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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.11K+ 12.45% |
$55.3K - $65.6K
|
10K
$773K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
3.96KNew |
$197K - $234K
|
3.96K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Alken Asset Management Ltd.
|
BUY
|
- |
7.4KNew |
$368K - $436K
|
7.4K
$570K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$131K - $155K
|
2.64K
$203K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
215New |
$10.7K - $12.7K
|
215
$16.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
454New |
$22.6K - $26.8K
|
454
$34.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.08K+ 26.1% |
$53.8K - $63.7K
|
5.22K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
215New |
$10.7K - $12.7K
|
215
$16.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.41KNew |
$219K - $260K
|
4.41K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.04KNew |
$301K - $356K
|
6.04K
$465K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.37KNew |
$68.1K - $80.8K
|
1.37K
$105K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-375- 7.68% |
$18.7K - $22.1K
|
4.51K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
122K+ 69.15% |
$6.07M - $7.2M
|
299K
$23M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.61KNew |
$79.9K - $94.7K
|
1.61K
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
904+ 19.09% |
$45K - $53.3K
|
5.64K
$434K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
30New |
$1.49K - $1.77K
|
30
$2.31K
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
63+ 1.18% |
$3.13K - $3.71K
|
5.39K
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
219+ 86.56% |
$10.9K - $12.9K
|
472
$36.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-40- 50.0% |
$1.99K - $2.36K
|
40
$3.08K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13+ 0.27% |
$647 - $766
|
4.75K
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.59KNew |
$179K - $212K
|
3.59K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
42.1K+ 750.5% |
$2.09M - $2.48M
|
47.7K
$3.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-286- 1.38% |
$14.2K - $16.9K
|
20.5K
$1.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-4.61K- 3.41% |
$229K - $272K
|
130K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-25- 0.6% |
$1.24K - $1.47K
|
4.14K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
359New |
$17.9K - $21.2K
|
359
$27.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.94K- 33.31% |
$146K - $173K
|
5.89K
$453K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.63K+ 32.6% |
$81.1K - $96.1K
|
6.63K
$510K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-604- 20.3% |
$30K - $35.6K
|
2.37K
$183K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.19K- 40.03% |
$59.1K - $70K
|
1.78K
$137K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.96KNew |
$296K - $351K
|
5.96K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-43- 4.12% |
$2.14K - $2.54K
|
1K
$77K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-74- 9.41% |
$3.68K - $4.36K
|
712
$54.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 14.33% |
$59.8K - $70.9K
|
7.19K
$554K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
4.39K+ 1.47% |
$218K - $259K
|
303K
$23.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-300- 23.08% |
$14.9K - $17.7K
|
1K
$77K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.81KNew |
$190K - $225K
|
3.81K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
3.79K+ 23.62% |
$188K - $223K
|
19.8K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.7K- 49.4% |
$234K - $277K
|
4.82K
$371K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.52KNew |
$175K - $208K
|
3.52K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
3.84KNew |
$191K - $227K
|
3.84K
$296K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 3.98% |
$14.9K - $17.7K
|
7.24K
$558K
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
3.41KNew |
$170K - $201K
|
3.41K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
13+ 0.31% |
$647 - $766
|
4.15K
$319K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.3K- 29.49% |
$114K - $136K
|
5.5K
$423K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.88KNew |
$193K - $229K
|
3.88K
$299K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.94KNew |
$196K - $232K
|
3.94K
$303K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-295- 8.36% |
$14.7K - $17.4K
|
3.23K
$249K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
6.33KNew |
$315K - $373K
|
6.33K
$487K
|
|
| Q4 2024 | |||||||
|
Jan 07, 2026
Q4 2024
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-27- 12.33% |
$1.31K - $1.42K
|
192
$14.8K
|
|