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 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
705+ 4.26% |
$51.2K - $58.2K
|
17.3K
$1.33M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-565- 89.97% |
$41K - $46.6K
|
63
$4.85K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-300- 6.69% |
$21.8K - $24.8K
|
4.19K
$322K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4.46KNew |
$324K - $368K
|
4.46K
$343K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.19K- 3.73% |
$232K - $263K
|
82.4K
$6.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-434- 8.81% |
$31.5K - $35.8K
|
4.49K
$346K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-5- 0.04% |
$363 - $413
|
12.6K
$967K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-9.53K- 6.17% |
$692K - $786K
|
145K
$11.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.19K+ 18.23% |
$159K - $181K
|
14.2K
$1.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-86- 1.74% |
$6.25K - $7.1K
|
4.85K
$374K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-27.4K- 9.39% |
$1.99M - $2.26M
|
264K
$20.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7K+ 2.38% |
$774K - $879K
|
459K
$35.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.14K+ 2.21% |
$228K - $259K
|
145K
$11.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.2KNew |
$305K - $346K
|
4.2K
$323K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
213+ 0.29% |
$15.5K - $17.6K
|
73.7K
$5.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.21K- 11.67% |
$669K - $760K
|
69.7K
$5.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.79K- 3.99% |
$202K - $230K
|
67K
$5.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.78K+ 13.76% |
$129K - $147K
|
14.7K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.52KNew |
$183K - $208K
|
2.52K
$194K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
23.4K+ 62.0% |
$1.7M - $1.93M
|
61K
$4.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
17.4KNew |
$1.26M - $1.43M
|
17.4K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
47+ 4.48% |
$3.41K - $3.88K
|
1.1K
$84.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-5K- 2.69% |
$363K - $412K
|
181K
$13.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
114+ 2.09% |
$8.28K - $9.41K
|
5.57K
$429K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
296+ 1.74% |
$21.5K - $24.4K
|
17.3K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-190- 4.97% |
$13.8K - $15.7K
|
3.63K
$279K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
14+ 0.08% |
$1.02K - $1.16K
|
17.1K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-187- 3.14% |
$13.6K - $15.4K
|
5.77K
$444K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
4.5KNew |
$327K - $371K
|
4.5K
$346K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
750+ 1.02% |
$54.5K - $61.9K
|
74.4K
$5.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
99.6K+ 72.81% |
$7.24M - $8.22M
|
236K
$18.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1+ 0.02% |
$72.7 - $82.5
|
6.23K
$480K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
40.6KNew |
$2.95M - $3.35M
|
40.6K
$3.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2.99KNew |
$217K - $247K
|
2.99K
$230K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-32.7K- 8.99% |
$2.38M - $2.7M
|
331K
$25.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-186- 3.01% |
$13.5K - $15.3K
|
6K
$462K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
280+ 2.78% |
$20.3K - $23.1K
|
10.4K
$797K
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
3.03KNew |
$220K - $250K
|
3.03K
$233K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-36K- 5.84% |
$2.61M - $2.97M
|
579K
$44.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.31K- 1.83% |
$95.4K - $108K
|
70.3K
$5.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
22+ 0.28% |
$1.6K - $1.82K
|
7.99K
$615K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2.67K- 8.08% |
$194K - $220K
|
30.3K
$2.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.4K- 0.47% |
$102K - $115K
|
294K
$22.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.78K+ 34.34% |
$202K - $230K
|
10.9K
$838K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1.05K- 7.6% |
$76.2K - $86.5K
|
12.7K
$981K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 0.13% |
$581 - $660
|
6.19K
$477K
|
|
|
Jan 07, 2026
Q4 2025
|
American Asset Management Inc.
|
BUY
|
- |
1.56K+ 34.92% |
$113K - $129K
|
6.04K
$465K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-152- 0.53% |
$11K - $12.5K
|
28.7K
$2.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.32K+ 2.32% |
$95.5K - $108K
|
58K
$4.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-375- 5.04% |
$27.2K - $30.9K
|
7.07K
$544K
|
|