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 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$3.14K - $3.5K
|
102
$5.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
100+ 0.08% |
$3.08K - $3.43K
|
128K
$6.68M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
96New |
$2.96K - $3.29K
|
96
$4.99K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
91New |
$2.8K - $3.12K
|
91
$4.73K
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
85+ 1.01% |
$2.62K - $2.92K
|
8.54K
$444K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80New |
$2.47K - $2.74K
|
80
$4.16K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
63New |
$1.94K - $2.16K
|
63
$3.27K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
60+ 0.21% |
$1.85K - $2.06K
|
28.4K
$1.47M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
56+ 0.33% |
$1.73K - $1.92K
|
16.8K
$875K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
54+ 0.05% |
$1.66K - $1.85K
|
107K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
54+ 0.05% |
$1.66K - $1.85K
|
107K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
53+ 0.57% |
$1.63K - $1.82K
|
9.41K
$489K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
51New |
$1.57K - $1.75K
|
51
$2.65K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
47+ 0.69% |
$1.45K - $1.61K
|
6.82K
$355K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
43+ 0.4% |
$1.33K - $1.47K
|
10.8K
$564K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
35New |
$1.08K - $1.2K
|
35
$1.82K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
33New |
$1.02K - $1.13K
|
33
$1.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
25+ 2.88% |
$771 - $857
|
893
$46.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 2.14% |
$555 - $617
|
858
$44.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 0.25% |
$524 - $583
|
6.94K
$361K
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
14+ 0.18% |
$431 - $480
|
7.9K
$410K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12New |
$370 - $412
|
12
$624
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.08% |
$308 - $343
|
12.2K
$635K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7+ 7.29% |
$216 - $240
|
103
$5.35K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$154 - $172
|
10.9K
$569K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2+ 0.03% |
$61.6 - $68.6
|
6.41K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-2- 0.02% |
$61.6 - $68.6
|
10.6K
$549K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6Closed |
$185 - $206
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-7- 0.07% |
$216 - $240
|
9.63K
$501K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8- 0.11% |
$247 - $274
|
7.09K
$369K
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
SELL
|
- |
-9- 0.1% |
$277 - $309
|
8.97K
$466K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10- 31.25% |
$308 - $343
|
22
$1.14K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-13- 0.07% |
$401 - $446
|
19.1K
$995K
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-14- 0.12% |
$431 - $480
|
12.1K
$627K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-21- 0.11% |
$647 - $720
|
19.4K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-21- 0.19% |
$647 - $720
|
10.8K
$563K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-25- 0.3% |
$771 - $857
|
8.31K
$432K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-28- 0.07% |
$863 - $960
|
37.9K
$1.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-28- 3.05% |
$863 - $960
|
890
$46.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-33Closed |
$1.02K - $1.13K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-35- 0.15% |
$1.08K - $1.2K
|
23.3K
$1.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-42- 0.39% |
$1.29K - $1.44K
|
10.8K
$561K
|
|
|
Nov 04, 2022
Q3 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-50- 0.04% |
$1.54K - $1.71K
|
128K
$6.66M
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-52- 0.17% |
$1.6K - $1.78K
|
30.9K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-57- 0.57% |
$1.76K - $1.96K
|
10K
$520K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-62- 0.09% |
$1.91K - $2.13K
|
71K
$3.69M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-68- 4.57% |
$2.1K - $2.33K
|
1.42K
$73.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-69- 0.72% |
$2.13K - $2.37K
|
9.54K
$496K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-71Closed |
$2.19K - $2.44K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-75- 0.33% |
$2.31K - $2.57K
|
22.4K
$1.16M
|