Purchases and Sales Made in Q1 2022 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-132- 0.59% |
$4.49K - $5.15K
|
22.2K
$1.15M
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-138- 2.76% |
$4.69K - $5.38K
|
4.86K
$253K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-141- 2.17% |
$4.79K - $5.5K
|
6.35K
$330K
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-144- 0.24% |
$4.9K - $5.61K
|
60.1K
$3.13M
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-145Closed |
$4.93K - $5.65K
|
0
$0
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-145Closed |
$4.93K - $5.65K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-153- 1.6% |
$5.2K - $5.96K
|
9.44K
$491K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-156Closed |
$5.3K - $6.08K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-160- 0.05% |
$5.44K - $6.24K
|
318K
$16.5M
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-162Closed |
$5.51K - $6.31K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-167- 2.6% |
$5.68K - $6.51K
|
6.25K
$325K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-175Closed |
$5.95K - $6.82K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-187Closed |
$6.36K - $7.29K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-192- 2.23% |
$6.53K - $7.48K
|
8.4K
$437K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-200- 3.32% |
$6.8K - $7.8K
|
5.83K
$303K
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-200- 2.64% |
$6.8K - $7.8K
|
7.39K
$384K
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-204- 0.04% |
$6.94K - $7.95K
|
468K
$24.3M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-208Closed |
$7.07K - $8.11K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-212- 2.21% |
$7.21K - $8.26K
|
9.4K
$489K
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-226- 2.22% |
$7.68K - $8.81K
|
9.97K
$518K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-232Closed |
$7.89K - $9.04K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
R.P. Boggs & Co.
|
SELL
|
- |
-235- 2.13% |
$7.99K - $9.16K
|
10.8K
$561K
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-236- 3.09% |
$8.02K - $9.2K
|
7.4K
$385K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-243- 82.94% |
$8.26K - $9.47K
|
50
$2.6K
|
|
May 03, 2022
Q1 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-247- 0.19% |
$8.4K - $9.63K
|
128K
$6.66M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-249- 0.88% |
$8.47K - $9.71K
|
28.1K
$1.46M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-256Closed |
$8.7K - $9.98K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-261Closed |
$8.87K - $10.2K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
SELL
|
- |
-285- 0.91% |
$9.69K - $11.1K
|
31K
$1.61M
|
|
Apr 22, 2022
Q1 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-289- 1.11% |
$9.83K - $11.3K
|
25.9K
$1.34M
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-290- 2.71% |
$9.86K - $11.3K
|
10.4K
$542K
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-291- 2.03% |
$9.89K - $11.3K
|
14K
$729K
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-301- 2.72% |
$10.2K - $11.7K
|
10.8K
$560K
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-319- 5.43% |
$10.8K - $12.4K
|
5.56K
$289K
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-320- 0.07% |
$10.9K - $12.5K
|
470K
$24.4M
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-331- 0.34% |
$11.3K - $12.9K
|
96.9K
$5.04M
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-333- 4.23% |
$11.3K - $13K
|
7.54K
$392K
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-350- 4.4% |
$11.9K - $13.6K
|
7.61K
$396K
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-377Closed |
$12.8K - $14.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-381Closed |
$13K - $14.9K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-383- 2.37% |
$13K - $14.9K
|
15.8K
$821K
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-416Closed |
$14.1K - $16.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-416- 1.37% |
$14.1K - $16.2K
|
29.9K
$1.55M
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-418- 6.31% |
$14.2K - $16.3K
|
6.2K
$322K
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-425- 6.07% |
$14.5K - $16.6K
|
6.57K
$342K
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-448- 34.46% |
$15.2K - $17.5K
|
852
$44.3K
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-457Closed |
$15.5K - $17.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-471- 5.4% |
$16K - $18.4K
|
8.26K
$429K
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-480- 1.11% |
$16.3K - $18.7K
|
42.9K
$2.23M
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-500Closed |
$17K - $19.5K
|
0
$0
|