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
|
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
|
|
|
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
|
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
|
|