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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.61K+ 13.45% |
$217K - $230K
|
55.8K
$3.06M
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.61K+ 9.74% |
$217K - $230K
|
74.4K
$4.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
6.55KNew |
$215K - $228K
|
6.55K
$359K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.52KNew |
$214K - $227K
|
6.52K
$358K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.51KNew |
$214K - $227K
|
6.51K
$357K
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.5KNew |
$214K - $226K
|
6.5K
$357K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
6.42K+ 6.6% |
$211K - $224K
|
104K
$5.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.26K+ 60.11% |
$206K - $218K
|
16.7K
$915K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
6.25KNew |
$205K - $218K
|
6.25K
$343K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
5.97K+ 1.46% |
$196K - $208K
|
415K
$22.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
5.95K+ 57.49% |
$195K - $207K
|
16.3K
$894K
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
5.82K+ 3.31% |
$191K - $203K
|
182K
$9.97M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.66K+ 7.99% |
$186K - $197K
|
76.5K
$4.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.62K+ 27.78% |
$185K - $196K
|
25.9K
$1.42M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.09K+ 7.43% |
$167K - $177K
|
73.6K
$4.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
5.04K+ 2.14% |
$165K - $175K
|
240K
$13.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
5K+ 9.0% |
$164K - $174K
|
60.6K
$3.32M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5KNew |
$164K - $174K
|
5K
$274K
|
|
|
Oct 14, 2021
Q3 2021
|
Northside Capital Management, LLC
|
BUY
|
- |
5K+ 11.88% |
$164K - $174K
|
47.1K
$2.58M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.95K+ 32.32% |
$163K - $172K
|
20.3K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.94K+ 7.26% |
$162K - $172K
|
72.9K
$4M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.93K+ 3.23% |
$162K - $172K
|
157K
$8.63M
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.87KNew |
$160K - $170K
|
4.87K
$267K
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
4.84K+ 47.67% |
$159K - $169K
|
15K
$823K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.75K+ 3.22% |
$156K - $165K
|
152K
$8.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.75K+ 7.75% |
$156K - $165K
|
66K
$3.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.74K+ 24.45% |
$156K - $165K
|
24.1K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.74K+ 3.38% |
$156K - $165K
|
145K
$7.95M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.68K+ 3.24% |
$154K - $163K
|
149K
$8.2M
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.68K+ 1.09% |
$154K - $163K
|
435K
$23.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
4.64KNew |
$152K - $161K
|
4.64K
$254K
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
BUY
|
- |
4.42K+ 1.64% |
$145K - $154K
|
274K
$15M
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.39K+ 13.6% |
$144K - $153K
|
36.7K
$2.01M
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.35K+ 0.7% |
$143K - $152K
|
628K
$34.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.27K+ 0.55% |
$140K - $149K
|
785K
$43.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 1.31% |
$138K - $147K
|
326K
$17.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.03K+ 5.1% |
$132K - $140K
|
83K
$4.56M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
4.02K+ 8.01% |
$132K - $140K
|
54.1K
$2.97M
|
|
|
Oct 20, 2021
Q3 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.88K+ 2.11% |
$127K - $135K
|
188K
$10.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
3.83K+ 5.09% |
$126K - $133K
|
79.1K
$4.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
3.81K+ 3.24% |
$125K - $133K
|
121K
$6.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.71KNew |
$122K - $129K
|
3.71K
$204K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.58K+ 8.12% |
$118K - $125K
|
47.7K
$2.62M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.53K+ 35.26% |
$116K - $123K
|
13.5K
$742K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
3.52K+ 5.37% |
$116K - $122K
|
69.1K
$3.79M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
3.46K+ 19.61% |
$113K - $120K
|
21.1K
$1.16M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.31KNew |
$109K - $115K
|
3.31K
$182K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
3.29K+ 6.01% |
$108K - $115K
|
58.1K
$3.19M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.18K+ 16.23% |
$104K - $111K
|
22.8K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.12K+ 1.67% |
$102K - $109K
|
189K
$10.4M
|