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 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.37K- 50.2% |
$45K - $47.8K
|
1.36K
$67.9K
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.41K- 11.26% |
$46.3K - $49.1K
|
11.1K
$555K
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.43K- 26.43% |
$46.8K - $49.6K
|
3.97K
$198K
|
|
Nov 09, 2021
Q3 2021
|
R.P. Boggs & Co.
|
SELL
|
- |
-1.44K- 11.15% |
$47.2K - $50.1K
|
11.5K
$572K
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.49K- 17.92% |
$49K - $52K
|
6.84K
$341K
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.5K- 17.0% |
$49.3K - $52.2K
|
7.33K
$366K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.51K- 0.58% |
$49.5K - $52.5K
|
260K
$13M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.53K- 3.06% |
$50.1K - $53.1K
|
48.3K
$2.41M
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.54K- 13.33% |
$50.5K - $53.5K
|
9.99K
$499K
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.54K- 8.62% |
$50.6K - $53.6K
|
16.3K
$815K
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-1.55KClosed |
$50.8K - $53.9K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.56K- 2.24% |
$51.3K - $54.4K
|
68.3K
$3.41M
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1.57KClosed |
$51.4K - $54.5K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.58K- 8.28% |
$51.9K - $55K
|
17.5K
$874K
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.74K- 14.04% |
$57.1K - $60.5K
|
10.6K
$531K
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.74K- 15.12% |
$57.1K - $60.5K
|
9.75K
$487K
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.75K- 0.82% |
$57.6K - $61.1K
|
211K
$10.5M
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.76K- 30.4% |
$57.8K - $61.2K
|
4.02K
$201K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.81K- 4.39% |
$59.3K - $62.9K
|
39.3K
$1.96M
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-1.83K- 38.55% |
$60.1K - $63.8K
|
2.92K
$146K
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 1.74% |
$60.3K - $64K
|
104K
$5.18M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.84K- 3.64% |
$60.6K - $64.2K
|
48.9K
$2.44M
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.85K- 1.14% |
$60.8K - $64.4K
|
160K
$7.98M
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.93K- 3.68% |
$63.4K - $67.2K
|
50.5K
$2.52M
|
|
Nov 01, 2021
Q3 2021
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-1.95K- 0.29% |
$64.2K - $68.1K
|
669K
$33.4M
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.97K- 0.73% |
$64.7K - $68.6K
|
266K
$13.3M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.99K- 3.74% |
$65.4K - $69.4K
|
51.3K
$2.56M
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-2KClosed |
$65.7K - $69.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.07K- 2.68% |
$67.9K - $72K
|
75.1K
$3.75M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.09K- 1.68% |
$68.8K - $72.9K
|
123K
$6.13M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-2.24K- 24.08% |
$73.6K - $78.1K
|
7.07K
$353K
|
|
Nov 04, 2021
Q3 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-2.34K- 2.03% |
$76.8K - $81.4K
|
113K
$5.64M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.35K- 8.19% |
$77.2K - $81.8K
|
26.3K
$1.31M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.37K- 20.99% |
$77.7K - $82.4K
|
8.9K
$444K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.7K- 1.94% |
$88.7K - $94K
|
136K
$6.8M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.71K- 77.8% |
$88.9K - $94.2K
|
772
$38.5K
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-2.93K- 0.75% |
$96.3K - $102K
|
388K
$19.4M
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-2.99K- 16.98% |
$98.3K - $104K
|
14.6K
$730K
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.05K- 4.37% |
$100K - $106K
|
66.8K
$3.33M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.15K- 23.96% |
$104K - $110K
|
10K
$499K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-3.26K- 4.48% |
$107K - $114K
|
69.5K
$3.47M
|
|
Nov 12, 2021
Q3 2021
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-3.27K- 17.98% |
$107K - $114K
|
14.9K
$744K
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.28K- 10.86% |
$108K - $114K
|
26.9K
$1.34M
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-3.33K- 0.85% |
$109K - $116K
|
388K
$19.3M
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.45K- 4.97% |
$113K - $120K
|
66K
$3.29M
|
|
Oct 19, 2021
Q3 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.63K- 1.38% |
$119K - $126K
|
259K
$12.9M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-3.69K- 22.38% |
$121K - $129K
|
12.8K
$639K
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-3.73K- 0.29% |
$123K - $130K
|
1.28M
$64M
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-3.86K- 1.06% |
$127K - $135K
|
361K
$18M
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-3.87K- 0.65% |
$127K - $135K
|
592K
$29.5M
|