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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-66.6K- 11.32% |
$3.22M - $3.5M
|
521K
$32.6M
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.38KNew |
$260K - $283K
|
5.38K
$337K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.35K+ 1083.87% |
$114K - $124K
|
2.57K
$161K
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7.95KNew |
$385K - $419K
|
7.95K
$498K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-51- 0.27% |
$2.47K - $2.69K
|
18.8K
$1.18M
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.21K- 0.44% |
$155K - $169K
|
725K
$45.4M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
910+ 0.44% |
$44K - $47.9K
|
208K
$13M
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
20.7KNew |
$1M - $1.09M
|
20.7K
$1.3M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
77.9K+ 231.47% |
$3.77M - $4.1M
|
112K
$6.99M
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-23.5K- 5.69% |
$1.14M - $1.24M
|
390K
$24.4M
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
20.6K+ 43.87% |
$997K - $1.09M
|
67.6K
$4.23M
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
22.7KNew |
$1.1M - $1.2M
|
22.7K
$1.42M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.18M+ 10.66% |
$57.3M - $62.3M
|
12.3M
$770M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.9K+ 34.38% |
$529K - $576K
|
42.8K
$2.68M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.19M+ 200.75% |
$348M - $379M
|
10.8M
$675M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.3K+ 178.77% |
$837K - $911K
|
27K
$1.69M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.23K- 44.76% |
$59.4K - $64.7K
|
1.52K
$95K
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14.4K- 26.51% |
$695K - $756K
|
39.8K
$2.49M
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.13K+ 15.47% |
$103K - $112K
|
15.9K
$997K
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-8.7K- 2.16% |
$421K - $458K
|
395K
$24.7M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
808+ 0.52% |
$39.1K - $42.5K
|
155K
$9.72M
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.58K- 30.36% |
$125K - $136K
|
5.92K
$371K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-310- 7.84% |
$15K - $16.3K
|
3.64K
$228K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.32K+ 6.21% |
$64K - $69.7K
|
22.6K
$1.42M
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
11.8KNew |
$572K - $623K
|
11.8K
$741K
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
310+ 3.35% |
$15K - $16.3K
|
9.57K
$599K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-8.84K- 12.65% |
$427K - $465K
|
61K
$3.82M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
179+ 0.22% |
$8.66K - $9.42K
|
83.4K
$5.22M
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
10.3KNew |
$496K - $540K
|
10.3K
$642K
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
76+ 1.88% |
$3.68K - $4K
|
4.12K
$258K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.27K+ 28.27% |
$61.2K - $66.6K
|
5.74K
$359K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.6KNew |
$77.3K - $84.2K
|
1.6K
$100K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3K- 10.42% |
$145K - $158K
|
25.8K
$1.62M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
48.6K+ 1115.97% |
$2.35M - $2.56M
|
52.9K
$3.31M
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
782KNew |
$37.8M - $41.2M
|
782K
$49M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
243New |
$11.8K - $12.8K
|
243
$15.2K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
67.3KNew |
$3.26M - $3.54M
|
67.3K
$4.22M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
586+ 0.8% |
$28.3K - $30.9K
|
73.9K
$4.63M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
137+ 0.72% |
$6.63K - $7.21K
|
19.1K
$1.2M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.06K+ 12.13% |
$51.4K - $55.9K
|
9.82K
$615K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.03K+ 6.03% |
$98.2K - $107K
|
35.7K
$2.24M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
398K+ 48.62% |
$19.3M - $21M
|
1.22M
$76.2M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
589+ 5.52% |
$28.5K - $31K
|
11.3K
$705K
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
47.1K+ 11.06% |
$2.28M - $2.48M
|
473K
$29.6M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
160K+ 3.87% |
$7.75M - $8.44M
|
4.3M
$270M
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
121New |
$5.85K - $6.37K
|
121
$7.58K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25M+ 35.33% |
$109M - $119M
|
8.63M
$541M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-749- 2.93% |
$36.2K - $39.4K
|
24.8K
$1.55M
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-8.01K- 19.06% |
$387K - $422K
|
34K
$2.13M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.94K+ 1.51% |
$239K - $260K
|
333K
$20.8M
|