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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.5K+ 42.82% |
$505K - $579K
|
38.3K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.23K- 0.69% |
$98.3K - $113K
|
320K
$16.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.23KNew |
$186K - $214K
|
4.23K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.47K- 3.4% |
$109K - $125K
|
70.2K
$3.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.52K+ 8.39% |
$199K - $228K
|
58.4K
$3.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-8.56K- 27.24% |
$377K - $432K
|
22.9K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
111K+ 0.75% |
$4.9M - $5.62M
|
14.9M
$781M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-283- 5.48% |
$12.5K - $14.3K
|
4.88K
$255K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.4K- 30.03% |
$106K - $121K
|
5.59K
$293K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.5K+ 99.98% |
$198K - $227K
|
9.01K
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
159K+ 18.03% |
$7M - $8.02M
|
1.04M
$54.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
148+ 2.46% |
$6.52K - $7.47K
|
6.17K
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.7K- 1.81% |
$74.9K - $85.9K
|
92.1K
$4.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-45- 0.05% |
$1.98K - $2.27K
|
94.3K
$4.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-432- 50.47% |
$19K - $21.8K
|
424
$22.2K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.47K- 2.78% |
$64.7K - $74.2K
|
51.3K
$2.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.1KNew |
$181K - $207K
|
4.1K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.97K+ 40.82% |
$131K - $150K
|
10.3K
$537K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
4.2KNew |
$185K - $212K
|
4.2K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.23K- 3.33% |
$98.3K - $113K
|
64.8K
$3.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.97K+ 56.77% |
$395K - $453K
|
24.8K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-388- 0.43% |
$17.1K - $19.6K
|
89.7K
$4.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.81K- 1.18% |
$256K - $294K
|
488K
$25.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.92K- 31.77% |
$129K - $147K
|
6.27K
$328K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
532+ 5.9% |
$23.4K - $26.9K
|
9.55K
$499K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.32KNew |
$146K - $167K
|
3.32K
$173K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-17.4K- 10.89% |
$765K - $877K
|
142K
$7.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-11- 0.02% |
$485 - $556
|
49.7K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
520+ 8.94% |
$22.9K - $26.3K
|
6.33K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.05K+ 7.01% |
$135K - $154K
|
46.6K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.43K- 3.78% |
$195K - $224K
|
113K
$5.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.67K+ 21.14% |
$162K - $185K
|
21K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.54K- 1.84% |
$67.9K - $77.8K
|
82.2K
$4.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-5.86K- 4.3% |
$258K - $296K
|
131K
$6.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.18K- 29.86% |
$184K - $211K
|
9.82K
$514K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.27K+ 25.37% |
$144K - $165K
|
16.2K
$846K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.81K- 1.72% |
$79.8K - $91.5K
|
104K
$5.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
53.3KNew |
$2.35M - $2.69M
|
53.3K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.05K- 18.65% |
$46.2K - $52.9K
|
4.57K
$239K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-740- 12.36% |
$32.6K - $37.4K
|
5.25K
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-35.5K- 1.36% |
$1.57M - $1.79M
|
2.58M
$135M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-53- 0.31% |
$2.34K - $2.68K
|
17.2K
$902K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.98K+ 3.68% |
$308K - $353K
|
197K
$10.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
7KNew |
$308K - $353K
|
7K
$366K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-125- 10.49% |
$5.51K - $6.31K
|
1.07K
$55.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.15K+ 1.96% |
$183K - $209K
|
215K
$11.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.83K+ 0.84% |
$125K - $143K
|
339K
$17.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
684+ 3.9% |
$30.1K - $34.5K
|
18.2K
$953K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.35K- 8.5% |
$280K - $321K
|
68.4K
$3.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.76K+ 0.41% |
$386K - $443K
|
2.15M
$113M
|