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 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-995- 4.08% |
$61.3K - $72.4K
|
23.4K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11K+ 9.94% |
$678K - $800K
|
122K
$9.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1+ 0.01% |
$61.6 - $72.8
|
10.4K
$803K
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
2.8KNew |
$173K - $204K
|
2.8K
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.41K- 0.94% |
$148K - $175K
|
253K
$19.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.2K+ 11.65% |
$73.9K - $87.3K
|
11.5K
$884K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
33.8KNew |
$2.09M - $2.46M
|
33.8K
$2.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.05K- 5.96% |
$64.8K - $76.5K
|
16.6K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
6.86K+ 53.99% |
$422K - $499K
|
19.6K
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.3KNew |
$265K - $313K
|
4.3K
$331K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.48K+ 17.45% |
$91.4K - $108K
|
9.99K
$769K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35+ 1.48% |
$2.16K - $2.55K
|
2.4K
$185K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.95K+ 3.34% |
$120K - $142K
|
60.1K
$4.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
3.52KNew |
$217K - $256K
|
3.52K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-648- 1.22% |
$39.9K - $47.2K
|
52.3K
$4.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12.8K+ 106.2% |
$787K - $929K
|
24.8K
$1.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
137+ 0.97% |
$8.44K - $9.97K
|
14.3K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-6.24K- 2.1% |
$385K - $454K
|
292K
$22.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35K+ 8.45% |
$2.15M - $2.54M
|
449K
$34.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
2.87KNew |
$177K - $209K
|
2.87K
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
147+ 2.93% |
$9.06K - $10.7K
|
5.16K
$398K
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.53KNew |
$464K - $548K
|
7.53K
$580K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.35K+ 4.42% |
$83.2K - $98.2K
|
31.9K
$2.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.92KNew |
$180K - $212K
|
2.92K
$224K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.94K+ 40.3% |
$119K - $141K
|
6.74K
$519K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
160+ 0.17% |
$9.86K - $11.6K
|
95K
$7.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.85KNew |
$176K - $207K
|
2.85K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46.5K+ 101.83% |
$2.86M - $3.38M
|
92.1K
$7.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.21K+ 2.04% |
$74.6K - $88.1K
|
60.6K
$4.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
3.66KNew |
$226K - $266K
|
3.66K
$282K
|
|
|
Oct 29, 2025
Q3 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
7.51KNew |
$463K - $546K
|
7.51K
$578K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.09KNew |
$129K - $152K
|
2.09K
$161K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.05K+ 4.02% |
$64.9K - $76.6K
|
27.2K
$2.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
781+ 0.88% |
$48.1K - $56.8K
|
89.6K
$6.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
70.6K+ 6.24% |
$4.35M - $5.14M
|
1.2M
$92.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-127- 1.65% |
$7.83K - $9.24K
|
7.56K
$582K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.03KNew |
$187K - $220K
|
3.03K
$233K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
334+ 1.02% |
$20.6K - $24.3K
|
33K
$2.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.2% |
$555 - $655
|
4.52K
$348K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
2.93KNew |
$180K - $213K
|
2.93K
$225K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
555+ 4.44% |
$34.2K - $40.4K
|
13.1K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
34.1KNew |
$2.1M - $2.48M
|
34.1K
$2.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
856+ 1.32% |
$52.7K - $62.3K
|
65.8K
$5.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
11.5K+ 44.73% |
$710K - $838K
|
37.3K
$2.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-8.3K- 5.24% |
$511K - $604K
|
150K
$11.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
185+ 22.18% |
$11.4K - $13.5K
|
1.02K
$78.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Packer & CO LTD
|
SELL
|
- |
-200K- 8.51% |
$12.3M - $14.6M
|
2.15M
$166M
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-1.21K- 11.87% |
$74.7K - $88.2K
|
9K
$693K
|
|
|
Oct 28, 2025
Q3 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
218+ 3.18% |
$13.4K - $15.9K
|
7.07K
$544K
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
22.8KNew |
$1.4M - $1.66M
|
22.8K
$1.75M
|
|