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 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.6KNew |
$77.3K - $84.2K
|
1.6K
$94.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3K- 10.42% |
$145K - $158K
|
25.8K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
48.6K+ 1115.97% |
$2.35M - $2.56M
|
52.9K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
782KNew |
$37.8M - $41.2M
|
782K
$46.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
243New |
$11.8K - $12.8K
|
243
$14.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
67.3KNew |
$3.26M - $3.54M
|
67.3K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
586+ 0.8% |
$28.3K - $30.9K
|
73.9K
$4.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
137+ 0.72% |
$6.63K - $7.21K
|
19.1K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.06K+ 12.13% |
$51.4K - $55.9K
|
9.82K
$579K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.03K+ 6.03% |
$98.2K - $107K
|
35.7K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
398K+ 48.62% |
$19.3M - $21M
|
1.22M
$71.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
589+ 5.52% |
$28.5K - $31K
|
11.3K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
47.1K+ 11.06% |
$2.28M - $2.48M
|
473K
$27.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
160K+ 3.87% |
$7.75M - $8.44M
|
4.3M
$254M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
121New |
$5.85K - $6.37K
|
121
$7.13K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25M+ 35.33% |
$109M - $119M
|
8.63M
$509M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-749- 2.93% |
$36.2K - $39.4K
|
24.8K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-8.01K- 19.06% |
$387K - $422K
|
34K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.94K+ 1.51% |
$239K - $260K
|
333K
$19.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-11K- 48.29% |
$534K - $581K
|
11.8K
$697K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.32K- 11.0% |
$257K - $280K
|
43.1K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.36K+ 6.09% |
$308K - $335K
|
111K
$6.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-475- 10.28% |
$23K - $25K
|
4.15K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.03K- 2.09% |
$147K - $160K
|
142K
$8.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
17.9K+ 540.72% |
$867K - $944K
|
21.2K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
30.5KNew |
$1.47M - $1.61M
|
30.5K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
18.3K+ 2.6% |
$887K - $965K
|
722K
$42.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30.3K+ 23.86% |
$1.46M - $1.59M
|
157K
$9.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-8.06K- 3.73% |
$390K - $424K
|
208K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
2KNew |
$96.7K - $105K
|
2K
$118K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.16K- 3.4% |
$104K - $114K
|
61.2K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
35.7K+ 13.79% |
$1.73M - $1.88M
|
294K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.1KNew |
$585K - $637K
|
12.1K
$713K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11.3K+ 39.5% |
$548K - $596K
|
40K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-416- 1.96% |
$20.1K - $21.9K
|
20.8K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4.14KNew |
$200K - $218K
|
4.14K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4.02KNew |
$194K - $211K
|
4.02K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
368New |
$17.8K - $19.4K
|
368
$21.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
4.76KNew |
$230K - $251K
|
4.76K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
543+ 2.85% |
$26.3K - $28.6K
|
19.6K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-46- 34.59% |
$2.23K - $2.42K
|
87
$5.13K
|
|
|
Feb 10, 2025
Q4 2024
|
Fore Capital, LLC
|
BUY
|
- |
30K+ 16.85% |
$1.45M - $1.58M
|
208K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
599New |
$29K - $31.5K
|
599
$35.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
276+ 4.06% |
$13.4K - $14.5K
|
7.07K
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
176K+ 5.73% |
$8.49M - $9.24M
|
3.24M
$191M
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.8K- 0.77% |
$232K - $253K
|
618K
$36.4M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.5K+ 393.7% |
$72.6K - $79K
|
1.88K
$111K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
28+ 0.5% |
$1.35K - $1.47K
|
5.64K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
21.2KNew |
$1.03M - $1.12M
|
21.2K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
8.95KNew |
$433K - $471K
|
8.95K
$528K
|