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 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
465+ 11.59% |
$28.7K - $33.8K
|
4.48K
$345K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.13K+ 9.6% |
$131K - $155K
|
24.3K
$1.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.1K+ 1.91% |
$252K - $298K
|
219K
$16.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.85K+ 1.82% |
$422K - $498K
|
383K
$29.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1K- 0.8% |
$61.7K - $72.9K
|
125K
$9.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.07KNew |
$65.7K - $77.6K
|
1.07K
$82.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.13K+ 2.94% |
$193K - $227K
|
109K
$8.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
800+ 10.43% |
$49.3K - $58.2K
|
8.47K
$652K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.2K+ 2.69% |
$259K - $306K
|
160K
$12.3M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
2.83KNew |
$174K - $206K
|
2.83K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
3.8K+ 11.61% |
$234K - $277K
|
36.6K
$2.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
77+ 0.51% |
$4.74K - $5.6K
|
15.1K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-6.33K- 2.26% |
$390K - $461K
|
273K
$21M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
286+ 0.04% |
$17.6K - $20.8K
|
672K
$51.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.02% |
$123 - $146
|
10.5K
$808K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
72+ 0.06% |
$4.44K - $5.24K
|
130K
$10M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.25K+ 6.25% |
$200K - $237K
|
55.3K
$4.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-3.62K- 2.1% |
$223K - $263K
|
168K
$13M
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
875New |
$53.9K - $63.7K
|
875
$67.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-2.19K- 8.45% |
$135K - $160K
|
23.8K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.5K- 13.56% |
$339K - $400K
|
35.1K
$2.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9.91K+ 50.18% |
$610K - $721K
|
29.6K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.81K+ 3.97% |
$481K - $568K
|
205K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-330K- 8.59% |
$20.4M - $24M
|
3.52M
$271M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
5.62K+ 6.81% |
$346K - $409K
|
88.2K
$6.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 22.63% |
$63.2K - $74.7K
|
5.56K
$428K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
95.4KNew |
$5.88M - $6.94M
|
95.4K
$7.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.09KNew |
$375K - $443K
|
6.09K
$469K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-640- 2.57% |
$39.4K - $46.6K
|
24.2K
$1.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-300- 54.55% |
$18.5K - $21.8K
|
250
$19.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.38K- 3.05% |
$393K - $464K
|
203K
$15.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
100+ 0.13% |
$6.16K - $7.28K
|
78.7K
$6.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
7.87KNew |
$485K - $573K
|
7.87K
$606K
|
|
|
Oct 22, 2025
Q3 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
2.98KNew |
$184K - $217K
|
2.98K
$229K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8.31K+ 6.19% |
$512K - $605K
|
142K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-65- 1.61% |
$4.01K - $4.73K
|
3.97K
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
155K+ 140.24% |
$9.54M - $11.3M
|
265K
$20.4M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.13K- 8.01% |
$316K - $373K
|
58.9K
$4.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
82+ 0.49% |
$5.05K - $5.97K
|
16.7K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
147+ 0.71% |
$9.06K - $10.7K
|
20.8K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
2.81KNew |
$173K - $204K
|
2.81K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
552+ 2.54% |
$34K - $40.2K
|
22.3K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.46K+ 2.03% |
$152K - $179K
|
124K
$9.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
44.9KNew |
$2.77M - $3.27M
|
44.9K
$3.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.01KNew |
$185K - $219K
|
3.01K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
431+ 2.94% |
$26.6K - $31.4K
|
15.1K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.35K- 0.59% |
$83.2K - $98.2K
|
227K
$17.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
271+ 0.45% |
$16.7K - $19.7K
|
59.9K
$4.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-240- 2.62% |
$14.8K - $17.5K
|
8.91K
$686K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.19K- 3.45% |
$258K - $305K
|
117K
$9.04M
|
|