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
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-399- 0.39% |
$13.3K - $14.2K
|
102K
$5.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-420- 1.7% |
$14K - $14.9K
|
24.3K
$1.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-424Closed |
$14.1K - $15.1K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
R.P. Boggs & Co.
|
SELL
|
- |
-425- 3.71% |
$14.2K - $15.1K
|
11K
$573K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-437- 0.5% |
$14.6K - $15.5K
|
86.9K
$4.52M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-445- 2.4% |
$14.8K - $15.8K
|
18.1K
$942K
|
|
|
Jan 14, 2022
Q4 2021
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-450- 1.69% |
$15K - $16K
|
26.2K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-495- 0.47% |
$16.5K - $17.6K
|
105K
$5.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-500- 7.14% |
$16.7K - $17.8K
|
6.5K
$338K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-505- 25.19% |
$16.8K - $17.9K
|
1.5K
$78K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-572- 3.91% |
$19.1K - $20.3K
|
14K
$730K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-578- 3.3% |
$19.3K - $20.5K
|
16.9K
$880K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-589- 5.83% |
$19.6K - $20.9K
|
9.52K
$495K
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-590- 0.2% |
$19.7K - $21K
|
294K
$15.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-595- 78.5% |
$19.8K - $21.1K
|
163
$8.47K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-600- 0.71% |
$20K - $21.3K
|
84.1K
$4.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-600Closed |
$20K - $21.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-600- 8.31% |
$20K - $21.3K
|
6.62K
$344K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-615- 3.98% |
$20.5K - $21.9K
|
14.8K
$772K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-666- 6.67% |
$22.2K - $23.7K
|
9.32K
$485K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-690- 19.25% |
$23K - $24.5K
|
2.9K
$150K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-750Closed |
$25K - $26.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-760- 0.85% |
$25.4K - $27K
|
88.2K
$4.58M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-775Closed |
$25.9K - $27.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-813- 3.48% |
$27.1K - $28.9K
|
22.6K
$1.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-820- 10.99% |
$27.4K - $29.1K
|
6.64K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-843Closed |
$28.1K - $30K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-846- 10.35% |
$28.2K - $30.1K
|
7.33K
$381K
|
|
|
Feb 07, 2022
Q4 2021
|
Satovsky Asset Management LLC
|
SELL
|
- |
-848- 2.16% |
$28.3K - $30.1K
|
38.3K
$1.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-873- 2.67% |
$29.1K - $31K
|
31.8K
$1.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-890- 1.81% |
$29.7K - $31.6K
|
48.2K
$2.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-920- 3.42% |
$30.7K - $32.7K
|
26K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-942Closed |
$31.4K - $33.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-966- 0.49% |
$32.2K - $34.3K
|
196K
$10.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-977- 11.87% |
$32.6K - $34.7K
|
7.26K
$377K
|
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-996- 0.88% |
$33.2K - $35.4K
|
112K
$5.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-1K- 1.31% |
$33.4K - $35.5K
|
75.1K
$3.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 1.43% |
$33.4K - $35.5K
|
68.8K
$3.58M
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1K- 12.8% |
$33.4K - $35.6K
|
6.82K
$355K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.01K- 4.81% |
$33.6K - $35.7K
|
19.9K
$1.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.03K- 92.51% |
$34.2K - $36.4K
|
83
$4.31K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.03K- 0.27% |
$34.4K - $36.6K
|
379K
$19.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.05K- 1.23% |
$34.9K - $37.2K
|
84K
$4.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.06K- 0.35% |
$35.3K - $37.6K
|
301K
$15.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.09KClosed |
$36.4K - $38.7K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.13K- 16.2% |
$37.6K - $40K
|
5.83K
$303K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.13K- 4.34% |
$37.7K - $40.1K
|
24.9K
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 0.19% |
$38.7K - $41.2K
|
604K
$31.4M
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.17K- 0.3% |
$39K - $41.6K
|
386K
$20.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.17K- 2.86% |
$39.1K - $41.6K
|
39.8K
$2.07M
|