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 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
776+ 2.17% |
$26.6K - $29.4K
|
36.6K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
730+ 8.86% |
$25.1K - $27.7K
|
8.97K
$466K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
730+ 0.9% |
$25.1K - $27.7K
|
81.5K
$4.24M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
723+ 0.92% |
$24.8K - $27.4K
|
79.7K
$4.14M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
669+ 1.01% |
$23K - $25.4K
|
67K
$3.48M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
669+ 0.13% |
$23K - $25.4K
|
499K
$26M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
609+ 5.39% |
$20.9K - $23.1K
|
11.9K
$619K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
575+ 2.11% |
$19.7K - $21.8K
|
27.8K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
565+ 3.63% |
$19.4K - $21.4K
|
16.1K
$837K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
557+ 1.65% |
$19.1K - $21.1K
|
34.3K
$1.78M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
539+ 1.31% |
$18.5K - $20.4K
|
41.6K
$2.16M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
537+ 4.03% |
$18.4K - $20.4K
|
13.9K
$721K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
518+ 0.28% |
$17.8K - $19.6K
|
184K
$9.56M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
513+ 0.31% |
$17.6K - $19.4K
|
168K
$8.72M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
512New |
$17.6K - $19.4K
|
512
$26.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
504+ 4.87% |
$17.3K - $19.1K
|
10.9K
$565K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 1724.14% |
$17.2K - $19K
|
529
$27.5K
|
|
|
Nov 16, 2023
Q1 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
500+ 4.86% |
$17.2K - $19K
|
10.8K
$561K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
500+ 7.18% |
$17.2K - $19K
|
7.46K
$388K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
482+ 0.99% |
$16.5K - $18.3K
|
49.4K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
453New |
$15.6K - $17.2K
|
453
$23.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
437+ 5.67% |
$15K - $16.6K
|
8.15K
$424K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
436+ 0.17% |
$15K - $16.5K
|
257K
$13.3M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
432New |
$14.8K - $16.4K
|
432
$22.5K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
426+ 39.66% |
$14.6K - $16.1K
|
1.5K
$78K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
425+ 4.57% |
$14.6K - $16.1K
|
9.72K
$505K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
418+ 0.52% |
$14.3K - $15.8K
|
80.2K
$4.17M
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
400+ 2.58% |
$13.7K - $15.2K
|
15.9K
$827K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
393+ 19.69% |
$13.5K - $14.9K
|
2.39K
$124K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
381New |
$13.1K - $14.4K
|
381
$19.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
381+ 0.83% |
$13.1K - $14.4K
|
46.4K
$2.41M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
380+ 3.37% |
$13K - $14.4K
|
11.7K
$607K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
377+ 3.43% |
$12.9K - $14.3K
|
11.4K
$591K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
366+ 5.03% |
$12.6K - $13.9K
|
7.64K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
361+ 4.42% |
$12.4K - $13.7K
|
8.53K
$443K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
324+ 1.59% |
$11.1K - $12.3K
|
20.7K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
319+ 0.21% |
$11K - $12.1K
|
150K
$7.81M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
311New |
$10.7K - $11.8K
|
311
$16.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
300+ 42.13% |
$10.3K - $11.4K
|
1.01K
$52.6K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
278+ 3.99% |
$9.54K - $10.5K
|
7.24K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
272+ 1.46% |
$9.34K - $10.3K
|
18.9K
$982K
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
264+ 1.05% |
$9.06K - $10K
|
25.4K
$1.32M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
254+ 2.87% |
$8.72K - $9.63K
|
9.1K
$473K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
250New |
$8.58K - $9.48K
|
250
$13K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
247New |
$8.48K - $9.36K
|
247
$12.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
239+ 3.88% |
$8.2K - $9.06K
|
6.4K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
233+ 0.43% |
$8K - $8.83K
|
54.5K
$2.83M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
230+ 1.91% |
$7.9K - $8.72K
|
12.3K
$639K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
230+ 0.84% |
$7.9K - $8.72K
|
27.5K
$1.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
213+ 2.36% |
$7.31K - $8.07K
|
9.24K
$481K
|