Purchases and Sales Made in Q3 2021 in Ishares Gold Trust (IAU)

IAU Quotes by TradingView

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
Oct 21, 2021 Q3 2021
Sound View Wealth Advisors Group, LLC

SELL
 -
-9.23K
Closed
$303K - $321K
0 $0
Nov 15, 2021 Q3 2021
Aberdeen Wealth Management LLC

Lake Bluff, IL
SELL
 -
-9.42K
Closed
$310K - $328K
0 $0
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-10.7K
- 25.48%
$350K - $371K
31.1K $1.77M
Oct 29, 2021 Q3 2021
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-10.7K
- 9.65%
$353K - $374K
100K $5.69M
Oct 15, 2021 Q3 2021
Cutler Investment Counsel LLC

SELL
 -
-12.9K
Closed
$424K - $449K
0 $0
Oct 19, 2021 Q3 2021
First Pacific Financial

SELL
 -
-13.1K
- 32.06%
$429K - $455K
27.7K $1.57M
Oct 21, 2021 Q3 2021
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-13.1K
- 17.76%
$430K - $456K
60.6K $3.44M
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-13.5K
- 9.36%
$445K - $471K
131K $7.43M
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-13.6K
- 68.41%
$448K - $475K
6.3K $357K
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
SELL
 -
-14K
- 3.04%
$460K - $487K
446K $25.3M
Nov 09, 2021 Q3 2021
Greenhouse Wealth Management, LLC

SELL
 -
-14.7K
- 23.13%
$484K - $514K
49K $2.78M
Nov 12, 2021 Q3 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-14.8K
- 1.4%
$487K - $516K
1.04M $59.1M
Nov 16, 2021 Q3 2021
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-14.9K
- 1.99%
$489K - $518K
731K $41.5M
Oct 26, 2021 Q3 2021
Equitable Trust CO

SELL
 -
-15K
- 0.7%
$493K - $522K
2.12M $120M
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-15.3K
- 18.52%
$502K - $532K
67.2K $3.81M
Nov 15, 2021 Q3 2021
Sprott Inc.

Toronto, A6
SELL
 -
-15.9K
Closed
$523K - $554K
0 $0
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-16.3K
- 15.67%
$534K - $566K
87.4K $4.96M
Nov 15, 2021 Q3 2021
First Foundation Advisors

Irvine, CA
SELL
 -
-16.7K
- 0.62%
$548K - $581K
2.68M $152M
Nov 15, 2021 Q3 2021
Veritable, L.P.

Newtown Square, PA
SELL
 -
-17.1K
- 49.72%
$561K - $595K
17.3K $979K
Nov 12, 2021 Q3 2021
Caption Management, LLC

Oklahoma City, OK
SELL
 -
-17.5K
Closed
$575K - $610K
0 $0
Oct 20, 2021 Q3 2021
Venture Visionary Partners LLC

SELL
 -
-17.6K
- 68.11%
$578K - $613K
8.23K $467K
Nov 12, 2021 Q3 2021
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-17.6K
- 55.59%
$578K - $613K
14.1K $797K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-18.1K
- 8.42%
$595K - $631K
197K $11.2M
Nov 05, 2021 Q3 2021
Insight Wealth Partners, LLC

SELL
 -
-18.2K
- 9.32%
$599K - $635K
178K $10.1M
Nov 08, 2021 Q3 2021
Summit Global Investments

Bountiful, UT
SELL
 -
-18.3K
- 52.17%
$601K - $637K
16.8K $951K
Oct 14, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-18.4K
Closed
$605K - $641K
0 $0
Oct 28, 2021 Q3 2021
Integrated Investment Consultants, LLC

SELL
 -
-19.9K
- 5.42%
$652K - $691K
347K $19.7M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
-20.1K
- 17.17%
$659K - $699K
96.7K $5.49M
Nov 02, 2021 Q3 2021
Tectonic Advisors LLC

Plano, TX
SELL
 -
-20.2K
Closed
$665K - $705K
0 $0
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-20.3K
- 4.65%
$668K - $708K
417K $23.7M
Oct 07, 2021 Q3 2021
Pure Financial Advisors, LLC

SELL
 -
-20.9K
Closed
$688K - $729K
0 $0
Nov 04, 2021 Q3 2021
Transcend Capital Advisors, LLC

SELL
 -
-22K
- 62.45%
$724K - $767K
13.2K $751K
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-22.4K
- 25.66%
$737K - $781K
65K $3.68M
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

SELL
 -
-22.8K
- 39.99%
$748K - $794K
34.2K $1.94M
Nov 15, 2021 Q3 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-23.3K
- 74.87%
$764K - $810K
7.81K $443K
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-24K
- 64.33%
$790K - $837K
13.3K $756K
Oct 22, 2021 Q3 2021
Cowa, LLC

Tulsa, OK
SELL
 -
-24.9K
- 19.8%
$818K - $868K
101K $5.72M
Nov 16, 2021 Q3 2021
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-25.1K
- 52.05%
$826K - $876K
23.2K $1.31M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-25.2K
- 17.49%
$827K - $877K
119K $6.74M
Oct 28, 2021 Q3 2021
Montecito Bank & Trust

SELL
 -
-25.8K
- 42.34%
$847K - $898K
35.1K $1.99M
Nov 03, 2021 Q3 2021
Nvwm, LLC

SELL
 -
-26.7K
- 43.1%
$876K - $929K
35.2K $2M
Oct 28, 2021 Q3 2021
M&T Bank Corp

SELL
 -
-27.7K
- 6.99%
$910K - $965K
369K $20.9M
Nov 12, 2021 Q3 2021
Weil Company, Inc.

SELL
 -
-27.9K
- 17.54%
$915K - $970K
131K $7.42M
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-28K
Closed
$918K - $974K
0 $0
Oct 26, 2021 Q3 2021
Simmons Bank

SELL
 -
-28.7K
- 8.43%
$943K - $1M
312K $17.7M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

SELL
 -
-28.8K
- 6.82%
$947K - $1M
394K $22.3M
Nov 16, 2021 Q3 2021
Advisor Resource Council

SELL
 -
-30.1K
Closed
$987K - $1.05M
0 $0
Nov 15, 2021 Q3 2021
Coastal Bridge Advisors, LLC

SELL
 -
-32.1K
- 6.59%
$1.05M - $1.12M
455K $25.8M
Nov 15, 2021 Q3 2021
United Services Automobile Association

San Antonio, TX
SELL
 -
-33.5K
- 16.92%
$1.1M - $1.17M
164K $9.32M

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