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 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
59+ 3.91% |
$3.64K - $4.29K
|
1.57K
$121K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.6K+ 6.68% |
$98.3K - $116K
|
25.5K
$1.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
174K+ 70.82% |
$10.7M - $12.7M
|
420K
$32.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
175+ 2.39% |
$10.8K - $12.7K
|
7.48K
$576K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-988- 0.58% |
$60.9K - $71.9K
|
170K
$13.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.61KNew |
$222K - $263K
|
3.61K
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
5.46KNew |
$336K - $397K
|
5.46K
$420K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.81KNew |
$173K - $205K
|
2.81K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.75K+ 1.02% |
$108K - $127K
|
173K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-1.33K- 32.03% |
$81.6K - $96.4K
|
2.81K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
48.4KNew |
$2.98M - $3.52M
|
48.4K
$3.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.07K+ 14.88% |
$189K - $224K
|
23.7K
$1.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.35K+ 36.01% |
$453K - $535K
|
27.7K
$2.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52.6K+ 15.87% |
$3.24M - $3.83M
|
384K
$29.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.19KNew |
$505K - $596K
|
8.19K
$630K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.25K+ 2.6% |
$323K - $382K
|
207K
$15.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
9.33K+ 6.21% |
$575K - $679K
|
160K
$12.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-21K- 86.21% |
$1.29M - $1.52M
|
3.35K
$258K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
278New |
$17.1K - $20.2K
|
278
$21.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
25.2KNew |
$1.55M - $1.83M
|
25.2K
$1.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-147- 3.81% |
$9.06K - $10.7K
|
3.71K
$286K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
924+ 1.71% |
$56.9K - $67.2K
|
55K
$4.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
701New |
$43.2K - $51K
|
701
$54K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-86- 1.79% |
$5.3K - $6.26K
|
4.73K
$364K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-15- 0.4% |
$924 - $1.09K
|
3.77K
$290K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
10.8K+ 38.73% |
$666K - $787K
|
38.7K
$2.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
6.28KNew |
$387K - $457K
|
6.28K
$483K
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-5.66K- 4.94% |
$349K - $412K
|
109K
$8.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
395+ 91.86% |
$24.3K - $28.7K
|
825
$63.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-1.17K- 6.38% |
$72.3K - $85.4K
|
17.2K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3.11KNew |
$191K - $226K
|
3.11K
$239K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.75KNew |
$169K - $200K
|
2.75K
$212K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16+ 0.11% |
$986 - $1.16K
|
14.6K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.2K- 12.03% |
$73.8K - $87.2K
|
8.76K
$674K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
449+ 7.72% |
$27.7K - $32.7K
|
6.27K
$482K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.75KNew |
$231K - $273K
|
3.75K
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
178New |
$11K - $13K
|
178
$13.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
33+ 0.18% |
$2.03K - $2.4K
|
18.2K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.7K+ 3.1% |
$966K - $1.14M
|
521K
$40.1M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.36KNew |
$207K - $245K
|
3.36K
$259K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-61- 0.83% |
$3.76K - $4.44K
|
7.26K
$559K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
21+ 0.19% |
$1.29K - $1.53K
|
11.3K
$871K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 1.55% |
$6.16K - $7.28K
|
6.33K
$488K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
2.31K+ 5.41% |
$142K - $168K
|
44.9K
$3.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
218+ 26.91% |
$13.4K - $15.9K
|
1.03K
$79.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.31K- 1.38% |
$143K - $168K
|
165K
$12.7M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-171- 3.99% |
$10.5K - $12.4K
|
4.12K
$317K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
6.02K+ 1.15% |
$371K - $438K
|
529K
$40.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16K+ 10.29% |
$983K - $1.16M
|
171K
$13.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8.05K+ 11.52% |
$496K - $586K
|
78K
$6M
|
|