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
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-7.5KClosed |
$250K - $266K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-7.65KClosed |
$255K - $272K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
SELL
|
- |
-7.68K- 1.74% |
$256K - $273K
|
433K
$22.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.7K- 32.87% |
$257K - $274K
|
15.7K
$817K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-7.72K- 4.83% |
$258K - $274K
|
152K
$7.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-7.84K- 0.83% |
$261K - $278K
|
939K
$48.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-7.9K- 3.05% |
$264K - $281K
|
252K
$13.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-7.97KClosed |
$266K - $283K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.02K- 28.72% |
$268K - $285K
|
19.9K
$1.04M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-8.13K- 23.15% |
$271K - $289K
|
27K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.2K- 6.2% |
$273K - $291K
|
124K
$6.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-8.25KClosed |
$275K - $293K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.31K- 14.88% |
$277K - $295K
|
47.6K
$2.47M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-8.33K- 31.75% |
$278K - $296K
|
17.9K
$930K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-8.74K- 0.97% |
$292K - $311K
|
894K
$46.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-8.79K- 2.77% |
$293K - $312K
|
309K
$16.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-8.79K- 19.36% |
$293K - $312K
|
36.6K
$1.9M
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
SELL
|
- |
-8.98K- 32.42% |
$299K - $319K
|
18.7K
$973K
|
|
|
Feb 03, 2022
Q4 2021
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-9.12K- 0.89% |
$304K - $324K
|
1.01M
$52.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.37K- 7.41% |
$313K - $333K
|
117K
$6.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.42K- 9.19% |
$314K - $335K
|
93.1K
$4.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.52K- 27.85% |
$318K - $338K
|
24.7K
$1.28M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-9.54K- 9.23% |
$318K - $339K
|
93.8K
$4.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.86K- 12.89% |
$329K - $350K
|
66.7K
$3.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-9.96K- 15.65% |
$332K - $354K
|
53.7K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-10.1K- 60.41% |
$338K - $360K
|
6.64K
$345K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 6.47% |
$355K - $378K
|
154K
$8.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-10.8K- 14.64% |
$360K - $384K
|
63K
$3.27M
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-10.9KClosed |
$365K - $388K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.1K- 13.33% |
$369K - $393K
|
72K
$3.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-11.4KClosed |
$380K - $405K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
SELL
|
- |
-11.4K- 24.83% |
$380K - $405K
|
34.5K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 2.74% |
$382K - $407K
|
406K
$21.1M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.6K- 16.35% |
$388K - $413K
|
59.4K
$3.09M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-11.7K- 52.64% |
$390K - $415K
|
10.5K
$546K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-11.9K- 14.81% |
$396K - $422K
|
68.3K
$3.55M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-12.1K- 25.32% |
$403K - $429K
|
35.6K
$1.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-13.1K- 15.0% |
$437K - $466K
|
74.3K
$3.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-13.6K- 61.59% |
$453K - $482K
|
8.46K
$440K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-13.7K- 28.31% |
$456K - $485K
|
34.6K
$1.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13.8KClosed |
$460K - $490K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.1K- 11.85% |
$470K - $500K
|
105K
$5.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-14.3K- 65.11% |
$476K - $507K
|
7.65K
$398K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-14.3K- 97.95% |
$479K - $510K
|
300
$15.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-14.7K- 1.56% |
$491K - $523K
|
929K
$48.3M
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
SELL
|
- |
-14.8K- 3.82% |
$495K - $527K
|
374K
$19.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-14.9K- 20.01% |
$497K - $529K
|
59.5K
$3.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-15KClosed |
$500K - $533K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-15.1K- 1.45% |
$505K - $537K
|
1.03M
$53.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-15.2K- 0.16% |
$507K - $540K
|
9.63M
$501M
|