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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.16KNew |
$104K - $113K
|
2.16K
$166K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.03K+ 6.03% |
$98.2K - $107K
|
35.7K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 10.82% |
$87.1K - $94.8K
|
18.4K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.6KNew |
$77.3K - $84.2K
|
1.6K
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.5KNew |
$72.6K - $79K
|
1.5K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.5K+ 30.95% |
$72.6K - $79K
|
6.35K
$489K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.36KNew |
$65.9K - $71.7K
|
1.36K
$105K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.32K+ 6.21% |
$64K - $69.7K
|
22.6K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.12KNew |
$54.2K - $59K
|
1.12K
$86.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
1K+ 9.17% |
$48.4K - $52.7K
|
11.9K
$916K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
941New |
$45.5K - $49.5K
|
941
$72.4K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
600+ 8.3% |
$29K - $31.6K
|
7.83K
$603K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
599New |
$29K - $31.5K
|
599
$46.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
560New |
$27.1K - $29.5K
|
560
$43.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
538+ 10.76% |
$26K - $28.3K
|
5.54K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
518+ 0.41% |
$25.1K - $27.3K
|
128K
$9.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
463New |
$22.4K - $24.4K
|
463
$35.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
305+ 6.69% |
$14.8K - $16.1K
|
4.87K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
263+ 106.91% |
$12.7K - $13.8K
|
509
$39.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
263New |
$12.7K - $13.8K
|
263
$20.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
255New |
$12.3K - $13.4K
|
255
$19.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
243New |
$11.8K - $12.8K
|
243
$18.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$9.67K - $10.5K
|
200
$15.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
177+ 2.03% |
$8.56K - $9.32K
|
8.9K
$685K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
149+ 5.96% |
$7.21K - $7.84K
|
2.65K
$204K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
106New |
$5.13K - $5.58K
|
106
$8.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
100+ 0.17% |
$4.84K - $5.27K
|
57.3K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
85+ 0.07% |
$4.11K - $4.48K
|
114K
$8.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
60+ 0.63% |
$2.9K - $3.16K
|
9.64K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
57New |
$2.76K - $3K
|
57
$4.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
55New |
$2.66K - $2.9K
|
55
$4.23K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
53New |
$2.56K - $2.79K
|
53
$4.08K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
38New |
$1.84K - $2K
|
38
$2.93K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
24+ 0.18% |
$1.16K - $1.26K
|
13.7K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.08% |
$967 - $1.05K
|
23.7K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18+ 0.31% |
$871 - $948
|
5.82K
$448K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
2New |
$96.7 - $105
|
2
$154
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
450K+ 11.58% |
$19.8M - $22.7M
|
4.34M
$334M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
259KNew |
$11.4M - $13.1M
|
259K
$19.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.7K+ 4.51% |
$2.15M - $2.46M
|
1.13M
$86.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
43.3K+ 542.89% |
$1.91M - $2.19M
|
51.3K
$3.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
32K+ 7.04% |
$1.41M - $1.62M
|
487K
$37.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
23.6K+ 84.29% |
$1.04M - $1.19M
|
51.6K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$823K - $943K
|
18.7K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.4KNew |
$768K - $880K
|
17.4K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
14K+ 32.1% |
$617K - $707K
|
57.6K
$4.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
10.8K+ 87.6% |
$475K - $545K
|
23.1K
$1.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.68KNew |
$250K - $287K
|
5.68K
$437K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.53KNew |
$199K - $229K
|
4.53K
$348K
|
|