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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.7K- 14.34% |
$327K - $353K
|
46K
$3.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-11.5K- 25.13% |
$489K - $528K
|
34.3K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
168+ 96.0% |
$7.13K - $7.71K
|
343
$26.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-30- 33.71% |
$1.27K - $1.38K
|
59
$4.54K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.74K- 81.05% |
$413K - $447K
|
2.28K
$175K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
280K+ 101.13% |
$11.9M - $12.8M
|
557K
$42.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.45K- 15.74% |
$61.6K - $66.5K
|
7.76K
$597K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
23.1KNew |
$982K - $1.06M
|
23.1K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
969New |
$41.1K - $44.5K
|
969
$74.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4Closed |
$170 - $184
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
51+ 0.52% |
$2.17K - $2.34K
|
9.77K
$752K
|
|
|
Aug 01, 2024
Q2 2024
|
Arnhold LLC
|
SELL
|
- |
-25K- 1.4% |
$1.06M - $1.15M
|
1.76M
$135M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
16.3KNew |
$690K - $746K
|
16.3K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
310KNew |
$13.2M - $14.2M
|
310K
$23.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.62KNew |
$196K - $212K
|
4.62K
$356K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$425 - $459
|
8.91K
$686K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.28K- 25.56% |
$267K - $288K
|
18.3K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
200New |
$8.49K - $9.18K
|
200
$15.4K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
708New |
$30.1K - $32.5K
|
708
$54.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
169New |
$7.18K - $7.76K
|
169
$13K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.65KNew |
$197K - $213K
|
4.65K
$358K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-360- 2.87% |
$15.3K - $16.5K
|
12.2K
$936K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
105New |
$4.46K - $4.82K
|
105
$8.08K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
330New |
$14K - $15.1K
|
330
$25.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
22.5KNew |
$955K - $1.03M
|
22.5K
$1.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
415New |
$17.6K - $19K
|
415
$31.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.08K- 12.89% |
$45.6K - $49.3K
|
7.26K
$559K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.09K+ 105.83% |
$46.3K - $50K
|
2.12K
$163K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.5KNew |
$233K - $252K
|
5.5K
$423K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-61.4K- 74.04% |
$2.61M - $2.82M
|
21.5K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.89K- 63.08% |
$80.2K - $86.6K
|
1.11K
$85.1K
|
|
| Q1 2024 | |||||||
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-23.2K- 26.26% |
$872K - $973K
|
65K
$5M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.58K- 9.82% |
$210K - $234K
|
51.3K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
17New |
$640 - $714
|
17
$1.31K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
8.5KNew |
$320K - $357K
|
8.5K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-29.1K- 66.28% |
$1.1M - $1.22M
|
14.8K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
208+ 1.65% |
$7.83K - $8.74K
|
12.8K
$988K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.05KNew |
$39.5K - $44.1K
|
1.05K
$80.8K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
100New |
$3.77K - $4.2K
|
100
$7.7K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-219K- 29.12% |
$8.26M - $9.22M
|
534K
$41.1M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-240K- 54.55% |
$9.04M - $10.1M
|
200K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
207K+ 478.7% |
$7.79M - $8.69M
|
250K
$19.2M
|
|
|
May 14, 2024
Q1 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-50K- 20.0% |
$1.88M - $2.1M
|
200K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
5KNew |
$188K - $210K
|
5K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.79KNew |
$180K - $201K
|
4.79K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26.7K- 5.53% |
$1.01M - $1.12M
|
457K
$35.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.8K+ 34.47% |
$1.69M - $1.88M
|
175K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-497- 1.3% |
$18.7K - $20.9K
|
37.6K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
23.4K+ 29.74% |
$883K - $985K
|
102K
$7.87M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.3K- 67.42% |
$537K - $599K
|
6.89K
$530K
|
|