Purchases and Sales Made in Q3 2021 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
25MNew |
$822M - $871M
|
25M
$1.25B
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.04MNew |
$297M - $315M
|
9.04M
$451M
|
|
Oct 27, 2021
Q3 2021
|
Packer & CO LTD
|
BUY
|
- |
4.69MNew |
$154M - $163M
|
4.69M
$234M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.11M+ 223.04% |
$135M - $143M
|
5.96M
$297M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.61M+ 7.39% |
$85.6M - $90.8M
|
37.9M
$1.89B
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.59M+ 20439.01% |
$85.1M - $90.2M
|
2.6M
$130M
|
|
Nov 15, 2021
Q3 2021
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
2.55M+ 56.28% |
$83.8M - $88.9M
|
7.09M
$354M
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.48MNew |
$48.7M - $51.6M
|
1.48M
$74M
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.2MNew |
$39.5M - $41.9M
|
1.2M
$60M
|
|
Nov 10, 2021
Q3 2021
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
1MNew |
$32.9M - $34.8M
|
1M
$49.9M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
925K+ 46.01% |
$30.4M - $32.2M
|
2.94M
$147M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
911K+ 4.76% |
$29.9M - $31.7M
|
20M
$1B
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
873K+ 7.45% |
$28.7M - $30.4M
|
12.6M
$629M
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
- |
819K+ 1235.75% |
$26.9M - $28.5M
|
886K
$44.2M
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
788KNew |
$25.9M - $27.4M
|
788K
$39.3M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
554KNew |
$18.2M - $19.3M
|
554K
$27.7M
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
532KNew |
$17.5M - $18.5M
|
532K
$26.6M
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
512K+ 338.28% |
$16.8M - $17.8M
|
664K
$33.1M
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
474KNew |
$15.6M - $16.5M
|
474K
$23.7M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
458KNew |
$15.1M - $16M
|
458K
$22.9M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
444K+ 313.74% |
$14.6M - $15.5M
|
586K
$29.2M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
384KNew |
$12.6M - $13.4M
|
384K
$19.2M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
382K+ 7.01% |
$12.6M - $13.3M
|
5.84M
$291M
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
349KNew |
$11.5M - $12.2M
|
349K
$17.4M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
319KNew |
$10.5M - $11.1M
|
319K
$15.9M
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
312K+ 15.96% |
$10.2M - $10.9M
|
2.27M
$113M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
308K+ 44.25% |
$10.1M - $10.7M
|
1M
$50.1M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
294K+ 2109.02% |
$9.67M - $10.3M
|
308K
$15.4M
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
285K+ 43.01% |
$9.36M - $9.92M
|
947K
$47.3M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
285KNew |
$9.36M - $9.92M
|
285K
$14.2M
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
269KNew |
$8.84M - $9.37M
|
269K
$13.4M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
263K+ 44.24% |
$8.65M - $9.17M
|
859K
$42.9M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
257K+ 3.3% |
$8.44M - $8.95M
|
8.04M
$401M
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
251K+ 193.86% |
$8.23M - $8.73M
|
380K
$19M
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
241KNew |
$7.92M - $8.4M
|
241K
$12M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
238K+ 10.93% |
$7.82M - $8.29M
|
2.42M
$121M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
223K+ 1803.35% |
$7.32M - $7.76M
|
235K
$11.7M
|
|
Feb 11, 2022
Q3 2021
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
223K+ 30.34% |
$7.31M - $7.75M
|
956K
$47.7M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
208K+ 34.28% |
$6.82M - $7.23M
|
813K
$40.6M
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
198KNew |
$6.52M - $6.91M
|
198K
$9.91M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
197K+ 6.82% |
$6.46M - $6.85M
|
3.08M
$154M
|
|
Nov 12, 2021
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
190KNew |
$6.25M - $6.63M
|
190K
$9.5M
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
166KNew |
$5.45M - $5.78M
|
166K
$8.28M
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
152K+ 67.26% |
$5M - $5.3M
|
378K
$18.9M
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
148KNew |
$4.86M - $5.15M
|
148K
$7.38M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
140K+ 28.01% |
$4.6M - $4.88M
|
640K
$32M
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
140K+ 26.32% |
$4.58M - $4.86M
|
670K
$33.4M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
127KNew |
$4.18M - $4.43M
|
127K
$6.35M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
123K+ 8.81% |
$4.03M - $4.28M
|
1.52M
$75.7M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
119K+ 4.72% |
$3.91M - $4.15M
|
2.64M
$132M
|