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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.43K- 37.05% |
$118K - $129K
|
5.84K
$303K
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-3.47K- 5.8% |
$119K - $131K
|
56.5K
$2.93M
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.5K- 25.64% |
$120K - $132K
|
10.2K
$528K
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.55K- 6.68% |
$122K - $134K
|
49.6K
$2.58M
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.56K- 10.96% |
$122K - $134K
|
28.9K
$1.5M
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.84K- 3.27% |
$132K - $145K
|
114K
$5.92M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.96K- 7.41% |
$136K - $149K
|
49.5K
$2.57M
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4.39K- 34.72% |
$151K - $165K
|
8.26K
$429K
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.4K- 3.32% |
$151K - $166K
|
128K
$6.67M
|
|
Aug 15, 2022
Q2 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-4.53K- 12.97% |
$155K - $170K
|
30.4K
$1.58M
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.55K- 3.78% |
$156K - $171K
|
116K
$6.02M
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-4.64K- 6.4% |
$159K - $175K
|
67.9K
$3.53M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.74K- 19.6% |
$163K - $178K
|
19.4K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.78K- 7.87% |
$164K - $180K
|
55.9K
$2.91M
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-4.84K- 3.67% |
$166K - $182K
|
127K
$6.61M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.89K- 1.31% |
$168K - $184K
|
369K
$19.2M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.91K- 6.66% |
$168K - $185K
|
68.9K
$3.58M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.99K- 6.0% |
$171K - $188K
|
78.1K
$4.06M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.08K- 0.4% |
$174K - $191K
|
1.26M
$65.3M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-5.29K- 30.48% |
$181K - $199K
|
12.1K
$627K
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.41K- 43.48% |
$186K - $204K
|
7.03K
$366K
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.46KClosed |
$187K - $206K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-5.5KClosed |
$189K - $207K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-5.5KClosed |
$189K - $207K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.5K- 39.01% |
$189K - $207K
|
8.6K
$447K
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.52KClosed |
$189K - $207K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.53K- 3.9% |
$190K - $208K
|
136K
$7.07M
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5.53KClosed |
$190K - $208K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-5.56KClosed |
$191K - $209K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-5.66KClosed |
$194K - $213K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5.67KClosed |
$194K - $213K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.67KClosed |
$195K - $213K
|
0
$0
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.69K- 25.21% |
$195K - $214K
|
16.9K
$877K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.73K- 3.13% |
$197K - $216K
|
178K
$9.23M
|
|
Aug 01, 2022
Q2 2022
|
Blooom, Inc.
|
SELL
|
- |
-5.73KClosed |
$197K - $216K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-5.77KClosed |
$198K - $217K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.78KClosed |
$198K - $217K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.91KClosed |
$203K - $222K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.91K- 1.23% |
$203K - $222K
|
475K
$24.7M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.1K- 9.66% |
$209K - $230K
|
57.1K
$2.97M
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-6.2KClosed |
$213K - $233K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.21KClosed |
$213K - $234K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.29K- 36.3% |
$216K - $237K
|
11K
$574K
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-6.41KClosed |
$220K - $241K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-6.45KClosed |
$221K - $243K
|
0
$0
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-6.47K- 35.98% |
$222K - $243K
|
11.5K
$598K
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.5K- 7.03% |
$223K - $245K
|
86K
$4.47M
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.5K- 7.03% |
$223K - $245K
|
86K
$4.47M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-6.55KClosed |
$225K - $246K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.62K- 13.03% |
$227K - $249K
|
44.2K
$2.3M
|