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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
5.51KNew |
$266K - $290K
|
5.51K
$305K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
14.4KNew |
$695K - $756K
|
14.4K
$794K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
640New |
$31K - $33.7K
|
640
$35.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
7.75KNew |
$375K - $408K
|
7.75K
$429K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
28.9KNew |
$1.4M - $1.52M
|
28.9K
$1.6M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
26.5KNew |
$1.28M - $1.39M
|
26.5K
$1.46M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-4.31K- 2.1% |
$208K - $227K
|
201K
$11.1M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.51KNew |
$73K - $79.4K
|
1.51K
$83.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
42.3KNew |
$2.05M - $2.23M
|
42.3K
$2.34M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
67.1K+ 125.23% |
$3.25M - $3.53M
|
121K
$6.68M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
62+ 46.97% |
$3K - $3.26K
|
194
$10.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.71KNew |
$373K - $406K
|
7.71K
$426K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
60.1KNew |
$2.91M - $3.16M
|
60.1K
$3.32M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1New |
$48.4 - $52.7
|
1
$55.3
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 33.33% |
$72.6K - $79K
|
6K
$332K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.1K+ 21.48% |
$392K - $426K
|
45.8K
$2.53M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-182K- 52.59% |
$8.79M - $9.57M
|
164K
$9.06M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.6KNew |
$271K - $295K
|
5.6K
$310K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
114New |
$5.51K - $6K
|
114
$6.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-731- 1.09% |
$35.4K - $38.5K
|
66.4K
$3.67M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.44KNew |
$215K - $234K
|
4.44K
$245K
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-179- 2.75% |
$8.66K - $9.42K
|
6.33K
$350K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10.5K+ 40.38% |
$508K - $553K
|
36.5K
$2.02M
|
|
|
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
$1.6M
|
|
|
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
$513K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
80New |
$3.87K - $4.21K
|
80
$4.42K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
53K+ 962.82% |
$2.56M - $2.79M
|
58.5K
$3.23M
|
|
|
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
$843K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8.99KNew |
$435K - $473K
|
8.99K
$497K
|
|
|
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
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
59.9KNew |
$2.9M - $3.15M
|
59.9K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
101KNew |
$4.88M - $5.31M
|
101K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
127KNew |
$6.14M - $6.68M
|
127K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.44K- 7.59% |
$263K - $286K
|
66.2K
$3.66M
|
|
|
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
$36M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-879- 7.31% |
$42.5K - $46.3K
|
11.1K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 23.53% |
$687K - $748K
|
46.2K
$2.55M
|
|
|
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
$71.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 10.42% |
$54.4K - $59.2K
|
9.67K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.15K- 6.24% |
$55.5K - $60.4K
|
17.2K
$953K
|