Purchases and Sales Made in Q4 2021 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.03M+ 231.47% |
$201M - $214M
|
8.63M
$438M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.14M+ 1343.31% |
$138M - $147M
|
4.45M
$226M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.72M+ 4.53% |
$57.2M - $61M
|
39.6M
$2.01B
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.65M+ 3338.92% |
$55.1M - $58.7M
|
1.7M
$86.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.53M+ 3139.83% |
$51.2M - $54.5M
|
1.58M
$80.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.07M+ 973.22% |
$35.8M - $38.2M
|
1.18M
$60.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
969KNew |
$32.3M - $34.4M
|
969K
$49.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Naviter Wealth, LLC
|
BUY
|
- |
835KNew |
$27.9M - $29.7M
|
835K
$42.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
832K+ 4.15% |
$27.8M - $29.6M
|
20.9M
$1.06B
|
|
|
Feb 15, 2022
Q4 2021
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
631KNew |
$21.1M - $22.4M
|
631K
$32.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
600KNew |
$20M - $21.3M
|
600K
$30.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
542K+ 4.3% |
$18.1M - $19.3M
|
13.1M
$667M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
529KNew |
$17.6M - $18.8M
|
529K
$26.9M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
478KNew |
$15.9M - $17M
|
478K
$24.3M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
432KNew |
$14.4M - $15.3M
|
432K
$21.9M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
398KNew |
$13.3M - $14.1M
|
398K
$20.2M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
347K+ 10.63% |
$11.6M - $12.3M
|
3.61M
$183M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
334KNew |
$11.1M - $11.9M
|
334K
$17M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
333K+ 22.49% |
$11.1M - $11.8M
|
1.82M
$92.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
328KNew |
$11M - $11.7M
|
328K
$16.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
325KNew |
$10.9M - $11.6M
|
325K
$16.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
314K+ 36.58% |
$10.5M - $11.2M
|
1.17M
$59.6M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
308KNew |
$10.3M - $10.9M
|
308K
$15.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
280KNew |
$9.34M - $9.95M
|
280K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
278K+ 1201.48% |
$9.28M - $9.89M
|
301K
$15.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
270K+ 9.19% |
$9.01M - $9.59M
|
3.21M
$163M
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
266K+ 160.16% |
$8.87M - $9.44M
|
432K
$21.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
254K+ 10.5% |
$8.46M - $9.01M
|
2.67M
$136M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
248KNew |
$8.28M - $8.82M
|
248K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Sinecera Capital, LLC
|
BUY
|
- |
243KNew |
$8.09M - $8.62M
|
243K
$12.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
210KNew |
$7.01M - $7.46M
|
210K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
191K+ 30.52% |
$6.39M - $6.8M
|
819K
$41.6M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
189KNew |
$6.31M - $6.72M
|
189K
$9.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
184KNew |
$6.15M - $6.55M
|
184K
$9.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
171K+ 2.41% |
$5.7M - $6.08M
|
7.26M
$369M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
161KNew |
$5.37M - $5.72M
|
161K
$8.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 2.52% |
$4.91M - $5.23M
|
5.99M
$304M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
146K+ 46505.71% |
$4.89M - $5.2M
|
147K
$7.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
144K+ 3.79% |
$4.8M - $5.11M
|
3.94M
$200M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
141KNew |
$4.71M - $5.02M
|
141K
$7.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
134KNew |
$4.45M - $4.74M
|
134K
$6.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
131K+ 68.64% |
$4.36M - $4.64M
|
321K
$16.3M
|
|
|
Dec 20, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
131K+ 68.64% |
$4.36M - $4.64M
|
321K
$16.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
126K+ 1157.97% |
$4.19M - $4.47M
|
137K
$6.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
117K+ 359.49% |
$3.9M - $4.15M
|
149K
$7.58M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
115KNew |
$3.85M - $4.1M
|
115K
$5.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
113KNew |
$3.76M - $4.01M
|
113K
$5.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
112K+ 164.36% |
$3.74M - $3.99M
|
181K
$9.17M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
107K+ 468.81% |
$3.56M - $3.79M
|
129K
$6.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
104KNew |
$3.45M - $3.68M
|
104K
$5.26M
|