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 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.09KNew |
$200K - $415K
|
6.09K
$293K
|
|
Aug 05, 2021
Q2 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
6.09KNew |
$200K - $415K
|
6.09K
$293K
|
|
Aug 11, 2021
Q2 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.98KNew |
$197K - $407K
|
5.98K
$288K
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
BUY
|
- |
5.95KNew |
$196K - $405K
|
5.95K
$286K
|
|
Jul 27, 2021
Q2 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.92KNew |
$195K - $403K
|
5.92K
$285K
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.78KNew |
$190K - $394K
|
5.78K
$278K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.51KNew |
$181K - $375K
|
5.51K
$265K
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5.39KNew |
$177K - $367K
|
5.39K
$260K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
5.39KNew |
$177K - $367K
|
5.39K
$260K
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.31K+ 48.19% |
$175K - $362K
|
16.3K
$786K
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.25KNew |
$173K - $357K
|
5.25K
$253K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
5.18KNew |
$170K - $352K
|
5.18K
$249K
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5.02KNew |
$165K - $342K
|
5.02K
$242K
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
5.02K+ 30.28% |
$165K - $342K
|
21.6K
$1.04M
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
5KNew |
$165K - $340K
|
5K
$241K
|
|
Jul 16, 2021
Q2 2021
|
Central Bank & Trust CO
|
BUY
|
- |
4.75KNew |
$156K - $323K
|
4.75K
$229K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.63KNew |
$152K - $315K
|
4.63K
$223K
|
|
Aug 13, 2021
Q2 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.39KNew |
$144K - $299K
|
4.39K
$211K
|
|
Aug 11, 2021
Q2 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.2KNew |
$138K - $286K
|
4.2K
$202K
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.04KNew |
$133K - $275K
|
4.04K
$195K
|
|
Jul 02, 2021
Q2 2021
|
M&R Capital Management Inc
|
BUY
|
- |
3.75KNew |
$123K - $255K
|
3.75K
$181K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.57KNew |
$117K - $243K
|
3.57K
$172K
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.48KNew |
$114K - $237K
|
3.48K
$167K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3.27KNew |
$108K - $223K
|
3.27K
$157K
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.2KNew |
$105K - $218K
|
3.2K
$154K
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3KNew |
$98.7K - $204K
|
3K
$144K
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
2.81KNew |
$92.5K - $192K
|
2.81K
$135K
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.8KNew |
$92.1K - $191K
|
2.8K
$135K
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.76KNew |
$90.7K - $188K
|
2.76K
$133K
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.73KNew |
$89.8K - $186K
|
2.73K
$131K
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.62KNew |
$86.3K - $179K
|
2.62K
$126K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.6KNew |
$85.5K - $177K
|
2.6K
$125K
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
2.52KNew |
$82.9K - $171K
|
2.52K
$121K
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.4KNew |
$79K - $163K
|
2.4K
$116K
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.29KNew |
$75.4K - $156K
|
2.29K
$110K
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.22KNew |
$73K - $151K
|
2.22K
$107K
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.01KNew |
$66K - $137K
|
2.01K
$96.5K
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2KNew |
$65.8K - $136K
|
2K
$96.3K
|
|
Aug 12, 2021
Q2 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2KNew |
$65.8K - $136K
|
2K
$96.3K
|
|
Aug 10, 2021
Q2 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2KNew |
$65.8K - $136K
|
2K
$96.3K
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.99KNew |
$65.4K - $135K
|
1.99K
$95.7K
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.91KNew |
$62.7K - $130K
|
1.91K
$91.8K
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.82KNew |
$59.7K - $124K
|
1.82K
$87.4K
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.8KNew |
$59.3K - $123K
|
1.8K
$86.7K
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$57.6K - $119K
|
1.75K
$84.3K
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.69KNew |
$55.4K - $115K
|
1.69K
$81.1K
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.62KNew |
$53.3K - $110K
|
1.62K
$78K
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.57KNew |
$51.5K - $107K
|
1.57K
$75.4K
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
BUY
|
- |
1.55KNew |
$50.9K - $105K
|
1.55K
$74.5K
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.53KNew |
$50.2K - $104K
|
1.53K
$73.5K
|