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 28, 2021
Q2 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
206New |
$6.78K - $14K
|
206
$10.5K
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
BUY
|
- |
184New |
$6.05K - $12.5K
|
184
$9.4K
|
|
|
Jul 16, 2021
Q2 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
170New |
$5.59K - $11.6K
|
170
$8.68K
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
168New |
$5.53K - $11.4K
|
168
$8.58K
|
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
BUY
|
- |
162New |
$5.33K - $11K
|
162
$8.27K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
162New |
$5.33K - $11K
|
162
$8.27K
|
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
150New |
$4.94K - $10.2K
|
150
$7.66K
|
|
|
Aug 02, 2021
Q2 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
145New |
$4.77K - $9.87K
|
145
$7.4K
|
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
143New |
$4.7K - $9.74K
|
143
$7.3K
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
140New |
$4.61K - $9.53K
|
140
$7.15K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
140New |
$4.61K - $9.53K
|
140
$7.15K
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
125New |
$4.11K - $8.51K
|
125
$6.38K
|
|
|
Jul 28, 2021
Q2 2021
|
Bray Capital Advisors
|
BUY
|
- |
125New |
$4.11K - $8.51K
|
125
$6.38K
|
|
|
Aug 10, 2021
Q2 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
110New |
$3.62K - $7.49K
|
110
$5.62K
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
95New |
$3.13K - $6.47K
|
95
$4.85K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
65New |
$2.14K - $4.43K
|
65
$3.32K
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
54New |
$1.78K - $3.68K
|
54
$2.76K
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
50New |
$1.65K - $3.4K
|
50
$2.55K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50New |
$1.65K - $3.4K
|
50
$2.55K
|
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
47New |
$1.55K - $3.2K
|
47
$2.4K
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
32New |
$1.05K - $2.18K
|
32
$1.63K
|
|
|
Sep 01, 2021
Q2 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
21New |
$691 - $1.43K
|
21
$1.07K
|
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$197 - $408
|
6
$306
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5New |
$165 - $340
|
5
$255
|
|
|
Sep 20, 2021
Q2 2021
|
Activest Wealth Management
|
BUY
|
- |
3New |
$98.7 - $204
|
3
$153
|
|
|
Aug 04, 2021
Q2 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-90- 0.03% |
$2.96K - $6.13K
|
263K
$13.4M
|
|
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-100Closed |
$3.29K - $6.81K
|
0
$0
|
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-690- 12.51% |
$22.7K - $47K
|
4.82K
$246K
|
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-970- 50.03% |
$31.9K - $66K
|
969
$49.5K
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.27K- 5.58% |
$41.9K - $86.7K
|
21.5K
$1.1M
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.43K- 55.0% |
$80K - $166K
|
1.99K
$102K
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.95K- 25.37% |
$229K - $473K
|
20.5K
$1.04M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.46K- 2.45% |
$278K - $576K
|
337K
$17.2M
|
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-8.89K- 25.26% |
$292K - $605K
|
26.3K
$1.34M
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.1KClosed |
$365K - $755K
|
0
$0
|
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12.2K- 49.35% |
$401K - $830K
|
12.5K
$639K
|
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-21.8K- 38.32% |
$717K - $1.48M
|
35.1K
$1.79M
|
|
|
Aug 25, 2023
Q2 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-26.5K- 33.84% |
$871K - $1.8M
|
51.8K
$2.64M
|
|
|
Feb 14, 2023
Q2 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-502K- 53.27% |
$16.5M - $34.2M
|
440K
$22.5M
|
|
|
Mar 18, 2022
Q2 2021
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-956K- 50.0% |
$31.5M - $65.1M
|
956K
$48.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.39M- 97.03% |
$111M - $231M
|
104K
$5.29M
|