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
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-15.6KClosed |
$519K - $553K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-15.9K- 2.48% |
$530K - $564K
|
624K
$32.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-16K- 45.64% |
$534K - $569K
|
19.1K
$991K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-16.7K- 0.91% |
$559K - $595K
|
1.83M
$95.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-16.9K- 12.44% |
$563K - $600K
|
119K
$6.18M
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-17.7K- 26.85% |
$591K - $630K
|
48.3K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-17.8K- 3.45% |
$595K - $633K
|
498K
$25.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20.3KClosed |
$676K - $720K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21.2K- 1.12% |
$706K - $752K
|
1.86M
$96.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-21.3K- 34.5% |
$710K - $756K
|
40.4K
$2.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-21.5K- 3.83% |
$718K - $765K
|
540K
$28.1M
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-21.6K- 37.31% |
$720K - $767K
|
36.3K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-21.6K- 3.08% |
$722K - $769K
|
680K
$35.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22.6K- 0.85% |
$752K - $801K
|
2.62M
$136M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-23.5K- 47.95% |
$784K - $835K
|
25.5K
$1.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-23.5K- 23.42% |
$784K - $835K
|
76.9K
$4M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-24.2K- 6.97% |
$806K - $859K
|
323K
$16.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-25K- 31.64% |
$834K - $889K
|
54K
$2.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-25.4K- 33.88% |
$848K - $903K
|
49.6K
$2.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25.5K- 17.91% |
$849K - $904K
|
117K
$6.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25.9K- 5.81% |
$864K - $921K
|
420K
$21.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-26.6K- 3.23% |
$886K - $944K
|
795K
$41.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-27.4K- 33.6% |
$912K - $972K
|
54.1K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.8K- 6.06% |
$926K - $986K
|
431K
$22.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-29.5K- 9.23% |
$983K - $1.05M
|
290K
$15.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29.8K- 4.99% |
$994K - $1.06M
|
567K
$29.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-30.5K- 15.19% |
$1.02M - $1.09M
|
170K
$8.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30.6K- 16.0% |
$1.02M - $1.09M
|
161K
$8.35M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-30.9KClosed |
$1.03M - $1.1M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-31K- 18.86% |
$1.03M - $1.1M
|
133K
$6.94M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.1K- 10.13% |
$1.04M - $1.11M
|
276K
$14.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-31.3K- 29.92% |
$1.04M - $1.11M
|
73.3K
$3.81M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-34.3K- 33.6% |
$1.15M - $1.22M
|
67.8K
$3.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-34.6KClosed |
$1.16M - $1.23M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.4K- 8.99% |
$1.18M - $1.26M
|
358K
$18.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-36.1K- 37.71% |
$1.2M - $1.28M
|
59.6K
$3.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-37.7K- 23.57% |
$1.26M - $1.34M
|
122K
$6.35M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-40.9KClosed |
$1.36M - $1.45M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-41.1K- 17.18% |
$1.37M - $1.46M
|
198K
$10.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-41.2KClosed |
$1.37M - $1.46M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-42.2K- 1.58% |
$1.41M - $1.5M
|
2.64M
$137M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42.9K- 57.07% |
$1.43M - $1.52M
|
32.2K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-43.7K- 72.97% |
$1.46M - $1.55M
|
16.2K
$841K
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-44.9K- 34.29% |
$1.5M - $1.6M
|
86.1K
$4.48M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-46KClosed |
$1.54M - $1.63M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-46.3K- 76.37% |
$1.54M - $1.64M
|
14.3K
$744K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-47.9KClosed |
$1.6M - $1.7M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-49.3K- 10.85% |
$1.65M - $1.75M
|
405K
$21.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-49.3K- 5.17% |
$1.65M - $1.75M
|
904K
$47M
|
|
|
Feb 10, 2022
Q4 2021
|
Weil Company, Inc.
|
SELL
|
- |
-50.1K- 38.28% |
$1.67M - $1.78M
|
80.8K
$4.2M
|