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 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.6KClosed |
$1.1M - $1.17M
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-34.3K- 18.12% |
$1.13M - $1.19M
|
155K
$8.5M
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-36K- 95.25% |
$1.18M - $1.25M
|
1.8K
$98.5K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-36.3K- 13.17% |
$1.19M - $1.27M
|
240K
$13.1M
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-36.6K- 93.58% |
$1.2M - $1.27M
|
2.51K
$138K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-37.1K- 3.99% |
$1.22M - $1.29M
|
893K
$49M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-37.4K- 60.22% |
$1.23M - $1.3M
|
24.7K
$1.36M
|
|
Oct 27, 2021
Q3 2021
|
Consolidated Investment Group LLC
|
SELL
|
- |
-37.5KClosed |
$1.23M - $1.31M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-39.1KClosed |
$1.29M - $1.36M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-41.4K- 74.23% |
$1.36M - $1.44M
|
14.4K
$788K
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-41.5K- 6.42% |
$1.36M - $1.45M
|
606K
$33.2M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-41.7K- 28.97% |
$1.37M - $1.45M
|
102K
$5.61M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-41.9K- 4.86% |
$1.38M - $1.46M
|
821K
$45.1M
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-44.2K- 72.31% |
$1.45M - $1.54M
|
16.9K
$930K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-44.5K- 3.24% |
$1.46M - $1.55M
|
1.33M
$73M
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-45KClosed |
$1.48M - $1.57M
|
0
$0
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-48.5K- 4.93% |
$1.59M - $1.69M
|
935K
$51.3M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-48.5K- 4.93% |
$1.59M - $1.69M
|
935K
$51.3M
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-49.7K- 33.35% |
$1.63M - $1.73M
|
99.3K
$5.45M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-50.2K- 52.17% |
$1.65M - $1.75M
|
46K
$2.52M
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-52.5K- 37.1% |
$1.72M - $1.83M
|
88.9K
$4.88M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-52.9KClosed |
$1.74M - $1.84M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-53.8KClosed |
$1.77M - $1.88M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-56.7K- 10.61% |
$1.86M - $1.98M
|
478K
$26.2M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-61.2K- 3.49% |
$2.01M - $2.13M
|
1.69M
$92.8M
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-62K- 81.79% |
$2.04M - $2.16M
|
13.8K
$758K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-67.3K- 1.24% |
$2.21M - $2.35M
|
5.37M
$295M
|
|
Nov 08, 2021
Q3 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-69.9K- 4.15% |
$2.3M - $2.43M
|
1.61M
$88.6M
|
|
Nov 15, 2021
Q3 2021
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-70KClosed |
$2.3M - $2.44M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-71.8K- 3.38% |
$2.36M - $2.5M
|
2.06M
$113M
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-74.2KClosed |
$2.44M - $2.58M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-79.8K- 43.07% |
$2.62M - $2.78M
|
105K
$5.79M
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-81.2KClosed |
$2.67M - $2.83M
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
SELL
|
- |
-95.7KClosed |
$3.15M - $3.33M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-97K- 9.54% |
$3.18M - $3.38M
|
919K
$50.4M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-101K- 4.6% |
$3.33M - $3.53M
|
2.1M
$115M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-101K- 15.95% |
$3.33M - $3.53M
|
534K
$29.3M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-102K- 10.2% |
$3.37M - $3.57M
|
902K
$49.5M
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
SELL
|
- |
-107K- 44.16% |
$3.53M - $3.74M
|
136K
$7.45M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-110KClosed |
$3.62M - $3.84M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-112K- 37.21% |
$3.69M - $3.91M
|
189K
$10.4M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-116K- 3.77% |
$3.82M - $4.05M
|
2.96M
$163M
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-120K- 47.51% |
$3.95M - $4.19M
|
133K
$7.28M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-125K- 8.66% |
$4.11M - $4.36M
|
1.32M
$72.4M
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-125K- 43.43% |
$4.11M - $4.36M
|
163K
$8.95M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-128K- 11.82% |
$4.2M - $4.45M
|
954K
$52.3M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-129KClosed |
$4.25M - $4.5M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-138K- 36.18% |
$4.52M - $4.79M
|
243K
$13.3M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-152K- 6.61% |
$4.99M - $5.29M
|
2.15M
$118M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-174K- 3.09% |
$5.7M - $6.04M
|
5.45M
$299M
|