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
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
868New |
$29K - $30.8K
|
868
$44.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
868+ 2.39% |
$29K - $30.8K
|
37.2K
$1.89M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
860+ 4.3% |
$28.7K - $30.6K
|
20.9K
$1.06M
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
BUY
|
- |
859+ 0.29% |
$28.7K - $30.5K
|
293K
$14.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
835New |
$27.9K - $29.7K
|
835
$42.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
804+ 24.59% |
$26.8K - $28.6K
|
4.07K
$207K
|
|
|
Feb 08, 2022
Q4 2021
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
770+ 0.32% |
$25.7K - $27.4K
|
244K
$12.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
740+ 4.54% |
$24.7K - $26.3K
|
17K
$866K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
739+ 3.76% |
$24.7K - $26.3K
|
20.4K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
712New |
$23.8K - $25.3K
|
712
$36.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
710New |
$23.7K - $25.2K
|
710
$36.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
703New |
$23.5K - $25K
|
703
$35.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
685+ 4.74% |
$22.9K - $24.3K
|
15.1K
$769K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
680+ 0.98% |
$22.7K - $24.2K
|
69.7K
$3.54M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
665+ 8.66% |
$22.2K - $23.6K
|
8.34K
$424K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
658+ 4.78% |
$22K - $23.4K
|
14.4K
$732K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
657New |
$21.9K - $23.3K
|
657
$33.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
637+ 0.66% |
$21.3K - $22.6K
|
97.2K
$4.94M
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
612+ 260.43% |
$20.4K - $21.7K
|
847
$43K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
600+ 12.32% |
$20K - $21.3K
|
5.47K
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
593+ 5.43% |
$19.8K - $21.1K
|
11.5K
$584K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
589+ 3.43% |
$19.6K - $20.9K
|
17.8K
$903K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
543+ 8.79% |
$18.1K - $19.3K
|
6.72K
$341K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
535+ 1.8% |
$17.8K - $19K
|
30.3K
$1.54M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
528New |
$17.6K - $18.8K
|
528
$26.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
524+ 28.85% |
$17.5K - $18.6K
|
2.34K
$119K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
505New |
$16.8K - $17.9K
|
505
$25.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
504+ 6.9% |
$16.8K - $17.9K
|
7.81K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
488+ 3.95% |
$16.3K - $17.3K
|
12.8K
$651K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
465+ 3.62% |
$15.5K - $16.5K
|
13.3K
$677K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
450+ 48.28% |
$15K - $16K
|
1.38K
$70.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
450+ 9.73% |
$15K - $16K
|
5.08K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
423+ 1.18% |
$14.1K - $15K
|
36.4K
$1.85M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
403+ 5.35% |
$13.4K - $14.3K
|
7.93K
$403K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
400+ 0.96% |
$13.3K - $14.2K
|
42K
$2.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
395New |
$13.2K - $14K
|
395
$20.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
384+ 0.21% |
$12.8K - $13.6K
|
182K
$9.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
338New |
$11.3K - $12K
|
338
$17.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
BUY
|
- |
330+ 0.54% |
$11K - $11.7K
|
61.1K
$3.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
300+ 4.52% |
$10K - $10.7K
|
6.93K
$352K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
284+ 0.73% |
$9.47K - $10.1K
|
38.9K
$1.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
261New |
$8.71K - $9.27K
|
261
$13.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
259+ 1.8% |
$8.64K - $9.2K
|
14.6K
$742K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
256New |
$8.54K - $9.1K
|
256
$13K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
255+ 5.29% |
$8.51K - $9.06K
|
5.08K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
250+ 1.85% |
$8.34K - $8.88K
|
13.8K
$700K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
245+ 612.5% |
$8.17K - $8.7K
|
285
$14.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
208New |
$6.94K - $7.39K
|
208
$10.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
206+ 0.72% |
$6.87K - $7.32K
|
28.8K
$1.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
204+ 2.97% |
$6.81K - $7.25K
|
7.08K
$359K
|