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 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.24K- 3.73% |
$182K - $210K
|
83.5K
$6.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.9KNew |
$443K - $512K
|
7.9K
$608K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
350+ 10.19% |
$19.6K - $22.7K
|
3.79K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.67K+ 6136.0% |
$430K - $497K
|
7.8K
$600K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.99K+ 51.75% |
$336K - $388K
|
17.6K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
248+ 0.33% |
$13.9K - $16.1K
|
74.6K
$5.75M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-642- 28.19% |
$36K - $41.6K
|
1.64K
$126K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
3.61KNew |
$202K - $233K
|
3.61K
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1KNew |
$56.1K - $64.7K
|
1K
$77K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
10K+ 55.56% |
$561K - $647K
|
28K
$2.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.13KNew |
$288K - $332K
|
5.13K
$395K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.37KNew |
$189K - $218K
|
3.37K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
816+ 2550.0% |
$45.8K - $52.8K
|
848
$65.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-320- 5.54% |
$18K - $20.7K
|
5.46K
$420K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.21K+ 9.45% |
$67.8K - $78.3K
|
14K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.39KNew |
$190K - $219K
|
3.39K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
100+ 0.94% |
$5.61K - $6.47K
|
10.7K
$826K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-485- 73.15% |
$27.2K - $31.4K
|
178
$13.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
500New |
$28.1K - $32.4K
|
500
$38.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.27K- 55.03% |
$239K - $276K
|
3.49K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.9K+ 7.86% |
$1.4M - $1.61M
|
342K
$26.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
78+ 0.59% |
$4.38K - $5.05K
|
13.4K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
400New |
$22.4K - $25.9K
|
400
$30.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
75+ 0.09% |
$4.21K - $4.86K
|
80.3K
$6.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1K- 0.48% |
$56.3K - $64.9K
|
207K
$15.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
31.5KNew |
$1.77M - $2.04M
|
31.5K
$2.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-624- 15.2% |
$35K - $40.4K
|
3.48K
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-500- 3.03% |
$28.1K - $32.4K
|
16K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.07K- 9.92% |
$60K - $69.3K
|
9.72K
$748K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
70+ 1.51% |
$3.93K - $4.53K
|
4.7K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.52K- 8.67% |
$309K - $357K
|
58.1K
$4.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
8.84KNew |
$496K - $572K
|
8.84K
$681K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
1.5K+ 259.07% |
$84.2K - $97.1K
|
2.08K
$160K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 42.61% |
$612K - $706K
|
36.5K
$2.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
CALL |
100New |
$5.61K - $6.47K
|
100
$7.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.45K+ 9.11% |
$81.3K - $93.9K
|
17.4K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20New |
$1.12K - $1.29K
|
20
$1.54K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.31KNew |
$242K - $279K
|
4.31K
$332K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-40- 0.46% |
$2.24K - $2.59K
|
8.73K
$672K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
52.1K+ 32.87% |
$2.92M - $3.37M
|
211K
$16.2M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.13K- 9.96% |
$456K - $526K
|
73.5K
$5.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.42K+ 2.89% |
$136K - $157K
|
86.1K
$6.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-387- 8.6% |
$21.7K - $25.1K
|
4.11K
$317K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-110- 4.12% |
$6.17K - $7.12K
|
2.56K
$197K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.1KNew |
$1.91M - $2.21M
|
34.1K
$2.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.42K- 1.61% |
$79.6K - $91.9K
|
86.9K
$6.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-6.3K- 8.37% |
$353K - $408K
|
69K
$5.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
650+ 17.02% |
$36.5K - $42.1K
|
4.47K
$344K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.17KNew |
$234K - $270K
|
4.17K
$321K
|
|