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 $1.71M
Oct 29, 2021 Q3 2021
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-10.7K
- 9.65%
$353K - $374K
100K $5.51M
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 $1.52M
Oct 21, 2021 Q3 2021
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-13.1K
- 17.76%
$430K - $456K
60.6K $3.33M
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-13.5K
- 9.36%
$445K - $471K
131K $7.19M
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-13.6K
- 68.41%
$448K - $475K
6.3K $345K
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
SELL
 -
-14K
- 3.04%
$460K - $487K
446K $24.5M
Nov 09, 2021 Q3 2021
Greenhouse Wealth Management, LLC

SELL
 -
-14.7K
- 23.13%
$484K - $514K
49K $2.69M
Nov 12, 2021 Q3 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-14.8K
- 1.4%
$487K - $516K
1.04M $57.2M
Nov 16, 2021 Q3 2021
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-14.9K
- 1.99%
$489K - $518K
731K $40.1M
Oct 26, 2021 Q3 2021
Equitable Trust CO

SELL
 -
-15K
- 0.7%
$493K - $522K
2.12M $116M
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-15.3K
- 18.52%
$502K - $532K
67.2K $3.69M
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 $4.8M
Nov 15, 2021 Q3 2021
First Foundation Advisors

Irvine, CA
SELL
 -
-16.7K
- 0.62%
$548K - $581K
2.68M $147M
Nov 15, 2021 Q3 2021
Veritable, L.P.

Newtown Square, PA
SELL
 -
-17.1K
- 49.72%
$561K - $595K
17.3K $947K
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 $452K
Nov 12, 2021 Q3 2021
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-17.6K
- 55.59%
$578K - $613K
14.1K $771K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-18.1K
- 8.42%
$595K - $631K
197K $10.8M
Nov 05, 2021 Q3 2021
Insight Wealth Partners, LLC

SELL
 -
-18.2K
- 9.32%
$599K - $635K
178K $9.74M
Nov 08, 2021 Q3 2021
Summit Global Investments

Bountiful, UT
SELL
 -
-18.3K
- 52.17%
$601K - $637K
16.8K $921K
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 $19M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
-20.1K
- 17.17%
$659K - $699K
96.7K $5.31M
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 $22.9M
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 $727K
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-22.4K
- 25.66%
$737K - $781K
65K $3.57M
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

SELL
 -
-22.8K
- 39.99%
$748K - $794K
34.2K $1.88M
Nov 15, 2021 Q3 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-23.3K
- 74.87%
$764K - $810K
7.81K $429K
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-24K
- 64.33%
$790K - $837K
13.3K $731K
Oct 22, 2021 Q3 2021
Cowa, LLC

Tulsa, OK
SELL
 -
-24.9K
- 19.8%
$818K - $868K
101K $5.54M
Nov 16, 2021 Q3 2021
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-25.1K
- 52.05%
$826K - $876K
23.2K $1.27M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-25.2K
- 17.49%
$827K - $877K
119K $6.52M
Oct 28, 2021 Q3 2021
Montecito Bank & Trust

SELL
 -
-25.8K
- 42.34%
$847K - $898K
35.1K $1.93M
Nov 03, 2021 Q3 2021
Nvwm, LLC

SELL
 -
-26.7K
- 43.1%
$876K - $929K
35.2K $1.93M
Oct 28, 2021 Q3 2021
M&T Bank Corp

SELL
 -
-27.7K
- 6.99%
$910K - $965K
369K $20.2M
Nov 12, 2021 Q3 2021
Weil Company, Inc.

SELL
 -
-27.9K
- 17.54%
$915K - $970K
131K $7.18M
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 $17.1M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

SELL
 -
-28.8K
- 6.82%
$947K - $1M
394K $21.6M
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 $24.9M
Nov 15, 2021 Q3 2021
United Services Automobile Association

San Antonio, TX
SELL
 -
-33.5K
- 16.92%
$1.1M - $1.17M
164K $9.02M

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