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 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
92+ 6.31% |
$2.84K - $3.18K
|
1.55K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
40New |
$1.24K - $1.38K
|
40
$3.08K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.05K - $1.18K
|
34
$2.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26+ 5.15% |
$803 - $900
|
531
$40.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5New |
$154 - $173
|
5
$385
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
300KNew |
$9.25M - $10.3M
|
300K
$23.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
76.2KNew |
$2.35M - $2.61M
|
76.2K
$5.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
65.6KNew |
$2.02M - $2.25M
|
65.6K
$5.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
17.9K+ 2.63% |
$552K - $614K
|
698K
$53.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
11.5KNew |
$354K - $394K
|
11.5K
$885K
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.01K+ 3.41% |
$278K - $309K
|
273K
$21M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
8.04KNew |
$248K - $276K
|
8.04K
$619K
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
7.21KNew |
$222K - $247K
|
7.21K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
7.16KNew |
$221K - $245K
|
7.16K
$551K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.11KNew |
$219K - $244K
|
7.11K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
3.82KNew |
$118K - $131K
|
3.82K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.43K+ 865.91% |
$106K - $118K
|
3.83K
$294K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.79K+ 91.99% |
$86K - $95.7K
|
5.82K
$448K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 2.53% |
$44.4K - $49.4K
|
58.4K
$4.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.02KNew |
$31.3K - $34.9K
|
1.02K
$78.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
943New |
$29.1K - $32.3K
|
943
$72.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
882+ 89.54% |
$27.2K - $30.3K
|
1.87K
$144K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
235+ 470.0% |
$7.24K - $8.06K
|
285
$21.9K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
146New |
$4.5K - $5.01K
|
146
$11.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
144New |
$4.44K - $4.94K
|
144
$11.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$3.14K - $3.5K
|
102
$7.85K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12New |
$370 - $412
|
12
$924
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7+ 7.29% |
$216 - $240
|
103
$7.93K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$154 - $172
|
10.9K
$843K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2+ 0.03% |
$61.6 - $68.6
|
6.41K
$493K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
495KNew |
$17M - $18.6M
|
495K
$38.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
270KNew |
$9.28M - $10.2M
|
270K
$20.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
58.3KNew |
$2M - $2.19M
|
58.3K
$4.49M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
47.4K+ 84.29% |
$1.62M - $1.78M
|
104K
$7.97M
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
41K+ 25.31% |
$1.41M - $1.54M
|
203K
$15.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Tikvah Management LLC
Charlotte, NC |
BUY
|
- |
32K+ 63.64% |
$1.1M - $1.2M
|
82.2K
$6.33M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$858K - $940K
|
25K
$1.92M
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
25K+ 17.32% |
$857K - $940K
|
169K
$13M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.4KNew |
$356K - $390K
|
10.4K
$798K
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$345K - $378K
|
10.1K
$774K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
6.69KNew |
$229K - $252K
|
6.69K
$515K
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.68K+ 48.33% |
$195K - $214K
|
17.4K
$1.34M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.25KNew |
$180K - $198K
|
5.25K
$404K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.5K+ 152.07% |
$85.8K - $94.1K
|
4.14K
$319K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.33KNew |
$79.8K - $87.5K
|
2.33K
$179K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
600New |
$20.6K - $22.6K
|
600
$46.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
575New |
$19.7K - $21.6K
|
575
$44.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
457New |
$15.7K - $17.2K
|
457
$35.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
400New |
$13.7K - $15K
|
400
$30.8K
|
|