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 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
13K+ 20.59% |
$427K - $453K
|
76.1K
$4.2M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.9K+ 3.73% |
$423K - $449K
|
358K
$19.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6K+ 9.99% |
$413K - $438K
|
138K
$7.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
12.3KNew |
$404K - $429K
|
12.3K
$679K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
12K+ 4.12% |
$393K - $417K
|
302K
$16.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
11.9K+ 110.38% |
$391K - $415K
|
22.7K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
11.4KNew |
$374K - $397K
|
11.4K
$628K
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
10.9KNew |
$359K - $381K
|
10.9K
$603K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
10.7K+ 11.52% |
$351K - $372K
|
103K
$5.7M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
10.6K+ 3.63% |
$347K - $368K
|
302K
$16.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10.1KNew |
$332K - $352K
|
10.1K
$558K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10K+ 21.48% |
$330K - $350K
|
56.8K
$3.13M
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
10KNew |
$329K - $348K
|
10K
$552K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.88K+ 47.19% |
$325K - $344K
|
30.8K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9.85K+ 1.94% |
$324K - $343K
|
516K
$28.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
9.65K+ 2.59% |
$317K - $336K
|
382K
$21.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.62K+ 36.55% |
$316K - $335K
|
35.9K
$1.98M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.34K+ 5.71% |
$307K - $325K
|
173K
$9.54M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.87KNew |
$291K - $309K
|
8.87K
$489K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.79KNew |
$289K - $306K
|
8.79K
$485K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.75K+ 15.42% |
$287K - $305K
|
65.5K
$3.61M
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
8.59KNew |
$282K - $299K
|
8.59K
$474K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.59K+ 3.65% |
$282K - $299K
|
244K
$13.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.56K+ 7.6% |
$281K - $298K
|
121K
$6.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
8.49K+ 1.11% |
$279K - $296K
|
773K
$42.6M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.36K+ 13.33% |
$274K - $291K
|
71K
$3.92M
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
8.12K+ 2.04% |
$267K - $283K
|
407K
$22.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
8.05K+ 87.25% |
$265K - $280K
|
17.3K
$954K
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8.05K+ 1.27% |
$264K - $280K
|
642K
$35.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
7.97KNew |
$262K - $278K
|
7.97K
$440K
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
7.93K+ 2.0% |
$261K - $276K
|
404K
$22.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
7.89KNew |
$259K - $275K
|
7.89K
$435K
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7.85KNew |
$258K - $273K
|
7.85K
$433K
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
7.76KNew |
$255K - $270K
|
7.76K
$428K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.65KNew |
$251K - $266K
|
7.65K
$422K
|
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
7.64KNew |
$251K - $266K
|
7.64K
$421K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.37K+ 38.18% |
$242K - $257K
|
26.7K
$1.47M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.25KNew |
$238K - $253K
|
7.25K
$400K
|
|
|
Nov 15, 2021
Q3 2021
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
7.22K+ 5.3% |
$237K - $251K
|
143K
$7.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
7.1K+ 6.0% |
$233K - $247K
|
125K
$6.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7K+ 7.33% |
$230K - $244K
|
102K
$5.65M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.96KNew |
$228K - $242K
|
6.96K
$384K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.88KNew |
$226K - $240K
|
6.88K
$380K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.88KNew |
$226K - $240K
|
6.88K
$380K
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
6.88K+ 100.0% |
$226K - $239K
|
13.8K
$759K
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
6.78KNew |
$223K - $236K
|
6.78K
$374K
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.76K+ 7.12% |
$222K - $235K
|
102K
$5.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.73KNew |
$221K - $234K
|
6.73K
$371K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.69K+ 43.92% |
$220K - $233K
|
21.9K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
6.62K+ 7.21% |
$217K - $230K
|
98.3K
$5.43M
|