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 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13.3K+ 819.83% |
$455K - $499K
|
14.9K
$774K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$452K - $496K
|
13.2K
$685K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.2K+ 22.4% |
$452K - $496K
|
72K
$3.74M
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13.1KNew |
$449K - $492K
|
13.1K
$680K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
13K+ 82.91% |
$447K - $491K
|
28.8K
$1.5M
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
13K+ 26.79% |
$447K - $490K
|
61.7K
$3.21M
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
12.8K+ 9.93% |
$441K - $483K
|
142K
$7.39M
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
12.8K+ 4.55% |
$439K - $481K
|
294K
$15.3M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.8K+ 7.78% |
$439K - $481K
|
177K
$9.21M
|
|
Jul 22, 2022
Q2 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
12.3K+ 11.07% |
$423K - $464K
|
124K
$6.43M
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
12.2KNew |
$419K - $459K
|
12.2K
$635K
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
BUY
|
- |
12KNew |
$410K - $450K
|
12K
$621K
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 3.28% |
$406K - $446K
|
373K
$19.4M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
11.8KNew |
$405K - $444K
|
11.8K
$613K
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.7K+ 275.59% |
$401K - $440K
|
15.9K
$829K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
11.6K+ 1.46% |
$398K - $436K
|
804K
$41.8M
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
11.6K+ 1.46% |
$398K - $436K
|
804K
$41.8M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.6K+ 2.68% |
$397K - $436K
|
444K
$23.1M
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
11.5K+ 58.09% |
$395K - $433K
|
31.3K
$1.63M
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
11.2K+ 4.26% |
$383K - $420K
|
273K
$14.2M
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
11.2K+ 4.31% |
$383K - $420K
|
270K
$14.1M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.9K+ 1.22% |
$374K - $410K
|
901K
$46.8M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.8KNew |
$371K - $406K
|
10.8K
$562K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.7K+ 30.23% |
$366K - $401K
|
46K
$2.39M
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.6KNew |
$364K - $399K
|
10.6K
$551K
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.6K+ 101.6% |
$363K - $398K
|
21K
$1.09M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.4KNew |
$356K - $390K
|
10.4K
$539K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.1K+ 32.2% |
$347K - $380K
|
41.5K
$2.16M
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$345K - $378K
|
10.1K
$523K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10K+ 14.57% |
$344K - $377K
|
78.9K
$4.1M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
9.85K+ 986.97% |
$338K - $371K
|
10.8K
$564K
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
9.77K+ 32.83% |
$335K - $368K
|
39.5K
$2.05M
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
9.64KNew |
$331K - $363K
|
9.64K
$501K
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
9.63KNew |
$330K - $362K
|
9.63K
$500K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.6K+ 9.6% |
$329K - $361K
|
110K
$5.7M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.17K+ 9.35% |
$315K - $345K
|
107K
$5.58M
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
9.05K+ 8.89% |
$310K - $340K
|
111K
$5.76M
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
8.99KNew |
$308K - $338K
|
8.99K
$467K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.91K+ 94.98% |
$306K - $335K
|
18.3K
$951K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.64K+ 2.29% |
$296K - $325K
|
386K
$20M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.3K+ 2.26% |
$285K - $312K
|
375K
$19.5M
|
|
Jul 27, 2022
Q2 2022
|
Montis Financial, LLC
|
BUY
|
- |
8.22K+ 85.23% |
$282K - $309K
|
17.9K
$928K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
8.19KNew |
$281K - $308K
|
8.19K
$426K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.16KNew |
$280K - $307K
|
8.16K
$424K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.01KNew |
$275K - $301K
|
8.01K
$416K
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
7.97K+ 8.53% |
$273K - $300K
|
101K
$5.27M
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.91K+ 7.29% |
$271K - $297K
|
116K
$6.04M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.88K+ 21.2% |
$270K - $296K
|
45.1K
$2.34M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.59K+ 3.77% |
$260K - $285K
|
209K
$10.9M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.46K+ 7.63% |
$256K - $281K
|
105K
$5.47M
|