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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8- 0.11% |
$398 - $472
|
7.13K
$420K
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
3.41KNew |
$170K - $201K
|
3.41K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-73- 3.08% |
$3.63K - $4.3K
|
2.3K
$136K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
23.9K+ 177.12% |
$1.19M - $1.41M
|
37.4K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-1.14K- 0.73% |
$56.6K - $67K
|
155K
$9.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
5.02K+ 19.2% |
$249K - $296K
|
31.1K
$1.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 0.25% |
$99.5 - $118
|
806
$47.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.58K+ 64.59% |
$228K - $270K
|
11.7K
$688K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
794+ 19.14% |
$39.5K - $46.8K
|
4.94K
$291K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.31K- 0.16% |
$65.3K - $77.4K
|
796K
$46.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
65.3KNew |
$3.25M - $3.85M
|
65.3K
$3.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$249 - $295
|
4.82K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
5.73K+ 39.44% |
$285K - $338K
|
20.2K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
33.1K+ 109.82% |
$1.65M - $1.95M
|
63.3K
$3.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
13+ 0.31% |
$647 - $766
|
4.15K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-581- 45.39% |
$28.9K - $34.3K
|
699
$41.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
7.68KNew |
$382K - $453K
|
7.68K
$453K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.2K+ 1.09% |
$110K - $130K
|
205K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
17.8KNew |
$883K - $1.05M
|
17.8K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.5K+ 73.7% |
$972K - $1.15M
|
46K
$2.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-25.4K- 6.25% |
$1.27M - $1.5M
|
381K
$22.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.98K+ 3.15% |
$198K - $235K
|
131K
$7.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.58K- 6.11% |
$327K - $388K
|
101K
$5.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
395+ 4.01% |
$19.6K - $23.3K
|
10.3K
$604K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21K+ 116.41% |
$1.05M - $1.24M
|
39.1K
$2.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
8.06K+ 42.47% |
$401K - $475K
|
27K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.64KNew |
$231K - $273K
|
4.64K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.3K- 29.49% |
$114K - $136K
|
5.5K
$324K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
64.2KNew |
$3.19M - $3.79M
|
64.2K
$3.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.41K- 18.6% |
$70K - $83K
|
6.16K
$363K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.37K+ 106116.67% |
$317K - $375K
|
6.37K
$376K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.46K- 4.22% |
$122K - $145K
|
55.7K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.88KNew |
$193K - $229K
|
3.88K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
34.6K+ 5.48% |
$1.72M - $2.04M
|
666K
$39.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
426+ 7.97% |
$21.2K - $25.1K
|
5.77K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
375+ 0.41% |
$18.7K - $22.1K
|
91.8K
$5.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
601+ 0.59% |
$29.9K - $35.4K
|
103K
$6.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40.7KNew |
$2.03M - $2.4M
|
40.7K
$2.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.53KNew |
$175K - $208K
|
3.53K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
180K+ 349.18% |
$8.95M - $10.6M
|
231K
$13.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21K+ 229.71% |
$1.04M - $1.24M
|
30.1K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-87.4K- 8.44% |
$4.35M - $5.15M
|
948K
$55.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
20.5K+ 39.76% |
$1.02M - $1.21M
|
72.1K
$4.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
8.3K+ 26.13% |
$413K - $489K
|
40K
$2.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.94KNew |
$196K - $232K
|
3.94K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-14.1K- 13.34% |
$701K - $831K
|
91.6K
$5.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-2.75K- 35.28% |
$137K - $162K
|
5.05K
$298K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.46KNew |
$421K - $499K
|
8.46K
$499K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.61K+ 7.31% |
$80K - $94.8K
|
23.6K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.25K- 6.75% |
$62.2K - $73.7K
|
17.3K
$1.02M
|