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 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.49K- 11.54% |
$50.5K - $57.9K
|
11.4K
$578K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.49K- 11.54% |
$50.5K - $57.9K
|
11.4K
$578K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.5K- 18.28% |
$50.8K - $58.3K
|
6.68K
$339K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.5K- 12.8% |
$50.9K - $58.4K
|
10.2K
$518K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.5KClosed |
$51K - $58.5K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.58KClosed |
$53.6K - $61.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.59K- 9.82% |
$54.2K - $62.1K
|
14.6K
$743K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.69K- 2.71% |
$57.5K - $65.9K
|
60.7K
$3.08M
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.77K- 0.58% |
$60.2K - $69.1K
|
306K
$15.6M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.81KClosed |
$61.7K - $70.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.83KClosed |
$62.1K - $71.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.88K- 61.74% |
$63.8K - $73.2K
|
1.16K
$59.1K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.88K- 14.36% |
$63.9K - $73.2K
|
11.2K
$569K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-1.91K- 4.02% |
$64.8K - $74.3K
|
45.6K
$2.31M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.91K- 17.2% |
$65K - $74.5K
|
9.2K
$467K
|
|
|
May 10, 2022
Q1 2022
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-1.93K- 0.79% |
$65.5K - $75.1K
|
242K
$12.3M
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.94KClosed |
$66K - $75.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.94K- 3.09% |
$66.1K - $75.7K
|
60.9K
$3.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 10.79% |
$66.5K - $76.2K
|
16.2K
$821K
|
|
|
May 03, 2022
Q1 2022
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.96K- 5.12% |
$66.7K - $76.5K
|
36.4K
$1.85M
|
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.08K- 1.47% |
$70.6K - $80.9K
|
139K
$7.04M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.34KClosed |
$79.6K - $91.2K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.39K- 0.45% |
$81.2K - $93.1K
|
530K
$26.9M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.47K- 85.15% |
$83.8K - $96.1K
|
430
$21.8K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.51KClosed |
$85.3K - $97.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-2.52KClosed |
$85.6K - $98.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.56K- 0.59% |
$87K - $99.7K
|
428K
$21.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.81KClosed |
$95.6K - $110K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.86K- 5.29% |
$97.2K - $111K
|
51.2K
$2.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.91K- 2.13% |
$98.8K - $113K
|
134K
$6.79M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-3KClosed |
$102K - $117K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.4K- 7.15% |
$116K - $133K
|
44.2K
$2.24M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.48K- 5.22% |
$118K - $136K
|
63.2K
$3.21M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-3.58K- 1.07% |
$122K - $140K
|
330K
$16.8M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.87K- 15.39% |
$131K - $151K
|
21.2K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-3.9KClosed |
$133K - $152K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.91K- 8.19% |
$133K - $152K
|
43.8K
$2.22M
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.97KClosed |
$135K - $155K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.98K- 10.88% |
$135K - $155K
|
32.6K
$1.66M
|
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4K- 32.35% |
$136K - $156K
|
8.37K
$425K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.07K- 0.98% |
$138K - $158K
|
412K
$20.9M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-4.08K- 78.75% |
$139K - $159K
|
1.1K
$55.9K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.12K- 0.37% |
$140K - $161K
|
1.12M
$56.7M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.26K- 33.99% |
$145K - $166K
|
8.27K
$420K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-4.3K- 32.88% |
$146K - $168K
|
8.78K
$446K
|
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
SELL
|
- |
-4.34K- 0.65% |
$148K - $169K
|
660K
$33.5M
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.35K- 4.26% |
$148K - $170K
|
97.7K
$4.96M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.36K- 6.5% |
$148K - $170K
|
62.8K
$3.19M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-4.44K- 12.04% |
$151K - $173K
|
32.5K
$1.65M
|
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-4.51K- 3.79% |
$153K - $176K
|
115K
$5.82M
|