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 21, 2021
Q2 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
96.7KNew |
$3.18M - $6.58M
|
96.7K
$4.94M
|
|
|
Aug 03, 2021
Q2 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
96.6KNew |
$3.18M - $6.58M
|
96.6K
$4.93M
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
96.2KNew |
$3.17M - $6.55M
|
96.2K
$4.91M
|
|
|
Jul 22, 2021
Q2 2021
|
Welch & Forbes LLC
|
BUY
|
- |
95.9KNew |
$3.16M - $6.53M
|
95.9K
$4.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
BUY
|
- |
95.7KNew |
$3.15M - $6.52M
|
95.7K
$4.89M
|
|
|
Aug 11, 2021
Q2 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
95.5KNew |
$3.14M - $6.5M
|
95.5K
$4.88M
|
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
94.9KNew |
$3.12M - $6.46M
|
94.9K
$4.85M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
94.9KNew |
$3.12M - $6.46M
|
94.9K
$4.85M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
93.7KNew |
$3.08M - $6.38M
|
93.7K
$4.78M
|
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
93.4KNew |
$3.07M - $6.36M
|
93.4K
$4.77M
|
|
|
Jul 22, 2021
Q2 2021
|
Brio Consultants, LLC
|
BUY
|
- |
92.7KNew |
$3.05M - $6.31M
|
92.7K
$4.73M
|
|
|
Aug 13, 2021
Q2 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
91.7KNew |
$3.02M - $6.24M
|
91.7K
$4.68M
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
91.5KNew |
$3.01M - $6.23M
|
91.5K
$4.67M
|
|
|
Aug 04, 2021
Q2 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
88.5KNew |
$2.91M - $6.03M
|
88.5K
$4.52M
|
|
|
Jul 07, 2021
Q2 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
88.4KNew |
$2.91M - $6.01M
|
88.4K
$4.51M
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
87.4KNew |
$2.88M - $5.95M
|
87.4K
$4.46M
|
|
|
Aug 13, 2021
Q2 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
86.5KNew |
$2.85M - $5.89M
|
86.5K
$4.42M
|
|
|
Jul 19, 2021
Q2 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
86.4KNew |
$2.84M - $5.88M
|
86.4K
$4.41M
|
|
|
Jul 21, 2021
Q2 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
85.7KNew |
$2.82M - $5.84M
|
85.7K
$4.38M
|
|
|
Aug 16, 2021
Q2 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
85.3KNew |
$2.81M - $5.81M
|
85.3K
$4.35M
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
82.5KNew |
$2.71M - $5.61M
|
82.5K
$4.21M
|
|
|
Jul 20, 2021
Q2 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
81.2KNew |
$2.67M - $5.53M
|
81.2K
$4.15M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
79KNew |
$2.6M - $5.38M
|
79K
$4.03M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
78.5KNew |
$2.58M - $5.34M
|
78.5K
$4.01M
|
|
|
Aug 16, 2021
Q2 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
78.5KNew |
$2.58M - $5.34M
|
78.5K
$4.01M
|
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
BUY
|
- |
77.3KNew |
$2.54M - $5.26M
|
77.3K
$3.94M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77.2KNew |
$2.54M - $5.25M
|
77.2K
$3.94M
|
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
BUY
|
- |
77KNew |
$2.53M - $5.24M
|
77K
$3.93M
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
75.9KNew |
$2.5M - $5.16M
|
75.9K
$3.87M
|
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
75.2KNew |
$2.47M - $5.12M
|
75.2K
$3.84M
|
|
|
Jul 20, 2021
Q2 2021
|
Transform Wealth, LLC
|
BUY
|
- |
74.2KNew |
$2.44M - $5.05M
|
74.2K
$3.79M
|
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
74.2KNew |
$2.44M - $5.05M
|
74.2K
$3.79M
|
|
|
Jul 20, 2021
Q2 2021
|
Financial Management Network Inc
|
BUY
|
- |
73.8KNew |
$2.43M - $5.03M
|
73.8K
$3.77M
|
|
|
Aug 03, 2021
Q2 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
73.7KNew |
$2.42M - $5.02M
|
73.7K
$3.76M
|
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
73.2KNew |
$2.41M - $4.99M
|
73.2K
$3.74M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
72.8KNew |
$2.39M - $4.95M
|
72.8K
$3.72M
|
|
|
Aug 05, 2021
Q2 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
72.7KNew |
$2.39M - $4.95M
|
72.7K
$3.71M
|
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
72.1KNew |
$2.37M - $4.91M
|
72.1K
$3.68M
|
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
BUY
|
- |
71.9KNew |
$2.36M - $4.89M
|
71.9K
$3.67M
|
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
70.9KNew |
$2.33M - $4.82M
|
70.9K
$3.62M
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
70.8KNew |
$2.33M - $4.82M
|
70.8K
$3.62M
|
|
|
Aug 05, 2021
Q2 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
70.6KNew |
$2.32M - $4.8M
|
70.6K
$3.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
70KNew |
$2.3M - $4.77M
|
70K
$3.57M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
69.9KNew |
$2.3M - $4.76M
|
69.9K
$3.57M
|
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
69.8KNew |
$2.3M - $4.75M
|
69.8K
$3.56M
|
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
69.5KNew |
$2.29M - $4.73M
|
69.5K
$3.55M
|
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
69KNew |
$2.27M - $4.7M
|
69K
$3.53M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
68.5KNew |
$2.25M - $4.66M
|
68.5K
$3.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
68.3KNew |
$2.25M - $4.65M
|
68.3K
$3.49M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
68KNew |
$2.24M - $4.63M
|
68K
$3.47M
|