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 13, 2021
Q2 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
152KNew |
$5M - $10.3M
|
152K
$7.37M
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
151KNew |
$4.98M - $10.3M
|
151K
$7.35M
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
150KNew |
$4.94M - $10.2M
|
150K
$7.29M
|
|
Aug 13, 2021
Q2 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
150KNew |
$4.94M - $10.2M
|
150K
$7.29M
|
|
Jul 15, 2021
Q2 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
149KNew |
$4.9M - $10.1M
|
149K
$7.23M
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
148KNew |
$4.86M - $10.1M
|
148K
$7.17M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
145KNew |
$4.76M - $9.85M
|
145K
$7.02M
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
145KNew |
$4.76M - $9.85M
|
145K
$7.02M
|
|
Jul 30, 2021
Q2 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
144KNew |
$4.75M - $9.83M
|
144K
$7.01M
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
144KNew |
$4.74M - $9.8M
|
144K
$6.99M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
144KNew |
$4.73M - $9.79M
|
144K
$6.98M
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
142KNew |
$4.66M - $9.64M
|
142K
$6.87M
|
|
Aug 03, 2021
Q2 2021
|
Estate Counselors, LLC
|
BUY
|
- |
141KNew |
$4.65M - $9.62M
|
141K
$6.86M
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
141KNew |
$4.64M - $9.61M
|
141K
$6.85M
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
140KNew |
$4.61M - $9.54M
|
140K
$6.8M
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
139KNew |
$4.57M - $9.46M
|
139K
$6.74M
|
|
Jul 30, 2021
Q2 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
138KNew |
$4.55M - $9.42M
|
138K
$6.72M
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
138KNew |
$4.54M - $9.4M
|
138K
$6.7M
|
|
Aug 16, 2021
Q2 2021
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
136KNew |
$4.48M - $9.26M
|
136K
$6.6M
|
|
Aug 12, 2021
Q2 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
133KNew |
$4.37M - $9.04M
|
133K
$6.44M
|
|
Aug 06, 2021
Q2 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
129KNew |
$4.25M - $8.8M
|
129K
$6.28M
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
129KNew |
$4.25M - $8.8M
|
129K
$6.27M
|
|
Jul 23, 2021
Q2 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
128KNew |
$4.23M - $8.75M
|
128K
$6.24M
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
127KNew |
$4.17M - $8.64M
|
127K
$6.16M
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
126KNew |
$4.14M - $8.57M
|
126K
$6.11M
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
126KNew |
$4.14M - $8.57M
|
126K
$6.11M
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125KNew |
$4.11M - $8.5M
|
125K
$6.06M
|
|
Jul 28, 2021
Q2 2021
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
123KNew |
$4.04M - $8.37M
|
123K
$5.96M
|
|
Aug 03, 2021
Q2 2021
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
121KNew |
$3.98M - $8.24M
|
121K
$5.87M
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
118KNew |
$3.89M - $8.05M
|
118K
$5.74M
|
|
Aug 13, 2021
Q2 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
118KNew |
$3.87M - $8M
|
118K
$5.71M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
117KNew |
$3.84M - $7.95M
|
117K
$5.67M
|
|
Aug 11, 2021
Q2 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
116KNew |
$3.82M - $7.9M
|
116K
$5.63M
|
|
Aug 06, 2021
Q2 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
115KNew |
$3.8M - $7.86M
|
115K
$5.6M
|
|
Aug 13, 2021
Q2 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
114KNew |
$3.74M - $7.73M
|
114K
$5.51M
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
113KNew |
$3.72M - $7.69M
|
113K
$5.48M
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
113KNew |
$3.71M - $7.67M
|
113K
$5.47M
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
111KNew |
$3.66M - $7.57M
|
111K
$5.39M
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
111KNew |
$3.65M - $7.55M
|
111K
$5.38M
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
110KNew |
$3.63M - $7.5M
|
110K
$5.35M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110KNew |
$3.62M - $7.49M
|
110K
$5.34M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
110KNew |
$3.62M - $7.48M
|
110K
$5.33M
|
|
Jul 26, 2021
Q2 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
108KNew |
$3.54M - $7.33M
|
108K
$5.23M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
108KNew |
$3.54M - $7.33M
|
108K
$5.23M
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
106KNew |
$3.48M - $7.2M
|
106K
$5.13M
|
|
Aug 12, 2021
Q2 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
104KNew |
$3.42M - $7.08M
|
104K
$5.05M
|
|
Aug 13, 2021
Q2 2021
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
100KNew |
$3.29M - $6.81M
|
100K
$4.85M
|
|
Aug 06, 2021
Q2 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
99.8KNew |
$3.28M - $6.79M
|
99.8K
$4.84M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
99.7KNew |
$3.28M - $6.78M
|
99.7K
$4.84M
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
- |
97.2KNew |
$3.2M - $6.62M
|
97.2K
$4.72M
|