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 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.69K+ 5.55% |
$233K - $276K
|
89.1K
$5.61M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.39K+ 2.1% |
$318K - $376K
|
310K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
84.7K+ 418.5% |
$4.21M - $4.99M
|
105K
$6.61M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 0.03% |
$398 - $472
|
29.5K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
26.8K+ 55.51% |
$1.33M - $1.58M
|
75.1K
$4.73M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.77K+ 50.68% |
$287K - $340K
|
17.2K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
6.62KNew |
$329K - $390K
|
6.62K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13.1K- 3.34% |
$654K - $775K
|
380K
$23.9M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.5KNew |
$224K - $265K
|
4.5K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-267- 79.23% |
$13.3K - $15.7K
|
70
$4.41K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
36.7K+ 297.51% |
$1.83M - $2.16M
|
49.1K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-855- 0.76% |
$42.5K - $50.4K
|
112K
$7.04M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.88K+ 69.91% |
$143K - $170K
|
7.01K
$441K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.93K+ 33.34% |
$146K - $173K
|
11.7K
$737K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.74KNew |
$335K - $398K
|
6.74K
$425K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.39K+ 18.84% |
$418K - $495K
|
53K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
115KNew |
$5.73M - $6.79M
|
115K
$7.25M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$9.95K - $11.8K
|
200
$12.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.5K+ 17.36% |
$3.41M - $4.04M
|
463K
$29.2M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.51K+ 125.17% |
$75.2K - $89.1K
|
2.72K
$171K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-597K- 4.3% |
$29.7M - $35.2M
|
13.3M
$837M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-313- 3.35% |
$15.6K - $18.5K
|
9.02K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.57K+ 134.78% |
$327K - $387K
|
11.4K
$720K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
218+ 4.81% |
$10.8K - $12.9K
|
4.75K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
7.84K+ 2.92% |
$390K - $462K
|
276K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
51.8K+ 158.57% |
$2.58M - $3.06M
|
84.5K
$5.32M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-488K- 40.1% |
$24.3M - $28.8M
|
729K
$45.9M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-657- 15.94% |
$32.7K - $38.7K
|
3.47K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14.2K+ 109.12% |
$706K - $836K
|
27.2K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
74.8K+ 14960.0% |
$3.72M - $4.41M
|
75.3K
$4.74M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
79.5K+ 316.61% |
$3.95M - $4.69M
|
105K
$6.59M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-826- 0.77% |
$41.1K - $48.7K
|
107K
$6.73M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.29K- 23.94% |
$64.1K - $75.9K
|
4.09K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
10.6K+ 10.23% |
$525K - $623K
|
114K
$7.17M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
32New |
$1.59K - $1.89K
|
32
$2.01K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
490+ 6.92% |
$24.4K - $28.9K
|
7.58K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
914K+ 1357.17% |
$45.5M - $53.9M
|
981K
$61.8M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-55- 0.06% |
$2.74K - $3.24K
|
91.3K
$5.75M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.8KNew |
$189K - $224K
|
3.8K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-31.4K- 79.54% |
$1.56M - $1.85M
|
8.07K
$508K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.21K+ 7.24% |
$60.4K - $71.6K
|
18K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-17.3K- 6.73% |
$861K - $1.02M
|
240K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
19.4KNew |
$966K - $1.15M
|
19.4K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.13KNew |
$205K - $244K
|
4.13K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.43KNew |
$171K - $202K
|
3.43K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.91K- 3.68% |
$144K - $171K
|
76K
$4.78M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.75K+ 157.05% |
$86.9K - $103K
|
2.86K
$180K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.56K+ 57.23% |
$128K - $151K
|
7.04K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-4.12K- 6.76% |
$205K - $243K
|
56.8K
$3.58M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-2.05K- 11.75% |
$102K - $121K
|
15.4K
$969K
|