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 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
78.1KNew |
$2.66M - $3.05M
|
78.1K
$3.97M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
78.1K+ 66.75% |
$2.66M - $3.04M
|
195K
$9.91M
|
|
|
May 13, 2022
Q1 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
78K+ 41.05% |
$2.65M - $3.04M
|
268K
$13.6M
|
|
|
May 02, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
75KNew |
$2.55M - $2.92M
|
75K
$3.81M
|
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
68K+ 27.02% |
$2.31M - $2.65M
|
319K
$16.2M
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
67.3KNew |
$2.29M - $2.62M
|
67.3K
$3.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
66.2KNew |
$2.25M - $2.58M
|
66.2K
$3.36M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
61.8K+ 75.47% |
$2.1M - $2.41M
|
144K
$7.29M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
61K+ 87.68% |
$2.07M - $2.38M
|
131K
$6.63M
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
60.7K+ 8.62% |
$2.06M - $2.36M
|
765K
$38.8M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
57.1K+ 48.54% |
$1.94M - $2.22M
|
175K
$8.87M
|
|
|
Apr 21, 2022
Q1 2022
|
New Century Advisors, LLC
|
BUY
|
- |
57KNew |
$1.94M - $2.22M
|
57K
$2.89M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
56.2KNew |
$1.91M - $2.19M
|
56.2K
$2.85M
|
|
|
May 11, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
56.2KNew |
$1.91M - $2.19M
|
56.2K
$2.85M
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
55.1K+ 433.65% |
$1.87M - $2.15M
|
67.8K
$3.44M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
54.4K+ 24.76% |
$1.85M - $2.12M
|
274K
$13.9M
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
54.1K+ 7.69% |
$1.84M - $2.11M
|
758K
$38.5M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
52.9K+ 214.56% |
$1.8M - $2.06M
|
77.6K
$3.94M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52.9K+ 77.93% |
$1.8M - $2.06M
|
121K
$6.13M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.5K+ 9.26% |
$1.78M - $2.05M
|
619K
$31.4M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
48.9K+ 3.49% |
$1.66M - $1.91M
|
1.45M
$73.7M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
48.7KNew |
$1.66M - $1.9M
|
48.7K
$2.47M
|
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
47.7K+ 293.48% |
$1.62M - $1.86M
|
64K
$3.25M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
47.3K+ 11.26% |
$1.61M - $1.84M
|
467K
$23.7M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47K+ 3.53% |
$1.6M - $1.83M
|
1.38M
$70M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
43.5KNew |
$1.48M - $1.7M
|
43.5K
$2.21M
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
42.9K+ 13.28% |
$1.46M - $1.67M
|
365K
$18.6M
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
42.8K+ 2.33% |
$1.45M - $1.67M
|
1.88M
$95.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
41.9KNew |
$1.42M - $1.63M
|
41.9K
$2.13M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
41.8K+ 4.07% |
$1.42M - $1.63M
|
1.07M
$54.2M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
41.8K+ 59.82% |
$1.42M - $1.63M
|
112K
$5.67M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
41.6K+ 9.6% |
$1.41M - $1.62M
|
474K
$24.1M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
41.4K+ 125.41% |
$1.41M - $1.61M
|
74.4K
$3.78M
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
40.7K+ 3.01% |
$1.38M - $1.59M
|
1.39M
$70.6M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
38.5KNew |
$1.31M - $1.5M
|
38.5K
$1.96M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
38.1K+ 94.61% |
$1.3M - $1.49M
|
78.4K
$3.98M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
37.3K+ 11.53% |
$1.27M - $1.45M
|
361K
$18.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
37.2K+ 559.25% |
$1.26M - $1.45M
|
43.8K
$2.22M
|
|
|
Apr 21, 2022
Q1 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
36.1K+ 18.68% |
$1.23M - $1.41M
|
229K
$11.6M
|
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
35.4K+ 4.86% |
$1.2M - $1.38M
|
765K
$38.8M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
35.3K+ 14.45% |
$1.2M - $1.38M
|
280K
$14.2M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.2K+ 5.84% |
$1.16M - $1.33M
|
620K
$31.5M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
34K+ 8614.43% |
$1.16M - $1.33M
|
34.4K
$1.75M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
33.1KNew |
$1.13M - $1.29M
|
33.1K
$1.68M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32.6K+ 2.66% |
$1.11M - $1.27M
|
1.26M
$64M
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
32.1KNew |
$1.09M - $1.25M
|
32.1K
$1.63M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
31.8KNew |
$1.08M - $1.24M
|
31.8K
$1.61M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
30.8K+ 9.85% |
$1.05M - $1.2M
|
344K
$17.4M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
30.1KNew |
$1.02M - $1.17M
|
30.1K
$1.53M
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
30K+ 6.29% |
$1.02M - $1.17M
|
507K
$25.8M
|