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 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
285+ 1.02% |
$9.36K - $9.93K
|
28.2K
$1.41M
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
BUY
|
- |
275+ 0.69% |
$9.03K - $9.58K
|
40.4K
$2.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
263+ 4.29% |
$8.64K - $9.16K
|
6.4K
$319K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
254+ 0.09% |
$8.34K - $8.85K
|
271K
$13.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
232New |
$7.62K - $8.08K
|
232
$11.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
232+ 2.89% |
$7.62K - $8.08K
|
8.25K
$412K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
206+ 6866.67% |
$6.77K - $7.17K
|
209
$10.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
200New |
$6.57K - $6.97K
|
200
$9.98K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
198+ 3.08% |
$6.5K - $6.9K
|
6.63K
$331K
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
195+ 0.09% |
$6.41K - $6.79K
|
225K
$11.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
191+ 0.67% |
$6.27K - $6.65K
|
28.6K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
186+ 344.44% |
$6.11K - $6.48K
|
240
$12K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
185+ 0.86% |
$6.08K - $6.44K
|
21.8K
$1.09M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175New |
$5.75K - $6.1K
|
175
$8.73K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
158+ 18.24% |
$5.19K - $5.5K
|
1.02K
$51.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
155+ 0.25% |
$5.09K - $5.4K
|
61.4K
$3.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
137+ 0.39% |
$4.5K - $4.77K
|
35K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
128+ 1.3% |
$4.2K - $4.46K
|
9.95K
$496K
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
117+ 0.78% |
$3.84K - $4.08K
|
15.2K
$759K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
115New |
$3.78K - $4.01K
|
115
$5.74K
|
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
BUY
|
- |
109+ 0.85% |
$3.58K - $3.8K
|
12.9K
$642K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
106+ 84.8% |
$3.48K - $3.69K
|
231
$11.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
105+ 1.33% |
$3.45K - $3.66K
|
7.99K
$399K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
104+ 5.77% |
$3.42K - $3.62K
|
1.91K
$95.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
101New |
$3.32K - $3.52K
|
101
$5.04K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100+ 9.92% |
$3.29K - $3.48K
|
1.11K
$55.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
100+ 23.75% |
$3.29K - $3.48K
|
521
$26K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
82New |
$2.69K - $2.86K
|
82
$4.09K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
82+ 0.11% |
$2.69K - $2.86K
|
72.1K
$3.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
58+ 0.43% |
$1.91K - $2.02K
|
13.4K
$670K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
58+ 0.69% |
$1.91K - $2.02K
|
8.48K
$423K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
53New |
$1.74K - $1.85K
|
53
$2.65K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
50New |
$1.64K - $1.74K
|
50
$2.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
39+ 0.2% |
$1.28K - $1.36K
|
19.1K
$954K
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
37+ 0.61% |
$1.22K - $1.29K
|
6.14K
$306K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
29+ 14.08% |
$953 - $1.01K
|
235
$11.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
27+ 0.22% |
$887 - $940
|
12.1K
$602K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
21+ 0.15% |
$690 - $731
|
13.8K
$689K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
20+ 0.31% |
$657 - $697
|
6.49K
$324K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
14New |
$460 - $488
|
14
$699
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12New |
$394 - $418
|
12
$599
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
9+ 0.18% |
$296 - $313
|
5.03K
$251K
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$197 - $209
|
9.94K
$496K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
4+ 0.06% |
$131 - $139
|
6.71K
$335K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$65.7 - $69.7
|
2
$99.8
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 0.07% |
$32.9 - $34.8
|
1.49K
$74.1K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3- -0.0% |
$98.6 - $104
|
70.6K
$3.52M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5Closed |
$164 - $174
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5- 0.02% |
$164 - $174
|
32.5K
$1.62M
|