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 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
276KNew |
$9.08M - $18.8M
|
276K
$13.4M
|
|
Jul 22, 2021
Q2 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
274KNew |
$9.02M - $18.7M
|
274K
$13.3M
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
271KNew |
$8.9M - $18.4M
|
271K
$13.1M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
270KNew |
$8.88M - $18.4M
|
270K
$13.1M
|
|
Jul 28, 2021
Q2 2021
|
Howland Capital Management LLC
|
BUY
|
- |
270KNew |
$8.87M - $18.4M
|
270K
$13.1M
|
|
Aug 02, 2021
Q2 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
268KNew |
$8.83M - $18.3M
|
268K
$13M
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
266KNew |
$8.77M - $18.1M
|
266K
$12.9M
|
|
Aug 04, 2021
Q2 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
263KNew |
$8.66M - $17.9M
|
263K
$12.8M
|
|
Aug 16, 2021
Q2 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
262KNew |
$8.62M - $17.8M
|
262K
$12.7M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
261KNew |
$8.59M - $17.8M
|
261K
$12.7M
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
253KNew |
$8.32M - $17.2M
|
253K
$12.3M
|
|
Aug 13, 2021
Q2 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
247KNew |
$8.14M - $16.8M
|
247K
$12M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
246KNew |
$8.1M - $16.8M
|
246K
$12M
|
|
Aug 12, 2021
Q2 2021
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
243KNew |
$8M - $16.6M
|
243K
$11.8M
|
|
Jul 26, 2021
Q2 2021
|
Sepio Capital, LP
|
BUY
|
- |
243KNew |
$8M - $16.6M
|
243K
$11.8M
|
|
Jul 26, 2021
Q2 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
235KNew |
$7.74M - $16M
|
235K
$11.4M
|
|
Aug 10, 2021
Q2 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
232KNew |
$7.65M - $15.8M
|
232K
$11.3M
|
|
Jul 27, 2021
Q2 2021
|
Brave Asset Management Inc
|
BUY
|
- |
227KNew |
$7.47M - $15.5M
|
227K
$11M
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
226KNew |
$7.44M - $15.4M
|
226K
$11M
|
|
Aug 17, 2021
Q2 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
225KNew |
$7.4M - $15.3M
|
225K
$10.9M
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
219K+ 28.69% |
$7.21M - $14.9M
|
983K
$47.7M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
215KNew |
$7.07M - $14.6M
|
215K
$10.4M
|
|
Aug 04, 2021
Q2 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
213KNew |
$7.01M - $14.5M
|
213K
$10.3M
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
210KNew |
$6.91M - $14.3M
|
210K
$10.2M
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
207KNew |
$6.8M - $14.1M
|
207K
$10M
|
|
Jul 20, 2021
Q2 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
200KNew |
$6.57M - $13.6M
|
200K
$9.69M
|
|
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
198KNew |
$6.51M - $13.5M
|
198K
$9.61M
|
|
Jul 14, 2021
Q2 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
196KNew |
$6.44M - $13.3M
|
196K
$9.5M
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
192KNew |
$6.32M - $13.1M
|
192K
$9.32M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
189KNew |
$6.22M - $12.9M
|
189K
$9.18M
|
|
Aug 06, 2021
Q2 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
187KNew |
$6.14M - $12.7M
|
187K
$9.06M
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
186KNew |
$6.13M - $12.7M
|
186K
$9.04M
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
185KNew |
$6.09M - $12.6M
|
185K
$8.99M
|
|
Jul 16, 2021
Q2 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
184KNew |
$6.06M - $12.5M
|
184K
$8.94M
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
BUY
|
- |
181KNew |
$5.97M - $12.4M
|
181K
$8.81M
|
|
Aug 04, 2021
Q2 2021
|
Verger Capital Management LLC
|
BUY
|
- |
181KNew |
$5.96M - $12.3M
|
181K
$8.79M
|
|
Aug 13, 2021
Q2 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
181KNew |
$5.95M - $12.3M
|
181K
$8.78M
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
177KNew |
$5.81M - $12M
|
177K
$8.58M
|
|
Jul 14, 2021
Q2 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
176KNew |
$5.78M - $12M
|
176K
$8.53M
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
175KNew |
$5.75M - $11.9M
|
175K
$8.49M
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
173KNew |
$5.7M - $11.8M
|
173K
$8.41M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
165KNew |
$5.44M - $11.2M
|
165K
$8.02M
|
|
Feb 27, 2023
Q2 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
165K+ 73.05% |
$5.43M - $11.2M
|
391K
$19M
|
|
Jul 26, 2021
Q2 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
164KNew |
$5.39M - $11.1M
|
164K
$7.95M
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
164KNew |
$5.38M - $11.1M
|
164K
$7.94M
|
|
Aug 13, 2021
Q2 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
162KNew |
$5.32M - $11M
|
162K
$7.85M
|
|
Jul 20, 2021
Q2 2021
|
Weil Company, Inc.
|
BUY
|
- |
159KNew |
$5.22M - $10.8M
|
159K
$7.71M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
157KNew |
$5.17M - $10.7M
|
157K
$7.63M
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
152KNew |
$5.01M - $10.4M
|
152K
$7.39M
|
|
Aug 16, 2021
Q2 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
152KNew |
$5M - $10.4M
|
152K
$7.38M
|