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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.21K+ 16.6% |
$68K - $78.5K
|
8.52K
$536K
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
522K+ 8.62% |
$29.3M - $33.8M
|
6.57M
$414M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
240+ 12.62% |
$13.5K - $15.5K
|
2.14K
$135K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
693K+ 14.44% |
$38.9M - $44.9M
|
5.49M
$346M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-106K- 49.57% |
$5.97M - $6.89M
|
108K
$6.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.17K- 4.81% |
$65.5K - $75.6K
|
23.1K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
320+ 0.14% |
$18K - $20.7K
|
228K
$14.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.61K- 1.22% |
$147K - $169K
|
211K
$13.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-2.56K- 10.56% |
$144K - $166K
|
21.7K
$1.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 26.29% |
$576K - $665K
|
28.8K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
240+ 18.84% |
$13.5K - $15.5K
|
1.51K
$95.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
378+ 0.74% |
$21.2K - $24.5K
|
51.3K
$3.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-222- 5.99% |
$12.5K - $14.4K
|
3.49K
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-280K- 19.33% |
$15.7M - $18.1M
|
1.17M
$73.5M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-156- 5.81% |
$8.75K - $10.1K
|
2.53K
$159K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-501- 9.94% |
$28.1K - $32.4K
|
4.54K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 2.38% |
$5.61K - $6.47K
|
4.1K
$258K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.01K- 11.07% |
$56.7K - $65.4K
|
8.11K
$511K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.2K- 3.11% |
$67.3K - $77.6K
|
37.4K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.65K+ 2.44% |
$205K - $236K
|
153K
$9.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
451+ 1.56% |
$25.3K - $29.2K
|
29.3K
$1.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.21% |
$561 - $647
|
4.81K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-2.95K- 7.35% |
$165K - $191K
|
37.2K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
86+ 1.38% |
$4.82K - $5.57K
|
6.31K
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
55+ 0.57% |
$3.09K - $3.56K
|
9.7K
$611K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
465+ 1.46% |
$26.1K - $30.1K
|
32.4K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
245+ 48.51% |
$13.7K - $15.9K
|
750
$47.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-364- 6.79% |
$20.4K - $23.6K
|
4.99K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300+ 6.98% |
$16.8K - $19.4K
|
4.6K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-76- 1.91% |
$4.26K - $4.92K
|
3.9K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.47K+ 35.27% |
$82.6K - $95.4K
|
5.65K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.62K+ 222.73% |
$428K - $494K
|
11K
$696K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-441- 3.14% |
$24.7K - $28.6K
|
13.6K
$855K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
16.6KNew |
$929K - $1.07M
|
16.6K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3K- 2.84% |
$168K - $194K
|
103K
$6.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-259- 16.11% |
$14.5K - $16.8K
|
1.35K
$84.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.09KNew |
$229K - $265K
|
4.09K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.55K- 2.94% |
$424K - $489K
|
250K
$15.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-6.06K- 15.61% |
$340K - $392K
|
32.8K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.62K+ 4.4% |
$484K - $558K
|
205K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-131K- 10.9% |
$7.32M - $8.45M
|
1.07M
$67.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-817- 33.77% |
$45.8K - $52.9K
|
1.6K
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
550+ 873.02% |
$30.9K - $35.6K
|
613
$38.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.1KNew |
$960K - $1.11M
|
17.1K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-600- 7.59% |
$33.7K - $38.8K
|
7.31K
$460K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-752- 7.6% |
$42.2K - $48.7K
|
9.15K
$576K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.16K+ 11.92% |
$64.9K - $74.8K
|
10.9K
$683K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-27.1K- 19.42% |
$1.52M - $1.75M
|
112K
$7.07M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
93+ 0.27% |
$5.22K - $6.02K
|
34.1K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.78K- 10.13% |
$156K - $180K
|
24.6K
$1.55M
|