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 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.22K+ 14.96% |
$161K - $179K
|
40.1K
$2.08M
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
5.16K+ 17.84% |
$159K - $177K
|
34.1K
$1.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.1K+ 4.47% |
$157K - $175K
|
119K
$6.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5.1K+ 48.98% |
$157K - $175K
|
15.5K
$806K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.97KNew |
$153K - $170K
|
4.97K
$258K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.95K+ 22.35% |
$153K - $170K
|
27.1K
$1.41M
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
4.95KNew |
$153K - $170K
|
4.95K
$257K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.86K+ 53.17% |
$150K - $167K
|
14K
$728K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.86K+ 63.12% |
$150K - $167K
|
12.6K
$652K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.53K+ 26.46% |
$140K - $155K
|
21.7K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.43K+ 10.83% |
$136K - $152K
|
45.3K
$2.36M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.29K+ 10.25% |
$132K - $147K
|
46.2K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
4.25K+ 0.65% |
$131K - $146K
|
659K
$34.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.12K+ 1.9% |
$127K - $141K
|
221K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.01K+ 13.87% |
$123K - $137K
|
32.9K
$1.71M
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4K+ 24.95% |
$123K - $137K
|
20K
$1.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4K+ 1.09% |
$123K - $137K
|
372K
$19.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.95K+ 2.2% |
$122K - $135K
|
183K
$9.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.94K+ 29.1% |
$121K - $135K
|
17.5K
$909K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
3.89K+ 1.87% |
$120K - $133K
|
212K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
3.82KNew |
$118K - $131K
|
3.82K
$198K
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3.81K+ 1.25% |
$117K - $131K
|
307K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.73K+ 17.36% |
$115K - $128K
|
25.2K
$1.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.69K+ 8.57% |
$114K - $127K
|
46.8K
$2.43M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.47K+ 1.97% |
$107K - $119K
|
180K
$9.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.43K+ 865.91% |
$106K - $118K
|
3.83K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.4K+ 7.14% |
$105K - $117K
|
51K
$2.65M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.33K+ 9.09% |
$103K - $114K
|
39.9K
$2.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.31K+ 42.41% |
$102K - $113K
|
11.1K
$577K
|
|
|
Nov 01, 2022
Q3 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.3K+ 3.77% |
$102K - $113K
|
90.8K
$4.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
3.2K+ 13.17% |
$98.5K - $110K
|
27.5K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 72.06% |
$96.3K - $107K
|
7.46K
$388K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.13K+ 10.26% |
$96.3K - $107K
|
33.6K
$1.75M
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.09K+ 1.52% |
$95.2K - $106K
|
206K
$10.7M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
3.07K+ 0.93% |
$94.5K - $105K
|
332K
$17.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.04K+ 38.54% |
$93.7K - $104K
|
10.9K
$568K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
2.94K+ 4.41% |
$90.5K - $101K
|
69.6K
$3.62M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
2.9K+ 36.71% |
$89.4K - $99.5K
|
10.8K
$561K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.79K+ 91.99% |
$86K - $95.7K
|
5.82K
$303K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.68K+ 22.1% |
$82.6K - $91.9K
|
14.8K
$769K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.66K+ 2.34% |
$82.1K - $91.3K
|
116K
$6.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.63K+ 10.18% |
$81.1K - $90.3K
|
28.5K
$1.48M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.62K+ 34.13% |
$80.6K - $89.7K
|
10.3K
$534K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
2.61K+ 5.38% |
$80.4K - $89.5K
|
51.1K
$2.66M
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
2.61K+ 0.9% |
$80.3K - $89.4K
|
293K
$15.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
BUY
|
- |
2.55K+ 0.98% |
$78.7K - $87.6K
|
263K
$13.7M
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
2.5K+ 78.13% |
$77K - $85.6K
|
5.69K
$296K
|
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.39K+ 0.97% |
$73.5K - $81.8K
|
249K
$12.9M
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.38K+ 10.05% |
$73.2K - $81.5K
|
26K
$1.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.33K+ 2.78% |
$71.8K - $80K
|
86.2K
$4.48M
|