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
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5- 0.02% |
$164 - $174
|
32.5K
$1.87M
|
|
|
Nov 08, 2021
Q3 2021
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-10- 0.04% |
$329 - $348
|
26.6K
$1.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-24- 2.19% |
$788 - $836
|
1.07K
$61.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-27- 0.15% |
$887 - $940
|
18.3K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-27- 0.03% |
$887 - $940
|
93.7K
$5.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-28- 0.03% |
$920 - $975
|
96.6K
$5.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-28- 0.22% |
$920 - $975
|
12.7K
$733K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-45- 1.41% |
$1.48K - $1.57K
|
3.15K
$182K
|
|
|
Oct 08, 2021
Q3 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-62- 0.71% |
$2.04K - $2.16K
|
8.66K
$500K
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-64- 0.24% |
$2.1K - $2.23K
|
26.2K
$1.51M
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-80- 0.26% |
$2.63K - $2.79K
|
31K
$1.79M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-87- 0.12% |
$2.86K - $3.03K
|
73.8K
$4.25M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-88- 3.84% |
$2.89K - $3.07K
|
2.2K
$127K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-89- 93.68% |
$2.92K - $3.1K
|
6
$346
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-93- 9.07% |
$3.06K - $3.24K
|
932
$53.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-100- 1.49% |
$3.29K - $3.48K
|
6.6K
$381K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-133- 0.33% |
$4.37K - $4.63K
|
39.6K
$2.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-134- 1.2% |
$4.4K - $4.67K
|
11K
$637K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-139- 1.58% |
$4.57K - $4.84K
|
8.64K
$498K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-150- 1.01% |
$4.93K - $5.22K
|
14.6K
$845K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-162Closed |
$5.32K - $5.64K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-169- 1.21% |
$5.55K - $5.89K
|
13.8K
$794K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-172- 0.02% |
$5.65K - $5.99K
|
772K
$44.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-173- 1.89% |
$5.68K - $6.03K
|
8.97K
$518K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-194- 0.9% |
$6.37K - $6.76K
|
21.4K
$1.23M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-194- 0.9% |
$6.37K - $6.76K
|
21.4K
$1.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-199- 0.22% |
$6.54K - $6.93K
|
91.3K
$5.26M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 1.11% |
$6.57K - $6.97K
|
17.8K
$1.03M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-219- 11.01% |
$7.19K - $7.63K
|
1.77K
$102K
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-229- 0.64% |
$7.52K - $7.98K
|
35.8K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-241- 1.48% |
$7.92K - $8.39K
|
16.1K
$928K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-241- 1.48% |
$7.92K - $8.39K
|
16.1K
$928K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-249- 3.03% |
$8.18K - $8.67K
|
7.96K
$459K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-255- 12.83% |
$8.38K - $8.88K
|
1.73K
$99.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-265- 1.13% |
$8.71K - $9.23K
|
23.1K
$1.33M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-265- 3.43% |
$8.71K - $9.23K
|
7.46K
$430K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-270- 0.15% |
$8.87K - $9.4K
|
175K
$10.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-276- 0.61% |
$9.07K - $9.61K
|
44.6K
$2.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-279- 29.34% |
$9.17K - $9.72K
|
672
$38.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-282- 4.08% |
$9.26K - $9.82K
|
6.63K
$382K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-300- 11.54% |
$9.86K - $10.4K
|
2.3K
$133K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300- 65.79% |
$9.86K - $10.4K
|
156
$9K
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-300Closed |
$9.86K - $10.4K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-303- 0.47% |
$9.95K - $10.6K
|
63.6K
$3.67M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-305- 0.46% |
$10K - $10.6K
|
66.1K
$3.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-313- 88.67% |
$10.3K - $10.9K
|
40
$2.31K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-333- 0.81% |
$10.9K - $11.6K
|
41K
$2.37M
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-372- 0.81% |
$12.2K - $13K
|
45.4K
$2.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-400- 5.96% |
$13.1K - $13.9K
|
6.31K
$364K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-407- 0.23% |
$13.4K - $14.2K
|
173K
$9.97M
|