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 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
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
606+ 29.2% |
$37.3K - $44.1K
|
2.68K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
16.9K+ 88.12% |
$1.04M - $1.23M
|
36.1K
$2.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
21.5K+ 9.11% |
$1.33M - $1.57M
|
258K
$19.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
174+ 4.09% |
$10.7K - $12.7K
|
4.42K
$341K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-31.5K- 48.53% |
$1.94M - $2.29M
|
33.4K
$2.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.63K- 2.49% |
$162K - $192K
|
103K
$7.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
57+ 0.75% |
$3.51K - $4.15K
|
7.66K
$589K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
69.2K+ 2.26% |
$4.26M - $5.03M
|
3.13M
$241M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3+ 0.22% |
$185 - $218
|
1.35K
$104K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.22K+ 6.98% |
$198K - $234K
|
49.3K
$3.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
10+ 0.06% |
$616 - $728
|
17.9K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.47K+ 29.43% |
$337K - $398K
|
24K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
556+ 4.93% |
$34.3K - $40.5K
|
11.8K
$910K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
47.2K+ 61.43% |
$2.91M - $3.44M
|
124K
$9.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
73.6KNew |
$4.54M - $5.36M
|
73.6K
$5.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
322+ 230.0% |
$19.8K - $23.4K
|
462
$35.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-318- 5.63% |
$19.6K - $23.1K
|
5.33K
$410K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
60+ 0.82% |
$3.7K - $4.37K
|
7.39K
$569K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
276KNew |
$17M - $20M
|
276K
$21.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
262+ 1.77% |
$16.1K - $19.1K
|
15.1K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-170- 1.31% |
$10.5K - $12.4K
|
12.8K
$986K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.95K- 45.64% |
$182K - $215K
|
3.51K
$270K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.02% |
$123 - $146
|
12.5K
$966K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
585+ 0.36% |
$36K - $42.6K
|
163K
$12.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.29K- 1.19% |
$141K - $167K
|
191K
$14.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 22.1% |
$193K - $227K
|
17.3K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.23K+ 1.14% |
$137K - $162K
|
199K
$15.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.83KNew |
$175K - $206K
|
2.83K
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.5KNew |
$462K - $546K
|
7.5K
$577K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
25+ 0.45% |
$1.54K - $1.82K
|
5.6K
$431K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-5.1K- 27.49% |
$314K - $371K
|
13.5K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17K+ 59.03% |
$1.05M - $1.24M
|
45.8K
$3.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 2.27% |
$122K - $144K
|
89.1K
$6.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-100- 1.79% |
$6.16K - $7.28K
|
5.5K
$423K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
38.1K+ 41.24% |
$2.35M - $2.77M
|
130K
$10M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.24K- 6.11% |
$200K - $236K
|
49.9K
$3.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.28K+ 8.97% |
$140K - $166K
|
27.7K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.32K- 13.98% |
$81K - $95.7K
|
8.09K
$623K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.43KNew |
$211K - $250K
|
3.43K
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.11KNew |
$192K - $227K
|
3.11K
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
95.9K+ 39.44% |
$5.91M - $6.98M
|
339K
$26.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
400+ 20.0% |
$24.6K - $29.1K
|
2.4K
$185K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.2K+ 11.73% |
$197K - $233K
|
30.5K
$2.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
793+ 19.14% |
$48.9K - $57.7K
|
4.94K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1+ 0.03% |
$61.6 - $72.8
|
3.43K
$264K
|
|