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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.5KNew |
$323K - $383K
|
6.5K
$407K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.06K+ 1216.09% |
$52.6K - $62.4K
|
1.15K
$71.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.1K+ 258.33% |
$154K - $183K
|
4.3K
$269K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
157KNew |
$7.81M - $9.26M
|
157K
$9.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-62.2K- 4.63% |
$3.09M - $3.67M
|
1.28M
$80.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$49.7 - $59
|
11.7K
$731K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$184K - $218K
|
3.71K
$232K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
130K+ 1238.91% |
$6.44M - $7.64M
|
140K
$8.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-4.61K- 3.41% |
$229K - $272K
|
130K
$8.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
6.72K+ 14.54% |
$334K - $396K
|
52.9K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.95KNew |
$196K - $233K
|
3.95K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.34K+ 47.2% |
$66.6K - $78.9K
|
4.18K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-300- 9.38% |
$14.9K - $17.7K
|
2.9K
$182K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.8KNew |
$586K - $694K
|
11.8K
$738K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-25- 0.6% |
$1.24K - $1.47K
|
4.14K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
365+ 5.18% |
$18.2K - $21.5K
|
7.42K
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-31.9K- 84.78% |
$1.59M - $1.88M
|
5.73K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-18.4K- 8.89% |
$917K - $1.09M
|
189K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.81K+ 31.63% |
$140K - $166K
|
11.7K
$732K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
282+ 66.51% |
$14K - $16.6K
|
706
$44.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-72- 0.51% |
$3.58K - $4.25K
|
14K
$879K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.7K- 4.01% |
$581K - $689K
|
280K
$17.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
176+ 0.46% |
$8.75K - $10.4K
|
38.6K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 1.97% |
$4.97K - $5.9K
|
4.98K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
200+ 0.57% |
$9.95K - $11.8K
|
35.4K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.48K+ 44.2% |
$223K - $264K
|
14.6K
$915K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
386K+ 47.64% |
$19.2M - $22.8M
|
1.2M
$75M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6.08K+ 17.38% |
$302K - $358K
|
41K
$2.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
353K+ 169.99% |
$17.6M - $20.8M
|
561K
$35.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
501+ 0.23% |
$24.9K - $29.5K
|
219K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.81KNew |
$239K - $283K
|
4.81K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.23K- 2.45% |
$111K - $132K
|
88.9K
$5.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-220- 1.66% |
$10.9K - $13K
|
13.1K
$819K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
69+ 0.89% |
$3.43K - $4.07K
|
7.82K
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-11.6K- 8.39% |
$577K - $683K
|
127K
$7.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.13K- 9.67% |
$205K - $243K
|
38.6K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-2.09K- 35.71% |
$104K - $123K
|
3.76K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
452+ 3.37% |
$22.5K - $26.6K
|
13.9K
$869K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
130K+ 54.57% |
$6.44M - $7.64M
|
367K
$23M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 52.58% |
$710K - $841K
|
41.4K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.6K- 0.43% |
$79.4K - $94.1K
|
369K
$23.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-39- 0.04% |
$1.94K - $2.3K
|
102K
$6.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
359New |
$17.9K - $21.2K
|
359
$22.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.8K+ 37.84% |
$535K - $635K
|
39.2K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.15K- 5.03% |
$107K - $127K
|
40.6K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
357+ 3.99% |
$17.8K - $21K
|
9.31K
$583K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-7.97K- 3.58% |
$396K - $470K
|
215K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.94K- 33.31% |
$146K - $173K
|
5.89K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-29.9K- 8.16% |
$1.49M - $1.76M
|
336K
$21.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.2K+ 17.87% |
$2.7M - $3.2M
|
357K
$22.4M
|