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 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-450- 8.35% |
$14.8K - $15.7K
|
4.94K
$247K
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-500- 25.0% |
$16.4K - $17.4K
|
1.5K
$74.9K
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-500Closed |
$16.4K - $17.4K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-507- 3.3% |
$16.7K - $17.7K
|
14.8K
$741K
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-510- 0.4% |
$16.8K - $17.8K
|
126K
$6.31M
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-533- 4.35% |
$17.5K - $18.6K
|
11.7K
$586K
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-556- 2.57% |
$18.3K - $19.4K
|
21K
$1.05M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-573- 5.9% |
$18.8K - $20K
|
9.14K
$456K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-587- 9.44% |
$19.3K - $20.4K
|
5.63K
$281K
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-600- 0.7% |
$19.7K - $20.9K
|
84.7K
$4.23M
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-610Closed |
$20K - $21.2K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-610- 0.31% |
$20K - $21.2K
|
199K
$9.93M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-643- 9.43% |
$21.1K - $22.4K
|
6.17K
$308K
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-680- 9.11% |
$22.3K - $23.7K
|
6.78K
$338K
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-683- 0.51% |
$22.4K - $23.8K
|
132K
$6.59M
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-696- 9.66% |
$22.9K - $24.2K
|
6.51K
$325K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-706- 1.52% |
$23.2K - $24.6K
|
45.8K
$2.29M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-707- 4.26% |
$23.2K - $24.6K
|
15.9K
$793K
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-737- 11.01% |
$24.2K - $25.7K
|
5.96K
$297K
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-789- 0.28% |
$25.9K - $27.5K
|
276K
$13.8M
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-846- 4.39% |
$27.8K - $29.5K
|
18.4K
$920K
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-870- 2.08% |
$28.6K - $30.3K
|
40.9K
$2.04M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-881- 7.25% |
$28.9K - $30.7K
|
11.3K
$562K
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-899- 0.77% |
$29.5K - $31.3K
|
115K
$5.75M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-905- 1.84% |
$29.7K - $31.5K
|
48.4K
$2.41M
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-908- 14.87% |
$29.8K - $31.6K
|
5.2K
$259K
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-930- 97.38% |
$30.6K - $32.4K
|
25
$1.25K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-941- 0.49% |
$30.9K - $32.8K
|
191K
$9.54M
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-963- 0.97% |
$31.6K - $33.5K
|
98.8K
$4.93M
|
|
Nov 08, 2021
Q3 2021
|
Satovsky Asset Management LLC
|
SELL
|
- |
-991- 2.47% |
$32.6K - $34.5K
|
39.2K
$1.96M
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-992- 4.41% |
$32.6K - $34.6K
|
21.5K
$1.07M
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-993- 56.71% |
$32.6K - $34.6K
|
758
$37.8K
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1KClosed |
$32.9K - $34.8K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-1K- 10.75% |
$32.9K - $34.8K
|
8.31K
$415K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 1.41% |
$32.9K - $34.8K
|
69.8K
$3.49M
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 1.54% |
$33K - $35K
|
64.4K
$3.21M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.01K- 7.39% |
$33.1K - $35.1K
|
12.6K
$631K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.02K- 3.04% |
$33.5K - $35.5K
|
32.5K
$1.62M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.03KClosed |
$33.7K - $35.7K
|
0
$0
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-1.03K- 4.44% |
$33.8K - $35.9K
|
22.2K
$1.11M
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.03K- 13.58% |
$33.9K - $35.9K
|
6.56K
$327K
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.08K- 0.71% |
$35.3K - $37.5K
|
151K
$7.54M
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.08K- 1.13% |
$35.6K - $37.7K
|
94.8K
$4.73M
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.14K- 1.28% |
$37.4K - $39.6K
|
87.4K
$4.36M
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.19K- 0.85% |
$39.2K - $41.6K
|
140K
$6.98M
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.19K- 2.41% |
$39.2K - $41.6K
|
48.3K
$2.41M
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 9.95% |
$39.4K - $41.8K
|
10.9K
$542K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.2KClosed |
$39.4K - $41.8K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-1.22KClosed |
$40.2K - $42.6K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.3KClosed |
$42.7K - $45.3K
|
0
$0
|