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 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 0.99% |
$352 - $404
|
802
$40.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-204- 66.02% |
$8.99K - $10.3K
|
105
$5.28K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.3K+ 5.27% |
$456K - $523K
|
207K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
6.5K+ 1.64% |
$287K - $328K
|
404K
$20.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
1.8K+ 1.23% |
$79.3K - $90.8K
|
149K
$7.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-216- 2.81% |
$9.52K - $10.9K
|
7.47K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-5.79K- 0.42% |
$255K - $292K
|
1.38M
$69.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.54K+ 6.78% |
$156K - $179K
|
55.8K
$2.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
8.32KNew |
$366K - $420K
|
8.32K
$418K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
195+ 3.01% |
$8.59K - $9.85K
|
6.67K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1.11K- 4.36% |
$48.9K - $56.1K
|
24.4K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
177K+ 70.11% |
$7.79M - $8.93M
|
429K
$21.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.94K+ 4.67% |
$85.3K - $97.8K
|
43.4K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-266- 0.29% |
$11.7K - $13.4K
|
91.1K
$4.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4.75K- 5.42% |
$209K - $240K
|
82.9K
$4.16M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.01K- 26.32% |
$88.5K - $101K
|
5.63K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
279+ 1.66% |
$12.3K - $14.1K
|
17.1K
$857K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-581- 6.4% |
$25.6K - $29.3K
|
8.5K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76+ 0.21% |
$3.35K - $3.84K
|
36.2K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
402+ 2.56% |
$17.7K - $20.3K
|
16.1K
$809K
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-5.34K- 1.69% |
$235K - $270K
|
311K
$15.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.39K- 43.13% |
$193K - $222K
|
5.79K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
270+ 5.04% |
$11.9K - $13.6K
|
5.63K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-249- 2.1% |
$11K - $12.6K
|
11.6K
$584K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6- 0.04% |
$264 - $303
|
13.4K
$675K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
948+ 1.01% |
$41.8K - $47.9K
|
94.7K
$4.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-13.1K- 8.92% |
$577K - $662K
|
134K
$6.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-331- 0.87% |
$14.6K - $16.7K
|
37.7K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-417- 1.93% |
$18.4K - $21.1K
|
21.2K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.02KNew |
$221K - $253K
|
5.02K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 26.01% |
$45.8K - $52.5K
|
5.03K
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.87K+ 2.11% |
$82.3K - $94.3K
|
90.4K
$4.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
150+ 0.84% |
$6.61K - $7.58K
|
18.1K
$909K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26.5K+ 182.32% |
$1.17M - $1.34M
|
41K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Navi Inc.
|
BUY
|
- |
234K+ 4.22% |
$10.3M - $11.8M
|
5.78M
$291M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.62K+ 1.78% |
$248K - $284K
|
322K
$16.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.96KNew |
$86.5K - $99.1K
|
1.96K
$98.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 71.43% |
$22K - $25.3K
|
1.2K
$60.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.4K- 24.14% |
$61.7K - $70.7K
|
4.4K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
546+ 25.96% |
$24.1K - $27.6K
|
2.65K
$133K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
92.5K+ 14.73% |
$4.07M - $4.67M
|
720K
$36.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-712- 0.34% |
$31.4K - $36K
|
210K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-13.2K- 3.52% |
$579K - $664K
|
360K
$18.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$482K - $552K
|
10.9K
$550K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.59KNew |
$70.1K - $80.4K
|
1.59K
$80K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-135- 2.67% |
$5.95K - $6.82K
|
4.92K
$247K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.1K- 2.42% |
$225K - $258K
|
206K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-597- 2.48% |
$26.3K - $30.1K
|
23.5K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10.4K+ 29.65% |
$456K - $523K
|
45.3K
$2.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.91K+ 4.37% |
$128K - $147K
|
69.7K
$3.5M
|