Who owns iShares Gold Trust?

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Analyze quarterly positions in iShares Gold Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Gold Trust stock

Who bought or sold iShares Gold Trust this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of
Nadler Financial 1.8M $62M 1% Dec 2021
Money Design 1.6M $57M -3% Dec 2021
Partners Capital Investment Group 1.5M $51M 6% Sep 2021
Greenline Partners 1.3M $45M 100% Sep 2021
Tanglewood Wealth Management 952k $32M 3% Sep 2021
White Lighthouse Investment Management 244k $8.5M 6% Dec 2021
Cambridge Trust Company 200k $6.7M 2% Sep 2021
ICONIQ Capital 144k $4.8M -55% Sep 2021
Boston Research and Management 110k $1.8M 100% Sep 2021
Palisades Hudson Asset Management 102k $3.4M 0% Sep 2021
Winch Advisory Services 61k $2.0M -1% Sep 2021

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Relyea Zuckerberg Hanson 55k $994k 100% Dec 2021
Compass Financial 53k $1.8M -1% Sep 2021
Coldstream Capital Management 34k $603k 100% Sep 2021
Phillips Financial Management 21k $713k 0% Sep 2021
Valicenti Advisory Services 19k $642k 0% Sep 2021
Outlook Wealth Advisors 18k $586k -2% Sep 2021
Newman & Schimel 16k $563k -14% Dec 2021
Wealth Enhancement Advisory Services 16k $544k 0% Sep 2021
C.M. Bidwell & Associates 11k $382k 0% Sep 2021
Brooks, Moore & Associates 10k $339k 0% Sep 2021
Hollencrest Securities 9.4k $328k -9% Dec 2021
Lenox Wealth Advisors 6.4k $224k 2% Dec 2021
Your Advocates 5.1k $171k -28% Sep 2021
Aft, Forsyth & Sober 4.8k $159k 0% Sep 2021
Red Cedar Capital 4.6k $154k 0% Sep 2021
Retirement Group 1.1k $37k 0% Sep 2021
Financial Gravity Wealth 244.00 $32.988800 221% Sep 2021
AlphaMark Advisors 50.00 $2.0k 0% Sep 2021
Huntington National Bank 1.00 $0 0% Sep 2021

Who sold out of iShares Gold Trust?

Fund or Company Name Date Sold Shares Held Valued At
Parcion Private Wealth Jun 2021 1.4M $48M
Sagil Capital Jun 2021 352k $12M
Jaffetilchin Investment Partners Jun 2021 91k $1.6M
Burns Wealth Management Jun 2021 90k $3.0M
Elm Partners Management Jun 2021 87k $2.9M
Genesee Capital Advisors Jun 2021 87k $2.9M
Summit Place Financial Advisors Jun 2021 70k $2.4M
Banco Bilbao Vizcaya Argentaria Jun 2021 65k $2.2M
Eqis Capital Management Jun 2021 52k $1.8M
Firestone Capital Management Jun 2021 45k $1.5M
HBK Sorce Advisory Jun 2021 21k $697k
Indiana Trust & Investment Management Jun 2021 15k $268k
XR Securities Jun 2021 11k $14k
Schwartz Investment Counsel Jun 2021 10k $336k
Arbor Investment Advisors Jun 2021 7.5k $252k
Retirement Income Solutions Jun 2021 6.9k $232k
Foster & Motley Jun 2021 6.4k $216k
Aldebaran Financial Jun 2021 2.9k $481k
Eubel Brady & Suttman Asset Management Jun 2021 1.2k $20k
Harel Insurance Investments & Financial Services Jun 2021 650.00 $22k
Archer Investment Corp Jun 2021 200.00 $6.7k
Stonebridge Capital Advisors Jun 2021 100.00 $2.0k