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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-95- 57.23% |
$3.26K - $3.57K
|
71
$3.75K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-100- 0.36% |
$3.43K - $3.76K
|
27.8K
$1.47M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-119- 2.45% |
$4.08K - $4.48K
|
4.74K
$251K
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-140- 1.26% |
$4.8K - $5.27K
|
10.9K
$578K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-143- 16.4% |
$4.91K - $5.38K
|
729
$38.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-145Closed |
$4.97K - $5.45K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-147- 1.99% |
$5.04K - $5.53K
|
7.23K
$382K
|
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-153- 0.24% |
$5.25K - $5.76K
|
63.8K
$3.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-183- 1.31% |
$6.28K - $6.88K
|
13.8K
$729K
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-190- 1.17% |
$6.52K - $7.15K
|
16K
$848K
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-196- 0.5% |
$6.72K - $7.37K
|
38.9K
$2.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 2.01% |
$6.86K - $7.52K
|
9.77K
$516K
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-202- 2.37% |
$6.93K - $7.6K
|
8.33K
$440K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-202- 1.48% |
$6.93K - $7.6K
|
13.5K
$712K
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-203- 1.29% |
$6.96K - $7.64K
|
15.6K
$824K
|
|
|
Oct 13, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-206- 86.19% |
$7.07K - $7.75K
|
33
$1.74K
|
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-220- 0.18% |
$7.55K - $8.28K
|
123K
$6.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-226- 0.67% |
$7.75K - $8.5K
|
33.5K
$1.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-233Closed |
$7.99K - $8.77K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-236- 3.59% |
$8.1K - $8.88K
|
6.34K
$335K
|
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-250- 0.14% |
$8.58K - $9.41K
|
178K
$9.39M
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-257- 2.74% |
$8.82K - $9.67K
|
9.13K
$482K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-305Closed |
$10.5K - $11.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-306- 0.51% |
$10.5K - $11.5K
|
60K
$3.17M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-320- 6.68% |
$11K - $12K
|
4.47K
$236K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-324- 0.56% |
$11.1K - $12.2K
|
58K
$3.07M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-330- 20.25% |
$11.3K - $12.4K
|
1.3K
$68.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-341- 23.81% |
$11.7K - $12.8K
|
1.09K
$57.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-350- 1.58% |
$12K - $13.2K
|
21.9K
$1.16M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-350- 2.22% |
$12K - $13.2K
|
15.4K
$817K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-351- 0.5% |
$12K - $13.2K
|
69.8K
$3.69M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-352- 3.79% |
$12.1K - $13.2K
|
8.94K
$472K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-358- 3.64% |
$12.3K - $13.5K
|
9.47K
$500K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-361- 5.5% |
$12.4K - $13.6K
|
6.2K
$328K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-367- 1.88% |
$12.6K - $13.8K
|
19.1K
$1.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-375- 5.62% |
$12.9K - $14.1K
|
6.29K
$333K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-388- 1.21% |
$13.3K - $14.6K
|
31.7K
$1.68M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-400- 51.61% |
$13.7K - $15K
|
375
$19.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-409- 1.02% |
$14K - $15.4K
|
39.6K
$2.1M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-422- 0.75% |
$14.5K - $15.9K
|
55.8K
$2.95M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-430Closed |
$14.8K - $16.2K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-452- 18.12% |
$15.5K - $17K
|
2.04K
$108K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-460- 1.72% |
$15.8K - $17.3K
|
26.3K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-516- 8.12% |
$17.7K - $19.4K
|
5.84K
$309K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-542- 3.35% |
$18.6K - $20.4K
|
15.6K
$826K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-553- 36.87% |
$19K - $20.8K
|
947
$50.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-562- 8.26% |
$19.3K - $21.1K
|
6.24K
$330K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-569- 11.93% |
$19.5K - $21.4K
|
4.2K
$222K
|
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-575- 0.53% |
$19.7K - $21.6K
|
108K
$5.73M
|
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-601- 1.84% |
$20.6K - $22.6K
|
32K
$1.69M
|