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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.35KNew |
$192K - $220K
|
4.35K
$214K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
115K+ 49.66% |
$5.05M - $5.79M
|
346K
$17M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-102- 1.16% |
$4.49K - $5.15K
|
8.72K
$430K
|
|
|
Dec 09, 2024
Q3 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
267+ 0.92% |
$11.8K - $13.5K
|
29.3K
$1.44M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
50+ 0.54% |
$2.2K - $2.53K
|
9.37K
$462K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-377K- 91.8% |
$16.6M - $19M
|
33.7K
$1.66M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
789KNew |
$34.8M - $39.8M
|
789K
$38.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.82KNew |
$344K - $395K
|
7.82K
$385K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9.41K+ 1.94% |
$415K - $475K
|
494K
$24.4M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
341+ 34.31% |
$15K - $17.2K
|
1.34K
$65.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
26.8K+ 9.71% |
$1.18M - $1.35M
|
303K
$14.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-23- 0.13% |
$1.01K - $1.16K
|
17.8K
$876K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 5.13% |
$62K - $71.1K
|
28.8K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.8K- 4.66% |
$740K - $848K
|
344K
$16.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.4K- 4.1% |
$987K - $1.13M
|
525K
$25.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.7K+ 3.29% |
$74.9K - $85.9K
|
53.4K
$2.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-470- 1.81% |
$20.7K - $23.7K
|
25.5K
$1.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
32K+ 7.04% |
$1.41M - $1.62M
|
487K
$24M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
20KNew |
$879K - $1.01M
|
20K
$983K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
12.8KNew |
$562K - $644K
|
12.8K
$629K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-40.4K- 26.2% |
$1.78M - $2.04M
|
114K
$5.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
797+ 25.54% |
$35.1K - $40.2K
|
3.92K
$193K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.84K- 7.61% |
$346K - $396K
|
95.2K
$4.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-32- 12.8% |
$1.41K - $1.62K
|
218
$10.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
335New |
$14.8K - $16.9K
|
335
$16.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-93- 1.98% |
$4.1K - $4.7K
|
4.62K
$227K
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
447+ 5.41% |
$19.7K - $22.6K
|
8.71K
$429K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-447- 6.14% |
$19.7K - $22.6K
|
6.83K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.21K- 0.92% |
$97.5K - $112K
|
239K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.64K+ 2.96% |
$116K - $133K
|
91.8K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-100K- 13.22% |
$4.42M - $5.07M
|
659K
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16K+ 28.84% |
$706K - $810K
|
71.6K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-306- 0.78% |
$13.5K - $15.5K
|
39K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
7.6K+ 4.55% |
$335K - $384K
|
175K
$8.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.47K+ 18.76% |
$197K - $226K
|
28.3K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.25K- 3.89% |
$55.1K - $63.1K
|
30.9K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-19.4K- 2.88% |
$854K - $979K
|
653K
$32.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48.6K- 3.77% |
$2.14M - $2.46M
|
1.24M
$61.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24+ 0.25% |
$1.06K - $1.21K
|
9.61K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-10.1K- 20.43% |
$447K - $512K
|
39.5K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
32.5K+ 56.26% |
$1.43M - $1.64M
|
90.4K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-19K- 8.49% |
$838K - $961K
|
205K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.45KNew |
$196K - $225K
|
4.45K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.59K- 2.81% |
$158K - $181K
|
124K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-236K- 2.93% |
$10.4M - $11.9M
|
7.84M
$386M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.81K+ 16.15% |
$212K - $243K
|
34.6K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
165K+ 12.38% |
$7.25M - $8.31M
|
1.49M
$73.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-91- 1.99% |
$4.01K - $4.6K
|
4.48K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 31.92% |
$644K - $738K
|
60.4K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
6.5K+ 29.6% |
$286K - $328K
|
28.5K
$1.4M
|