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
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
525+ 0.4% |
$17.9K - $20.5K
|
133K
$6.74M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
505New |
$17.2K - $19.7K
|
505
$25.6K
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
486+ 2.68% |
$16.5K - $18.9K
|
18.6K
$946K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
476+ 7.54% |
$16.2K - $18.6K
|
6.79K
$345K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
452+ 22.14% |
$15.4K - $17.6K
|
2.49K
$127K
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
450+ 12.86% |
$15.3K - $17.5K
|
3.95K
$201K
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
402+ 1.04% |
$13.7K - $15.7K
|
39.1K
$1.99M
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
400+ 63.29% |
$13.6K - $15.6K
|
1.03K
$52.4K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
393+ 4.95% |
$13.4K - $15.3K
|
8.33K
$423K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
388+ 3.79% |
$13.2K - $15.1K
|
10.6K
$540K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
356+ 3.76% |
$12.1K - $13.9K
|
9.82K
$499K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
353+ 14.71% |
$12K - $13.8K
|
2.75K
$140K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
352+ 3.94% |
$12K - $13.7K
|
9.29K
$472K
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
347+ 1.23% |
$11.8K - $13.5K
|
28.5K
$1.45M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
330+ 0.08% |
$11.2K - $12.9K
|
432K
$21.9M
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
326+ 0.68% |
$11.1K - $12.7K
|
48.6K
$2.47M
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
322+ 5.1% |
$10.9K - $12.6K
|
6.64K
$337K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
319+ 21.5% |
$10.8K - $12.4K
|
1.8K
$91.6K
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
317+ 5.44% |
$10.8K - $12.4K
|
6.15K
$312K
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
305New |
$10.4K - $11.9K
|
305
$15.5K
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
300+ 2.36% |
$10.2K - $11.7K
|
13K
$660K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
300+ 361.45% |
$10.2K - $11.7K
|
383
$19.4K
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
294+ 4.15% |
$10K - $11.5K
|
7.37K
$374K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
280+ 2.01% |
$9.52K - $10.9K
|
14.2K
$722K
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
280+ 1.8% |
$9.52K - $10.9K
|
15.8K
$802K
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
279+ 1.64% |
$9.49K - $10.9K
|
17.3K
$880K
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
261+ 1.38% |
$8.87K - $10.2K
|
19.1K
$972K
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
248+ 6.41% |
$8.43K - $9.67K
|
4.12K
$209K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
233New |
$7.92K - $9.08K
|
233
$11.8K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
230+ 5.84% |
$7.82K - $8.97K
|
4.17K
$212K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
227+ 16.43% |
$7.72K - $8.85K
|
1.61K
$81.7K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
168+ 2.17% |
$5.71K - $6.55K
|
7.9K
$401K
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
168+ 0.06% |
$5.71K - $6.55K
|
287K
$14.6M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
166New |
$5.64K - $6.47K
|
166
$8.43K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
160New |
$5.44K - $6.24K
|
160
$8.12K
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
145New |
$4.93K - $5.65K
|
145
$7.36K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
145New |
$4.93K - $5.65K
|
145
$7.36K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
144+ 9.6% |
$4.9K - $5.61K
|
1.64K
$83.5K
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
143+ 19.62% |
$4.86K - $5.57K
|
872
$44.3K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
140+ 12.14% |
$4.76K - $5.46K
|
1.29K
$65.7K
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
139+ 3.45% |
$4.73K - $5.42K
|
4.16K
$211K
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
128+ 1.2% |
$4.35K - $4.99K
|
10.8K
$550K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
109+ 0.8% |
$3.71K - $4.25K
|
13.7K
$694K
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
104+ 0.15% |
$3.54K - $4.05K
|
67.6K
$3.43M
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
100+ 0.36% |
$3.4K - $3.9K
|
27.9K
$1.41M
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
93+ 1.04% |
$3.16K - $3.63K
|
9.07K
$460K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
75+ 2.28% |
$2.55K - $2.92K
|
3.37K
$171K
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
71+ 0.69% |
$2.41K - $2.77K
|
10.4K
$528K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
67+ 0.99% |
$2.28K - $2.61K
|
6.8K
$346K
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
54+ 0.82% |
$1.84K - $2.1K
|
6.67K
$339K
|