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 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
15.3K+ 3.03% |
$512K - $545K
|
521K
$26.5M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
15KNew |
$501K - $533K
|
15K
$762K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
14.9KNew |
$498K - $530K
|
14.9K
$758K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.8K+ 29.41% |
$495K - $527K
|
65.3K
$3.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
14.7K+ 2.06% |
$492K - $524K
|
729K
$37M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
14.7K+ 4.31% |
$491K - $523K
|
356K
$18.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14.7KNew |
$491K - $523K
|
14.7K
$748K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.6K+ 9.77% |
$487K - $519K
|
164K
$8.33M
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
13.8K+ 5.75% |
$461K - $491K
|
254K
$12.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.7K+ 24.16% |
$458K - $487K
|
70.5K
$3.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13K+ 24.23% |
$435K - $463K
|
66.9K
$3.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12.4KNew |
$415K - $442K
|
12.4K
$632K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
12KNew |
$399K - $425K
|
12K
$607K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.9KNew |
$397K - $423K
|
11.9K
$605K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
11.8K+ 2.89% |
$393K - $418K
|
419K
$21.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
11.7K+ 31.62% |
$392K - $417K
|
48.9K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$385K - $410K
|
11.6K
$587K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
11.5KNew |
$383K - $408K
|
11.5K
$584K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.4K+ 0.86% |
$380K - $405K
|
1.33M
$67.6M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11.2KNew |
$375K - $399K
|
11.2K
$571K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
10.7KNew |
$357K - $381K
|
10.7K
$544K
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
10.7KNew |
$357K - $380K
|
10.7K
$543K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10.4K+ 1.5% |
$347K - $369K
|
704K
$35.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Verger Capital Management LLC
|
BUY
|
- |
10.3K+ 4.54% |
$343K - $365K
|
237K
$12M
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
10.1KNew |
$337K - $359K
|
10.1K
$513K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.1KNew |
$337K - $359K
|
10.1K
$513K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
10.1K+ 14.51% |
$337K - $358K
|
79.6K
$4.04M
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
9.96KNew |
$332K - $354K
|
9.96K
$506K
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
9.69KNew |
$323K - $344K
|
9.69K
$492K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.68K+ 16.22% |
$323K - $344K
|
69.4K
$3.52M
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
9.67KNew |
$322K - $343K
|
9.67K
$491K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
9.61KNew |
$321K - $342K
|
9.61K
$488K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
9.45KNew |
$315K - $336K
|
9.45K
$480K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.42KNew |
$314K - $335K
|
9.42K
$478K
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.27KNew |
$309K - $329K
|
9.27K
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.27K+ 65.96% |
$309K - $329K
|
23.3K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.18K+ 4.36% |
$306K - $326K
|
220K
$11.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
9.11K+ 9.17% |
$304K - $324K
|
108K
$5.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
9KNew |
$300K - $320K
|
9K
$457K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.97K+ 6.21% |
$299K - $319K
|
153K
$7.79M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.97KNew |
$299K - $319K
|
8.97K
$455K
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
8.91KNew |
$297K - $316K
|
8.91K
$452K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
8.9KNew |
$297K - $316K
|
8.9K
$452K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.87K+ 8.32% |
$296K - $315K
|
115K
$5.86M
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
8.8K+ 8.47% |
$293K - $313K
|
113K
$5.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
8.76K+ 7.61% |
$292K - $311K
|
124K
$6.29M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
8.54KNew |
$285K - $303K
|
8.54K
$433K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
8.46KNew |
$282K - $300K
|
8.46K
$429K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.45K+ 2.78% |
$282K - $300K
|
313K
$15.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.23K+ 12.47% |
$274K - $292K
|
74.2K
$3.77M
|