Latest Institutional Purchases of Ishares Gold Trust (IAU)
This list provides information on the latest institutional transactions involving Ishares Gold Trust (IAU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
238New |
$8.96K - $10K
|
238
$13.6K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
208+ 1.65% |
$7.83K - $8.74K
|
12.8K
$731K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
180+ 6.23% |
$6.78K - $7.56K
|
3.07K
$175K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
162New |
$6.1K - $6.81K
|
162
$9.23K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
150New |
$5.65K - $6.3K
|
150
$8.55K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
130New |
$4.9K - $5.46K
|
130
$7.41K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
100New |
$3.77K - $4.2K
|
100
$5.7K
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
100+ 0.84% |
$3.77K - $4.2K
|
12K
$684K
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
79+ 15.8% |
$2.98K - $3.32K
|
579
$33K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
78New |
$2.94K - $3.28K
|
78
$4.44K
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.95% |
$2.26K - $2.52K
|
6.37K
$363K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
28+ 0.89% |
$1.05K - $1.18K
|
3.18K
$181K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
17New |
$640 - $714
|
17
$968
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
271KNew |
$9.36M - $10.7M
|
271K
$15.5M
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
86KNew |
$2.97M - $3.38M
|
86K
$4.9M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
42.6KNew |
$1.47M - $1.67M
|
42.6K
$2.43M
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
42.4KNew |
$1.46M - $1.67M
|
42.4K
$2.42M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26.8KNew |
$923K - $1.05M
|
26.8K
$1.53M
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
21.6K+ 12.89% |
$743K - $848K
|
189K
$10.8M
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.4KNew |
$634K - $723K
|
18.4K
$1.05M
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
17.2KNew |
$594K - $678K
|
17.2K
$983K
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
15.5KNew |
$535K - $610K
|
15.5K
$883K
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$484K - $553K
|
14.1K
$801K
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
13.5KNew |
$465K - $531K
|
13.5K
$769K
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
11K+ 122.22% |
$379K - $433K
|
20K
$1.14M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.78K+ 16.18% |
$234K - $267K
|
48.7K
$2.77M
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
6.65KNew |
$229K - $261K
|
6.65K
$379K
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
6.64KNew |
$229K - $261K
|
6.64K
$378K
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6.27KNew |
$216K - $246K
|
6.27K
$357K
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.73KNew |
$198K - $225K
|
5.73K
$326K
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.34KNew |
$184K - $210K
|
5.34K
$304K
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.25KNew |
$181K - $206K
|
5.25K
$299K
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.19KNew |
$179K - $204K
|
5.19K
$296K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.31K+ 9.29% |
$114K - $130K
|
38.9K
$2.22M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3KNew |
$103K - $118K
|
3K
$171K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.9KNew |
$100K - $114K
|
2.9K
$165K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2KNew |
$68.9K - $78.7K
|
2K
$114K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.9KNew |
$65.6K - $74.8K
|
1.9K
$108K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.8K+ 26.09% |
$62K - $70.8K
|
8.7K
$496K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.57KNew |
$53.9K - $61.6K
|
1.57K
$89.2K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.28K+ 3282.05% |
$44.1K - $50.4K
|
1.32K
$75.1K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
810New |
$27.9K - $31.9K
|
810
$46.1K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
810+ 29.4% |
$27.9K - $31.9K
|
3.57K
$203K
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
784New |
$27K - $30.8K
|
784
$44.7K
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
599New |
$20.6K - $23.6K
|
599
$34.1K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
582New |
$20.1K - $22.9K
|
582
$33.2K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500+ 20.26% |
$17.2K - $19.7K
|
2.97K
$169K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
484New |
$16.7K - $19K
|
484
$27.6K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
394New |
$13.6K - $15.5K
|
394
$22.4K
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
207New |
$7.14K - $8.14K
|
207
$11.8K
|