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 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.13KNew |
$206K - $244K
|
4.13K
$260K
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-31.8K- 15.86% |
$1.58M - $1.88M
|
169K
$10.6M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
91.7K+ 25.09% |
$4.56M - $5.4M
|
457K
$28.8M
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
49.7K+ 120.02% |
$2.47M - $2.93M
|
91K
$5.73M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
183K+ 83.16% |
$9.11M - $10.8M
|
403K
$25.4M
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.95K- 5.54% |
$147K - $174K
|
50.4K
$3.17M
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.74K+ 0.09% |
$86.6K - $103K
|
2M
$126M
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.11K+ 89.05% |
$204K - $242K
|
8.72K
$549K
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-384- 2.83% |
$19.1K - $22.6K
|
13.2K
$829K
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
30New |
$1.49K - $1.77K
|
30
$1.89K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
228K+ 17.6% |
$11.4M - $13.5M
|
1.53M
$96.1M
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-66.3K- 7.39% |
$3.3M - $3.91M
|
832K
$52.4M
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15- 0.04% |
$746 - $884
|
37.3K
$2.35M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
333K+ 6.57% |
$16.5M - $19.6M
|
5.4M
$340M
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
103+ 1.15% |
$5.12K - $6.07K
|
9.06K
$571K
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.91KNew |
$244K - $289K
|
4.91K
$309K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
332+ 7.14% |
$16.5K - $19.6K
|
4.98K
$314K
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-6.18K- 7.05% |
$308K - $365K
|
81.5K
$5.13M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
772K+ 9.42% |
$38.4M - $45.5M
|
8.96M
$564M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10.2K+ 57.83% |
$507K - $601K
|
27.8K
$1.75M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.77K- 41.8% |
$187K - $222K
|
5.24K
$330K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
445K+ 14.13% |
$22.1M - $26.2M
|
3.59M
$226M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.36K- 17.15% |
$67.8K - $80.4K
|
6.59K
$415K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.3K+ 13240.0% |
$263K - $312K
|
5.34K
$336K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-450- 2.66% |
$22.4K - $26.5K
|
16.5K
$1.04M
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.73KNew |
$185K - $220K
|
3.73K
$235K
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.82KNew |
$240K - $284K
|
4.82K
$303K
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-8.54K- 10.73% |
$425K - $504K
|
71K
$4.47M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 0.18% |
$249 - $295
|
2.83K
$178K
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.72K+ 3.12% |
$85.7K - $102K
|
57K
$3.59M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
294K+ 14.31% |
$14.6M - $17.4M
|
2.35M
$148M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-195- 1.71% |
$9.7K - $11.5K
|
11.2K
$706K
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.99K+ 2.43% |
$98.9K - $117K
|
83.7K
$5.27M
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.47K- 17.63% |
$72.9K - $86.4K
|
6.85K
$431K
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
3.77KNew |
$188K - $222K
|
3.77K
$237K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
80.1KNew |
$3.98M - $4.72M
|
80.1K
$5.04M
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-3.33K- 12.2% |
$166K - $196K
|
24K
$1.51M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
236K+ 72.6% |
$11.8M - $13.9M
|
562K
$35.4M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
36.7K+ 185.84% |
$1.83M - $2.17M
|
56.5K
$3.56M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
15.8K+ 33.18% |
$786K - $931K
|
63.4K
$3.99M
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
680+ 2.3% |
$33.8K - $40.1K
|
30.3K
$1.9M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
21.1K+ 3.0% |
$1.05M - $1.24M
|
724K
$45.6M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
79.9K+ 258.3% |
$3.97M - $4.71M
|
111K
$6.98M
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-520- 8.55% |
$25.9K - $30.7K
|
5.56K
$350K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.82K- 35.06% |
$439K - $520K
|
16.3K
$1.03M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13.7K+ 92.53% |
$682K - $809K
|
28.5K
$1.8M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.27M- 25.8% |
$113M - $134M
|
6.52M
$411M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.48K- 26.17% |
$73.4K - $87K
|
4.17K
$262K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.15K+ 17.2% |
$107K - $127K
|
14.7K
$924K
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9.73KNew |
$484K - $574K
|
9.73K
$613K
|