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 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
14.5K+ 39.1% |
$895K - $1.06M
|
51.7K
$3.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.1K+ 78.26% |
$1.11M - $1.32M
|
41.2K
$3.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-36.1K- 64.77% |
$2.22M - $2.63M
|
19.6K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
484+ 5.51% |
$29.8K - $35.2K
|
9.27K
$714K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-18.1K- 5.05% |
$1.11M - $1.31M
|
340K
$26.1M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.7K+ 15.79% |
$781K - $922K
|
92.9K
$7.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.03K+ 0.94% |
$187K - $221K
|
325K
$25M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
3.08KNew |
$190K - $224K
|
3.08K
$237K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$633K - $748K
|
10.3K
$791K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
52+ 1.06% |
$3.2K - $3.78K
|
4.94K
$380K
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
520+ 8.78% |
$32K - $37.8K
|
6.44K
$496K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
23.8K+ 50.05% |
$1.47M - $1.73M
|
71.3K
$5.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-242- 3.66% |
$14.9K - $17.6K
|
6.37K
$490K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-102K- 38.21% |
$6.31M - $7.45M
|
166K
$12.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.17K- 14.25% |
$134K - $158K
|
13.1K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-765- 1.44% |
$47.1K - $55.7K
|
52.3K
$4.03M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-41.9K- 3.41% |
$2.58M - $3.05M
|
1.19M
$91.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.18K+ 15.65% |
$72.5K - $85.7K
|
8.7K
$670K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.22K+ 7.96% |
$75.3K - $88.9K
|
16.6K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
275+ 1.08% |
$16.9K - $20K
|
25.8K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.74K- 0.95% |
$107K - $127K
|
182K
$14M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
25K+ 52.39% |
$1.54M - $1.82M
|
72.6K
$5.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
11.5K+ 33.24% |
$710K - $839K
|
46.2K
$3.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-4.02K- 1.9% |
$248K - $292K
|
207K
$15.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
465+ 10.21% |
$28.7K - $33.8K
|
5.02K
$386K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.94K- 10.32% |
$489K - $577K
|
68.9K
$5.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
10K+ 56.91% |
$618K - $729K
|
27.6K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
51.5K+ 64.88% |
$3.17M - $3.75M
|
131K
$10.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
11.1KNew |
$682K - $805K
|
11.1K
$852K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.99KNew |
$184K - $217K
|
2.99K
$230K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1K+ 21.83% |
$61.6K - $72.8K
|
5.58K
$430K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-530- 3.17% |
$32.7K - $38.6K
|
16.2K
$1.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
167+ 2.48% |
$10.3K - $12.2K
|
6.91K
$532K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12.5K+ 42.83% |
$771K - $911K
|
41.7K
$3.21M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-295- 6.05% |
$18.2K - $21.5K
|
4.58K
$353K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3KNew |
$185K - $218K
|
3K
$231K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.18KNew |
$196K - $231K
|
3.18K
$245K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-380- 0.62% |
$23.4K - $27.7K
|
60.8K
$4.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-512- 0.04% |
$31.5K - $37.3K
|
1.15M
$88.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
30.3KNew |
$1.87M - $2.2M
|
30.3K
$2.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
289+ 9.13% |
$17.8K - $21K
|
3.46K
$266K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-134- 1.66% |
$8.26K - $9.75K
|
7.92K
$610K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
538+ 3.25% |
$33.2K - $39.2K
|
17.1K
$1.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
25.7KNew |
$1.58M - $1.87M
|
25.7K
$1.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
159+ 4.62% |
$9.8K - $11.6K
|
3.6K
$277K
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
276+ 1.88% |
$17K - $20.1K
|
15K
$1.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
88New |
$5.42K - $6.4K
|
88
$6.77K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
10.4K+ 13.58% |
$639K - $754K
|
86.7K
$6.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
583K+ 51.85% |
$35.9M - $42.4M
|
1.71M
$131M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
540+ 81.69% |
$33.3K - $39.3K
|
1.2K
$92.5K
|
|