Latest Institutional Transactions on Ishares Gold Trust (IAU)
This table provides information on the latest institutional transactions involving Ishares Gold Trust (IAU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
480+ 10.91% |
$23.2K - $25.3K
|
4.88K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37.2KNew |
$1.8M - $1.96M
|
37.2K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-954- 6.34% |
$46.1K - $50.2K
|
14.1K
$733K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-3.14K- 24.31% |
$152K - $165K
|
9.79K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
263New |
$12.7K - $13.8K
|
263
$13.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
49+ 0.31% |
$2.37K - $2.58K
|
16K
$834K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.77K+ 0.33% |
$85.8K - $93.3K
|
545K
$28.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.35KNew |
$65.3K - $71.1K
|
1.35K
$70.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
983+ 0.41% |
$47.5K - $51.8K
|
239K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
51+ 0.77% |
$2.47K - $2.69K
|
6.71K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
281+ 3.57% |
$13.6K - $14.8K
|
8.14K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.73K- 0.53% |
$83.5K - $90.9K
|
326K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
481+ 3.71% |
$23.3K - $25.3K
|
13.4K
$698K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.68K+ 0.74% |
$81.3K - $88.5K
|
230K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.09K+ 1.63% |
$101K - $110K
|
131K
$6.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.37K- 7.52% |
$66.1K - $71.9K
|
16.8K
$873K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.19K- 0.76% |
$57.5K - $62.6K
|
155K
$8.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.44K- 12.03% |
$166K - $181K
|
25.2K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
742+ 0.85% |
$35.9K - $39.1K
|
87.7K
$4.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-272- 2.74% |
$13.2K - $14.3K
|
9.67K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.55K+ 44.07% |
$123K - $134K
|
8.34K
$434K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12KNew |
$580K - $632K
|
12K
$624K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.01K+ 8.6% |
$97.4K - $106K
|
25.4K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.73K- 4.56% |
$83.4K - $90.8K
|
36.1K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-277- 0.35% |
$13.4K - $14.6K
|
78.6K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22.3K- 4.68% |
$1.08M - $1.17M
|
454K
$23.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.3K+ 1.21% |
$597K - $650K
|
1.03M
$53.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31.1KNew |
$1.5M - $1.64M
|
31.1K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
26.1KNew |
$1.26M - $1.38M
|
26.1K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
24KNew |
$1.16M - $1.26M
|
24K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
17.2KNew |
$834K - $908K
|
17.2K
$896K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.08K- 99.9% |
$294K - $320K
|
6
$312
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.23KNew |
$301K - $328K
|
6.23K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.54K- 1.13% |
$123K - $134K
|
223K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
333+ 65.68% |
$16.1K - $17.5K
|
840
$43.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53.7K+ 9.85% |
$2.6M - $2.83M
|
599K
$31.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.48K- 1.75% |
$265K - $289K
|
308K
$16M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6.03KNew |
$292K - $317K
|
6.03K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.17KNew |
$250K - $272K
|
5.17K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
14.9K+ 17.19% |
$723K - $787K
|
102K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.61KNew |
$223K - $243K
|
4.61K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
43K+ 11.83% |
$2.08M - $2.27M
|
407K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
497+ 2.86% |
$24K - $26.2K
|
17.9K
$930K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22.7K+ 40.72% |
$1.1M - $1.2M
|
78.5K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.76K+ 3.43% |
$230K - $251K
|
144K
$7.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
21.4KNew |
$1.04M - $1.13M
|
21.4K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.3K+ 16.81% |
$1.9M - $2.07M
|
273K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.87K+ 1.96% |
$90.4K - $98.4K
|
97.1K
$5.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.82K+ 1.6% |
$88.1K - $95.9K
|
115K
$5.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.16K- 48.4% |
$250K - $272K
|
5.5K
$286K
|