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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
526+ 0.13% |
$23.2K - $26.6K
|
397K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2.02K- 3.5% |
$88.9K - $102K
|
55.7K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
339+ 1.39% |
$14.9K - $17.1K
|
24.7K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
65+ 60.75% |
$2.86K - $3.28K
|
172
$8.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.37K+ 3.39% |
$237K - $271K
|
164K
$8.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-23- 1.55% |
$1.01K - $1.16K
|
1.46K
$72.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 1.66% |
$44.8K - $51.3K
|
62.1K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.66K+ 2.71% |
$205K - $235K
|
177K
$8.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.94K+ 5.95% |
$85.6K - $98.1K
|
34.6K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-411- 1.35% |
$18.1K - $20.8K
|
30.1K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
775+ 0.86% |
$34.1K - $39.1K
|
90.9K
$4.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.17K+ 0.32% |
$95.7K - $110K
|
679K
$33.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.31K+ 33.92% |
$102K - $117K
|
9.13K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.36K+ 24.64% |
$324K - $372K
|
37.2K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.47K+ 70.69% |
$417K - $478K
|
22.9K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
117+ 0.42% |
$5.16K - $5.91K
|
27.9K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5- 0.03% |
$220 - $253
|
16.2K
$802K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 36.84% |
$308 - $354
|
12
$593
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.4KNew |
$768K - $880K
|
17.4K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-10.1K- 12.24% |
$445K - $510K
|
72.4K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-286- 42.69% |
$12.6K - $14.4K
|
384
$19K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
18.8K+ 13.83% |
$827K - $948K
|
154K
$7.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-134K- 6.79% |
$5.89M - $6.75M
|
1.83M
$90.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.8K- 2.2% |
$962K - $1.1M
|
971K
$48M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.19K- 0.69% |
$96.7K - $111K
|
316K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.9K+ 11.43% |
$657K - $753K
|
145K
$7.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-472- 0.82% |
$20.8K - $23.8K
|
56.9K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9.99K+ 23.75% |
$440K - $505K
|
52.1K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
15.4K+ 93.4% |
$678K - $777K
|
31.8K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.56K+ 12.69% |
$333K - $382K
|
67.1K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
38.6K+ 388.94% |
$1.7M - $1.95M
|
48.5K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.9K+ 3.13% |
$128K - $147K
|
95.6K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.91K+ 0.68% |
$217K - $248K
|
728K
$35.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.01K- 1.25% |
$133K - $152K
|
239K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-408- 9.16% |
$18K - $20.6K
|
4.05K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
245K+ 72.93% |
$10.8M - $12.4M
|
580K
$28.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.35K+ 254.16% |
$104K - $119K
|
3.28K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.1K+ 7.19% |
$1.02M - $1.17M
|
345K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.3KNew |
$541K - $620K
|
12.3K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-5.48K- 4.85% |
$241K - $277K
|
108K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.9M- 99.61% |
$879M - $1.01B
|
78.8K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-46- 0.94% |
$2.03K - $2.32K
|
4.83K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.89K+ 0.24% |
$215K - $247K
|
2.01M
$99.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-11.5K- 6.86% |
$508K - $582K
|
156K
$7.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
25.6KNew |
$1.13M - $1.29M
|
25.6K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.41K+ 0.67% |
$370K - $425K
|
1.26M
$62.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-6K- 13.6% |
$264K - $303K
|
38.1K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
777+ 2.59% |
$34.2K - $39.2K
|
30.8K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-442- 7.3% |
$19.5K - $22.3K
|
5.61K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
964+ 0.14% |
$42.5K - $48.7K
|
705K
$34.8M
|