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 28, 2022
Q4 2021
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
99.5K+ 14.88% |
$3.32M - $3.53M
|
768K
$39M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
98.3K+ 2.78% |
$3.28M - $3.49M
|
3.63M
$184M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
96.9KNew |
$3.23M - $3.44M
|
96.9K
$4.92M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
91.3KNew |
$3.05M - $3.24M
|
91.3K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
90.6K+ 9.0% |
$3.02M - $3.22M
|
1.1M
$55.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
90.1KNew |
$3.01M - $3.2M
|
90.1K
$4.58M
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
82.7KNew |
$2.76M - $2.94M
|
82.7K
$4.2M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
75.1K+ 8.41% |
$2.5M - $2.67M
|
968K
$49.2M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
73K+ 18.04% |
$2.43M - $2.59M
|
477K
$24.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
72.7KNew |
$2.43M - $2.58M
|
72.7K
$3.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
72.5K+ 333.13% |
$2.42M - $2.58M
|
94.3K
$4.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
71.1K+ 5.34% |
$2.37M - $2.53M
|
1.4M
$71.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
70.2KNew |
$2.34M - $2.49M
|
70.2K
$3.56M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
66.8KNew |
$2.23M - $2.37M
|
66.8K
$3.39M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
66.6KNew |
$2.22M - $2.37M
|
66.6K
$3.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
64K+ 417.19% |
$2.14M - $2.27M
|
79.4K
$4.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
64K+ 6.06% |
$2.14M - $2.27M
|
1.12M
$56.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
60.1K+ 5.34% |
$2M - $2.13M
|
1.19M
$60.2M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
59.9K+ 8.32% |
$2M - $2.13M
|
779K
$39.6M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
59K+ 34.1% |
$1.97M - $2.1M
|
232K
$11.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
56.7KNew |
$1.89M - $2.01M
|
56.7K
$2.88M
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
56.4K+ 11.66% |
$1.88M - $2M
|
540K
$27.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56.3K+ 21.71% |
$1.88M - $2M
|
316K
$16M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
55.8KNew |
$1.86M - $1.98M
|
55.8K
$2.83M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
54.4K+ 8.09% |
$1.81M - $1.93M
|
726K
$36.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54K+ 47.63% |
$1.8M - $1.92M
|
167K
$8.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
52.7K+ 15.09% |
$1.76M - $1.87M
|
402K
$20.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Sunesis Advisors, LLC
|
BUY
|
- |
52.2KNew |
$1.74M - $1.86M
|
52.2K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.7K+ 9.69% |
$1.72M - $1.84M
|
585K
$29.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
49.9K+ 94.11% |
$1.67M - $1.77M
|
103K
$5.23M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
49.9K+ 5.4% |
$1.66M - $1.77M
|
973K
$49.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
47.9KNew |
$1.6M - $1.7M
|
47.9K
$2.43M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
47.5KNew |
$1.58M - $1.69M
|
47.5K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
46KNew |
$1.54M - $1.64M
|
46K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
45K+ 31.0% |
$1.5M - $1.6M
|
190K
$9.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
44.1K+ 171.49% |
$1.47M - $1.57M
|
69.8K
$3.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
42.8KNew |
$1.43M - $1.52M
|
42.8K
$2.17M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
42KNew |
$1.4M - $1.49M
|
42K
$2.13M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
40.9KNew |
$1.36M - $1.45M
|
40.9K
$2.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.9K+ 2.69% |
$1.36M - $1.45M
|
1.56M
$79.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
39.7K+ 62.18% |
$1.33M - $1.41M
|
104K
$5.26M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
39.4K+ 5.52% |
$1.32M - $1.4M
|
754K
$38.3M
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
BUY
|
- |
39.1KNew |
$1.3M - $1.39M
|
39.1K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
38.7KNew |
$1.29M - $1.37M
|
38.7K
$1.96M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
38.5KNew |
$1.28M - $1.37M
|
38.5K
$1.95M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.7KNew |
$1.26M - $1.34M
|
37.7K
$1.92M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
37.1K+ 5.93% |
$1.24M - $1.32M
|
663K
$33.7M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
36.9KNew |
$1.23M - $1.31M
|
36.9K
$1.87M
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
36K+ 2004.74% |
$1.2M - $1.28M
|
37.8K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
35.4KNew |
$1.18M - $1.26M
|
35.4K
$1.8M
|