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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.8KNew |
$954K - $1.05M
|
27.8K
$1.44M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
27.8K+ 75.87% |
$952K - $1.04M
|
64.4K
$3.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
27.1K+ 197.86% |
$929K - $1.02M
|
40.8K
$2.12M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
26.9KNew |
$922K - $1.01M
|
26.9K
$1.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.7KNew |
$917K - $1.01M
|
26.7K
$1.39M
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
26.3K+ 188.01% |
$903K - $990K
|
40.3K
$2.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26K+ 52.52% |
$893K - $979K
|
75.6K
$3.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.7K+ 2.61% |
$881K - $966K
|
1.01M
$52.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
25.3K+ 10.58% |
$867K - $951K
|
264K
$13.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$858K - $940K
|
25K
$1.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
25K+ 17.32% |
$857K - $940K
|
169K
$8.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
24.9K+ 9.06% |
$853K - $935K
|
299K
$15.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24.8KNew |
$852K - $934K
|
24.8K
$1.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
24.4KNew |
$837K - $918K
|
24.4K
$1.27M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
24.3KNew |
$833K - $913K
|
24.3K
$1.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.9K+ 5.36% |
$787K - $862K
|
451K
$23.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
22.7KNew |
$779K - $854K
|
22.7K
$1.18M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
22.6K+ 9032.0% |
$775K - $849K
|
22.8K
$1.19M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
22.4K+ 5.14% |
$769K - $843K
|
458K
$23.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
22.3K+ 23.58% |
$764K - $837K
|
117K
$6.06M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
22.3KNew |
$764K - $837K
|
22.3K
$1.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
21.7K+ 46.83% |
$746K - $818K
|
68.1K
$3.54M
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
21.5KNew |
$738K - $810K
|
21.5K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
21.4KNew |
$733K - $803K
|
21.4K
$1.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
21.2KNew |
$727K - $797K
|
21.2K
$1.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
20.4K+ 217.9% |
$700K - $767K
|
29.8K
$1.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
20.4K+ 2.39% |
$700K - $767K
|
872K
$45.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
20.2K+ 38.14% |
$694K - $761K
|
73.3K
$3.81M
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
20.1K+ 41.35% |
$690K - $756K
|
68.7K
$3.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20K+ 21.36% |
$686K - $752K
|
114K
$5.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
19.8K+ 3.56% |
$679K - $745K
|
576K
$30M
|
|
|
Dec 20, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
19.8K+ 3.56% |
$679K - $745K
|
576K
$30M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
19.3KNew |
$664K - $728K
|
19.3K
$1.01M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19K+ 18.14% |
$652K - $715K
|
124K
$6.43M
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
18.7K+ 3.92% |
$641K - $703K
|
495K
$25.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
BUY
|
- |
17.7K+ 4.69% |
$607K - $666K
|
395K
$20.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
17.6K+ 25.42% |
$604K - $662K
|
86.8K
$4.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.6K+ 42.41% |
$604K - $662K
|
59.1K
$3.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.5K+ 67.21% |
$602K - $660K
|
43.6K
$2.27M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.4K+ 15.29% |
$599K - $656K
|
132K
$6.84M
|
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
BUY
|
- |
17.1K+ 2.59% |
$587K - $643K
|
677K
$35.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
16.8KNew |
$575K - $631K
|
16.8K
$872K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.2K+ 108.34% |
$522K - $573K
|
29.3K
$1.52M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.1KNew |
$516K - $566K
|
15.1K
$782K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
14.8KNew |
$506K - $555K
|
14.8K
$767K
|
|
|
Aug 05, 2022
Q2 2022
|
Weil Company, Inc.
|
BUY
|
- |
14.7K+ 25.61% |
$503K - $552K
|
72K
$3.74M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.6KNew |
$502K - $550K
|
14.6K
$760K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
14.6KNew |
$501K - $550K
|
14.6K
$759K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.6KNew |
$501K - $549K
|
14.6K
$759K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
14.1K+ 6.38% |
$482K - $529K
|
235K
$12.2M
|