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 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.03K+ 6.8% |
$33.8K - $35.8K
|
16.2K
$892K
|
|
|
Nov 10, 2021
Q3 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.01K+ 1.86% |
$33.2K - $35.2K
|
55.4K
$3.06M
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1K+ 12.5% |
$32.9K - $34.8K
|
9K
$497K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
966+ 6.72% |
$31.7K - $33.6K
|
15.3K
$847K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
949+ 3.29% |
$31.2K - $33.1K
|
29.8K
$1.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
942New |
$30.9K - $32.8K
|
942
$52K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
903+ 3.94% |
$29.7K - $31.5K
|
23.8K
$1.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
892New |
$29.3K - $31.1K
|
892
$49.2K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
878+ 4.59% |
$28.8K - $30.6K
|
20K
$1.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
871+ 7.89% |
$28.6K - $30.3K
|
11.9K
$657K
|
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
863+ 0.83% |
$28.3K - $30.1K
|
105K
$5.78M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
850+ 1.15% |
$27.9K - $29.6K
|
75K
$4.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
850New |
$27.9K - $29.6K
|
850
$46.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
828+ 30.03% |
$27.2K - $28.8K
|
3.59K
$198K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
813+ 5.15% |
$26.7K - $28.3K
|
16.6K
$916K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
813+ 3.74% |
$26.7K - $28.3K
|
22.6K
$1.24M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
792+ 1.75% |
$26K - $27.6K
|
46K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
750New |
$24.6K - $26.1K
|
750
$41.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
712New |
$23.4K - $24.8K
|
712
$39.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
705New |
$23.2K - $24.6K
|
705
$38.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
700+ 489.51% |
$23K - $24.4K
|
843
$46.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
683+ 6.34% |
$22.4K - $23.8K
|
11.5K
$632K
|
|
|
Nov 15, 2021
Q3 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
639+ 6.04% |
$21K - $22.3K
|
11.2K
$619K
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
624+ 0.14% |
$20.5K - $21.7K
|
436K
$24M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
581+ 0.98% |
$19.1K - $20.2K
|
59.8K
$3.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
580+ 0.93% |
$19.1K - $20.2K
|
62.8K
$3.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
550+ 0.84% |
$18.1K - $19.2K
|
66K
$3.64M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
550+ 2.16% |
$18.1K - $19.2K
|
26K
$1.44M
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
549+ 1.06% |
$18K - $19.1K
|
52.3K
$2.89M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
543+ 2.64% |
$17.8K - $18.9K
|
21.1K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
536+ 0.78% |
$17.6K - $18.7K
|
69.6K
$3.84M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
535+ 1.84% |
$17.6K - $18.6K
|
29.7K
$1.64M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
504+ 0.82% |
$16.6K - $17.6K
|
61.7K
$3.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
500New |
$16.4K - $17.4K
|
500
$27.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
500New |
$16.4K - $17.4K
|
500
$27.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500New |
$16.4K - $17.4K
|
500
$27.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
495+ 11.79% |
$16.3K - $17.2K
|
4.7K
$259K
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
464+ 6.1% |
$15.2K - $16.2K
|
8.07K
$445K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
446+ 0.69% |
$14.7K - $15.5K
|
65K
$3.58M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
425+ 0.95% |
$14K - $14.8K
|
45K
$2.48M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
424+ 5.97% |
$13.9K - $14.8K
|
7.53K
$415K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
424New |
$13.9K - $14.8K
|
424
$23.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
415+ 3.11% |
$13.6K - $14.5K
|
13.8K
$759K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
396+ 3.32% |
$13K - $13.8K
|
12.3K
$681K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
367+ 4.83% |
$12.1K - $12.8K
|
7.96K
$439K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
357+ 0.32% |
$11.7K - $12.4K
|
111K
$6.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
356+ 3.94% |
$11.7K - $12.4K
|
9.4K
$518K
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
350+ 4.79% |
$11.5K - $12.2K
|
7.65K
$422K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
290+ 13.07% |
$9.53K - $10.1K
|
2.51K
$138K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
290+ 2.59% |
$9.53K - $10.1K
|
11.5K
$635K
|