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 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-4.52K- 32.21% |
$154K - $176K
|
9.52K
$484K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.53K- 3.62% |
$154K - $176K
|
120K
$6.12M
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.66K- 2.93% |
$158K - $182K
|
155K
$7.85M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.77K- 3.91% |
$162K - $186K
|
117K
$5.96M
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-4.77K- 47.22% |
$162K - $186K
|
5.33K
$271K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.81K- 0.44% |
$164K - $187K
|
1.09M
$55.5M
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.88K- 25.58% |
$166K - $190K
|
14.2K
$721K
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-4.95KClosed |
$168K - $193K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-5.06K- 27.94% |
$172K - $197K
|
13.1K
$663K
|
|
May 13, 2022
Q1 2022
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-5.1K- 0.53% |
$173K - $199K
|
951K
$48.3M
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.21K- 2.13% |
$177K - $203K
|
239K
$12.1M
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-5.25K- 19.45% |
$178K - $205K
|
21.7K
$1.1M
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.25KClosed |
$179K - $205K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.29K- 4.95% |
$180K - $206K
|
101K
$5.15M
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.31K- 0.83% |
$181K - $207K
|
634K
$32.2M
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5.36KClosed |
$182K - $209K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.4K- 12.42% |
$183K - $210K
|
38.1K
$1.93M
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.47KClosed |
$186K - $213K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.52K- 20.95% |
$188K - $215K
|
20.8K
$1.06M
|
|
May 03, 2022
Q1 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-5.57K- 2.19% |
$189K - $217K
|
249K
$12.6M
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.65K- 37.87% |
$192K - $220K
|
9.27K
$471K
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.66K- 23.86% |
$192K - $221K
|
18.1K
$917K
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.79KClosed |
$197K - $226K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-5.84KClosed |
$199K - $228K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.84KClosed |
$199K - $228K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.91K- 2.98% |
$201K - $230K
|
193K
$9.78M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-5.95KClosed |
$202K - $232K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.97K- 3.15% |
$203K - $233K
|
183K
$9.31M
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.01KClosed |
$204K - $234K
|
0
$0
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6.08KClosed |
$207K - $237K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-6.5KClosed |
$221K - $253K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-6.54K- 2.12% |
$222K - $255K
|
302K
$15.4M
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-6.56KClosed |
$223K - $256K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.64KClosed |
$226K - $259K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.69K- 7.24% |
$227K - $261K
|
85.7K
$4.35M
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6.8K- 16.76% |
$231K - $265K
|
33.7K
$1.71M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.85K- 5.76% |
$233K - $267K
|
112K
$5.69M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.93KClosed |
$236K - $270K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-7KClosed |
$238K - $273K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-7.1K- 28.75% |
$241K - $277K
|
17.6K
$894K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.33KClosed |
$249K - $286K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-7.57KClosed |
$257K - $295K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.72KClosed |
$262K - $301K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-7.72K- 12.32% |
$262K - $301K
|
55K
$2.79M
|
|
May 16, 2022
Q1 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-7.81K- 5.32% |
$266K - $304K
|
139K
$7.06M
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-7.96KClosed |
$271K - $310K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.11KClosed |
$276K - $316K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-8.15KClosed |
$277K - $318K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.17K- 35.03% |
$278K - $318K
|
15.1K
$769K
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.45KClosed |
$287K - $329K
|
0
$0
|