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
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
7.76K+ 3.62% |
$264K - $302K
|
222K
$11.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7.69K+ 2.16% |
$262K - $300K
|
364K
$18.5M
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.59KNew |
$258K - $296K
|
7.59K
$385K
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.45KNew |
$253K - $290K
|
7.45K
$378K
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7.42K+ 37.67% |
$252K - $289K
|
27.1K
$1.38M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
7.38K+ 1.67% |
$251K - $288K
|
449K
$22.8M
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
7.17KNew |
$244K - $280K
|
7.17K
$364K
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
7K+ 8.47% |
$238K - $273K
|
89.7K
$4.55M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6.93K+ 78.79% |
$235K - $270K
|
15.7K
$798K
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
6.9KNew |
$234K - $269K
|
6.9K
$350K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
6.87K+ 30.48% |
$234K - $268K
|
29.4K
$1.49M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
6.81K+ 10.8% |
$231K - $265K
|
69.8K
$3.54M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
6.65KNew |
$226K - $259K
|
6.65K
$338K
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.45KNew |
$219K - $252K
|
6.45K
$328K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6.22KNew |
$212K - $243K
|
6.22K
$316K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.21KNew |
$211K - $242K
|
6.21K
$315K
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
6.21KNew |
$211K - $242K
|
6.21K
$315K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.09K+ 21.15% |
$207K - $237K
|
34.9K
$1.77M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
6.06K+ 53.68% |
$206K - $236K
|
17.4K
$881K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.95K+ 5.63% |
$202K - $232K
|
112K
$5.67M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.93K+ 15.72% |
$202K - $231K
|
43.7K
$2.22M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.92K+ 73.44% |
$201K - $231K
|
14K
$709K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.91KNew |
$201K - $230K
|
5.91K
$300K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.84K+ 8.73% |
$198K - $228K
|
72.7K
$3.69M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.78KNew |
$197K - $225K
|
5.78K
$294K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
5.77KNew |
$196K - $225K
|
5.77K
$293K
|
|
|
May 06, 2022
Q1 2022
|
Blooom, Inc.
|
BUY
|
- |
5.73KNew |
$195K - $223K
|
5.73K
$291K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.72K+ 49.48% |
$194K - $223K
|
17.3K
$877K
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
5.67KNew |
$193K - $221K
|
5.67K
$288K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
5.67KNew |
$193K - $221K
|
5.67K
$288K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
5.66KNew |
$192K - $221K
|
5.66K
$287K
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.53KNew |
$188K - $215K
|
5.53K
$281K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.52KNew |
$188K - $215K
|
5.52K
$280K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
5.51K+ 0.95% |
$187K - $215K
|
584K
$29.7M
|
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.5KNew |
$187K - $214K
|
5.5K
$279K
|
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
5.5KNew |
$187K - $214K
|
5.5K
$279K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5.46KNew |
$186K - $213K
|
5.46K
$277K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
5.42KNew |
$184K - $211K
|
5.42K
$275K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.41K+ 2.76% |
$184K - $211K
|
201K
$10.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.32K+ 2.56% |
$181K - $207K
|
213K
$10.8M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.26KNew |
$179K - $205K
|
5.26K
$267K
|
|
|
May 16, 2022
Q1 2022
|
Independent Family Office, LLC
|
BUY
|
- |
5.25K+ 1.41% |
$179K - $205K
|
377K
$19.2M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.07K+ 14.89% |
$172K - $198K
|
39.1K
$1.99M
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
4.93K+ 1.78% |
$167K - $192K
|
281K
$14.3M
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4.83K+ 27.24% |
$164K - $188K
|
22.5K
$1.14M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.74K+ 212.13% |
$161K - $185K
|
6.97K
$354K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.72K+ 4.55% |
$160K - $184K
|
108K
$5.5M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.71K+ 7238.46% |
$160K - $183K
|
4.77K
$242K
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.61K+ 12.83% |
$157K - $180K
|
40.5K
$2.06M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.56K+ 10.2% |
$155K - $178K
|
49.3K
$2.5M
|