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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-277- 0.72% |
$13.8K - $16.3K
|
38.2K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-728- 2.03% |
$36.2K - $42.9K
|
35.1K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
77.5K+ 194.69% |
$3.85M - $4.57M
|
117K
$7.38M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-8.63K- 12.77% |
$429K - $509K
|
59K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-60.7K- 30.91% |
$3.02M - $3.58M
|
136K
$8.54M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-18.3K- 55.27% |
$909K - $1.08M
|
14.8K
$931K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
428+ 1.42% |
$21.3K - $25.2K
|
30.5K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-87.3K- 6.52% |
$4.34M - $5.15M
|
1.25M
$78.8M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-10- 0.01% |
$497 - $590
|
80.2K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-73.4K- 33.87% |
$3.65M - $4.33M
|
143K
$9.03M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-106K- 15.57% |
$5.28M - $6.26M
|
575K
$36.2M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.7KNew |
$532K - $630K
|
10.7K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.65K+ 9.23% |
$82.1K - $97.3K
|
19.5K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111K+ 16.21% |
$5.5M - $6.52M
|
792K
$49.9M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-87- 1.38% |
$4.33K - $5.13K
|
6.23K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
35.4K+ 16.06% |
$1.76M - $2.09M
|
256K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.57KNew |
$277K - $328K
|
5.57K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.8K+ 7.25% |
$189K - $224K
|
56.1K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30.4K+ 2.52% |
$1.51M - $1.79M
|
1.24M
$78M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
973+ 22.78% |
$48.4K - $57.4K
|
5.24K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25.5K+ 3.71% |
$1.27M - $1.5M
|
713K
$44.9M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-1.93K- 0.46% |
$95.7K - $113K
|
417K
$26.3M
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
275+ 4.25% |
$13.7K - $16.2K
|
6.74K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.43K+ 62.01% |
$419K - $497K
|
22K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
115+ 1.5% |
$5.72K - $6.78K
|
7.78K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3K+ 15.77% |
$149K - $177K
|
22K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.53K- 2.28% |
$424K - $503K
|
365K
$23M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
56.9K+ 94.36% |
$2.83M - $3.36M
|
117K
$7.38M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
616+ 0.85% |
$30.6K - $36.3K
|
72.7K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 2.89% |
$89.8K - $106K
|
64.2K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
4.18KNew |
$208K - $246K
|
4.18K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
2.19K+ 1.42% |
$109K - $129K
|
157K
$9.86M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
336K+ 2.74% |
$16.7M - $19.8M
|
12.6M
$795M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-250- 2.44% |
$12.4K - $14.7K
|
10K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-360- 4.52% |
$17.9K - $21.2K
|
7.6K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
57.9K+ 550.52% |
$2.88M - $3.41M
|
68.4K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.72K+ 85.62% |
$235K - $278K
|
10.2K
$644K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
243+ 0.26% |
$12.1K - $14.3K
|
94.3K
$5.94M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.3K+ 5.69% |
$313K - $371K
|
117K
$7.37M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.4K+ 3.52% |
$518K - $613K
|
306K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.7KNew |
$383K - $454K
|
7.7K
$485K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.28K+ 6.35% |
$213K - $253K
|
71.8K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
62.3K+ 11.78% |
$3.1M - $3.67M
|
591K
$37.2M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.8K+ 9.0% |
$637K - $755K
|
155K
$9.77M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
84+ 0.41% |
$4.18K - $4.95K
|
20.8K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
28New |
$1.39K - $1.65K
|
28
$1.76K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.85K+ 57.92% |
$341K - $404K
|
18.7K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
713+ 26.67% |
$35.5K - $42K
|
3.39K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
14.6K+ 176.63% |
$725K - $860K
|
22.8K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
287+ 2.36% |
$14.3K - $16.9K
|
12.5K
$785K
|