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 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13.2KNew |
$449K - $514K
|
13.2K
$670K
|
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
12.7K+ 9.52% |
$432K - $495K
|
146K
$7.42M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.4KNew |
$422K - $484K
|
12.4K
$630K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
12.3K+ 1.81% |
$418K - $480K
|
692K
$35.2M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
12.2K+ 29.89% |
$415K - $476K
|
53K
$2.69M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.2K+ 21.65% |
$414K - $475K
|
68.4K
$3.47M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12K+ 46.54% |
$409K - $469K
|
37.9K
$1.93M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.8K+ 30.42% |
$403K - $462K
|
50.8K
$2.58M
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
11.8K+ 1.26% |
$402K - $461K
|
951K
$48.3M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
11.7K+ 11.26% |
$396K - $454K
|
115K
$5.85M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11.6K+ 20.69% |
$395K - $453K
|
67.8K
$3.44M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
11.4KNew |
$387K - $444K
|
11.4K
$578K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
11.2K+ 3.46% |
$382K - $438K
|
337K
$17.1M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.2K+ 36.95% |
$381K - $436K
|
41.5K
$2.11M
|
|
|
May 05, 2022
Q1 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
11.1K+ 1.45% |
$378K - $433K
|
779K
$39.6M
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
11.1K+ 55.72% |
$377K - $432K
|
31K
$1.57M
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
11.1K+ 2613.71% |
$376K - $431K
|
11.5K
$583K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11KNew |
$374K - $429K
|
11K
$559K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$358K - $411K
|
10.5K
$535K
|
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
BUY
|
- |
10.5K+ 8.85% |
$358K - $410K
|
129K
$6.57M
|
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$358K - $410K
|
10.5K
$534K
|
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
10.3K+ 171.35% |
$351K - $402K
|
16.3K
$829K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
10.1K+ 13.39% |
$342K - $392K
|
85.2K
$4.33M
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
10KNew |
$340K - $390K
|
10K
$508K
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.9KNew |
$337K - $386K
|
9.9K
$503K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.84K+ 7.14% |
$334K - $383K
|
148K
$7.49M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.81K+ 6.13% |
$334K - $382K
|
170K
$8.63M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.81KNew |
$334K - $382K
|
9.81K
$498K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9.66K+ 1932.6% |
$329K - $377K
|
10.2K
$516K
|
|
|
May 02, 2022
Q1 2022
|
Montis Financial, LLC
|
BUY
|
- |
9.64KNew |
$328K - $376K
|
9.64K
$490K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
9.52KNew |
$324K - $371K
|
9.52K
$483K
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
9.46K+ 8.2% |
$321K - $369K
|
125K
$6.33M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.38KNew |
$319K - $366K
|
9.38K
$476K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
9.36KNew |
$318K - $365K
|
9.36K
$475K
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
9.12KNew |
$310K - $355K
|
9.12K
$463K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
9.04K+ 116.85% |
$307K - $352K
|
16.8K
$852K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.99K+ 57.72% |
$306K - $351K
|
24.6K
$1.25M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
8.96K+ 16.29% |
$305K - $349K
|
64K
$3.25M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8.94K+ 135.45% |
$304K - $349K
|
15.5K
$789K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.9KNew |
$303K - $347K
|
8.9K
$452K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.88K+ 0.48% |
$302K - $346K
|
1.87M
$95M
|
|
|
May 02, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
8.79KNew |
$299K - $342K
|
8.79K
$446K
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
8.76KNew |
$298K - $342K
|
8.76K
$445K
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
8.39K+ 19.37% |
$285K - $327K
|
51.7K
$2.62M
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
8.19K+ 2.24% |
$278K - $319K
|
374K
$19M
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.18KNew |
$278K - $319K
|
8.18K
$415K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.03K+ 8.95% |
$273K - $313K
|
97.8K
$4.96M
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
7.99KNew |
$271K - $311K
|
7.99K
$405K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.93K+ 7.52% |
$270K - $309K
|
113K
$5.76M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
7.92K+ 13.97% |
$269K - $309K
|
64.6K
$3.28M
|