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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-3.34K- 22.82% |
$111K - $119K
|
11.3K
$587K
|
|
Feb 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.75K- 23.01% |
$125K - $133K
|
12.6K
$652K
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
SELL
|
- |
-3.83K- 3.89% |
$128K - $136K
|
94.5K
$4.91M
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-3.83K- 17.47% |
$128K - $136K
|
18.1K
$941K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.85K- 3.14% |
$128K - $137K
|
119K
$6.18M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.01K- 5.45% |
$134K - $143K
|
69.6K
$3.62M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.07K- 24.5% |
$136K - $144K
|
12.5K
$651K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.27K- 1.57% |
$142K - $152K
|
267K
$13.9M
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.29KClosed |
$143K - $152K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-4.32K- 0.34% |
$144K - $154K
|
1.28M
$66.5M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.42K- 4.7% |
$148K - $157K
|
89.7K
$4.66M
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-4.46K- 2.24% |
$149K - $158K
|
195K
$10.1M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.51K- 8.07% |
$150K - $160K
|
51.3K
$2.67M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.53K- 4.07% |
$151K - $161K
|
107K
$5.55M
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
SELL
|
- |
-4.53K- 11.23% |
$151K - $161K
|
35.8K
$1.86M
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-4.59K- 3.1% |
$153K - $163K
|
143K
$7.45M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.84K- 4.38% |
$161K - $172K
|
106K
$5.49M
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-4.89K- 7.23% |
$163K - $174K
|
62.7K
$3.26M
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.89K- 10.14% |
$163K - $174K
|
43.4K
$2.25M
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5K- 21.48% |
$167K - $178K
|
18.3K
$950K
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-5.03K- 1.82% |
$168K - $179K
|
271K
$14.1M
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-5.15K- 42.72% |
$172K - $183K
|
6.91K
$359K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-5.31K- 15.24% |
$177K - $189K
|
29.5K
$1.53M
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.43K- 32.82% |
$181K - $193K
|
11.1K
$578K
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.45K- 8.11% |
$182K - $193K
|
61.7K
$3.21M
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-5.62K- 8.85% |
$187K - $200K
|
57.9K
$3.01M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5.63KClosed |
$188K - $200K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-5.76K- 22.52% |
$192K - $205K
|
19.8K
$1.03M
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-6.02K- 4.97% |
$201K - $214K
|
115K
$5.99M
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.14KClosed |
$205K - $218K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-6.15K- 6.09% |
$205K - $218K
|
94.8K
$4.93M
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
SELL
|
- |
-6.26K- 1.32% |
$209K - $222K
|
468K
$24.3M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.32K- 26.2% |
$211K - $225K
|
17.8K
$925K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.34K- 9.68% |
$211K - $225K
|
59.1K
$3.07M
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.38K- 11.44% |
$213K - $227K
|
49.4K
$2.57M
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-6.5KClosed |
$217K - $231K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.52K- 5.95% |
$218K - $232K
|
103K
$5.36M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.63KClosed |
$221K - $235K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.66KClosed |
$222K - $237K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-6.67KClosed |
$223K - $237K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-6.73KClosed |
$224K - $239K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-6.78KClosed |
$226K - $241K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6.84KClosed |
$228K - $243K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.99K- 10.86% |
$233K - $248K
|
57.4K
$2.98M
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-7.04KClosed |
$235K - $250K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-7.07KClosed |
$236K - $251K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.07KClosed |
$236K - $251K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-7.2K- 21.61% |
$240K - $256K
|
26.1K
$1.36M
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-7.25KClosed |
$242K - $258K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Nkcfo LLC
|
SELL
|
- |
-7.3K- 21.01% |
$244K - $259K
|
27.5K
$1.43M
|