.63%
$282K - $311K
57.6K $2.99M
May 12, 2023 Q1 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
8.2K
+ 3.48%
$281K - $311K
243K $12.7M
Apr 18, 2023 Q1 2023
Twelve Points Wealth Management LLC

BUY
 -
8.08K
+ 12.19%
$277K - $306K
74.4K $3.87M
May 22, 2023 Q1 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
8K
New
$275K - $303K
8K $416K
May 15, 2023 Q1 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
7.94K
+ 4.85%
$273K - $301K
172K $8.93M
Apr 17, 2023 Q1 2023
Financial Insights, Inc.

BUY
 -
7.87K
New
$270K - $298K
7.87K $409K
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
7.66K
+ 46.84%
$263K - $290K
24K $1.25M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
7.57K
+ 94587.5%
$260K - $287K
7.58K $394K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
7.56K
+ 9.06%
$260K - $287K
91K $4.73M

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