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 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22K+ 61.16% |
$1.09M - $1.3M
|
57.9K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-29.7K- 8.65% |
$1.48M - $1.75M
|
314K
$19.7M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
1.03K+ 15.39% |
$51.4K - $60.9K
|
7.75K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
30.2K+ 56.34% |
$1.5M - $1.78M
|
83.8K
$5.28M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-172- 3.44% |
$8.56K - $10.1K
|
4.83K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.27K+ 21.63% |
$163K - $193K
|
18.4K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.25KNew |
$261K - $309K
|
5.25K
$330K
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-2.87K- 74.75% |
$143K - $169K
|
968
$60.9K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
56New |
$2.79K - $3.3K
|
56
$3.53K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.11K- 4.42% |
$55.3K - $65.5K
|
24K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
855+ 21.01% |
$42.5K - $50.4K
|
4.93K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.5K+ 55.91% |
$624K - $739K
|
35K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
36.3K+ 335.43% |
$1.81M - $2.14M
|
47.2K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-140- 0.28% |
$6.96K - $8.25K
|
50.1K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
506+ 5.44% |
$25.2K - $29.8K
|
9.81K
$618K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
38.1K+ 118.88% |
$1.9M - $2.25M
|
70.2K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
188+ 5.16% |
$9.35K - $11.1K
|
3.83K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
67.4K+ 56.81% |
$3.35M - $3.98M
|
186K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
91.1K+ 135.31% |
$4.53M - $5.37M
|
158K
$9.97M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
985+ 5.69% |
$49K - $58.1K
|
18.3K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-288- 2.56% |
$14.3K - $17K
|
11K
$690K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.12K- 9.24% |
$55.6K - $65.9K
|
11K
$691K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
839New |
$41.7K - $49.5K
|
839
$52.8K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
54.5K+ 115.36% |
$2.71M - $3.21M
|
102K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.34K+ 24.58% |
$166K - $197K
|
16.9K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
31.6KNew |
$1.57M - $1.86M
|
31.6K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
20.1K+ 6.03% |
$999K - $1.18M
|
353K
$22.2M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-11.1K- 4.48% |
$551K - $654K
|
237K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-42.8K- 85.44% |
$2.13M - $2.53M
|
7.3K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.05K- 0.7% |
$251K - $298K
|
720K
$45.3M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
25+ 0.99% |
$1.24K - $1.47K
|
2.56K
$161K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.3K- 4.72% |
$562K - $666K
|
228K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-157- 0.21% |
$7.81K - $9.26K
|
73.7K
$4.64M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
492+ 0.71% |
$24.5K - $29K
|
69.6K
$4.38M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.26K- 19.1% |
$212K - $251K
|
18K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
55.3KNew |
$2.75M - $3.26M
|
55.3K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-554- 1.63% |
$27.6K - $32.7K
|
33.4K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
130+ 104.84% |
$6.47K - $7.66K
|
254
$16K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
79.6K+ 282.71% |
$3.96M - $4.69M
|
108K
$6.79M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.72KNew |
$185K - $219K
|
3.72K
$234K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-62.6K- 1.74% |
$3.12M - $3.69M
|
3.55M
$223M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-15.2K- 3.89% |
$755K - $895K
|
375K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.96K- 4.4% |
$147K - $174K
|
64.3K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
114+ 0.1% |
$5.67K - $6.72K
|
112K
$7.07M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
380New |
$18.9K - $22.4K
|
380
$23.9K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
88.4K+ 87.62% |
$4.4M - $5.21M
|
189K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
380New |
$18.9K - $22.4K
|
380
$23.9K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81.6K+ 8.37% |
$4.06M - $4.81M
|
1.06M
$66.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
612K+ 18.89% |
$30.4M - $36.1M
|
3.85M
$242M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
28K+ 73.28% |
$1.39M - $1.65M
|
66.2K
$4.17M
|