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 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
35KNew |
$1.17M - $1.24M
|
35K
$1.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
34.4K+ 5.13% |
$1.15M - $1.22M
|
704K
$36.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
33.9K+ 17.89% |
$1.13M - $1.2M
|
223K
$11.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.9KNew |
$1.13M - $1.2M
|
33.9K
$1.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Connective Portfolio Management, LLC
|
BUY
|
- |
33.2KNew |
$1.11M - $1.18M
|
33.2K
$1.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
33KNew |
$1.1M - $1.17M
|
33K
$1.72M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
32.7KNew |
$1.09M - $1.16M
|
32.7K
$1.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
31.7K+ 2.65% |
$1.06M - $1.13M
|
1.23M
$63.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
30.3KNew |
$1.01M - $1.08M
|
30.3K
$1.58M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
29.9KNew |
$997K - $1.06M
|
29.9K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.9K+ 3.67% |
$997K - $1.06M
|
843K
$43.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
28.3K+ 47.78% |
$944K - $1.01M
|
87.5K
$4.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
28.2K+ 31.73% |
$940K - $1M
|
117K
$6.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
28.1KNew |
$938K - $999K
|
28.1K
$1.46M
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
27.6KNew |
$921K - $981K
|
27.6K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
27.3K+ 59.64% |
$912K - $971K
|
73.2K
$3.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
27.2K+ 129.4% |
$909K - $968K
|
48.3K
$2.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.7K+ 86.59% |
$890K - $948K
|
57.5K
$2.99M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
26.5KNew |
$885K - $943K
|
26.5K
$1.38M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
26.5K+ 6.9% |
$883K - $941K
|
410K
$21.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
26.3KNew |
$879K - $936K
|
26.3K
$1.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
25.3K+ 31.91% |
$844K - $899K
|
105K
$5.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
25.2KNew |
$841K - $896K
|
25.2K
$1.31M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
24.9KNew |
$831K - $885K
|
24.9K
$1.29M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
24.6KNew |
$821K - $874K
|
24.6K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
24.5K+ 133.03% |
$818K - $871K
|
42.9K
$2.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
24.3KNew |
$810K - $863K
|
24.3K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24.1K+ 7.71% |
$803K - $855K
|
336K
$17.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
23.7K+ 49.83% |
$792K - $843K
|
71.4K
$3.71M
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
22.2K+ 3.45% |
$739K - $787K
|
664K
$34.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22KNew |
$735K - $783K
|
22K
$1.15M
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
21.6K+ 8.71% |
$722K - $769K
|
270K
$14M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
21.1KNew |
$702K - $748K
|
21.1K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
20.8KNew |
$693K - $738K
|
20.8K
$1.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
20.5KNew |
$685K - $730K
|
20.5K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
19.7KNew |
$656K - $698K
|
19.7K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
18.9K+ 19.86% |
$632K - $673K
|
114K
$5.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
18.9K+ 8.47% |
$630K - $671K
|
242K
$12.6M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18.7K+ 5.41% |
$623K - $663K
|
364K
$18.9M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
17.6KNew |
$586K - $624K
|
17.6K
$913K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
17.1K+ 99.11% |
$571K - $609K
|
34.4K
$1.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
16.6K+ 9.59% |
$553K - $589K
|
189K
$9.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
16.5K+ 16.33% |
$550K - $586K
|
118K
$6.11M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
16.3K+ 16.46% |
$543K - $578K
|
115K
$5.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
16.3KNew |
$542K - $577K
|
16.3K
$845K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
16.2KNew |
$541K - $577K
|
16.2K
$844K
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
16.2KNew |
$541K - $576K
|
16.2K
$843K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
15.7KNew |
$525K - $560K
|
15.7K
$819K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
15.6K+ 4.46% |
$521K - $555K
|
366K
$19M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.4K+ 88.61% |
$515K - $548K
|
32.8K
$1.71M
|