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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
280K+ 101.13% |
$11.9M - $12.8M
|
557K
$34.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.45K- 15.74% |
$61.6K - $66.5K
|
7.76K
$486K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
23.1KNew |
$982K - $1.06M
|
23.1K
$1.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.49K- 2.11% |
$63.4K - $68.6K
|
69.2K
$4.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-16- 0.14% |
$679 - $734
|
11.2K
$704K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
969New |
$41.1K - $44.5K
|
969
$60.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4Closed |
$170 - $184
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
51+ 0.52% |
$2.17K - $2.34K
|
9.77K
$612K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.83K+ 4.76% |
$120K - $130K
|
62.4K
$3.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-175- 2.94% |
$7.43K - $8.03K
|
5.78K
$362K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
200+ 2.58% |
$8.49K - $9.18K
|
7.96K
$499K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-52- 3.17% |
$2.21K - $2.39K
|
1.59K
$99.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
38.1KNew |
$1.62M - $1.75M
|
38.1K
$2.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-69- 0.94% |
$2.93K - $3.17K
|
7.25K
$454K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-333- 62.36% |
$14.1K - $15.3K
|
201
$12.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Arnhold LLC
|
SELL
|
- |
-25K- 1.4% |
$1.06M - $1.15M
|
1.76M
$110M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 7.41% |
$425 - $459
|
125
$7.83K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-81- 19.47% |
$3.44K - $3.72K
|
335
$21K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
25+ 0.23% |
$1.06K - $1.15K
|
10.8K
$677K
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-38.1K- 10.28% |
$1.62M - $1.75M
|
332K
$20.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
16.3KNew |
$690K - $746K
|
16.3K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
310KNew |
$13.2M - $14.2M
|
310K
$19.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
300+ 120.0% |
$12.7K - $13.8K
|
550
$34.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
91New |
$3.86K - $4.18K
|
91
$5.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-126- 4.53% |
$5.35K - $5.78K
|
2.66K
$166K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.12KNew |
$217K - $235K
|
5.12K
$321K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.62KNew |
$196K - $212K
|
4.62K
$289K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$425 - $459
|
8.91K
$558K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-534- 51.84% |
$22.7K - $24.5K
|
496
$31.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3K+ 23.93% |
$127K - $138K
|
15.5K
$973K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.28K- 25.56% |
$267K - $288K
|
18.3K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
200New |
$8.49K - $9.18K
|
200
$12.5K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
708New |
$30.1K - $32.5K
|
708
$44.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
515+ 3.07% |
$21.9K - $23.6K
|
17.3K
$1.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
169New |
$7.18K - $7.76K
|
169
$10.6K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-44- 1.61% |
$1.87K - $2.02K
|
2.69K
$168K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-629- 9.36% |
$26.7K - $28.9K
|
6.09K
$381K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.65KNew |
$197K - $213K
|
4.65K
$291K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-360- 2.87% |
$15.3K - $16.5K
|
12.2K
$762K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
301+ 3.71% |
$12.8K - $13.8K
|
8.41K
$527K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
105New |
$4.46K - $4.82K
|
105
$6.58K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
330New |
$14K - $15.1K
|
330
$20.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-29- 17.16% |
$1.23K - $1.33K
|
140
$8.77K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
6.54KNew |
$278K - $300K
|
6.54K
$410K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
22.5KNew |
$955K - $1.03M
|
22.5K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
415New |
$17.6K - $19K
|
415
$26K
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-6.08K- 14.28% |
$258K - $279K
|
36.5K
$2.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.08K- 12.89% |
$45.6K - $49.3K
|
7.26K
$455K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.09K+ 105.83% |
$46.3K - $50K
|
2.12K
$133K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-253- 17.18% |
$10.7K - $11.6K
|
1.22K
$76.4K
|