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 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.08% |
$967 - $1.05K
|
23.7K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
6.33KNew |
$306K - $333K
|
6.33K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18+ 0.31% |
$871 - $948
|
5.82K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.42K+ 23.13% |
$117K - $128K
|
12.9K
$993K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.22K- 9.44% |
$107K - $117K
|
21.3K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 0.21% |
$9.67K - $10.5K
|
94.5K
$7.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.12KNew |
$54.2K - $59K
|
1.12K
$86.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-815- 1.62% |
$39.4K - $42.9K
|
49.6K
$3.82M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
600+ 8.3% |
$29K - $31.6K
|
7.83K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
31.2KNew |
$1.51M - $1.64M
|
31.2K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.2K- 5.63% |
$58.2K - $63.4K
|
20.2K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.15K- 58.69% |
$55.7K - $60.7K
|
811
$62.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-60- 0.96% |
$2.9K - $3.16K
|
6.19K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.5KNew |
$72.6K - $79K
|
1.5K
$115K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
12.5KNew |
$605K - $658K
|
12.5K
$962K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.36KNew |
$65.9K - $71.7K
|
1.36K
$105K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$9.67K - $10.5K
|
200
$15.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
38New |
$1.84K - $2K
|
38
$2.93K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.16KNew |
$104K - $113K
|
2.16K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
255New |
$12.3K - $13.4K
|
255
$19.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-48- 0.07% |
$2.32K - $2.53K
|
69.4K
$5.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
263New |
$12.7K - $13.8K
|
263
$20.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12KNew |
$580K - $632K
|
12K
$924K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
333+ 65.68% |
$16.1K - $17.5K
|
840
$64.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
88.1KNew |
$4.26M - $4.64M
|
88.1K
$6.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
177+ 2.03% |
$8.56K - $9.32K
|
8.9K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10.9KNew |
$527K - $573K
|
10.9K
$838K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.5K+ 30.95% |
$72.6K - $79K
|
6.35K
$489K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 2.83% |
$29K - $31.6K
|
20.6K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-778- 8.42% |
$37.6K - $41K
|
8.46K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
463New |
$22.4K - $24.4K
|
463
$35.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-704- 14.79% |
$34.1K - $37.1K
|
4.06K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5- 0.33% |
$242 - $263
|
1.53K
$117K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.99K- 17.8% |
$96.3K - $105K
|
9.2K
$708K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.42K- 6.23% |
$117K - $128K
|
36.5K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
24+ 0.18% |
$1.16K - $1.26K
|
13.7K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-496- 27.21% |
$24K - $26.1K
|
1.33K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.1K- 32.31% |
$102K - $111K
|
4.4K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
518+ 0.41% |
$25.1K - $27.3K
|
128K
$9.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.25KNew |
$351K - $382K
|
7.25K
$558K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
305+ 6.69% |
$14.8K - $16.1K
|
4.87K
$375K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
53New |
$2.56K - $2.79K
|
53
$4.08K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
149+ 5.96% |
$7.21K - $7.84K
|
2.65K
$204K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-191- 2.26% |
$8.42K - $9.65K
|
8.28K
$637K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
32K+ 7.04% |
$1.41M - $1.62M
|
487K
$37.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-447- 6.14% |
$19.7K - $22.6K
|
6.83K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.32KNew |
$58.1K - $66.6K
|
1.32K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-8.79K- 4.61% |
$387K - $444K
|
182K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
43.3K+ 542.89% |
$1.91M - $2.19M
|
51.3K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.09K- 90.19% |
$136K - $156K
|
336
$25.9K
|
|