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
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.54K+ 3.01% |
$152K - $161K
|
156K
$7.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.52K+ 12.64% |
$151K - $161K
|
40.3K
$2.05M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.46K+ 1.83% |
$149K - $159K
|
248K
$12.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.35K+ 3.0% |
$145K - $154K
|
149K
$7.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.09K+ 162.67% |
$136K - $145K
|
6.6K
$335K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.96K+ 18.72% |
$132K - $141K
|
25.1K
$1.27M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.91K+ 4.04% |
$130K - $139K
|
101K
$5.11M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
3.9KNew |
$130K - $139K
|
3.9K
$198K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.88KNew |
$129K - $138K
|
3.88K
$197K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.77K+ 3.71% |
$126K - $134K
|
105K
$5.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
3.75K+ 1.19% |
$125K - $133K
|
318K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Moon Capital Management LP
New York, NY |
BUY
|
- |
3.74K+ 0.24% |
$125K - $133K
|
1.56M
$79M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.72K+ 2658.57% |
$124K - $132K
|
3.86K
$196K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.68K+ 56.49% |
$123K - $131K
|
10.2K
$518K
|
|
|
Feb 08, 2022
Q4 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
3.56K+ 0.66% |
$119K - $126K
|
547K
$27.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 20.15% |
$119K - $126K
|
21.2K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.55K+ 0.21% |
$118K - $126K
|
1.69M
$86M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
3.53K+ 3.72% |
$118K - $125K
|
98.4K
$5M
|
|
|
Feb 14, 2022
Q4 2021
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
3.51K+ 2.45% |
$117K - $125K
|
147K
$7.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.5K+ 2.8% |
$117K - $124K
|
128K
$6.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.48K+ 2.22% |
$116K - $124K
|
160K
$8.13M
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.42K+ 21.0% |
$114K - $121K
|
19.7K
$1M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.39K+ 3.2% |
$113K - $120K
|
109K
$5.54M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.29K+ 6.11% |
$110K - $117K
|
57.2K
$2.9M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.24KNew |
$108K - $115K
|
3.24K
$164K
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
3.16K+ 2.26% |
$106K - $112K
|
143K
$7.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.16K+ 22.2% |
$105K - $112K
|
17.4K
$883K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
3.06K+ 0.85% |
$102K - $109K
|
364K
$18.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.04KNew |
$101K - $108K
|
3.04K
$154K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.03K+ 0.47% |
$101K - $108K
|
645K
$32.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3KNew |
$100K - $107K
|
3K
$152K
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
3K+ 8.06% |
$100K - $107K
|
40.2K
$2.04M
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.94K+ 1.22% |
$98.2K - $105K
|
244K
$12.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.61K+ 11.05% |
$87K - $92.6K
|
26.2K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.51K+ 7.56% |
$83.8K - $89.3K
|
35.8K
$1.82M
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
2.48K+ 0.91% |
$82.8K - $88.2K
|
276K
$14M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.48K+ 21.67% |
$82.8K - $88.2K
|
13.9K
$708K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.23KNew |
$74.5K - $79.4K
|
2.23K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.2K+ 46.86% |
$73.4K - $78.2K
|
6.9K
$350K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.15K+ 15.53% |
$71.6K - $76.2K
|
16K
$810K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.13K+ 1.36% |
$71.2K - $75.8K
|
159K
$8.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.11K+ 1.19% |
$70.5K - $75.1K
|
180K
$9.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.07K+ 19.45% |
$69K - $73.5K
|
12.7K
$645K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.04K+ 8.53% |
$67.9K - $72.3K
|
25.9K
$1.31M
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
2K+ 27.09% |
$66.7K - $71.1K
|
9.38K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.95K+ 13.64% |
$65.1K - $69.4K
|
16.3K
$826K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.95K+ 10.85% |
$65.1K - $69.3K
|
19.9K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.95K+ 0.03% |
$64.9K - $69.1K
|
5.96M
$303M
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.94KNew |
$64.8K - $69K
|
1.94K
$98.6K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
1.85K+ 7.01% |
$61.8K - $65.8K
|
28.3K
$1.44M
|