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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 41.82% |
$150K - $172K
|
14.9K
$759K
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.38K+ 59.8% |
$149K - $171K
|
11.7K
$594K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.38K+ 0.55% |
$149K - $171K
|
799K
$40.6M
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.37K+ 28.85% |
$149K - $170K
|
19.5K
$991K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.33K+ 13.19% |
$147K - $169K
|
37.2K
$1.89M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.23K+ 10.07% |
$144K - $165K
|
46.3K
$2.35M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
4.18K+ 3.27% |
$142K - $163K
|
132K
$6.71M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
4.18K+ 11.7% |
$142K - $163K
|
39.9K
$2.03M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
3.98K+ 65.85% |
$135K - $155K
|
10K
$509K
|
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
3.98K+ 1.64% |
$135K - $155K
|
247K
$12.5M
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.8KNew |
$129K - $148K
|
3.8K
$193K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.77K+ 6.32% |
$128K - $147K
|
63.3K
$3.22M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.67K+ 12.27% |
$125K - $143K
|
33.5K
$1.7M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.48K+ 6.97% |
$118K - $136K
|
53.4K
$2.71M
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.44K+ 2.18% |
$117K - $134K
|
161K
$8.18M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.42K+ 62.18% |
$116K - $133K
|
8.92K
$453K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.4K+ 1.01% |
$116K - $133K
|
339K
$17.2M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
3.14K+ 8.66% |
$107K - $123K
|
39.4K
$2M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.11K+ 3.02% |
$106K - $121K
|
106K
$5.39M
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.06K+ 5.34% |
$104K - $119K
|
60.4K
$3.07M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3K+ 1.53% |
$102K - $117K
|
199K
$10.1M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.99K+ 73.39% |
$102K - $117K
|
7.06K
$359K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.92K+ 2.36% |
$99.3K - $114K
|
127K
$6.44M
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.84K+ 1.82% |
$96.5K - $111K
|
158K
$8.04M
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.82K+ 2.66% |
$96K - $110K
|
109K
$5.53M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.72KNew |
$92.4K - $106K
|
2.72K
$138K
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.69K+ 2.84% |
$91.4K - $105K
|
97.5K
$4.95M
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.69K+ 17.9% |
$91.4K - $105K
|
17.7K
$899K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.67K+ 13.43% |
$90.8K - $104K
|
22.6K
$1.15M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.67K+ 22.44% |
$90.8K - $104K
|
14.6K
$740K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.53KNew |
$85.9K - $98.4K
|
2.53K
$128K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
2.52K+ 3.94% |
$85.8K - $98.3K
|
66.5K
$3.38M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.32KNew |
$78.9K - $90.5K
|
2.32K
$118K
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.31K+ 0.44% |
$78.5K - $90K
|
524K
$26.6M
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.3K+ 5.57% |
$78.2K - $89.7K
|
43.6K
$2.21M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.23K+ 33.12% |
$75.7K - $86.7K
|
8.94K
$454K
|
|
|
May 02, 2022
Q1 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.2K+ 27.49% |
$74.7K - $85.6K
|
10.2K
$517K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.17K+ 1.88% |
$73.7K - $84.5K
|
118K
$5.97M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.14K+ 9.69% |
$72.6K - $83.3K
|
24.2K
$1.23M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.13K+ 13.28% |
$72.5K - $83.1K
|
18.2K
$923K
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.05K+ 25.49% |
$69.7K - $79.9K
|
10.1K
$512K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.96K+ 10.1% |
$66.5K - $76.2K
|
21.3K
$1.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.92K+ 24.59% |
$65.3K - $74.8K
|
9.73K
$494K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1.92K+ 1.06% |
$65.3K - $74.8K
|
183K
$9.29M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 34.07% |
$59.8K - $68.5K
|
6.92K
$351K
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
BUY
|
- |
1.75K+ 8.02% |
$59.5K - $68.2K
|
23.6K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.71K+ 0.27% |
$58.2K - $66.7K
|
626K
$31.8M
|
|
|
May 16, 2022
Q1 2022
|
Moon Capital Management LP
New York, NY |
BUY
|
- |
1.68K+ 0.11% |
$57.2K - $65.6K
|
1.56M
$79.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
1.65K+ 2.61% |
$55.9K - $64.1K
|
64.6K
$3.28M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.63KNew |
$55.4K - $63.5K
|
1.63K
$82.8K
|