Purchases and Sales Made in Q1 2022 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
44+ 15.44% |
$1.5K - $1.72K
|
329
$16.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
35New |
$1.19K - $1.36K
|
35
$1.78K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
29+ 20.71% |
$986 - $1.13K
|
169
$8.58K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
29New |
$986 - $1.13K
|
29
$1.47K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
28+ 0.21% |
$952 - $1.09K
|
13.2K
$670K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
28New |
$952 - $1.09K
|
28
$1.42K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23New |
$782 - $897
|
23
$1.17K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
22+ 11.0% |
$748 - $858
|
222
$11.3K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18New |
$612 - $702
|
18
$914
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
18New |
$612 - $702
|
18
$914
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
16+ 0.23% |
$544 - $624
|
6.88K
$349K
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
12+ 0.26% |
$408 - $468
|
4.6K
$234K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9+ 9.09% |
$306 - $351
|
108
$5.48K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.02% |
$204 - $234
|
24.6K
$1.25M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6New |
$204 - $234
|
6
$305
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.01% |
$68 - $78
|
35K
$1.78M
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- -0.0% |
$34 - $39
|
189K
$9.62M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4Closed |
$136 - $156
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-5- 0.02% |
$170 - $195
|
27.9K
$1.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6Closed |
$204 - $234
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-7- 77.78% |
$238 - $273
|
2
$102
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-15- 0.03% |
$510 - $585
|
44.2K
$2.24M
|
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-18- 0.16% |
$612 - $702
|
10.9K
$554K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-19Closed |
$646 - $741
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20- 2.59% |
$680 - $780
|
752
$38.2K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-24Closed |
$816 - $936
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-27- -0.0% |
$918 - $1.05K
|
693K
$35.2M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-34- 0.49% |
$1.16K - $1.33K
|
6.84K
$347K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-34- 0.04% |
$1.16K - $1.33K
|
93.6K
$4.75M
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-34- 0.01% |
$1.16K - $1.33K
|
293K
$14.9M
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-38Closed |
$1.29K - $1.48K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-45- 3.36% |
$1.53K - $1.75K
|
1.3K
$65.8K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 9.09% |
$1.7K - $1.95K
|
500
$25.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-50Closed |
$1.7K - $1.95K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-50- 0.5% |
$1.7K - $1.95K
|
10K
$510K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-50- 0.25% |
$1.7K - $1.95K
|
20.3K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-54Closed |
$1.84K - $2.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-75- 0.29% |
$2.55K - $2.92K
|
25.9K
$1.31M
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-78- 1.02% |
$2.65K - $3.04K
|
7.56K
$384K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-80- 1.64% |
$2.72K - $3.12K
|
4.79K
$243K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-80Closed |
$2.72K - $3.12K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-91- 0.44% |
$3.09K - $3.55K
|
20.7K
$1.05M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-92- 1.07% |
$3.13K - $3.59K
|
8.53K
$433K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-93- 0.06% |
$3.16K - $3.63K
|
161K
$8.17M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-98- 18.56% |
$3.33K - $3.82K
|
430
$21.8K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-105- 0.15% |
$3.57K - $4.09K
|
69.6K
$3.53M
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
SELL
|
- |
-112- 0.4% |
$3.81K - $4.37K
|
28.2K
$1.43M
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-125Closed |
$4.25K - $4.87K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-125- 0.09% |
$4.25K - $4.87K
|
144K
$7.32M
|