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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.61K+ 5.01% |
$54.7K - $62.8K
|
33.7K
$1.71M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.54K+ 20.96% |
$52.5K - $60.1K
|
8.9K
$452K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.52K+ 0.91% |
$51.6K - $59.1K
|
169K
$8.58M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.5K+ 2.85% |
$51.1K - $58.6K
|
54.2K
$2.75M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$51K - $58.5K
|
1.5K
$76.2K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.43K+ 4.24% |
$48.8K - $55.9K
|
35.3K
$1.79M
|
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.43K+ 12.74% |
$48.6K - $55.7K
|
12.7K
$643K
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.43K+ 1.56% |
$48.5K - $55.6K
|
92.7K
$4.71M
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.41K+ 8.11% |
$47.9K - $55K
|
18.8K
$955K
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.39K+ 14.37% |
$47.3K - $54.3K
|
11.1K
$563K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.38K+ 1.64% |
$46.9K - $53.8K
|
85.5K
$4.34M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.38K+ 10.02% |
$46.9K - $53.8K
|
15.2K
$770K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.34K+ 1.48% |
$45.4K - $52.1K
|
91.4K
$4.64M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.34K+ 12.12% |
$45.4K - $52K
|
12.4K
$627K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 1.76% |
$43.2K - $49.5K
|
73.2K
$3.72M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$42.4K - $48.6K
|
1.25K
$63.4K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.25KNew |
$42.4K - $48.6K
|
1.25K
$63.4K
|
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.21K+ 0.68% |
$41.3K - $47.3K
|
181K
$9.19M
|
|
|
May 11, 2022
Q1 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.18K+ 1.92% |
$40.1K - $46K
|
62.5K
$3.18M
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
1.13K+ 8.48% |
$38.4K - $44K
|
14.5K
$734K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.13K+ 5.67% |
$38.4K - $44K
|
21K
$1.07M
|
|
|
May 10, 2022
Q1 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
1.12K+ 0.2% |
$38.1K - $43.7K
|
548K
$27.8M
|
|
|
May 09, 2022
Q1 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.07K+ 1.56% |
$36.2K - $41.6K
|
69.2K
$3.52M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.07K+ 11.84% |
$36.2K - $41.5K
|
10.1K
$511K
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.07K+ 0.98% |
$36.2K - $41.5K
|
110K
$5.56M
|
|
|
May 13, 2022
Q1 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
975+ 0.8% |
$33.2K - $38K
|
123K
$6.26M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
965+ 14.54% |
$32.8K - $37.6K
|
7.6K
$386K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
926New |
$31.5K - $36.1K
|
926
$47K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
879+ 14.54% |
$29.9K - $34.3K
|
6.93K
$352K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
874+ 4.07% |
$29.7K - $34.1K
|
22.3K
$1.13M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
873+ 4.07% |
$29.7K - $34K
|
22.3K
$1.13M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
843New |
$28.7K - $32.9K
|
843
$42.8K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
831+ 0.99% |
$28.3K - $32.4K
|
84.9K
$4.31M
|
|
|
May 02, 2022
Q1 2022
|
Grand Central Investment Group
|
BUY
|
- |
824+ 1.99% |
$28K - $32.1K
|
42.3K
$2.15M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
801+ 1.2% |
$27.2K - $31.2K
|
67.6K
$3.43M
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
775New |
$26.4K - $30.2K
|
775
$39.4K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
746+ 3.37% |
$25.4K - $29.1K
|
22.9K
$1.16M
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
739+ 1.92% |
$25.1K - $28.8K
|
39.2K
$1.99M
|
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
700+ 0.26% |
$23.8K - $27.3K
|
273K
$13.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
698+ 232.67% |
$23.7K - $27.2K
|
998
$50.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
685+ 14.63% |
$23.3K - $26.7K
|
5.37K
$272K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
666+ 86.95% |
$22.6K - $26K
|
1.43K
$72.7K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
651+ 2.35% |
$22.1K - $25.4K
|
28.4K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
631+ 2.24% |
$21.5K - $24.6K
|
28.8K
$1.46M
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
624+ 1.55% |
$21.2K - $24.3K
|
40.8K
$2.07M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
617+ 0.17% |
$21K - $24.1K
|
374K
$19M
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
BUY
|
- |
557+ 1.56% |
$18.9K - $21.7K
|
36.4K
$1.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
550+ 3.4% |
$18.7K - $21.4K
|
16.7K
$849K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
547+ 0.36% |
$18.6K - $21.3K
|
155K
$7.85M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
546+ 0.75% |
$18.6K - $21.3K
|
73.8K
$3.75M
|