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 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50.9K- 38.36% |
$1.7M - $1.81M
|
81.8K
$4.16M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-52.3KClosed |
$1.75M - $1.86M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-58.3K- 11.24% |
$1.95M - $2.07M
|
461K
$23.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-58.4K- 29.41% |
$1.95M - $2.07M
|
140K
$7.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-63.1KClosed |
$2.1M - $2.24M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-64K- 6.96% |
$2.14M - $2.27M
|
855K
$43.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-67.5K- 29.99% |
$2.25M - $2.4M
|
158K
$8M
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-76.9K- 59.49% |
$2.57M - $2.73M
|
52.4K
$2.66M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-77.4K- 7.71% |
$2.58M - $2.75M
|
927K
$47.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-78.5K- 25.16% |
$2.62M - $2.79M
|
233K
$11.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-78.7K- 68.54% |
$2.63M - $2.8M
|
36.1K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-78.9K- 10.23% |
$2.63M - $2.8M
|
693K
$35.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-80.6K- 14.54% |
$2.69M - $2.86M
|
474K
$24.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-81.3K- 13.88% |
$2.71M - $2.89M
|
505K
$25.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-81.6K- 3.88% |
$2.72M - $2.9M
|
2.02M
$103M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-83.5K- 27.46% |
$2.78M - $2.97M
|
221K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-85.6K- 35.28% |
$2.85M - $3.04M
|
157K
$7.97M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-87.7K- 29.03% |
$2.93M - $3.12M
|
214K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-90.6K- 33.32% |
$3.02M - $3.22M
|
181K
$9.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-95.3K- 24.93% |
$3.18M - $3.39M
|
287K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-102K- 94.59% |
$3.41M - $3.63M
|
5.84K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-104KClosed |
$3.46M - $3.69M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-105K- 28.56% |
$3.51M - $3.74M
|
263K
$13.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-110K- 3.2% |
$3.66M - $3.9M
|
3.32M
$169M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-122K- 13.03% |
$4.06M - $4.33M
|
813K
$41.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-122K- 13.03% |
$4.06M - $4.33M
|
813K
$41.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-124K- 80.31% |
$4.15M - $4.42M
|
30.5K
$1.55M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-128K- 92.53% |
$4.27M - $4.55M
|
10.3K
$525K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-144K- 6.38% |
$4.82M - $5.13M
|
2.12M
$108M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-145K- 89.02% |
$4.84M - $5.16M
|
17.9K
$909K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-146K- 18.55% |
$4.86M - $5.18M
|
640K
$32.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-146K- 22.03% |
$4.88M - $5.2M
|
518K
$26.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-147K- 23.45% |
$4.89M - $5.21M
|
479K
$24.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-149K- 10.26% |
$4.96M - $5.28M
|
1.3M
$66M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-163K- 11.11% |
$5.43M - $5.78M
|
1.3M
$66.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-165K- 4.34% |
$5.51M - $5.87M
|
3.64M
$185M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-170K- 21.59% |
$5.67M - $6.04M
|
618K
$31.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-171K- 22.79% |
$5.7M - $6.07M
|
579K
$29.4M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-172K- 25.89% |
$5.73M - $6.1M
|
492K
$25M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-181K- 12.18% |
$6.03M - $6.42M
|
1.3M
$66.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-183K- 8.51% |
$6.09M - $6.49M
|
1.96M
$99.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-200K- 52.82% |
$6.67M - $7.1M
|
178K
$9.06M
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-200K- 52.82% |
$6.67M - $7.1M
|
178K
$9.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-217K- 15.37% |
$7.25M - $7.72M
|
1.2M
$60.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-255K- 96.8% |
$8.52M - $9.07M
|
8.45K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-259K- 54.26% |
$8.65M - $9.21M
|
219K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-285KClosed |
$9.5M - $10.1M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-351K- 29.15% |
$11.7M - $12.5M
|
852K
$43.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-353K- 54.12% |
$11.8M - $12.5M
|
299K
$15.2M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-353K- 98.63% |
$11.8M - $12.5M
|
4.9K
$249K
|