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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
3.11K+ 47.9% |
$102K - $108K
|
9.59K
$546K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
3K+ 5.15% |
$98.6K - $105K
|
61.3K
$3.49M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.95K+ 38.01% |
$96.9K - $103K
|
10.7K
$610K
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.89K+ 21.62% |
$95K - $101K
|
16.3K
$926K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.87K+ 22.81% |
$94.3K - $100K
|
15.5K
$880K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.85K+ 2.86% |
$93.6K - $99.2K
|
103K
$5.83M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
2.78K+ 8.09% |
$91.3K - $96.8K
|
37.2K
$2.11M
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.76K+ 0.49% |
$90.7K - $96.1K
|
562K
$32M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.66K+ 17.34% |
$87.2K - $92.5K
|
18K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.64K+ 5.16% |
$86.9K - $92.1K
|
53.9K
$3.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.62K+ 4.44% |
$86K - $91.2K
|
61.5K
$3.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.57K+ 4.44% |
$84.4K - $89.4K
|
60.4K
$3.44M
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.5K+ 21.31% |
$82.1K - $87.1K
|
14.2K
$810K
|
|
|
Nov 12, 2021
Q3 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.42K+ 0.45% |
$79.6K - $84.4K
|
543K
$30.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.3K+ 4.4% |
$75.6K - $80.1K
|
54.6K
$3.11M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.29K+ 2.97% |
$75.2K - $79.8K
|
79.3K
$4.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.16K+ 9.16% |
$70.9K - $75.1K
|
25.7K
$1.46M
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
2.08K+ 5.92% |
$68.3K - $72.4K
|
37.2K
$2.12M
|
|
|
Oct 20, 2021
Q3 2021
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.03K+ 1.65% |
$66.6K - $70.6K
|
125K
$7.11M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.11% |
$64.8K - $68.7K
|
95.4K
$5.43M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.9K+ 15.34% |
$62.3K - $66K
|
14.3K
$812K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 0.72% |
$62.3K - $66K
|
264K
$15M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.86KNew |
$61.1K - $64.7K
|
1.86K
$106K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.82KNew |
$59.9K - $63.5K
|
1.82K
$104K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.82K+ 3.68% |
$59.8K - $63.4K
|
51.3K
$2.92M
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
1.81K+ 7.32% |
$59.3K - $62.9K
|
26.4K
$1.51M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.78K+ 4.47% |
$58.5K - $62K
|
41.6K
$2.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72K+ 14.52% |
$56.6K - $60K
|
13.6K
$774K
|
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.7KNew |
$55.8K - $59.1K
|
1.7K
$96.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 184.92% |
$53.6K - $56.8K
|
2.51K
$143K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.56K+ 4.91% |
$51.1K - $54.2K
|
33.3K
$1.89M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.53K+ 10.16% |
$50.1K - $53.2K
|
16.5K
$942K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.48K+ 9.26% |
$48.5K - $51.4K
|
17.4K
$991K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.44K+ 3.87% |
$47.3K - $50.2K
|
38.7K
$2.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.43K+ 1.04% |
$47.1K - $49.9K
|
140K
$7.96M
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.42K+ 6.93% |
$46.7K - $49.5K
|
21.9K
$1.25M
|
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.34K+ 20.6% |
$43.9K - $46.5K
|
7.82K
$445K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.32K+ 10.22% |
$43.4K - $46K
|
14.2K
$810K
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.3KNew |
$42.7K - $45.3K
|
1.3K
$74K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1.27K+ 0.4% |
$41.7K - $44.2K
|
318K
$18.1M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$41.1K - $43.5K
|
1.25K
$71.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.22K+ 0.81% |
$40.2K - $42.6K
|
151K
$8.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 72.46% |
$40.1K - $42.5K
|
2.91K
$165K
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.21K+ 1.66% |
$39.6K - $42K
|
73.9K
$4.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.18K+ 5.97% |
$38.7K - $41K
|
20.9K
$1.19M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.18K+ 61.67% |
$38.6K - $41K
|
3.08K
$175K
|
|
|
Oct 22, 2021
Q3 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.17K+ 3.78% |
$38.4K - $40.7K
|
32.1K
$1.83M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.13K+ 5.05% |
$37K - $39.3K
|
23.4K
$1.33M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.11K+ 116.77% |
$36.4K - $38.6K
|
2.06K
$117K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.09KNew |
$35.8K - $38K
|
1.09K
$62K
|