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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
10.8KNew |
$355K - $734K
|
10.8K
$547K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$354K - $733K
|
10.8K
$546K
|
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
BUY
|
- |
10.7KNew |
$350K - $725K
|
10.7K
$540K
|
|
|
Jul 15, 2021
Q2 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
10.6KNew |
$348K - $721K
|
10.6K
$537K
|
|
|
Aug 12, 2021
Q2 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.4KNew |
$343K - $709K
|
10.4K
$528K
|
|
|
Jul 28, 2021
Q2 2021
|
Grove Bank & Trust
|
BUY
|
- |
10.4KNew |
$342K - $707K
|
10.4K
$527K
|
|
|
Aug 03, 2021
Q2 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
10.4KNew |
$341K - $705K
|
10.4K
$525K
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
10.2KNew |
$334K - $691K
|
10.2K
$515K
|
|
|
Aug 12, 2021
Q2 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10KNew |
$329K - $681K
|
10K
$507K
|
|
|
Jul 15, 2021
Q2 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.93KNew |
$327K - $676K
|
9.93K
$504K
|
|
|
Jul 27, 2021
Q2 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
9.93KNew |
$327K - $676K
|
9.93K
$503K
|
|
|
Jul 23, 2021
Q2 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
9.82KNew |
$323K - $668K
|
9.82K
$498K
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.71KNew |
$320K - $661K
|
9.71K
$492K
|
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
9.52KNew |
$313K - $648K
|
9.52K
$483K
|
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.52KNew |
$313K - $648K
|
9.52K
$483K
|
|
|
Jul 23, 2021
Q2 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
9.42KNew |
$310K - $642K
|
9.42K
$478K
|
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
9.36KNew |
$308K - $637K
|
9.36K
$475K
|
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
9.31KNew |
$306K - $634K
|
9.31K
$472K
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.31KNew |
$306K - $634K
|
9.31K
$472K
|
|
|
Jul 02, 2021
Q2 2021
|
Farmers Trust CO
|
BUY
|
- |
9.31KNew |
$306K - $633K
|
9.31K
$472K
|
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.27KNew |
$305K - $631K
|
9.27K
$470K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
9.23KNew |
$304K - $628K
|
9.23K
$468K
|
|
|
Jul 21, 2021
Q2 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.23KNew |
$304K - $628K
|
9.23K
$468K
|
|
|
Aug 06, 2021
Q2 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
9.15KNew |
$301K - $623K
|
9.15K
$464K
|
|
|
Aug 13, 2021
Q2 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.15KNew |
$301K - $623K
|
9.15K
$464K
|
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
BUY
|
- |
9.07KNew |
$298K - $617K
|
9.07K
$460K
|
|
|
Aug 16, 2021
Q2 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.04KNew |
$297K - $615K
|
9.04K
$458K
|
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
8.94KNew |
$294K - $608K
|
8.94K
$453K
|
|
|
Aug 05, 2021
Q2 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8.93KNew |
$294K - $608K
|
8.93K
$453K
|
|
|
Aug 05, 2021
Q2 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.89KNew |
$292K - $605K
|
8.89K
$451K
|
|
|
Jul 21, 2021
Q2 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
8.83KNew |
$290K - $601K
|
8.83K
$447K
|
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8.78KNew |
$289K - $597K
|
8.78K
$445K
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.42KNew |
$277K - $573K
|
8.42K
$427K
|
|
|
Aug 06, 2021
Q2 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
8.33KNew |
$274K - $567K
|
8.33K
$422K
|
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
BUY
|
- |
8.28KNew |
$272K - $564K
|
8.28K
$420K
|
|
|
Jul 22, 2021
Q2 2021
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
8.25KNew |
$271K - $562K
|
8.25K
$418K
|
|
|
Aug 11, 2021
Q2 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
8.22KNew |
$270K - $559K
|
8.22K
$417K
|
|
|
Aug 06, 2021
Q2 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.21KNew |
$270K - $559K
|
8.21K
$416K
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
8.17KNew |
$269K - $556K
|
8.17K
$414K
|
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.08KNew |
$266K - $550K
|
8.08K
$410K
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
8.02KNew |
$264K - $546K
|
8.02K
$407K
|
|
|
Jul 19, 2021
Q2 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8KNew |
$263K - $545K
|
8K
$406K
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
7.93KNew |
$261K - $540K
|
7.93K
$402K
|
|
|
Jul 26, 2021
Q2 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.92KNew |
$261K - $539K
|
7.92K
$402K
|
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.89KNew |
$260K - $537K
|
7.89K
$400K
|
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.88KNew |
$259K - $537K
|
7.88K
$400K
|
|
|
Aug 09, 2021
Q2 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
7.88KNew |
$259K - $537K
|
7.88K
$400K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.88KNew |
$259K - $537K
|
7.88K
$400K
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.86KNew |
$259K - $535K
|
7.86K
$399K
|
|
|
Aug 13, 2021
Q2 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
7.79KNew |
$256K - $530K
|
7.79K
$395K
|