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
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.28K- 2.78% |
$42.7K - $45.5K
|
44.7K
$2.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.29K- 62.73% |
$43K - $45.8K
|
766
$40.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.3KClosed |
$43.4K - $46.2K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-1.32K- 2.95% |
$43.9K - $46.7K
|
43.3K
$2.27M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.32K- 4.45% |
$44K - $46.9K
|
28.4K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.34K- 14.27% |
$44.7K - $47.6K
|
8.05K
$421K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.42KClosed |
$47.5K - $50.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.43K- 16.31% |
$47.8K - $51K
|
7.36K
$385K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.53K- 16.72% |
$51K - $54.3K
|
7.61K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.55K- 0.58% |
$51.8K - $55.2K
|
267K
$14M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.63K- 7.58% |
$54.4K - $57.9K
|
19.9K
$1.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.65K- 7.3% |
$54.9K - $58.5K
|
20.9K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.68K- 11.77% |
$55.9K - $59.5K
|
12.6K
$657K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.69K- 11.36% |
$56.2K - $59.9K
|
13.2K
$688K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.78K- 15.75% |
$59.2K - $63.1K
|
9.49K
$497K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.78K- 20.57% |
$59.2K - $63.1K
|
6.86K
$359K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.82KClosed |
$60.8K - $64.8K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.95K- 2.67% |
$65K - $69.2K
|
71K
$3.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.96K- 19.7% |
$65.4K - $69.6K
|
7.99K
$418K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.97K- 25.22% |
$65.7K - $70K
|
5.84K
$306K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.99K- 0.61% |
$66.3K - $70.6K
|
324K
$16.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.99K- 79.49% |
$66.5K - $70.8K
|
514
$26.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.1K- 4.21% |
$70K - $74.5K
|
47.7K
$2.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-2.18K- 4.03% |
$72.9K - $77.6K
|
52K
$2.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-2.3K- 16.63% |
$76.6K - $81.5K
|
11.5K
$602K
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.3K- 1.61% |
$76.8K - $81.8K
|
141K
$7.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.31K- 8.89% |
$77.2K - $82.2K
|
23.7K
$1.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-2.33K- 7.24% |
$77.7K - $82.8K
|
29.8K
$1.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-2.34K- 18.26% |
$78K - $83.1K
|
10.5K
$548K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.36K- 3.04% |
$78.8K - $84K
|
75.2K
$3.94M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.37K- 5.17% |
$79K - $84.1K
|
43.5K
$2.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.43K- 4.23% |
$81K - $86.3K
|
55K
$2.88M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.54K- 3.91% |
$84.8K - $90.3K
|
62.4K
$3.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2.55K- 17.1% |
$85.1K - $90.6K
|
12.4K
$647K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
SELL
|
- |
-2.64K- 0.61% |
$87.9K - $93.6K
|
433K
$22.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-2.66K- 15.67% |
$88.6K - $94.3K
|
14.3K
$747K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.71K- 23.58% |
$90.5K - $96.4K
|
8.79K
$460K
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.85K- 1.58% |
$95.1K - $101K
|
178K
$9.32M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.89K- 7.29% |
$96.4K - $103K
|
36.7K
$1.92M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.89K- 1.9% |
$96.4K - $103K
|
149K
$7.82M
|
|
|
Jan 18, 2022
Q4 2021
|
Grand Central Investment Group
|
SELL
|
- |
-3K- 6.74% |
$99.9K - $106K
|
41.4K
$2.17M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3K- 22.65% |
$100K - $107K
|
10.2K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.07K- 4.73% |
$102K - $109K
|
61.9K
$3.24M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.18K- 9.47% |
$106K - $113K
|
30.4K
$1.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.23K- 20.04% |
$108K - $115K
|
12.9K
$673K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.23K- 20.04% |
$108K - $115K
|
12.9K
$673K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.24K- 1.53% |
$108K - $115K
|
208K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-3.3K- 11.79% |
$110K - $117K
|
24.7K
$1.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3.31K- 9.02% |
$110K - $118K
|
33.4K
$1.75M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.31KClosed |
$110K - $118K
|
0
$0
|