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
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8.46KClosed |
$288K - $330K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-8.54KClosed |
$290K - $333K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-8.63K- 6.02% |
$294K - $337K
|
135K
$6.84M
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-8.88K- 47.45% |
$302K - $346K
|
9.84K
$499K
|
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
SELL
|
- |
-8.91KClosed |
$303K - $347K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-9KClosed |
$306K - $351K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-9.07KClosed |
$308K - $354K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-9.32KClosed |
$317K - $363K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-9.67KClosed |
$329K - $377K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.93KClosed |
$338K - $387K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-9.96KClosed |
$339K - $388K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-9.96K- 3.67% |
$339K - $388K
|
261K
$13.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-10KClosed |
$340K - $390K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
SELL
|
- |
-10.4KClosed |
$353K - $405K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.5K- 13.28% |
$358K - $411K
|
68.8K
$3.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-10.6K- 1.45% |
$359K - $412K
|
716K
$36.3M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-10.7K- 11.4% |
$363K - $417K
|
83.1K
$4.22M
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-10.7KClosed |
$364K - $417K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10.9K- 43.73% |
$370K - $424K
|
14K
$711K
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-11.1K- 96.32% |
$376K - $432K
|
423
$21.5K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.2K- 18.08% |
$380K - $435K
|
50.6K
$2.57M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-11.5KClosed |
$391K - $448K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-11.6K- 11.06% |
$393K - $451K
|
93K
$4.72M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.6K- 46.71% |
$396K - $453K
|
13.3K
$674K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
SELL
|
- |
-11.7KClosed |
$399K - $457K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-11.9K- 56.39% |
$404K - $463K
|
9.18K
$466K
|
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-12.1K- 4.48% |
$411K - $472K
|
258K
$13.1M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-12.5K- 65.05% |
$425K - $488K
|
6.72K
$341K
|
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-12.6KClosed |
$427K - $489K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-12.6KClosed |
$427K - $489K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-12.6KClosed |
$430K - $493K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-12.8KClosed |
$436K - $500K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-12.8K- 11.46% |
$437K - $501K
|
99.2K
$5.04M
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-13.1KClosed |
$444K - $510K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.8KClosed |
$468K - $537K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14K- 18.83% |
$476K - $545K
|
60.3K
$3.06M
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-14.1K- 21.11% |
$479K - $550K
|
52.7K
$2.67M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-14.3KClosed |
$486K - $557K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-14.4K- 27.45% |
$489K - $561K
|
38K
$1.93M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-14.8KClosed |
$505K - $579K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.9KClosed |
$508K - $582K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.3K- 11.83% |
$520K - $597K
|
114K
$5.8M
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-15.7KClosed |
$535K - $614K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15.9K- 28.48% |
$540K - $619K
|
39.9K
$2.02M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-17.3K- 3.46% |
$587K - $673K
|
481K
$24.4M
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-17.5K- 58.15% |
$595K - $682K
|
12.6K
$639K
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-17.6KClosed |
$597K - $684K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-17.9KClosed |
$609K - $698K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18.7K- 4.86% |
$637K - $730K
|
367K
$18.6M
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
SELL
|
- |
-19.3K- 26.59% |
$657K - $754K
|
53.4K
$2.71M
|