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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
115+ 1.5% |
$5.72K - $6.78K
|
7.78K
$599K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.7KNew |
$383K - $454K
|
7.7K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.77K- 41.8% |
$187K - $222K
|
5.24K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.82KNew |
$240K - $284K
|
4.82K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 0.18% |
$249 - $295
|
2.83K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
3.77KNew |
$188K - $222K
|
3.77K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9.73KNew |
$484K - $574K
|
9.73K
$749K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.25KNew |
$261K - $309K
|
5.25K
$404K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
56New |
$2.79K - $3.3K
|
56
$4.31K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
188+ 5.16% |
$9.35K - $11.1K
|
3.83K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
839New |
$41.7K - $49.5K
|
839
$64.6K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.3K- 4.72% |
$562K - $666K
|
228K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
492+ 0.71% |
$24.5K - $29K
|
69.6K
$5.36M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
55.3KNew |
$2.75M - $3.26M
|
55.3K
$4.25M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
380New |
$18.9K - $22.4K
|
380
$29.3K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-267- 79.23% |
$13.3K - $15.7K
|
70
$5.39K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.88K+ 69.91% |
$143K - $170K
|
7.01K
$539K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$9.95K - $11.8K
|
200
$15.4K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.91K- 3.68% |
$144K - $171K
|
76K
$5.85M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.43K+ 4.42% |
$70.9K - $84.1K
|
33.7K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
540+ 11.42% |
$26.9K - $31.8K
|
5.27K
$406K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$177K - $210K
|
3.57K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
955+ 10.63% |
$47.5K - $56.3K
|
9.94K
$765K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-113- 0.86% |
$5.62K - $6.66K
|
13K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-576- 3.51% |
$28.7K - $34K
|
15.8K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
186K+ 798.3% |
$9.27M - $11M
|
210K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-937- 8.12% |
$46.6K - $55.2K
|
10.6K
$816K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
150+ 3.55% |
$7.46K - $8.84K
|
4.38K
$337K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.35K+ 120.95% |
$316K - $374K
|
11.6K
$893K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-30- 32.97% |
$1.49K - $1.77K
|
61
$4.7K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
209+ 1.86% |
$10.4K - $12.3K
|
11.4K
$881K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-185- 2.6% |
$9.2K - $10.9K
|
6.93K
$534K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.84KNew |
$191K - $226K
|
3.84K
$295K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-325- 5.8% |
$16.2K - $19.2K
|
5.28K
$406K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$24.9K - $29.5K
|
500
$38.5K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.63KNew |
$181K - $214K
|
3.63K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.92KNew |
$195K - $231K
|
3.92K
$301K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
202+ 0.66% |
$10K - $11.9K
|
30.7K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.22KNew |
$60.5K - $71.7K
|
1.22K
$93.6K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2+ 200.0% |
$99.5 - $118
|
3
$231
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-146- 0.6% |
$7.26K - $8.61K
|
24.4K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.63KNew |
$181K - $214K
|
3.63K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.96K+ 44.26% |
$147K - $175K
|
9.65K
$743K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
80New |
$3.98K - $4.72K
|
80
$6.16K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
456New |
$22.7K - $26.9K
|
456
$35.1K
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
126KNew |
$6.25M - $7.41M
|
126K
$9.68M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
159New |
$7.91K - $9.37K
|
159
$12.2K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
276New |
$13.7K - $16.3K
|
276
$21.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.58KNew |
$178K - $211K
|
3.58K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.78KNew |
$188K - $223K
|
3.78K
$291K
|
|