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 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
- |
14.8KNew |
$487K - $1.01M
|
14.8K
$712K
|
|
Aug 04, 2021
Q2 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
14.8KNew |
$486K - $1.01M
|
14.8K
$711K
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
14.6KNew |
$481K - $995K
|
14.6K
$704K
|
|
Aug 16, 2021
Q2 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14.4KNew |
$473K - $979K
|
14.4K
$692K
|
|
Aug 12, 2021
Q2 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14.1KNew |
$464K - $960K
|
14.1K
$679K
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14KNew |
$461K - $954K
|
14K
$675K
|
|
Aug 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
14KNew |
$461K - $953K
|
14K
$674K
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$459K - $950K
|
14K
$672K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
13.9KNew |
$459K - $949K
|
13.9K
$671K
|
|
Aug 03, 2021
Q2 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
13.8KNew |
$455K - $941K
|
13.8K
$666K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
13.8KNew |
$453K - $938K
|
13.8K
$663K
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
13.6KNew |
$449K - $929K
|
13.6K
$657K
|
|
Jun 07, 2022
Q2 2021
|
True North Advisors, LLC
|
BUY
|
- |
13.6KNew |
$447K - $926K
|
13.6K
$655K
|
|
Aug 10, 2021
Q2 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13.5KNew |
$445K - $922K
|
13.5K
$652K
|
|
Aug 13, 2021
Q2 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
13.4KNew |
$440K - $911K
|
13.4K
$644K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
13.4KNew |
$440K - $910K
|
13.4K
$644K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$439K - $909K
|
13.3K
$643K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$437K - $904K
|
13.3K
$640K
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.2KNew |
$433K - $895K
|
13.2K
$633K
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13.1KNew |
$430K - $890K
|
13.1K
$629K
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
BUY
|
- |
13KNew |
$428K - $886K
|
13K
$626K
|
|
Jul 30, 2021
Q2 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
12.9KNew |
$425K - $879K
|
12.9K
$622K
|
|
Aug 10, 2021
Q2 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
12.9KNew |
$424K - $878K
|
12.9K
$621K
|
|
Jul 23, 2021
Q2 2021
|
R.P. Boggs & Co.
|
BUY
|
- |
12.9KNew |
$424K - $878K
|
12.9K
$621K
|
|
Aug 04, 2021
Q2 2021
|
Ddd Partners, LLC
|
BUY
|
- |
12.8KNew |
$420K - $868K
|
12.8K
$614K
|
|
Aug 13, 2021
Q2 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
12.7KNew |
$419K - $867K
|
12.7K
$613K
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.7KNew |
$417K - $863K
|
12.7K
$610K
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.6KNew |
$414K - $857K
|
12.6K
$606K
|
|
Aug 16, 2021
Q2 2021
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
12.5KNew |
$412K - $853K
|
12.5K
$603K
|
|
Aug 10, 2021
Q2 2021
|
Inverness Counsel LLC
|
BUY
|
- |
12.5KNew |
$411K - $851K
|
12.5K
$602K
|
|
Aug 03, 2021
Q2 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$407K - $843K
|
12.4K
$596K
|
|
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
12.4KNew |
$407K - $842K
|
12.4K
$595K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$406K - $841K
|
12.4K
$595K
|
|
Jul 26, 2021
Q2 2021
|
Pds Planning, Inc
|
BUY
|
- |
12.3KNew |
$404K - $835K
|
12.3K
$591K
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.1KNew |
$400K - $827K
|
12.1K
$585K
|
|
Aug 12, 2021
Q2 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
12.1KNew |
$397K - $821K
|
12.1K
$580K
|
|
Jul 21, 2021
Q2 2021
|
Patron Partners, LLC
|
BUY
|
- |
12KNew |
$396K - $819K
|
12K
$579K
|
|
Jul 29, 2021
Q2 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
12KNew |
$394K - $816K
|
12K
$577K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.9KNew |
$393K - $813K
|
11.9K
$575K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.9KNew |
$391K - $809K
|
11.9K
$572K
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11.9KNew |
$391K - $808K
|
11.9K
$572K
|
|
Aug 05, 2021
Q2 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
11.7KNew |
$386K - $799K
|
11.7K
$565K
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11.5KNew |
$379K - $785K
|
11.5K
$555K
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$378K - $782K
|
11.5K
$553K
|
|
Aug 09, 2021
Q2 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.3KNew |
$371K - $767K
|
11.3K
$542K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$369K - $763K
|
11.2K
$540K
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.2KNew |
$368K - $761K
|
11.2K
$538K
|
|
Jul 27, 2021
Q2 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
11KNew |
$363K - $752K
|
11K
$532K
|
|
Aug 10, 2021
Q2 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
11KNew |
$362K - $749K
|
11K
$530K
|
|
Jul 28, 2021
Q2 2021
|
Iron Financial, LLC
|
BUY
|
- |
10.9KNew |
$359K - $743K
|
10.9K
$526K
|