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 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
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
24+ 1.59% |
$1.19K - $1.42K
|
1.53K
$118K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-375- 33.01% |
$18.7K - $22.1K
|
761
$58.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.83KNew |
$191K - $226K
|
3.83K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
R.P. Boggs & Co.
|
SELL
|
- |
-200- 2.14% |
$9.95K - $11.8K
|
9.16K
$705K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
941+ 0.61% |
$46.8K - $55.5K
|
156K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-15- 2.34% |
$746 - $884
|
625
$48.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
215+ 3.08% |
$10.7K - $12.7K
|
7.2K
$554K
|
|
|
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
|
|