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
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.83KNew |
$60.9K - $64.9K
|
1.83K
$92.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.8K+ 2.7% |
$60K - $64K
|
68.6K
$3.48M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.75K+ 1.15% |
$58.2K - $62K
|
153K
$7.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.74K+ 17.82% |
$57.9K - $61.7K
|
11.5K
$583K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.72K+ 92.63% |
$57.4K - $61.2K
|
3.58K
$182K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.67K+ 2.73% |
$55.8K - $59.4K
|
63K
$3.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.66K+ 12.48% |
$55.3K - $58.9K
|
14.9K
$759K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.64K+ 71.29% |
$54.7K - $58.2K
|
3.94K
$200K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
1.61K+ 8.43% |
$53.7K - $57.2K
|
20.7K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.6K+ 2.93% |
$53.4K - $56.8K
|
56.2K
$2.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.58K+ 9.15% |
$52.7K - $56.1K
|
18.8K
$957K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
1.58KNew |
$52.6K - $56K
|
1.58K
$80.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.57KNew |
$52.2K - $55.6K
|
1.57K
$79.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.56K+ 3.22% |
$51.9K - $55.3K
|
49.9K
$2.54M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.51K+ 3.92% |
$50.3K - $53.6K
|
40K
$2.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.5K+ 2.28% |
$50.1K - $53.4K
|
67.5K
$3.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.5K+ 5.63% |
$50.1K - $53.4K
|
28.2K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.5K+ 4.61% |
$50.1K - $53.3K
|
34K
$1.73M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$50K - $53.3K
|
1.5K
$76.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.5K+ 210.67% |
$50K - $53.3K
|
2.21K
$112K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
1.5K+ 22.37% |
$49.9K - $53.1K
|
8.18K
$415K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.49KNew |
$49.7K - $52.9K
|
1.49K
$75.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.49K+ 6.42% |
$49.5K - $52.8K
|
24.6K
$1.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.48K+ 2.05% |
$49.4K - $52.6K
|
73.6K
$3.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.46K+ 8.75% |
$48.7K - $51.8K
|
18.1K
$921K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.45K+ 1.06% |
$48.2K - $51.3K
|
138K
$6.99M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.42K+ 5.4% |
$47.5K - $50.6K
|
27.8K
$1.41M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.41K+ 0.37% |
$46.9K - $49.9K
|
385K
$19.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.35K+ 0.36% |
$45K - $48K
|
373K
$19M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.34KNew |
$44.7K - $47.6K
|
1.34K
$68K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.34K+ 20.93% |
$44.7K - $47.6K
|
7.74K
$393K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.32K+ 9.26% |
$44.1K - $46.9K
|
15.6K
$791K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 0.54% |
$44K - $46.9K
|
244K
$12.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.28K+ 2.08% |
$42.7K - $45.5K
|
62.8K
$3.19M
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.28K+ 1.22% |
$42.5K - $45.3K
|
106K
$5.39M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.24KNew |
$41.3K - $44K
|
1.24K
$62.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
1.23K+ 1.96% |
$41K - $43.6K
|
64K
$3.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.22K+ 0.1% |
$40.8K - $43.5K
|
1.24M
$63.1M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1.21K+ 0.3% |
$40.3K - $42.9K
|
399K
$20.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.2K+ 5.72% |
$39.9K - $42.5K
|
22.1K
$1.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.19K+ 0.29% |
$39.7K - $42.3K
|
417K
$21.2M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.15KNew |
$38.5K - $41K
|
1.15K
$58.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.14K+ 1.25% |
$38K - $40.5K
|
92.4K
$4.69M
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
1.1K+ 9.21% |
$36.8K - $39.2K
|
13.1K
$664K
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.05KNew |
$35K - $37.3K
|
1.05K
$53.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
961+ 33.07% |
$32.1K - $34.1K
|
3.87K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
960+ 0.79% |
$32K - $34.1K
|
122K
$6.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
943+ 12.11% |
$31.5K - $33.5K
|
8.73K
$443K
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
911+ 1.64% |
$30.4K - $32.4K
|
56.3K
$2.86M
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
875New |
$29.2K - $31.1K
|
875
$44.4K
|