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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
2New |
$96.7 - $105
|
2
$111
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
29KNew |
$1.4M - $1.53M
|
29K
$1.61M
|
|
|
Feb 20, 2025
Q4 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
3.19K+ 8.35% |
$154K - $168K
|
41.4K
$2.29M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
50.4KNew |
$2.44M - $2.65M
|
50.4K
$2.79M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
9.29KNew |
$449K - $489K
|
9.29K
$514K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
80New |
$3.87K - $4.21K
|
80
$4.43K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
53K+ 962.82% |
$2.56M - $2.79M
|
58.5K
$3.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.07K+ 31.19% |
$245K - $267K
|
21.3K
$1.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50.5K- 16.67% |
$2.44M - $2.66M
|
252K
$14M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
36.3KNew |
$1.76M - $1.91M
|
36.3K
$2.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.6K- 52.12% |
$803K - $874K
|
15.2K
$845K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8.99KNew |
$435K - $473K
|
8.99K
$498K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
68.9KNew |
$3.33M - $3.63M
|
68.9K
$3.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-884- 3.17% |
$42.8K - $46.5K
|
27K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
59.9KNew |
$2.9M - $3.15M
|
59.9K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
101KNew |
$4.88M - $5.31M
|
101K
$5.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
127KNew |
$6.14M - $6.68M
|
127K
$7.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.44K- 7.59% |
$263K - $286K
|
66.2K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.3K+ 7.23% |
$2.34M - $2.55M
|
717K
$39.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.51K- 1.14% |
$363K - $395K
|
651K
$36.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-879- 7.31% |
$42.5K - $46.3K
|
11.1K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 23.53% |
$687K - $748K
|
46.2K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-12.2K- 5.24% |
$590K - $642K
|
221K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
6.47K+ 22.71% |
$313K - $340K
|
34.9K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
56.5K+ 4.55% |
$2.73M - $2.97M
|
1.3M
$71.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 10.42% |
$54.4K - $59.2K
|
9.67K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.15K- 6.24% |
$55.5K - $60.4K
|
17.2K
$955K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.15K+ 53.61% |
$249K - $271K
|
14.8K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.5K+ 34.12% |
$121K - $132K
|
9.83K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
63.8K+ 73.05% |
$3.08M - $3.36M
|
151K
$8.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.23K+ 513.86% |
$108K - $117K
|
2.66K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-249- 0.97% |
$12K - $13.1K
|
25.5K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.01M- 3.15% |
$48.7M - $53M
|
31M
$1.72B
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
6.08K+ 3.71% |
$294K - $320K
|
170K
$9.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.27KNew |
$207K - $225K
|
4.27K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-152- 3.45% |
$7.35K - $8K
|
4.26K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-31.8K- 65.98% |
$1.54M - $1.68M
|
16.4K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
519KNew |
$25.1M - $27.3M
|
519K
$28.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
906+ 1.51% |
$43.8K - $47.7K
|
61K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
100+ 2.31% |
$4.84K - $5.27K
|
4.44K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.7K+ 7.18% |
$614K - $668K
|
189K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.84K+ 1.31% |
$427K - $465K
|
682K
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
734+ 6.33% |
$35.5K - $38.6K
|
12.3K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.45K+ 19.22% |
$69.9K - $76.1K
|
8.96K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-815- 2.77% |
$39.4K - $42.9K
|
28.6K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.41K+ 5.76% |
$213K - $232K
|
81K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.24K+ 16.86% |
$157K - $170K
|
22.4K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-41.7K- 90.8% |
$2.02M - $2.2M
|
4.23K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
443+ 0.36% |
$21.4K - $23.3K
|
125K
$6.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38.6K+ 102.01% |
$1.87M - $2.03M
|
76.4K
$4.23M
|