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 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
557KNew |
$18.3M - $37.9M
|
557K
$27M
|
|
Jul 14, 2021
Q2 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
541KNew |
$17.8M - $36.8M
|
541K
$26.2M
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
534KNew |
$17.6M - $36.4M
|
534K
$25.9M
|
|
Jul 30, 2021
Q2 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
530KNew |
$17.4M - $36.1M
|
530K
$25.7M
|
|
Jul 29, 2021
Q2 2021
|
Cadinha & CO LLC
|
BUY
|
- |
517KNew |
$17M - $35.2M
|
517K
$25.1M
|
|
Aug 16, 2021
Q2 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
506KNew |
$16.7M - $34.5M
|
506K
$24.6M
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
500KNew |
$16.5M - $34.1M
|
500K
$24.3M
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
487KNew |
$16M - $33.1M
|
487K
$23.6M
|
|
Aug 10, 2021
Q2 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
487KNew |
$16M - $33.1M
|
487K
$23.6M
|
|
Aug 17, 2021
Q2 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
483KNew |
$15.9M - $32.9M
|
483K
$23.5M
|
|
Jul 26, 2021
Q2 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
469KNew |
$15.4M - $31.9M
|
469K
$22.8M
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
460KNew |
$15.1M - $31.3M
|
460K
$22.3M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
448KNew |
$14.7M - $30.5M
|
448K
$21.7M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
438KNew |
$14.4M - $29.8M
|
438K
$21.2M
|
|
Jul 29, 2021
Q2 2021
|
First American Trust, Fsb
|
BUY
|
- |
435KNew |
$14.3M - $29.6M
|
435K
$21.1M
|
|
Jul 01, 2021
Q2 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
430KNew |
$14.1M - $29.3M
|
430K
$20.9M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
423KNew |
$13.9M - $28.8M
|
423K
$20.5M
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
409KNew |
$13.5M - $27.9M
|
409K
$19.9M
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
399KNew |
$13.1M - $27.1M
|
399K
$19.3M
|
|
Aug 17, 2021
Q2 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
396KNew |
$13M - $27M
|
396K
$19.2M
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
396KNew |
$13M - $27M
|
396K
$19.2M
|
|
Jul 16, 2021
Q2 2021
|
American Research & Management Co.
|
BUY
|
- |
391KNew |
$12.9M - $26.6M
|
391K
$19M
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
380KNew |
$12.5M - $25.9M
|
380K
$18.4M
|
|
Jul 29, 2021
Q2 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
377KNew |
$12.4M - $25.6M
|
377K
$18.3M
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
373KNew |
$12.3M - $25.4M
|
373K
$18.1M
|
|
Sep 23, 2021
Q2 2021
|
Systelligence, LLC
|
BUY
|
- |
370KNew |
$12.2M - $25.2M
|
370K
$18M
|
|
Jul 21, 2021
Q2 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
367KNew |
$12.1M - $25M
|
367K
$17.8M
|
|
Aug 03, 2021
Q2 2021
|
American Investment Services, Inc.
|
BUY
|
- |
365KNew |
$12M - $24.8M
|
365K
$17.7M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
358KNew |
$11.8M - $24.4M
|
358K
$17.4M
|
|
Aug 12, 2021
Q2 2021
|
Independent Family Office, LLC
|
BUY
|
- |
353KNew |
$11.6M - $24M
|
353K
$17.1M
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
342KNew |
$11.2M - $23.3M
|
342K
$16.6M
|
|
Aug 05, 2021
Q2 2021
|
Simmons Bank
|
BUY
|
- |
341KNew |
$11.2M - $23.2M
|
341K
$16.5M
|
|
Aug 09, 2021
Q2 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
328KNew |
$10.8M - $22.4M
|
328K
$15.9M
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
324KNew |
$10.6M - $22M
|
324K
$15.7M
|
|
Aug 10, 2021
Q2 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
321KNew |
$10.6M - $21.9M
|
321K
$15.6M
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
BUY
|
- |
319KNew |
$10.5M - $21.7M
|
319K
$15.5M
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
316KNew |
$10.4M - $21.5M
|
316K
$15.4M
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
313KNew |
$10.3M - $21.3M
|
313K
$15.2M
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
312KNew |
$10.3M - $21.2M
|
312K
$15.1M
|
|
Jul 15, 2021
Q2 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
310KNew |
$10.2M - $21.1M
|
310K
$15M
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
302KNew |
$9.92M - $20.5M
|
302K
$14.6M
|
|
Jul 08, 2021
Q2 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
299KNew |
$9.82M - $20.3M
|
299K
$14.5M
|
|
Aug 13, 2021
Q2 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
292KNew |
$9.59M - $19.8M
|
292K
$14.1M
|
|
Aug 16, 2021
Q2 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
291KNew |
$9.57M - $19.8M
|
291K
$14.1M
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
290KNew |
$9.55M - $19.8M
|
290K
$14.1M
|
|
Aug 16, 2021
Q2 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
288KNew |
$9.48M - $19.6M
|
288K
$14M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
283KNew |
$9.3M - $19.2M
|
283K
$13.7M
|
|
Aug 12, 2021
Q2 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
280KNew |
$9.2M - $19M
|
280K
$13.6M
|
|
Aug 13, 2021
Q2 2021
|
Leuthold Group, LLC
|
BUY
|
- |
277KNew |
$9.11M - $18.9M
|
277K
$13.4M
|
|
Aug 09, 2021
Q2 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
276KNew |
$9.08M - $18.8M
|
276K
$13.4M
|