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 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.43K+ 4.76% |
$48.9K - $53.6K
|
31.3K
$1.66M
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.43K+ 16.04% |
$48.9K - $53.6K
|
10.3K
$545K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.41KNew |
$48.2K - $52.9K
|
1.41K
$74.3K
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
1.38K+ 2.67% |
$47.4K - $52K
|
53.1K
$2.81M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 0.04% |
$47.1K - $51.6K
|
3.85M
$204M
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.34K+ 7.43% |
$46K - $50.4K
|
19.4K
$1.03M
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.34K+ 1.84% |
$46K - $50.4K
|
74K
$3.91M
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 0.74% |
$45.9K - $50.3K
|
182K
$9.63M
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$44.7K - $49.1K
|
1.3K
$68.9K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 1.12% |
$42.9K - $47K
|
113K
$5.97M
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.2K+ 0.45% |
$41.1K - $45.1K
|
270K
$14.3M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
1.19K+ 17.73% |
$40.7K - $44.6K
|
7.87K
$416K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.19K+ 5.25% |
$40.7K - $44.6K
|
23.8K
$1.26M
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.18K+ 2.82% |
$40.5K - $44.4K
|
43.1K
$2.28M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.18K+ 1.11% |
$40.5K - $44.4K
|
107K
$5.67M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.18KNew |
$40.4K - $44.3K
|
1.18K
$62.2K
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.13KNew |
$38.9K - $42.7K
|
1.13K
$60K
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.09K+ 4.81% |
$37.2K - $40.8K
|
23.6K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.04K+ 4.23% |
$35.8K - $39.2K
|
25.6K
$1.36M
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
985New |
$33.8K - $37.1K
|
985
$52.1K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
983+ 1.78% |
$33.7K - $37K
|
56.2K
$2.97M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
939+ 13.47% |
$32.2K - $35.3K
|
7.91K
$418K
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
921+ 2.64% |
$31.6K - $34.6K
|
35.8K
$1.89M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
916+ 8.18% |
$31.4K - $34.5K
|
12.1K
$641K
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
911+ 1.41% |
$31.3K - $34.3K
|
65.5K
$3.46M
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
890+ 0.67% |
$30.5K - $33.5K
|
135K
$7.11M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
887+ 7.15% |
$30.4K - $33.4K
|
13.3K
$703K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
875+ 15.72% |
$30K - $32.9K
|
6.44K
$341K
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
844+ 0.82% |
$29K - $31.8K
|
104K
$5.52M
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
840New |
$28.8K - $31.6K
|
840
$44.4K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
835New |
$28.6K - $31.4K
|
835
$44.1K
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
BUY
|
- |
808+ 3.43% |
$27.7K - $30.4K
|
24.4K
$1.29M
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
800+ 3.6% |
$27.4K - $30.1K
|
23K
$1.22M
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
800+ 0.67% |
$27.4K - $30.1K
|
121K
$6.38M
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
776+ 4.05% |
$26.6K - $29.2K
|
19.9K
$1.05M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
761+ 12.01% |
$26.1K - $28.6K
|
7.1K
$375K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
750+ 9.81% |
$25.7K - $28.2K
|
8.4K
$444K
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
745+ 6.91% |
$25.6K - $28K
|
11.5K
$609K
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
738+ 3.13% |
$25.3K - $27.8K
|
24.3K
$1.29M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
725+ 191.8% |
$24.9K - $27.3K
|
1.1K
$58.3K
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
708New |
$24.3K - $26.6K
|
708
$37.4K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
708+ 5.37% |
$24.3K - $26.6K
|
13.9K
$735K
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
705+ 9.36% |
$24.2K - $26.5K
|
8.24K
$436K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
665+ 0.98% |
$22.8K - $25K
|
68.2K
$3.61M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
659New |
$22.6K - $24.8K
|
659
$34.8K
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
653+ 6.41% |
$22.4K - $24.6K
|
10.8K
$573K
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
640+ 0.75% |
$22K - $24.1K
|
86.1K
$4.55M
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
622+ 6.39% |
$21.3K - $23.4K
|
10.4K
$547K
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
612+ 0.09% |
$21K - $23K
|
693K
$36.6M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
610+ 11.59% |
$20.9K - $22.9K
|
5.87K
$311K
|