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 |
---|---|---|---|---|---|---|---|
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
|
|
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
|
- |
-12.9KClosed |
$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 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-14K- 47.36% |
$460K - $488K
|
15.6K
$854K
|
|
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
|
- |
-15.9KClosed |
$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
|
- |
-17.5KClosed |
$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
|
- |
-18.4KClosed |
$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
|
- |
-20.2KClosed |
$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
|
- |
-20.9KClosed |
$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
|
- |
-28KClosed |
$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
|
- |
-30.1KClosed |
$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
|