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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-504- 1.66% |
$17.1K - $19.6K
|
29.9K
$1.52M
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-513- 6.07% |
$17.4K - $20K
|
7.94K
$403K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-514Closed |
$17.5K - $20K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-521Closed |
$17.7K - $20.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-523- 0.97% |
$17.8K - $20.4K
|
53.2K
$2.7M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-525- 1.76% |
$17.9K - $20.5K
|
29.3K
$1.49M
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-535- 1.16% |
$18.2K - $20.9K
|
45.5K
$2.31M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-588- 1.6% |
$20K - $22.9K
|
36.1K
$1.84M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-594- 3.34% |
$20.2K - $23.2K
|
17.2K
$873K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-612- 5.82% |
$20.8K - $23.9K
|
9.9K
$502K
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-613- 72.37% |
$20.8K - $23.9K
|
234
$11.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-617- 0.93% |
$21K - $24.1K
|
65.5K
$3.33M
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-620- 7.9% |
$21.1K - $24.2K
|
7.23K
$367K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-641- 4.71% |
$21.8K - $25K
|
13K
$658K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-691- 9.52% |
$23.5K - $26.9K
|
6.57K
$333K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-712Closed |
$24.2K - $27.8K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-715- 4.22% |
$24.3K - $27.9K
|
16.2K
$823K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-724- 3.99% |
$24.6K - $28.2K
|
17.4K
$884K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-731- 3.53% |
$24.9K - $28.5K
|
20K
$1.02M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-787- 11.87% |
$26.8K - $30.7K
|
5.85K
$297K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-793- 0.73% |
$27K - $30.9K
|
108K
$5.5M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-805- 1.62% |
$27.4K - $31.4K
|
48.8K
$2.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-810- 11.73% |
$27.5K - $31.6K
|
6.1K
$310K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-835Closed |
$28.4K - $32.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-872- 13.18% |
$29.6K - $34K
|
5.75K
$292K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-892- 0.96% |
$30.3K - $34.8K
|
92.2K
$4.68M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-927- 3.57% |
$31.5K - $36.1K
|
25.1K
$1.27M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-930- 6.36% |
$31.6K - $36.3K
|
13.7K
$695K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-972- 27.14% |
$33K - $37.9K
|
2.61K
$132K
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-973- 0.84% |
$33.1K - $37.9K
|
114K
$5.8M
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1K- 1.15% |
$34K - $39K
|
85.9K
$4.36M
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.04K- 4.23% |
$35.4K - $40.5K
|
23.6K
$1.2M
|
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.05K- 1.11% |
$35.8K - $41K
|
93.5K
$4.75M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-1.07K- 36.49% |
$36.2K - $41.5K
|
1.85K
$94.1K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 1.79% |
$36.2K - $41.6K
|
58.4K
$2.96M
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.07KClosed |
$36.4K - $41.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.07K- 7.44% |
$36.5K - $41.8K
|
13.3K
$678K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.08K- 2.7% |
$36.6K - $41.9K
|
38.8K
$1.97M
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.13K- 1.85% |
$38.3K - $43.9K
|
59.9K
$3.04M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.13KClosed |
$38.6K - $44.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.14K- 1.68% |
$38.9K - $44.6K
|
67.1K
$3.41M
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.15K- 1.07% |
$39.1K - $44.8K
|
106K
$5.39M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.15K- 6.48% |
$39.2K - $45K
|
16.6K
$845K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.19K- 17.55% |
$40.3K - $46.2K
|
5.57K
$283K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$40.8K - $46.8K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.27K- 16.74% |
$43.3K - $49.7K
|
6.34K
$322K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.31K- 3.79% |
$44.5K - $51.1K
|
33.3K
$1.69M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.47K- 1.99% |
$49.8K - $57.1K
|
72.2K
$3.66M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.48K- 30.21% |
$50.4K - $57.7K
|
3.42K
$174K
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.48K- 2.0% |
$50.4K - $57.8K
|
72.6K
$3.69M
|