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 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
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-773- 16.8% |
$47.6K - $56.3K
|
3.83K
$295K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.01KNew |
$185K - $219K
|
3.01K
$231K
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
9.78K+ 0.84% |
$602K - $711K
|
1.18M
$90.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
37.5K+ 363.2% |
$2.31M - $2.73M
|
47.9K
$3.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
75New |
$4.62K - $5.46K
|
75
$5.77K
|
|
|
Oct 28, 2025
Q3 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.08K+ 0.85% |
$66.4K - $78.4K
|
127K
$9.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-12.7K- 6.38% |
$784K - $926K
|
187K
$14.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
46+ 1.19% |
$2.83K - $3.35K
|
3.9K
$301K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.64K- 3.07% |
$286K - $338K
|
147K
$11.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.48K+ 34.53% |
$584K - $690K
|
36.9K
$2.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.02K+ 7.14% |
$494K - $584K
|
120K
$9.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.08K+ 15.15% |
$128K - $152K
|
15.8K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-6.23K- 8.5% |
$384K - $454K
|
67.1K
$5.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-340- 21.38% |
$21K - $24.7K
|
1.25K
$96.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
434+ 10.61% |
$26.7K - $31.6K
|
4.52K
$348K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.14K- 4.48% |
$132K - $156K
|
45.6K
$3.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-600- 2.74% |
$37K - $43.7K
|
21.3K
$1.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.93K- 7.88% |
$180K - $213K
|
34.2K
$2.63M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
939+ 11.97% |
$57.9K - $68.3K
|
8.79K
$676K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-1.18K- 13.06% |
$72.8K - $86K
|
7.87K
$606K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.88K- 23.11% |
$362K - $428K
|
19.6K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-24- 0.05% |
$1.48K - $1.75K
|
43.7K
$3.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
46.6K+ 19.36% |
$2.87M - $3.39M
|
287K
$22.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
135+ 1.54% |
$8.32K - $9.82K
|
8.88K
$683K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.13K+ 2.79% |
$254K - $300K
|
152K
$11.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-194- 1.77% |
$12K - $14.1K
|
10.8K
$831K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2K+ 5.67% |
$123K - $146K
|
37.3K
$2.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-126K- 50.83% |
$7.79M - $9.2M
|
122K
$9.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
220+ 0.55% |
$13.6K - $16K
|
40.2K
$3.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
76.9KNew |
$4.74M - $5.59M
|
76.9K
$5.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
8.08K+ 2.17% |
$498K - $588K
|
381K
$29.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-146- 0.38% |
$9K - $10.6K
|
38.8K
$2.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
836+ 25.02% |
$51.5K - $60.8K
|
4.18K
$322K
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
4.65K+ 1.29% |
$287K - $339K
|
366K
$28.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
25.2K+ 276.06% |
$1.55M - $1.83M
|
34.3K
$2.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-6.76M- 42.87% |
$416M - $492M
|
9M
$693M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5- 0.37% |
$308 - $364
|
1.33K
$103K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
41.8K+ 46.38% |
$2.58M - $3.04M
|
132K
$10.2M
|
|