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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
65.6KNew |
$2.02M - $2.25M
|
65.6K
$3.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
17.9K+ 2.63% |
$552K - $614K
|
698K
$36.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
11.5KNew |
$354K - $394K
|
11.5K
$608K
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.01K+ 3.41% |
$278K - $309K
|
273K
$14.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
8.04KNew |
$248K - $276K
|
8.04K
$425K
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
7.21KNew |
$222K - $247K
|
7.21K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
7.16KNew |
$221K - $245K
|
7.16K
$378K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.11KNew |
$219K - $244K
|
7.11K
$376K
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
4.95KNew |
$153K - $170K
|
4.95K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
3.82KNew |
$118K - $131K
|
3.82K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.43K+ 865.91% |
$106K - $118K
|
3.83K
$202K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.79K+ 91.99% |
$86K - $95.7K
|
5.82K
$308K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 2.53% |
$44.4K - $49.4K
|
58.4K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.02KNew |
$31.3K - $34.9K
|
1.02K
$53.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
943New |
$29.1K - $32.3K
|
943
$49.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
882+ 89.54% |
$27.2K - $30.3K
|
1.87K
$98.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
235+ 470.0% |
$7.24K - $8.06K
|
285
$15.1K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
146New |
$4.5K - $5.01K
|
146
$7.72K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
144New |
$4.44K - $4.94K
|
144
$7.61K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$3.14K - $3.5K
|
102
$5.39K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
91New |
$2.8K - $3.12K
|
91
$4.81K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80New |
$2.47K - $2.74K
|
80
$4.23K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12New |
$370 - $412
|
12
$634
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7+ 7.29% |
$216 - $240
|
103
$5.45K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$154 - $172
|
10.9K
$579K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2+ 0.03% |
$61.6 - $68.6
|
6.41K
$339K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
495KNew |
$17M - $18.6M
|
495K
$26.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
270KNew |
$9.28M - $10.2M
|
270K
$14.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
184KNew |
$6.33M - $6.94M
|
184K
$9.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
58.3KNew |
$2M - $2.19M
|
58.3K
$3.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
47.4K+ 84.29% |
$1.62M - $1.78M
|
104K
$5.47M
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
41K+ 25.31% |
$1.41M - $1.54M
|
203K
$10.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
33.7KNew |
$1.16M - $1.27M
|
33.7K
$1.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Tikvah Management LLC
Charlotte, NC |
BUY
|
- |
32K+ 63.64% |
$1.1M - $1.2M
|
82.2K
$4.35M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$858K - $940K
|
25K
$1.32M
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
25K+ 17.32% |
$857K - $940K
|
169K
$8.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
21.4KNew |
$733K - $803K
|
21.4K
$1.13M
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13.1KNew |
$449K - $492K
|
13.1K
$691K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.4KNew |
$356K - $390K
|
10.4K
$548K
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$345K - $378K
|
10.1K
$532K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
6.69KNew |
$229K - $252K
|
6.69K
$354K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.9KNew |
$202K - $222K
|
5.9K
$312K
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.68K+ 48.33% |
$195K - $214K
|
17.4K
$921K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.25KNew |
$180K - $198K
|
5.25K
$278K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.97KNew |
$171K - $187K
|
4.97K
$263K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.93K+ 2.18% |
$135K - $148K
|
184K
$9.71M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.5K+ 152.07% |
$85.8K - $94.1K
|
4.14K
$219K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.33KNew |
$79.8K - $87.5K
|
2.33K
$123K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.18KNew |
$40.4K - $44.3K
|
1.18K
$62.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
600New |
$20.6K - $22.6K
|
600
$31.7K
|
|