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 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
4.99K+ 18.54% |
$248K - $294K
|
31.9K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22.8K+ 437.67% |
$1.14M - $1.35M
|
28.1K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.7K+ 74.7% |
$581K - $689K
|
27.3K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-107- 0.16% |
$5.32K - $6.31K
|
66.3K
$4.17M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
160K+ 74.2% |
$7.96M - $9.43M
|
376K
$23.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
77+ 0.25% |
$3.83K - $4.54K
|
31.3K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.4K+ 14.54% |
$219K - $259K
|
34.6K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
429+ 10.15% |
$21.3K - $25.3K
|
4.66K
$293K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.43K+ 4.42% |
$70.9K - $84.1K
|
33.7K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-98.3K- 24.08% |
$4.89M - $5.79M
|
310K
$19.5M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
103K+ 455.45% |
$5.14M - $6.1M
|
126K
$7.94M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
6.98KNew |
$347K - $412K
|
6.98K
$439K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
540+ 11.42% |
$26.9K - $31.8K
|
5.27K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.66K+ 94.22% |
$282K - $334K
|
11.7K
$735K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.21K+ 78.5% |
$59.9K - $71K
|
2.74K
$173K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.4K+ 3.98% |
$119K - $141K
|
62.6K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
12.6K+ 97.62% |
$625K - $741K
|
25.4K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
27.6K+ 118.04% |
$1.37M - $1.63M
|
51K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$177K - $210K
|
3.57K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.16K- 28.51% |
$107K - $127K
|
5.4K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.72K+ 83.68% |
$185K - $219K
|
8.17K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-264- 1.35% |
$13.1K - $15.6K
|
19.4K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24K+ 17.22% |
$1.2M - $1.42M
|
164K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-100- 2.12% |
$4.97K - $5.9K
|
4.63K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
20.9KNew |
$1.04M - $1.23M
|
20.9K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.17K- 1.87% |
$207K - $246K
|
219K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34+ 0.48% |
$1.69K - $2K
|
7.07K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.14K+ 12.66% |
$156K - $185K
|
27.9K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 0.1% |
$249 - $295
|
5.02K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.81K+ 5.46% |
$140K - $166K
|
54.2K
$3.41M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.8K+ 12.47% |
$139K - $165K
|
25.2K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.8K+ 84.78% |
$585K - $693K
|
25.6K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
557+ 2.07% |
$27.7K - $32.8K
|
27.5K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6- 0.11% |
$298 - $354
|
5.21K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
16.1K+ 183.65% |
$802K - $950K
|
24.9K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
955+ 10.63% |
$47.5K - $56.3K
|
9.94K
$626K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.62K+ 4.25% |
$80.7K - $95.7K
|
39.8K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
66.3K+ 17.94% |
$3.3M - $3.91M
|
436K
$27.5M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.11K+ 6.33% |
$155K - $183K
|
52.3K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-55- 0.08% |
$2.74K - $3.24K
|
69.3K
$4.36M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
94.2K+ 1051.53% |
$4.69M - $5.56M
|
103K
$6.5M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.53K+ 3.38% |
$275K - $326K
|
169K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-66.1K- 40.34% |
$3.29M - $3.9M
|
97.8K
$6.16M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
122K+ 16.92% |
$6.08M - $7.21M
|
844K
$53.2M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
13.2K+ 10880.99% |
$655K - $776K
|
13.3K
$837K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
163K+ 436.6% |
$8.13M - $9.64M
|
201K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-173K- 7.03% |
$8.62M - $10.2M
|
2.29M
$144M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-113- 0.86% |
$5.62K - $6.66K
|
13K
$818K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-7.05K- 9.27% |
$351K - $416K
|
69K
$4.35M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.46K+ 21.61% |
$122K - $145K
|
13.9K
$872K
|