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 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36.8K+ 34.18% |
$1.21M - $1.28M
|
145K
$7.21M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
36K+ 130.7% |
$1.18M - $1.25M
|
63.5K
$3.17M
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
35.9KNew |
$1.18M - $1.25M
|
35.9K
$1.79M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
35.8KNew |
$1.18M - $1.25M
|
35.8K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
35.1KNew |
$1.15M - $1.22M
|
35.1K
$1.75M
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
34.6KNew |
$1.14M - $1.21M
|
34.6K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
33.9K+ 19.2% |
$1.11M - $1.18M
|
211K
$10.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
32.7KNew |
$1.07M - $1.14M
|
32.7K
$1.63M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
32.1K+ 6.59% |
$1.05M - $1.12M
|
519K
$25.9M
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
31.9K+ 10.28% |
$1.05M - $1.11M
|
342K
$17.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
31.5K+ 100.12% |
$1.04M - $1.1M
|
63.1K
$3.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
31.5K+ 4.39% |
$1.03M - $1.1M
|
749K
$37.4M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
30.1KNew |
$989K - $1.05M
|
30.1K
$1.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.7K+ 0.87% |
$976K - $1.04M
|
3.43M
$171M
|
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
26.1K+ 3.79% |
$858K - $909K
|
715K
$35.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
26KNew |
$855K - $906K
|
26K
$1.3M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
25.8K+ 4.3% |
$847K - $898K
|
626K
$31.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
BUY
|
- |
25.7K+ 9.65% |
$844K - $895K
|
292K
$14.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
25.3K+ 1.74% |
$831K - $881K
|
1.48M
$74M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23.4K+ 166.57% |
$767K - $813K
|
37.4K
$1.87M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
22.7K+ 3.29% |
$746K - $791K
|
714K
$35.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
22.6K+ 28.81% |
$742K - $787K
|
101K
$5.04M
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
BUY
|
- |
22.5K+ 3.63% |
$738K - $782K
|
642K
$32M
|
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
22.3K+ 202.99% |
$734K - $778K
|
33.3K
$1.66M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.1K+ 20.1% |
$726K - $770K
|
132K
$6.59M
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
22K+ 6.7% |
$723K - $767K
|
350K
$17.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
21.4K+ 7.59% |
$704K - $747K
|
304K
$15.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19.7KNew |
$646K - $685K
|
19.7K
$981K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
19.4KNew |
$637K - $675K
|
19.4K
$967K
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.6KNew |
$610K - $647K
|
18.6K
$927K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.6K+ 13.45% |
$610K - $647K
|
157K
$7.82M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
17.7K+ 11.25% |
$581K - $616K
|
175K
$8.73M
|
|
|
Nov 02, 2021
Q3 2021
|
Inverness Counsel LLC
|
BUY
|
- |
17.5K+ 140.0% |
$575K - $610K
|
30K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
16.8K+ 1.2% |
$553K - $586K
|
1.41M
$70.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
16.6K+ 8.02% |
$544K - $577K
|
223K
$11.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
16.3KNew |
$536K - $568K
|
16.3K
$814K
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
16K+ 0.87% |
$526K - $557K
|
1.85M
$92.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
16K+ 6.88% |
$525K - $557K
|
248K
$12.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.9K+ 0.91% |
$522K - $553K
|
1.76M
$88M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.7K+ 19.98% |
$515K - $546K
|
94.2K
$4.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
15.5K+ 17.51% |
$508K - $539K
|
104K
$5.18M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
14.7K+ 1.58% |
$482K - $511K
|
944K
$47.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
14.6K+ 11.39% |
$481K - $510K
|
143K
$7.14M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.5KNew |
$475K - $504K
|
14.5K
$722K
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
14.4K+ 7.7% |
$472K - $501K
|
201K
$10M
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
14.3KNew |
$470K - $498K
|
14.3K
$714K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14K+ 3.92% |
$461K - $489K
|
372K
$18.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
13.8KNew |
$453K - $480K
|
13.8K
$688K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Family Office, LLC
|
BUY
|
- |
13.3K+ 3.77% |
$437K - $463K
|
366K
$18.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
13K+ 20.59% |
$427K - $453K
|
76.1K
$3.8M
|