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 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-188K- 11.72% |
$6.18M - $6.55M
|
1.42M
$70.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-210K- 99.85% |
$6.89M - $7.31M
|
315
$15.7K
|
|
|
Dec 17, 2021
Q3 2021
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-223K- 23.28% |
$7.31M - $7.75M
|
734K
$36.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
SELL
|
- |
-227KClosed |
$7.46M - $7.91M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-250K- 29.35% |
$8.23M - $8.72M
|
603K
$30.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-267K- 97.26% |
$8.76M - $9.29M
|
7.5K
$374K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-301K- 93.19% |
$9.9M - $10.5M
|
22K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-306K- 68.25% |
$10M - $10.6M
|
142K
$7.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-319KClosed |
$10.5M - $11.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-321K- 0.8% |
$10.5M - $11.2M
|
39.6M
$1.98B
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-341K- 3.42% |
$11.2M - $11.9M
|
9.65M
$482M
|
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-374K- 48.54% |
$12.3M - $13M
|
396K
$19.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-380K- 23.41% |
$12.5M - $13.2M
|
1.24M
$62M
|
|
|
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-386K- 66.97% |
$12.7M - $13.4M
|
190K
$9.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-406K- 9.64% |
$13.3M - $14.1M
|
3.81M
$190M
|
|
|
Feb 14, 2023
Q3 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-440KClosed |
$14.5M - $15.3M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-456K- 88.25% |
$15M - $15.9M
|
60.7K
$3.03M
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-622K- 46.36% |
$20.4M - $21.7M
|
719K
$35.9M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-622K- 46.36% |
$20.4M - $21.7M
|
719K
$35.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-639K- 25.33% |
$21M - $22.2M
|
1.88M
$94M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-763KClosed |
$25.1M - $26.6M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-987K- 40.27% |
$32.4M - $34.4M
|
1.46M
$73M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.07M- 6.88% |
$35.3M - $37.4M
|
14.6M
$726M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.36M- 99.68% |
$44.6M - $47.3M
|
4.29K
$214K
|
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.57M- 4.21% |
$51.6M - $54.7M
|
35.7M
$1.78B
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.17M- 59.94% |
$71.2M - $75.5M
|
1.45M
$72.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-5.57MClosed |
$183M - $194M
|
0
$0
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.6M- 97.0% |
$380M - $403M
|
358K
$17.8M
|