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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.49K+ 2.83% |
$110K - $126K
|
90.2K
$4.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-12.1K- 2.47% |
$535K - $614K
|
481K
$24.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-838- 0.78% |
$36.9K - $42.3K
|
106K
$5.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-134- 2.43% |
$5.9K - $6.77K
|
5.37K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.02% |
$264 - $303
|
39.5K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
40+ 0.02% |
$1.76K - $2.02K
|
244K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
79.9K+ 713.59% |
$3.52M - $4.04M
|
91.1K
$4.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-240- 11.36% |
$10.6K - $12.1K
|
1.87K
$95.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
39.3K+ 63.29% |
$1.73M - $1.98M
|
101K
$5.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-304- 2.77% |
$13.4K - $15.4K
|
10.7K
$542K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
6.35K+ 28.98% |
$280K - $321K
|
28.2K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-27.6K- 10.91% |
$1.21M - $1.39M
|
225K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-509- 8.0% |
$22.4K - $25.7K
|
5.85K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.85K- 1.83% |
$258K - $295K
|
314K
$15.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.78K- 2.6% |
$78.5K - $90K
|
66.7K
$3.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.5K- 0.38% |
$66.1K - $75.8K
|
398K
$20.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
10.9KNew |
$479K - $549K
|
10.9K
$552K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-526- 2.77% |
$23.2K - $26.6K
|
18.4K
$937K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.56KNew |
$201K - $230K
|
4.56K
$232K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
59+ 1.07% |
$2.6K - $2.98K
|
5.56K
$283K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.79K+ 11.26% |
$78.9K - $90.4K
|
17.7K
$898K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-163- 1.84% |
$7.18K - $8.23K
|
8.69K
$441K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-16.2K- 1.98% |
$713K - $817K
|
801K
$40.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 2.16% |
$64.3K - $73.7K
|
69.1K
$3.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.78K- 1.97% |
$211K - $241K
|
238K
$12.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-983- 0.12% |
$43.3K - $49.6K
|
797K
$40.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
635+ 127.0% |
$28K - $32.1K
|
1.14K
$57.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
10.1KNew |
$446K - $511K
|
10.1K
$514K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
95.1K+ 739.21% |
$4.19M - $4.8M
|
108K
$5.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.55KNew |
$201K - $230K
|
4.55K
$231K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
5.26K+ 3.17% |
$232K - $266K
|
171K
$8.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-262- 1.99% |
$11.5K - $13.2K
|
12.9K
$656K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 9.61% |
$65.4K - $74.9K
|
16.9K
$860K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-205- 8.6% |
$9.03K - $10.4K
|
2.18K
$111K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$187K - $215K
|
4.25K
$216K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.22K+ 6.87% |
$53.7K - $61.6K
|
19K
$963K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.43KNew |
$195K - $224K
|
4.43K
$225K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
527KNew |
$23.2M - $26.6M
|
527K
$26.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-315- 1.66% |
$13.9K - $15.9K
|
18.7K
$950K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-13K- 48.51% |
$573K - $657K
|
13.8K
$701K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.28KNew |
$145K - $166K
|
3.28K
$167K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-13.7K- 44.8% |
$605K - $693K
|
16.9K
$859K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
110+ 0.51% |
$4.85K - $5.56K
|
21.7K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
91+ 1.51% |
$4.01K - $4.6K
|
6.11K
$310K
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-22.8K- 5.04% |
$1M - $1.15M
|
429K
$21.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
729+ 0.84% |
$32.1K - $36.8K
|
87.1K
$4.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.03KNew |
$177K - $203K
|
4.03K
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-2.72K- 9.8% |
$120K - $137K
|
25K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.07K- 7.24% |
$47.1K - $54K
|
13.7K
$696K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.68KNew |
$206K - $237K
|
4.68K
$238K
|