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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-37- 0.01% |
$1.23K - $1.31K
|
532K
$27.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-50- 1.62% |
$1.67K - $1.78K
|
3.03K
$159K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-67- 0.12% |
$2.24K - $2.38K
|
58K
$3.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-70- 1.42% |
$2.34K - $2.49K
|
4.87K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-81- 0.09% |
$2.7K - $2.88K
|
93.6K
$4.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-82Closed |
$2.74K - $2.91K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-85- 1.31% |
$2.84K - $3.02K
|
6.42K
$336K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-91- 4.78% |
$3.04K - $3.23K
|
1.81K
$94.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-96- 0.09% |
$3.2K - $3.41K
|
104K
$5.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-101- 8.18% |
$3.37K - $3.59K
|
1.13K
$59.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-106- 45.89% |
$3.54K - $3.77K
|
125
$6.54K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-110- 6.35% |
$3.67K - $3.91K
|
1.62K
$84.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-117- 0.77% |
$3.9K - $4.16K
|
15.1K
$789K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-121- 18.01% |
$4.04K - $4.3K
|
551
$28.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-125- 1.35% |
$4.17K - $4.44K
|
9.14K
$478K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-133- 1.93% |
$4.44K - $4.73K
|
6.75K
$353K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-135- 0.76% |
$4.5K - $4.8K
|
17.7K
$926K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-142- 4.5% |
$4.74K - $5.05K
|
3.01K
$158K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-151- 0.34% |
$5.04K - $5.37K
|
44.2K
$2.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-152- 0.08% |
$5.07K - $5.4K
|
181K
$9.49M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-160- 1.28% |
$5.34K - $5.68K
|
12.4K
$646K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-161- 2.04% |
$5.37K - $5.72K
|
7.73K
$404K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-162- 7.35% |
$5.4K - $5.76K
|
2.04K
$107K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-167- 0.91% |
$5.57K - $5.93K
|
18.1K
$949K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-168Closed |
$5.6K - $5.97K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-171- 1.44% |
$5.7K - $6.08K
|
11.7K
$612K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-180- 1.62% |
$6K - $6.4K
|
10.9K
$572K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-186- 77.5% |
$6.2K - $6.61K
|
54
$2.82K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-190- 2.45% |
$6.34K - $6.75K
|
7.57K
$396K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-200- 2.48% |
$6.67K - $7.11K
|
7.87K
$412K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-206- 98.56% |
$6.87K - $7.32K
|
3
$157
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-227- 1.19% |
$7.57K - $8.07K
|
18.9K
$988K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-232Closed |
$7.74K - $8.24K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-236- 0.22% |
$7.87K - $8.39K
|
107K
$5.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-244- 0.05% |
$8.14K - $8.67K
|
471K
$24.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-246- 1.85% |
$8.21K - $8.74K
|
13.1K
$684K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-250- 6.67% |
$8.34K - $8.88K
|
3.5K
$183K
|
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-275Closed |
$9.17K - $9.77K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-282- 4.47% |
$9.41K - $10K
|
6.03K
$316K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-284- 0.94% |
$9.47K - $10.1K
|
29.8K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-285- 1.01% |
$9.51K - $10.1K
|
27.9K
$1.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-300- 54.55% |
$10K - $10.7K
|
250
$13.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-306- 4.56% |
$10.2K - $10.9K
|
6.41K
$335K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-310- 0.51% |
$10.3K - $11K
|
60.3K
$3.15M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-350- 6.96% |
$11.7K - $12.4K
|
4.68K
$245K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-350- 4.57% |
$11.7K - $12.4K
|
7.3K
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-373- 0.53% |
$12.4K - $13.3K
|
70.2K
$3.67M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-375- 1.69% |
$12.5K - $13.3K
|
21.8K
$1.14M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-389- 0.31% |
$13K - $13.8K
|
125K
$6.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-392- 38.28% |
$13.1K - $13.9K
|
632
$33.1K
|