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 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-44.9K- 63.22% |
$1.53M - $1.75M
|
26.1K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-45.7K- 11.27% |
$1.55M - $1.78M
|
360K
$18.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-47.1K- 20.16% |
$1.6M - $1.83M
|
186K
$9.46M
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-47.1K- 7.9% |
$1.6M - $1.84M
|
549K
$27.9M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-48.8K- 12.03% |
$1.66M - $1.9M
|
357K
$18.1M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-49.1K- 11.73% |
$1.67M - $1.91M
|
369K
$18.8M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-49.2K- 32.07% |
$1.67M - $1.92M
|
104K
$5.29M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-49.4KClosed |
$1.68M - $1.93M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-51.4KClosed |
$1.75M - $2M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-52.1K- 22.48% |
$1.77M - $2.03M
|
180K
$9.13M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.7K- 1.07% |
$1.79M - $2.05M
|
4.85M
$246M
|
|
|
May 13, 2022
Q1 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-56.3KClosed |
$1.91M - $2.2M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-57.2KClosed |
$1.94M - $2.23M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-58KClosed |
$1.97M - $2.26M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-58.3KClosed |
$1.98M - $2.27M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-58.7K- 37.43% |
$2M - $2.29M
|
98.2K
$4.99M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-59.1KClosed |
$2.01M - $2.3M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-59.6K- 38.88% |
$2.02M - $2.32M
|
93.6K
$4.75M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-60.6K- 6.26% |
$2.06M - $2.36M
|
909K
$46.1M
|
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-60.7K- 42.94% |
$2.06M - $2.36M
|
80.6K
$4.09M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-61.9KClosed |
$2.1M - $2.41M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-68.6KClosed |
$2.33M - $2.67M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-70.2KClosed |
$2.39M - $2.73M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-73.3KClosed |
$2.49M - $2.86M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-74.2KClosed |
$2.52M - $2.89M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-79.4K- 37.78% |
$2.7M - $3.09M
|
131K
$6.64M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-81.3K- 44.83% |
$2.76M - $3.17M
|
100K
$5.08M
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-83.6K- 42.99% |
$2.84M - $3.26M
|
111K
$5.63M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-83.8K- 33.76% |
$2.85M - $3.27M
|
164K
$8.35M
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-85.1K- 87.87% |
$2.89M - $3.32M
|
11.8K
$597K
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-86.1KClosed |
$2.93M - $3.36M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-87.3K- 17.3% |
$2.97M - $3.4M
|
417K
$21.2M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-87.5KClosed |
$2.98M - $3.41M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-88.5K- 14.73% |
$3.01M - $3.45M
|
512K
$26M
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-88.8K- 12.23% |
$3.02M - $3.46M
|
638K
$32.4M
|
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-89.4K- 62.52% |
$3.04M - $3.48M
|
53.6K
$2.72M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-98.4KClosed |
$3.34M - $3.83M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-101K- 21.01% |
$3.42M - $3.92M
|
378K
$19.2M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-103K- 5.09% |
$3.5M - $4.01M
|
1.92M
$97.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-103KClosed |
$3.5M - $4.02M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-108K- 2.74% |
$3.67M - $4.21M
|
3.83M
$194M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-113KClosed |
$3.84M - $4.4M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-115KClosed |
$3.91M - $4.49M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-117KClosed |
$3.97M - $4.55M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-117KClosed |
$3.98M - $4.56M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-117K- 22.89% |
$3.98M - $4.56M
|
394K
$20M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-118K- 78.69% |
$4M - $4.58M
|
31.8K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-127KClosed |
$4.32M - $4.96M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-134KClosed |
$4.54M - $5.2M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-139K- 94.65% |
$4.72M - $5.42M
|
7.86K
$399K
|