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 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.37K- 7.88% |
$49.6K - $53.3K
|
16K
$838K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$5.42K - $5.83K
|
150
$7.85K
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.76M- 94.86% |
$63.6M - $68.4M
|
95.4K
$4.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 26.49% |
$497K - $534K
|
38.1K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-68.5K- 10.96% |
$2.48M - $2.66M
|
556K
$29.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-485- 1.54% |
$17.5K - $18.8K
|
30.9K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-24.4K- 1.81% |
$881K - $947K
|
1.32M
$69.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6.05KNew |
$219K - $235K
|
6.05K
$316K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.99KNew |
$253K - $272K
|
6.99K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$5.42K - $5.83K
|
150
$7.85K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50+ 34.48% |
$1.81K - $1.94K
|
195
$10.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
686New |
$24.8K - $26.7K
|
686
$35.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.01K- 3.8% |
$36.4K - $39.2K
|
25.5K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.58KNew |
$202K - $217K
|
5.58K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.12KNew |
$330K - $354K
|
9.12K
$477K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
17.5K+ 2.11% |
$632K - $679K
|
847K
$44.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-7.88K- 2.95% |
$285K - $306K
|
259K
$13.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
538New |
$19.4K - $20.9K
|
538
$28.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12.4KNew |
$447K - $480K
|
12.4K
$647K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.5KNew |
$90.5K - $97.3K
|
2.5K
$131K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100+ 100.0% |
$3.62K - $3.89K
|
200
$10.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6.85KNew |
$248K - $266K
|
6.85K
$358K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.68KNew |
$278K - $298K
|
7.68K
$402K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
815+ 5.5% |
$29.5K - $31.7K
|
15.6K
$817K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.18K+ 0.49% |
$151K - $162K
|
861K
$45M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-42- 1.11% |
$1.52K - $1.63K
|
3.74K
$195K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-450- 0.75% |
$16.3K - $17.5K
|
59.3K
$3.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.71K- 31.13% |
$98K - $105K
|
6K
$314K
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
22.9KNew |
$826K - $888K
|
22.9K
$1.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 0.52% |
$108 - $117
|
575
$30.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.44K+ 392.39% |
$52.2K - $56.1K
|
1.81K
$94.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
554+ 1.3% |
$20K - $21.5K
|
43.2K
$2.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.15KNew |
$222K - $239K
|
6.15K
$322K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
586K+ 3040.44% |
$21.2M - $22.8M
|
606K
$31.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-80- 1.25% |
$2.89K - $3.11K
|
6.3K
$329K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-682- 5.65% |
$24.7K - $26.5K
|
11.4K
$596K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
142K+ 11.71% |
$5.15M - $5.53M
|
1.36M
$71.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-928- 4.09% |
$33.5K - $36.1K
|
21.8K
$1.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-310- 0.63% |
$11.2K - $12K
|
49.2K
$2.58M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
142K+ 11.71% |
$5.15M - $5.53M
|
1.36M
$71.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
229New |
$8.28K - $8.9K
|
229
$12K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
868KNew |
$31.4M - $33.7M
|
868K
$45.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8.23KNew |
$297K - $320K
|
8.23K
$430K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.08KNew |
$220K - $236K
|
6.08K
$318K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.69KNew |
$61.2K - $65.8K
|
1.69K
$88.5K
|
|
|
Jul 18, 2023
Q2 2023
|
American Asset Management Inc.
|
BUY
|
- |
6.15K+ 6.63% |
$222K - $239K
|
98.9K
$5.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-163- 1.6% |
$5.89K - $6.33K
|
10K
$523K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
30+ 0.02% |
$1.08K - $1.17K
|
140K
$7.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
36+ 600.0% |
$1.3K - $1.4K
|
42
$2.2K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
81.6K+ 71.93% |
$2.8M - $3.09M
|
195K
$10.2M
|
|