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 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
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
304K+ 28.47% |
$18.7M - $22.1M
|
1.37M
$106M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.83K+ 26.68% |
$297K - $351K
|
22.9K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
17.8K+ 34.44% |
$1.1M - $1.3M
|
69.6K
$5.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
202+ 5.54% |
$12.4K - $14.7K
|
3.85K
$296K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
247New |
$15.2K - $18K
|
247
$19K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
45KNew |
$2.77M - $3.27M
|
45K
$3.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.36K+ 17.24% |
$83.9K - $99K
|
9.26K
$713K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.97K- 0.68% |
$183K - $216K
|
433K
$33.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 0.46% |
$3.08K - $3.64K
|
11K
$849K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.82KNew |
$112K - $133K
|
1.82K
$140K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.26K+ 4.52% |
$77.9K - $92K
|
29.3K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-441- 1.91% |
$27.2K - $32.1K
|
22.6K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.57K- 14.15% |
$97K - $115K
|
9.55K
$735K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
430K+ 447.43% |
$26.5M - $31.3M
|
526K
$40.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-490- 7.01% |
$30.2K - $35.7K
|
6.5K
$501K
|
|
|
Oct 27, 2025
Q3 2025
|
Mackay Shields LLC
|
SELL
|
- |
-30K- 5.41% |
$1.85M - $2.18M
|
525K
$40.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.07K+ 7.37% |
$251K - $296K
|
59.2K
$4.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
7.95K+ 113.12% |
$490K - $579K
|
15K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.9K- 80.88% |
$1.29M - $1.52M
|
4.94K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.96K+ 61.94% |
$552K - $652K
|
23.4K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.63K+ 25.44% |
$100K - $118K
|
8.01K
$617K
|
|