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 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
61.6K+ 227.12% |
$2.11M - $2.32M
|
88.7K
$4.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
60.3K+ 389.28% |
$2.07M - $2.27M
|
75.7K
$3.94M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
59.3K+ 51.52% |
$2.04M - $2.23M
|
175K
$9.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
58.3KNew |
$2M - $2.19M
|
58.3K
$3.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
57.6KNew |
$1.98M - $2.17M
|
57.6K
$3M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
56.8K+ 5.31% |
$1.95M - $2.14M
|
1.13M
$58.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
56.3KNew |
$1.93M - $2.12M
|
56.3K
$2.92M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
55.5K+ 16.08% |
$1.9M - $2.09M
|
401K
$20.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
54.2KNew |
$1.86M - $2.04M
|
54.2K
$2.82M
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
53.7KNew |
$1.84M - $2.02M
|
53.7K
$2.79M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
52.7KNew |
$1.81M - $1.98M
|
52.7K
$2.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
52K+ 623.93% |
$1.79M - $1.96M
|
60.4K
$3.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51.7K+ 3.46% |
$1.77M - $1.95M
|
1.55M
$80.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.3K+ 8.27% |
$1.76M - $1.93M
|
671K
$34.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50.3K+ 2.69% |
$1.73M - $1.89M
|
1.92M
$99.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
BUY
|
- |
49.3K+ 102.18% |
$1.69M - $1.86M
|
97.6K
$5.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
48K+ 49.17% |
$1.65M - $1.81M
|
146K
$7.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47.6KNew |
$1.63M - $1.79M
|
47.6K
$2.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
47.6KNew |
$1.63M - $1.79M
|
47.6K
$2.47M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
47.4K+ 13.97% |
$1.63M - $1.78M
|
387K
$20.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
47.4K+ 84.29% |
$1.62M - $1.78M
|
104K
$5.38M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
44.5K+ 26.2% |
$1.53M - $1.67M
|
214K
$11.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
44.1KNew |
$1.51M - $1.66M
|
44.1K
$2.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43.3K+ 3.13% |
$1.49M - $1.63M
|
1.43M
$74.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
43.1K+ 423.72% |
$1.48M - $1.62M
|
53.3K
$2.77M
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
42.8KNew |
$1.47M - $1.61M
|
42.8K
$2.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
41K+ 67.85% |
$1.41M - $1.54M
|
101K
$5.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
41K+ 25.31% |
$1.41M - $1.54M
|
203K
$10.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
40.9KNew |
$1.4M - $1.54M
|
40.9K
$2.13M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
40.1KNew |
$1.37M - $1.51M
|
40.1K
$2.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
39.4K+ 42.13% |
$1.35M - $1.48M
|
133K
$6.91M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
38.5K+ 383.72% |
$1.32M - $1.45M
|
48.5K
$2.52M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
38.3K+ 3.39% |
$1.31M - $1.44M
|
1.17M
$60.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
37.8KNew |
$1.3M - $1.42M
|
37.8K
$1.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
36.8KNew |
$1.26M - $1.39M
|
36.8K
$1.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36.2K+ 5.84% |
$1.24M - $1.36M
|
655K
$34.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
36.1KNew |
$1.24M - $1.36M
|
36.1K
$1.88M
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
35.7K+ 8.0% |
$1.22M - $1.34M
|
482K
$25M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
34.9KNew |
$1.2M - $1.31M
|
34.9K
$1.81M
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
34.5KNew |
$1.18M - $1.3M
|
34.5K
$1.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
33.7KNew |
$1.16M - $1.27M
|
33.7K
$1.75M
|
|
|
Jul 18, 2022
Q2 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
33.2K+ 100.0% |
$1.14M - $1.25M
|
66.3K
$3.45M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
32KNew |
$1.1M - $1.2M
|
32K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Tikvah Management LLC
Charlotte, NC |
BUY
|
- |
32K+ 63.64% |
$1.1M - $1.2M
|
82.2K
$4.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31.3K+ 46.2% |
$1.08M - $1.18M
|
99.1K
$5.15M
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
30.9KNew |
$1.06M - $1.16M
|
30.9K
$1.61M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
30.1K+ 232.03% |
$1.03M - $1.13M
|
43.1K
$2.24M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.6K+ 2.64% |
$981K - $1.08M
|
1.11M
$57.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
28.5KNew |
$976K - $1.07M
|
28.5K
$1.48M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
27.9K+ 16.91% |
$959K - $1.05M
|
193K
$10M
|