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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
21.6K+ 12.89% |
$743K - $848K
|
189K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-25.8K- 82.04% |
$891K - $1.02M
|
5.66K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.8K+ 26.09% |
$62K - $70.8K
|
8.7K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
150New |
$5.17K - $5.9K
|
150
$9.39K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
65+ 0.02% |
$2.24K - $2.56K
|
282K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.35K- 8.45% |
$80.8K - $92.3K
|
25.4K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6.27KNew |
$216K - $246K
|
6.27K
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
55New |
$1.9K - $2.16K
|
55
$3.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
13.5KNew |
$465K - $531K
|
13.5K
$845K
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
271KNew |
$9.36M - $10.7M
|
271K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26.8KNew |
$923K - $1.05M
|
26.8K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
784New |
$27K - $30.8K
|
784
$49.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-5.53K- 20.68% |
$191K - $217K
|
21.2K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
27New |
$931 - $1.06K
|
27
$1.69K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.91K- 58.16% |
$100K - $114K
|
2.09K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-2.07K- 87.15% |
$71.3K - $81.4K
|
305
$19.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-247- 1.89% |
$8.51K - $9.72K
|
12.8K
$801K
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
86KNew |
$2.97M - $3.38M
|
86K
$5.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-9.16K- 4.41% |
$316K - $361K
|
199K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
17.2KNew |
$594K - $678K
|
17.2K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.78K+ 16.18% |
$234K - $267K
|
48.7K
$3.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-55- 57.89% |
$1.9K - $2.16K
|
40
$2.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2KNew |
$68.9K - $78.7K
|
2K
$125K
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$484K - $553K
|
14.1K
$880K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.02K- 91.07% |
$35.2K - $40.1K
|
100
$6.26K
|
|
|
Feb 07, 2024
Q4 2023
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-336- 1.93% |
$11.6K - $13.2K
|
17.1K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.9KNew |
$65.6K - $74.8K
|
1.9K
$119K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
124New |
$4.27K - $4.88K
|
124
$7.77K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
15.5KNew |
$535K - $610K
|
15.5K
$971K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
810New |
$27.9K - $31.9K
|
810
$50.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
11K+ 122.22% |
$379K - $433K
|
20K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
484New |
$16.7K - $19K
|
484
$30.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
113+ 2825.0% |
$3.9K - $4.45K
|
117
$7.33K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.5K- 1.63% |
$155K - $177K
|
271K
$17M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
6.65KNew |
$229K - $261K
|
6.65K
$416K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
160New |
$5.52K - $6.29K
|
160
$10K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.19KNew |
$179K - $204K
|
5.19K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-438- 2.78% |
$15.1K - $17.2K
|
15.3K
$958K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.9KNew |
$100K - $114K
|
2.9K
$182K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-69- 7.51% |
$2.38K - $2.71K
|
850
$53.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.31K+ 9.29% |
$114K - $130K
|
38.9K
$2.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-620- 96.57% |
$21.4K - $24.4K
|
22
$1.38K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-75- 16.3% |
$2.59K - $2.95K
|
385
$24.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-6.26KClosed |
$216K - $246K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
42.4KNew |
$1.46M - $1.67M
|
42.4K
$2.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.12% |
$34.5 - $39.3
|
849
$53.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
25New |
$862 - $984
|
25
$1.57K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.55K- 24.9% |
$88K - $100K
|
7.7K
$482K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
810+ 29.4% |
$27.9K - $31.9K
|
3.57K
$223K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
26New |
$896 - $1.02K
|
26
$1.63K
|