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, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.2K- 3.17% |
$73.9K - $87.3K
|
36.7K
$2.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 50.09% |
$85.3K - $101K
|
4.15K
$319K
|
|
|
Nov 05, 2025
Q3 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.75KNew |
$169K - $200K
|
2.75K
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.52KNew |
$155K - $183K
|
2.52K
$194K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
155+ 0.62% |
$9.55K - $11.3K
|
25.3K
$1.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.24K- 2.72% |
$76.6K - $90.5K
|
44.5K
$3.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11K+ 3.68% |
$677K - $800K
|
309K
$23.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
13.7K+ 87.94% |
$843K - $995K
|
29.2K
$2.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
671+ 1.34% |
$41.3K - $48.8K
|
50.9K
$3.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
10.1K+ 2.3% |
$622K - $734K
|
449K
$34.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
155+ 500.0% |
$9.55K - $11.3K
|
186
$14.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
252+ 0.34% |
$15.5K - $18.3K
|
75K
$5.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
3.23KNew |
$199K - $235K
|
3.23K
$249K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
8.21K+ 21.47% |
$506K - $598K
|
46.5K
$3.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
25+ 0.31% |
$1.54K - $1.82K
|
8.19K
$630K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.67K+ 13.47% |
$103K - $122K
|
14.1K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
164+ 3.61% |
$10.1K - $11.9K
|
4.7K
$362K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
925+ 32.56% |
$57K - $67.3K
|
3.77K
$290K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.82KNew |
$174K - $205K
|
2.82K
$217K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
250+ 56.31% |
$15.4K - $18.2K
|
694
$53.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.03K+ 83.24% |
$248K - $293K
|
8.87K
$683K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
14.7K+ 10.28% |
$906K - $1.07M
|
158K
$12.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.01KNew |
$62.5K - $73.8K
|
1.01K
$78.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.85K+ 14.08% |
$299K - $353K
|
39.3K
$3.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-8.27K- 22.67% |
$509K - $602K
|
28.2K
$2.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.2K+ 59.22% |
$135K - $160K
|
5.91K
$455K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.88K+ 18.75% |
$424K - $501K
|
43.6K
$3.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.63K+ 9.0% |
$162K - $191K
|
31.8K
$2.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.11K- 0.35% |
$68.6K - $81.1K
|
318K
$24.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
355+ 0.85% |
$21.9K - $25.8K
|
42.2K
$3.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.4K+ 51.23% |
$456K - $538K
|
21.8K
$1.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-17.2K- 74.62% |
$1.06M - $1.25M
|
5.84K
$450K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-5.44K- 1.78% |
$335K - $396K
|
300K
$23.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-9.19K- 3.67% |
$566K - $669K
|
241K
$18.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-42.7K- 2.73% |
$2.63M - $3.11M
|
1.53M
$117M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.96K+ 24.84% |
$121K - $142K
|
9.84K
$757K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-8- 12.9% |
$493 - $582
|
54
$4.16K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
37.1K+ 1.02% |
$2.29M - $2.7M
|
3.66M
$282M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
21.8K+ 220.58% |
$1.35M - $1.59M
|
31.7K
$2.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
9.95K+ 45.83% |
$613K - $724K
|
31.6K
$2.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.72K+ 15.73% |
$168K - $198K
|
20K
$1.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
823+ 18.06% |
$50.7K - $59.9K
|
5.38K
$414K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
260K+ 314.15% |
$16M - $18.9M
|
343K
$26.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
349+ 436.25% |
$21.5K - $25.4K
|
429
$33K
|
|
|
Nov 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
935+ 5.6% |
$57.6K - $68K
|
17.6K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
53.4K+ 228.74% |
$3.29M - $3.88M
|
76.7K
$5.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
13+ 0.36% |
$801 - $946
|
3.58K
$275K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-189- 1.22% |
$11.6K - $13.8K
|
15.2K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.7K+ 24.25% |
$657K - $776K
|
54.6K
$4.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
18.8K+ 71.05% |
$1.16M - $1.37M
|
45.3K
$3.49M
|
|