Purchases and Sales Made in Q2 2021 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q2 2021. 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 13, 2021
Q2 2021
|
Cypress Capital Group
|
BUY
|
- |
21.6KNew |
$710K - $1.47M
|
21.6K
$1.09M
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
21.5KNew |
$709K - $1.47M
|
21.5K
$1.09M
|
|
|
Aug 16, 2021
Q2 2021
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
21.4KNew |
$702K - $1.45M
|
21.4K
$1.08M
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.9KNew |
$689K - $1.43M
|
20.9K
$1.06M
|
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
20.9KNew |
$689K - $1.43M
|
20.9K
$1.06M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20.6KNew |
$678K - $1.4M
|
20.6K
$1.04M
|
|
|
Jul 06, 2021
Q2 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
20.5KNew |
$675K - $1.4M
|
20.5K
$1.04M
|
|
|
Aug 12, 2021
Q2 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
20.2KNew |
$666K - $1.38M
|
20.2K
$1.03M
|
|
|
Jul 22, 2021
Q2 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
20.2KNew |
$666K - $1.38M
|
20.2K
$1.03M
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
19.9KNew |
$656K - $1.36M
|
19.9K
$1.01M
|
|
|
Aug 09, 2021
Q2 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
19.9KNew |
$654K - $1.35M
|
19.9K
$1.01M
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.7KNew |
$649K - $1.34M
|
19.7K
$1M
|
|
|
Aug 13, 2021
Q2 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
19.7KNew |
$648K - $1.34M
|
19.7K
$998K
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6KNew |
$644K - $1.33M
|
19.6K
$993K
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$638K - $1.32M
|
19.4K
$983K
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.3KNew |
$635K - $1.31M
|
19.3K
$979K
|
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
19.3KNew |
$634K - $1.31M
|
19.3K
$977K
|
|
|
Aug 05, 2021
Q2 2021
|
Fwl Investment Management, LLC
|
BUY
|
- |
19.3KNew |
$633K - $1.31M
|
19.3K
$976K
|
|
|
Aug 06, 2021
Q2 2021
|
First National Trust CO
|
BUY
|
- |
19.1KNew |
$629K - $1.3M
|
19.1K
$969K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.1KNew |
$629K - $1.3M
|
19.1K
$969K
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
19.1KNew |
$628K - $1.3M
|
19.1K
$968K
|
|
|
Jul 20, 2021
Q2 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
19.1KNew |
$627K - $1.3M
|
19.1K
$967K
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.4KNew |
$606K - $1.25M
|
18.4K
$933K
|
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18.3KNew |
$603K - $1.25M
|
18.3K
$929K
|
|
|
Aug 04, 2021
Q2 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
18.2KNew |
$598K - $1.24M
|
18.2K
$922K
|
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18.1KNew |
$594K - $1.23M
|
18.1K
$916K
|
|
|
Jul 22, 2021
Q2 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
18KNew |
$594K - $1.23M
|
18K
$915K
|
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
17.9KNew |
$588K - $1.22M
|
17.9K
$906K
|
|
|
Jul 26, 2021
Q2 2021
|
Old National Bancorp
|
BUY
|
- |
17.6KNew |
$580K - $1.2M
|
17.6K
$893K
|
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
17.6KNew |
$580K - $1.2M
|
17.6K
$893K
|
|
|
Aug 16, 2021
Q2 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
17.5KNew |
$576K - $1.19M
|
17.5K
$887K
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
17.2KNew |
$565K - $1.17M
|
17.2K
$871K
|
|
|
Jul 14, 2021
Q2 2021
|
S&Co Inc
Boston, MA |
BUY
|
- |
17.2KNew |
$565K - $1.17M
|
17.2K
$871K
|
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
16.9KNew |
$557K - $1.15M
|
16.9K
$858K
|
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
16.9KNew |
$557K - $1.15M
|
16.9K
$858K
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.6KNew |
$546K - $1.13M
|
16.6K
$841K
|
|
|
Aug 16, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
16.6KNew |
$546K - $1.13M
|
16.6K
$841K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
16.5KNew |
$543K - $1.12M
|
16.5K
$837K
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.3KNew |
$537K - $1.11M
|
16.3K
$828K
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.9KNew |
$524K - $1.08M
|
15.9K
$808K
|
|
|
Aug 03, 2021
Q2 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
15.9KNew |
$524K - $1.08M
|
15.9K
$807K
|
|
|
Aug 16, 2021
Q2 2021
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
15.9KNew |
$523K - $1.08M
|
15.9K
$807K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.8KNew |
$519K - $1.07M
|
15.8K
$800K
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15.4KNew |
$505K - $1.05M
|
15.4K
$778K
|
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.3KNew |
$504K - $1.04M
|
15.3K
$776K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.3KNew |
$504K - $1.04M
|
15.3K
$776K
|
|
|
Jul 30, 2021
Q2 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
15.2KNew |
$501K - $1.04M
|
15.2K
$772K
|
|
|
Jul 30, 2021
Q2 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
15.1KNew |
$498K - $1.03M
|
15.1K
$768K
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
15.1KNew |
$496K - $1.03M
|
15.1K
$765K
|
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15KNew |
$494K - $1.02M
|
15K
$761K
|