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 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.15KNew |
$272K - $290K
|
8.15K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.11KNew |
$271K - $288K
|
8.11K
$412K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.04KNew |
$268K - $286K
|
8.04K
$408K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.96KNew |
$265K - $283K
|
7.96K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.9K+ 0.22% |
$264K - $281K
|
3.54M
$180M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.72KNew |
$257K - $274K
|
7.72K
$392K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.32KNew |
$244K - $260K
|
7.32K
$372K
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
7.11KNew |
$237K - $253K
|
7.11K
$361K
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
7KNew |
$233K - $249K
|
7K
$355K
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
7KNew |
$233K - $249K
|
7K
$355K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.93K+ 87.86% |
$231K - $246K
|
14.8K
$752K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
6.87K+ 5.67% |
$229K - $244K
|
128K
$6.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
6.74KNew |
$225K - $239K
|
6.74K
$342K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
6.7K+ 11.09% |
$224K - $238K
|
67.1K
$3.41M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6.64KNew |
$221K - $236K
|
6.64K
$337K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.63KNew |
$221K - $236K
|
6.63K
$337K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
6.63K+ 6.41% |
$221K - $235K
|
110K
$5.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.62KNew |
$221K - $235K
|
6.62K
$336K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.62KNew |
$221K - $235K
|
6.62K
$336K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.49KNew |
$216K - $231K
|
6.49K
$330K
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
6.45K+ 2.42% |
$215K - $229K
|
273K
$13.9M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6.42KNew |
$214K - $228K
|
6.42K
$326K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
6.4K+ 3.67% |
$214K - $227K
|
181K
$9.19M
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6.4K+ 1.47% |
$213K - $227K
|
441K
$22.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
6.32KNew |
$211K - $224K
|
6.32K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.18K+ 3.26% |
$206K - $219K
|
196K
$9.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
6.12K+ 9.86% |
$204K - $217K
|
68.2K
$3.46M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.08KNew |
$203K - $216K
|
6.08K
$309K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.05KNew |
$202K - $215K
|
6.05K
$307K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
6.04KNew |
$202K - $215K
|
6.04K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.02KNew |
$201K - $214K
|
6.02K
$306K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6.01KNew |
$200K - $213K
|
6.01K
$305K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6K+ 66.67% |
$200K - $213K
|
15K
$762K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.98KNew |
$199K - $212K
|
5.98K
$303K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
5.95KNew |
$198K - $211K
|
5.95K
$302K
|
|
|
Feb 09, 2022
Q4 2021
|
Independent Family Office, LLC
|
BUY
|
- |
5.94K+ 1.62% |
$198K - $211K
|
372K
$18.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.88KNew |
$196K - $209K
|
5.88K
$299K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
5.79KNew |
$193K - $206K
|
5.79K
$294K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
5.64K+ 16.01% |
$188K - $200K
|
40.8K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.5KNew |
$183K - $195K
|
5.5K
$279K
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
5.28K+ 0.73% |
$176K - $188K
|
727K
$36.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.16KNew |
$172K - $183K
|
5.16K
$262K
|
|
|
Jan 25, 2022
Q4 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
5.05K+ 2.68% |
$168K - $179K
|
193K
$9.8M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
4.95KNew |
$165K - $176K
|
4.95K
$251K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.91K+ 9.56% |
$164K - $174K
|
56.2K
$2.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
4.87K+ 0.82% |
$163K - $173K
|
596K
$30.3M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
4.81K+ 17.66% |
$160K - $171K
|
32K
$1.63M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.72K+ 13.17% |
$157K - $168K
|
40.5K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.68K+ 15.01% |
$156K - $166K
|
35.8K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
4.59KNew |
$153K - $163K
|
4.59K
$233K
|