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 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-3.9K- 2.38% |
$128K - $136K
|
160K
$7.98M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.92K- 8.68% |
$129K - $136K
|
41.2K
$2.06M
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-4.01K- 1.34% |
$132K - $140K
|
295K
$14.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.16K- 0.35% |
$136K - $145K
|
1.2M
$59.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.19K- 3.82% |
$138K - $146K
|
106K
$5.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.26K- 1.72% |
$140K - $148K
|
243K
$12.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-4.31K- 6.0% |
$142K - $150K
|
67.6K
$3.37M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.36K- 4.04% |
$143K - $152K
|
103K
$5.16M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.39KClosed |
$144K - $153K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.46K- 20.17% |
$147K - $155K
|
17.7K
$881K
|
|
|
Oct 21, 2021
Q3 2021
|
Nkcfo LLC
|
SELL
|
- |
-4.75K- 12.03% |
$156K - $165K
|
34.8K
$1.73M
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-4.98K- 5.77% |
$164K - $174K
|
81.4K
$4.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-5.08K- 3.38% |
$167K - $177K
|
145K
$7.24M
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-5.24K- 13.5% |
$172K - $182K
|
33.6K
$1.68M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-5.3K- 14.14% |
$174K - $185K
|
32.2K
$1.61M
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-5.54K- 9.02% |
$182K - $193K
|
55.8K
$2.79M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-5.72K- 14.1% |
$188K - $199K
|
34.8K
$1.74M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.89K- 9.53% |
$193K - $205K
|
55.9K
$2.79M
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5.92KClosed |
$194K - $206K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-5.95KClosed |
$195K - $207K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.98KClosed |
$196K - $208K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6.09KClosed |
$200K - $212K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-6.12K- 5.39% |
$201K - $213K
|
107K
$5.36M
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-6.15K- 18.01% |
$202K - $214K
|
28K
$1.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-6.24K- 0.86% |
$205K - $217K
|
721K
$36M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-6.33K- 48.63% |
$208K - $220K
|
6.68K
$334K
|
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-6.34KClosed |
$208K - $221K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.4K- 5.67% |
$210K - $223K
|
107K
$5.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.49K- 18.84% |
$213K - $226K
|
27.9K
$1.39M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.5K- 23.71% |
$213K - $226K
|
20.9K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.55KClosed |
$215K - $228K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Grand Central Investment Group
|
SELL
|
- |
-6.62K- 12.97% |
$218K - $231K
|
44.4K
$2.22M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-6.73KClosed |
$221K - $234K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.78KClosed |
$223K - $236K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-6.85KClosed |
$225K - $239K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-6.88K- 50.0% |
$226K - $239K
|
6.88K
$343K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7.05KClosed |
$232K - $246K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-7.07KClosed |
$232K - $246K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-7.08KClosed |
$232K - $246K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-7.33KClosed |
$241K - $255K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.86KClosed |
$258K - $274K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.92KClosed |
$260K - $276K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.93KClosed |
$260K - $276K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.11K- 54.91% |
$266K - $282K
|
6.66K
$332K
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-8.13K- 9.48% |
$267K - $283K
|
77.6K
$3.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-8.22KClosed |
$270K - $286K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-8.25KClosed |
$271K - $287K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.42K- 2.69% |
$276K - $293K
|
304K
$15.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-9.23KClosed |
$303K - $321K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-9.42KClosed |
$310K - $328K
|
0
$0
|