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 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
606+ 1.83% |
$20.8K - $22.8K
|
33.7K
$1.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
601+ 6.72% |
$20.6K - $22.6K
|
9.54K
$496K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
600New |
$20.6K - $22.6K
|
600
$31.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
580+ 8.21% |
$19.9K - $21.8K
|
7.64K
$397K
|
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
579+ 0.06% |
$19.9K - $21.8K
|
952K
$49.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
575New |
$19.7K - $21.6K
|
575
$29.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
562New |
$19.3K - $21.1K
|
562
$29.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
562+ 2.46% |
$19.3K - $21.1K
|
23.4K
$1.22M
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
537+ 3.71% |
$18.4K - $20.2K
|
15K
$779K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
530New |
$18.2K - $19.9K
|
530
$27.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
500New |
$17.2K - $18.8K
|
500
$26K
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
466+ 1.83% |
$16K - $17.5K
|
26K
$1.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
457New |
$15.7K - $17.2K
|
457
$23.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
454New |
$15.6K - $17.1K
|
454
$23.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
450+ 4.93% |
$15.4K - $16.9K
|
9.57K
$497K
|
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
439+ 1.54% |
$15.1K - $16.5K
|
28.9K
$1.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
412+ 4.98% |
$14.1K - $15.5K
|
8.68K
$451K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
409+ 1.66% |
$14K - $15.4K
|
25K
$1.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
408+ 0.25% |
$14K - $15.3K
|
161K
$8.37M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
404+ 0.26% |
$13.9K - $15.2K
|
155K
$8.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
400New |
$13.7K - $15K
|
400
$20.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
400+ 4.0% |
$13.7K - $15K
|
10.4K
$541K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
392+ 1.3% |
$13.4K - $14.7K
|
30.5K
$1.58M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
375+ 0.5% |
$12.9K - $14.1K
|
74.8K
$3.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
368+ 3.46% |
$12.6K - $13.8K
|
11K
$573K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
350+ 5.7% |
$12K - $13.2K
|
6.5K
$338K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
331New |
$11.4K - $12.5K
|
331
$17.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
327+ 20.32% |
$11.2K - $12.3K
|
1.94K
$101K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
316+ 22.73% |
$10.8K - $11.9K
|
1.71K
$88.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
302+ 1.42% |
$10.4K - $11.4K
|
21.6K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
300+ 0.25% |
$10.3K - $11.3K
|
119K
$6.17M
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
300+ 0.26% |
$10.3K - $11.3K
|
114K
$5.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
288New |
$9.88K - $10.8K
|
288
$15K
|
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
284+ 1.37% |
$9.74K - $10.7K
|
21K
$1.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
284+ 4.38% |
$9.74K - $10.7K
|
6.77K
$352K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
271+ 216.8% |
$9.3K - $10.2K
|
396
$20.6K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
250+ 3.36% |
$8.58K - $9.41K
|
7.7K
$400K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
249+ 1.64% |
$8.54K - $9.37K
|
15.4K
$801K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
236+ 7866.67% |
$8.1K - $8.88K
|
239
$12.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
223+ 5.42% |
$7.65K - $8.39K
|
4.34K
$225K
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
220+ 3.28% |
$7.55K - $8.28K
|
6.93K
$360K
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
203+ 0.31% |
$6.96K - $7.64K
|
65.8K
$3.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
188+ 2.14% |
$6.45K - $7.07K
|
8.97K
$466K
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
181+ 0.17% |
$6.21K - $6.81K
|
110K
$5.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175New |
$6K - $6.58K
|
175
$9.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
165New |
$5.66K - $6.21K
|
165
$8.58K
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
164+ 1.38% |
$5.63K - $6.17K
|
12.1K
$628K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
162New |
$5.56K - $6.09K
|
162
$8.42K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
160+ 0.24% |
$5.49K - $6.02K
|
66.7K
$3.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
160+ 0.02% |
$5.49K - $6.02K
|
655K
$34.1M
|