Purchases and Sales Made in Q3 2022 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10.2K+ 25.62% |
$316K - $351K
|
50.2K
$2.61M
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
10.1K+ 7.13% |
$312K - $348K
|
152K
$7.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
10K+ 1.78% |
$309K - $343K
|
573K
$29.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.9K+ 10.07% |
$305K - $339K
|
108K
$5.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
9.54KNew |
$294K - $327K
|
9.54K
$496K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
9.29KNew |
$286K - $319K
|
9.29K
$483K
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.01K+ 3.41% |
$278K - $309K
|
273K
$14.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
8.91K+ 1.16% |
$274K - $305K
|
777K
$40.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
8.62K+ 6.97% |
$266K - $296K
|
132K
$6.88M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
8.51KNew |
$262K - $292K
|
8.51K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.45KNew |
$260K - $290K
|
8.45K
$439K
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
8.38K+ 4.98% |
$258K - $288K
|
177K
$9.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.24KNew |
$254K - $283K
|
8.24K
$428K
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.24K+ 1.78% |
$254K - $283K
|
472K
$24.5M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.22KNew |
$253K - $282K
|
8.22K
$427K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
8.04KNew |
$248K - $276K
|
8.04K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.96KNew |
$245K - $273K
|
7.96K
$414K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.75K+ 4.52% |
$239K - $266K
|
179K
$9.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
7.71K+ 2.35% |
$238K - $264K
|
336K
$17.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
7.67K+ 4.05% |
$236K - $263K
|
197K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.52K+ 24.0% |
$232K - $258K
|
38.9K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.41K+ 11.75% |
$228K - $254K
|
70.5K
$3.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.39K+ 8.1% |
$228K - $253K
|
98.6K
$5.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
7.36K+ 14.15% |
$227K - $252K
|
59.3K
$3.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7.28KNew |
$224K - $250K
|
7.28K
$378K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
7.27K+ 363550.0% |
$224K - $249K
|
7.27K
$378K
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
7.21KNew |
$222K - $247K
|
7.21K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
7.16KNew |
$221K - $245K
|
7.16K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
7.15K+ 1.44% |
$220K - $245K
|
505K
$26.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.11KNew |
$219K - $244K
|
7.11K
$370K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.04KNew |
$217K - $242K
|
7.04K
$366K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.01KNew |
$216K - $240K
|
7.01K
$364K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
6.98KNew |
$215K - $239K
|
6.98K
$363K
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
6.93K+ 1.86% |
$214K - $238K
|
380K
$19.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.91KNew |
$213K - $237K
|
6.91K
$359K
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
6.89KNew |
$212K - $236K
|
6.89K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.66K+ 9.66% |
$205K - $229K
|
75.7K
$3.93M
|
|
|
Oct 25, 2022
Q3 2022
|
Montis Financial, LLC
|
BUY
|
- |
6.58K+ 36.86% |
$203K - $226K
|
24.4K
$1.27M
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
6.32K+ 2.34% |
$195K - $217K
|
277K
$14.4M
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
6.16K+ 2.79% |
$190K - $211K
|
227K
$11.8M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
6.12K+ 36.64% |
$189K - $210K
|
22.8K
$1.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
6.12K+ 3.95% |
$188K - $210K
|
161K
$8.38M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
6.09K+ 1.33% |
$188K - $209K
|
465K
$24.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.09K+ 0.15% |
$188K - $209K
|
4.14M
$215M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.77K+ 6.43% |
$178K - $198K
|
95.5K
$4.96M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.75K+ 5.24% |
$177K - $197K
|
115K
$6M
|
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
5.65K+ 77.66% |
$174K - $194K
|
12.9K
$672K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.58K+ 8.99% |
$172K - $191K
|
67.6K
$3.51M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.56K+ 1.55% |
$171K - $191K
|
364K
$18.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
5.52K+ 7.64% |
$170K - $189K
|
77.7K
$4.04M
|