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 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
112+ 533.33% |
$4.93K - $5.66K
|
133
$6.57K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-406- 0.52% |
$17.9K - $20.5K
|
78.2K
$3.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
921+ 0.73% |
$40.6K - $46.5K
|
127K
$6.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.73K+ 2.31% |
$209K - $239K
|
209K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
46+ 0.22% |
$2.03K - $2.32K
|
21.2K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.19K+ 19.15% |
$317K - $363K
|
44.7K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.31K- 26.05% |
$146K - $167K
|
9.4K
$464K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-383- 27.69% |
$16.9K - $19.3K
|
1K
$49.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
432+ 0.12% |
$19K - $21.8K
|
368K
$18.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6.42K+ 100.0% |
$283K - $324K
|
12.8K
$634K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.26K+ 7.29% |
$99.4K - $114K
|
33.2K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.98K- 45.28% |
$351K - $403K
|
9.64K
$476K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.5K+ 42.82% |
$505K - $579K
|
38.3K
$1.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.23K- 0.69% |
$98.3K - $113K
|
320K
$15.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.23KNew |
$186K - $214K
|
4.23K
$209K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.47K- 3.4% |
$109K - $125K
|
70.2K
$3.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.52K+ 8.39% |
$199K - $228K
|
58.4K
$2.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-8.56K- 27.24% |
$377K - $432K
|
22.9K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
111K+ 0.75% |
$4.9M - $5.62M
|
14.9M
$737M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-283- 5.48% |
$12.5K - $14.3K
|
4.88K
$241K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.4K- 30.03% |
$106K - $121K
|
5.59K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.5K+ 99.98% |
$198K - $227K
|
9.01K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
159K+ 18.03% |
$7M - $8.02M
|
1.04M
$51.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.05K+ 0.92% |
$46.4K - $53.1K
|
115K
$5.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
148+ 2.46% |
$6.52K - $7.47K
|
6.17K
$305K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.7K- 1.81% |
$74.9K - $85.9K
|
92.1K
$4.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-45- 0.05% |
$1.98K - $2.27K
|
94.3K
$4.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.63K+ 8.34% |
$71.9K - $82.4K
|
21.2K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.79K+ 24.52% |
$167K - $192K
|
19.3K
$952K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-432- 50.47% |
$19K - $21.8K
|
424
$20.9K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.47K- 2.78% |
$64.7K - $74.2K
|
51.3K
$2.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.1KNew |
$181K - $207K
|
4.1K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.97K+ 40.82% |
$131K - $150K
|
10.3K
$507K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
4.2KNew |
$185K - $212K
|
4.2K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.23K- 3.33% |
$98.3K - $113K
|
64.8K
$3.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.97K+ 56.77% |
$395K - $453K
|
24.8K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-388- 0.43% |
$17.1K - $19.6K
|
89.7K
$4.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.81K- 1.18% |
$256K - $294K
|
488K
$24.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.92K- 31.77% |
$129K - $147K
|
6.27K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
532+ 5.9% |
$23.4K - $26.9K
|
9.55K
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.32KNew |
$146K - $167K
|
3.32K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-17.4K- 10.89% |
$765K - $877K
|
142K
$7.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-11- 0.02% |
$485 - $556
|
49.7K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
520+ 8.94% |
$22.9K - $26.3K
|
6.33K
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.05K+ 7.01% |
$135K - $154K
|
46.6K
$2.3M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.43K- 3.78% |
$195K - $224K
|
113K
$5.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.67K+ 21.14% |
$162K - $185K
|
21K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.54K- 1.84% |
$67.9K - $77.8K
|
82.2K
$4.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-5.86K- 4.3% |
$258K - $296K
|
131K
$6.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.18K- 29.86% |
$184K - $211K
|
9.82K
$485K
|