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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-496- 11.82% |
$15.3K - $17K
|
3.7K
$192K
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-511- 0.21% |
$15.7K - $17.5K
|
243K
$12.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-522- 0.23% |
$16.1K - $17.9K
|
227K
$11.8M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-554- 1.89% |
$17.1K - $19K
|
28.8K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-555- 2.35% |
$17.1K - $19K
|
23.1K
$1.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-574- 2.76% |
$17.7K - $19.7K
|
20.2K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-582- 0.36% |
$17.9K - $20K
|
160K
$8.34M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-600- 7.63% |
$18.5K - $20.6K
|
7.27K
$378K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-614- 0.89% |
$18.9K - $21.1K
|
68.1K
$3.54M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-620- 5.38% |
$19.1K - $21.3K
|
10.9K
$567K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-625- 94.84% |
$19.3K - $21.4K
|
34
$1.77K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-682- 1.38% |
$21K - $23.4K
|
48.8K
$2.54M
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
SELL
|
- |
-687- 8.16% |
$21.2K - $23.6K
|
7.73K
$402K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-718- 0.95% |
$22.1K - $24.6K
|
75.1K
$3.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-722- 1.34% |
$22.3K - $24.8K
|
53.3K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-727- 5.47% |
$22.4K - $24.9K
|
12.6K
$653K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-737- 74.67% |
$22.7K - $25.3K
|
250
$13K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-738- 17.57% |
$22.7K - $25.3K
|
3.46K
$180K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-760- 3.2% |
$23.4K - $26.1K
|
23K
$1.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-773- 8.08% |
$23.8K - $26.5K
|
8.8K
$457K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-775- 3.94% |
$23.9K - $26.6K
|
18.9K
$981K
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-782- 0.98% |
$24.1K - $26.8K
|
78.7K
$4.09M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-784- 4.51% |
$24.2K - $26.9K
|
16.6K
$863K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-788- 10.22% |
$24.3K - $27K
|
6.92K
$360K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-790- 45.82% |
$24.3K - $27.1K
|
934
$48.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-806- 4.76% |
$24.8K - $27.6K
|
16.1K
$838K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-822- 50.68% |
$25.3K - $28.2K
|
800
$41.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-835- 1.17% |
$25.7K - $28.6K
|
70.5K
$3.66M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-846- 0.59% |
$26.1K - $29K
|
144K
$7.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-868- 0.91% |
$26.8K - $29.8K
|
94.6K
$4.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-875- 9.19% |
$27K - $30K
|
8.65K
$450K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-879- 2.77% |
$27.1K - $30.1K
|
30.9K
$1.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-921- 3.98% |
$28.4K - $31.6K
|
22.2K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-923- 7.65% |
$28.4K - $31.7K
|
11.1K
$579K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-936- 0.68% |
$28.8K - $32.1K
|
137K
$7.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-991- 17.85% |
$30.5K - $34K
|
4.56K
$237K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.02K- 6.8% |
$31.6K - $35.1K
|
14K
$729K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.03K- 0.68% |
$31.9K - $35.5K
|
151K
$7.84M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.07K- 2.5% |
$33.1K - $36.8K
|
41.8K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.08K- 0.87% |
$33.1K - $36.9K
|
122K
$6.34M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.09K- 1.13% |
$33.6K - $37.4K
|
95.3K
$4.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.11K- 0.81% |
$34.1K - $37.9K
|
135K
$7.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.16K- 14.23% |
$35.8K - $39.8K
|
7K
$364K
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.17K- 0.52% |
$36.1K - $40.2K
|
225K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.18K- 4.28% |
$36.3K - $40.4K
|
26.3K
$1.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.18K- 4.28% |
$36.5K - $40.6K
|
26.5K
$1.38M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.2K- 85.34% |
$37K - $41.1K
|
206
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.22K- 0.76% |
$37.5K - $41.8K
|
159K
$8.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 0.18% |
$38.5K - $42.9K
|
692K
$36M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.25K- 1.29% |
$38.6K - $43K
|
96.1K
$5M
|