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 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
106+ 0.42% |
$5.13K - $5.58K
|
25.2K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.7K+ 3.08% |
$568K - $618K
|
394K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
48.3KNew |
$2.34M - $2.54M
|
48.3K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-20.7K- 21.37% |
$1M - $1.09M
|
76K
$4.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
54.9KNew |
$2.66M - $2.89M
|
54.9K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-113K- 40.97% |
$5.49M - $5.97M
|
163K
$9.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.67KNew |
$371K - $404K
|
7.67K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
538+ 10.76% |
$26K - $28.3K
|
5.54K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-710- 0.83% |
$34.3K - $37.4K
|
84.5K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.78K- 38.53% |
$183K - $199K
|
6.04K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.75K+ 3.49% |
$133K - $145K
|
81.7K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-673- 2.64% |
$32.6K - $35.4K
|
24.8K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-376- 3.45% |
$18.2K - $19.8K
|
10.5K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-31.3K- 27.52% |
$1.51M - $1.65M
|
82.4K
$4.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
26.7K+ 1830.23% |
$1.29M - $1.41M
|
28.2K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
850+ 0.88% |
$41.1K - $44.8K
|
97.8K
$5.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13K+ 37.69% |
$630K - $686K
|
47.6K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.91K+ 6.52% |
$141K - $153K
|
47.4K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
41.3K+ 675.69% |
$2M - $2.17M
|
47.4K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
7.85K+ 9.82% |
$380K - $413K
|
87.8K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
349K+ 71.59% |
$16.9M - $18.4M
|
836K
$49.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-10K- 1.89% |
$484K - $527K
|
520K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-66- 0.52% |
$3.19K - $3.47K
|
12.5K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.32K+ 2.82% |
$112K - $122K
|
84.5K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113K+ 304.01% |
$5.47M - $5.96M
|
150K
$8.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 22.01% |
$76.6K - $83.4K
|
8.78K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
95K+ 6.36% |
$4.6M - $5M
|
1.59M
$93.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17KNew |
$825K - $898K
|
17K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
19.6K+ 6.04% |
$946K - $1.03M
|
343K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-224- 4.79% |
$10.8K - $11.8K
|
4.45K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11.9K+ 151.51% |
$576K - $627K
|
19.8K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-370- 0.54% |
$17.9K - $19.5K
|
67.6K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
338+ 6.51% |
$16.3K - $17.8K
|
5.53K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.71K+ 45.78% |
$470K - $511K
|
30.9K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
62.2K+ 386.98% |
$3.01M - $3.27M
|
78.3K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
208KNew |
$10M - $10.9M
|
208K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-991- 5.04% |
$47.9K - $52.2K
|
18.7K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
25.6KNew |
$1.24M - $1.35M
|
25.6K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-250- 0.14% |
$12.1K - $13.2K
|
175K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.91KNew |
$237K - $258K
|
4.91K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.92K- 8.81% |
$141K - $154K
|
30.2K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
4.93KNew |
$238K - $259K
|
4.93K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-19.6K- 19.46% |
$947K - $1.03M
|
81K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
321K+ 166.15% |
$15.5M - $16.9M
|
513K
$30.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.4K+ 83.58% |
$791K - $861K
|
35.9K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.07K- 3.56% |
$51.9K - $56.5K
|
29.1K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 10.82% |
$87.1K - $94.8K
|
18.4K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
841+ 0.52% |
$40.7K - $44.3K
|
164K
$9.65M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
206K+ 1440.0% |
$9.96M - $10.8M
|
220K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.16K+ 36.43% |
$298K - $325K
|
23.1K
$1.36M
|