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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.3K- 2.67% |
$808K - $926K
|
669K
$33.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5K+ 2.43% |
$220K - $253K
|
210K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
320+ 3.01% |
$14.1K - $16.2K
|
11K
$551K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.03K- 0.71% |
$89.4K - $102K
|
283K
$14.2M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-10.1K- 21.02% |
$443K - $508K
|
37.8K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
600+ 1.06% |
$26.4K - $30.3K
|
57.2K
$2.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.17K+ 4.7% |
$95.7K - $110K
|
48.4K
$2.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
728+ 6.71% |
$32.1K - $36.8K
|
11.6K
$581K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
652+ 6.63% |
$28.7K - $32.9K
|
10.5K
$527K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-895- 3.46% |
$39.4K - $45.2K
|
25K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
319+ 1.16% |
$14.1K - $16.1K
|
27.8K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-41- 2.68% |
$1.81K - $2.07K
|
1.49K
$74.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-14.3K- 3.07% |
$629K - $721K
|
451K
$22.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.17K+ 27.91% |
$140K - $160K
|
14.5K
$730K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.27K+ 4.75% |
$100K - $115K
|
50.1K
$2.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 6.64% |
$73.9K - $84.7K
|
27K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-34K- 52.31% |
$1.5M - $1.72M
|
31K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
743+ 23.14% |
$32.7K - $37.5K
|
3.95K
$199K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.83K- 0.63% |
$389K - $446K
|
1.4M
$70.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-496- 1.83% |
$21.9K - $25K
|
26.7K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
64+ 0.78% |
$2.82K - $3.23K
|
8.23K
$414K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.08K+ 7.86% |
$224K - $257K
|
69.7K
$3.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
67.3K+ 165.01% |
$2.96M - $3.4M
|
108K
$5.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.47K+ 51.52% |
$197K - $226K
|
13.2K
$661K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.54K+ 3.8% |
$112K - $128K
|
69.3K
$3.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.14K- 3.38% |
$94.3K - $108K
|
61.2K
$3.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.17K+ 19.11% |
$360K - $413K
|
50.9K
$2.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.08K- 8.78% |
$47.5K - $54.4K
|
11.2K
$562K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-99.1K- 62.1% |
$4.37M - $5.01M
|
60.5K
$3.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-72- 0.95% |
$3.17K - $3.64K
|
7.51K
$377K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-816- 3.7% |
$36K - $41.2K
|
21.2K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
34.7K+ 11.25% |
$1.53M - $1.75M
|
343K
$17.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-144- 0.09% |
$6.34K - $7.27K
|
161K
$8.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.34K- 10.31% |
$59.1K - $67.8K
|
11.7K
$587K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 13.2% |
$1.45K - $1.67K
|
217
$10.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 63.99% |
$66.4K - $76.1K
|
3.86K
$194K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
814+ 7.55% |
$35.9K - $41.1K
|
11.6K
$583K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
16.5K+ 1.36% |
$726K - $832K
|
1.22M
$61.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.88K+ 14.63% |
$82.6K - $94.7K
|
14.7K
$738K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
7.23KNew |
$319K - $365K
|
7.23K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.59KNew |
$246K - $282K
|
5.59K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
24.4K+ 6.09% |
$1.08M - $1.23M
|
426K
$21.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.86K+ 22.03% |
$170K - $195K
|
21.4K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
119+ 1.14% |
$5.24K - $6.01K
|
10.6K
$531K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.14KNew |
$182K - $209K
|
4.14K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-181- 0.61% |
$7.97K - $9.14K
|
29.6K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
942+ 1.49% |
$41.5K - $47.6K
|
64.1K
$3.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-206- 19.13% |
$9.08K - $10.4K
|
871
$43.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-25- 0.17% |
$1.1K - $1.26K
|
14.5K
$728K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 1.17% |
$59.6K - $68.3K
|
114K
$5.72M
|