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 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
697New |
$30.7K - $35.2K
|
697
$35K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
54+ 0.16% |
$2.38K - $2.73K
|
33.4K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-447- 45.75% |
$19.7K - $22.6K
|
530
$26.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-414- 2.23% |
$18.2K - $20.9K
|
18.2K
$912K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.52KNew |
$331K - $380K
|
7.52K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-192- 2.39% |
$8.46K - $9.7K
|
7.83K
$394K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
2.29K+ 16.67% |
$101K - $115K
|
16K
$803K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
12.4KNew |
$546K - $626K
|
12.4K
$623K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.4K+ 35.66% |
$150K - $172K
|
12.9K
$650K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.77K+ 1.22% |
$166K - $190K
|
312K
$15.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.85K+ 2.44% |
$258K - $295K
|
245K
$12.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-165- 3.23% |
$7.27K - $8.33K
|
4.94K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
20.4K+ 95.01% |
$897K - $1.03M
|
41.8K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
10K+ 10.4% |
$441K - $506K
|
106K
$5.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.11K+ 65.09% |
$225K - $258K
|
13K
$651K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.54K+ 5.51% |
$200K - $229K
|
86.9K
$4.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.31KNew |
$190K - $218K
|
4.31K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
13.7K+ 2.11% |
$602K - $690K
|
662K
$33.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-365- 2.37% |
$16.1K - $18.4K
|
15.1K
$756K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-500- 2.21% |
$22K - $25.3K
|
22.1K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-560- 11.01% |
$24.7K - $28.3K
|
4.53K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-69- 0.21% |
$3.04K - $3.48K
|
32.7K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
400+ 6.52% |
$17.6K - $20.2K
|
6.54K
$328K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
38.9K+ 3.95% |
$1.71M - $1.96M
|
1.02M
$51.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
126K+ 459.38% |
$5.56M - $6.37M
|
154K
$7.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
59+ 1.65% |
$2.6K - $2.98K
|
3.64K
$183K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-747- 3.87% |
$32.9K - $37.7K
|
18.6K
$933K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
455+ 3.24% |
$20K - $23K
|
14.5K
$729K
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-4.27K- 4.79% |
$188K - $216K
|
85K
$4.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19.6K- 3.95% |
$863K - $989K
|
476K
$23.9M
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
26.8K+ 61.02% |
$1.18M - $1.35M
|
70.7K
$3.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 2.18% |
$55.1K - $63.1K
|
58.6K
$2.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.26K+ 4.8% |
$320K - $367K
|
159K
$7.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-6- 0.08% |
$264 - $303
|
7.19K
$361K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
5.14K+ 3.35% |
$227K - $260K
|
159K
$7.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.61KNew |
$203K - $233K
|
4.61K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.4K- 1.21% |
$150K - $172K
|
278K
$14M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.68KNew |
$250K - $287K
|
5.68K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.36K+ 41.39% |
$104K - $119K
|
8.07K
$406K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.39KNew |
$193K - $222K
|
4.39K
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.4K- 4.05% |
$150K - $172K
|
80.6K
$4.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.29K+ 7.56% |
$101K - $116K
|
32.6K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-254K- 41.31% |
$11.2M - $12.8M
|
360K
$18.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.18KNew |
$184K - $211K
|
4.18K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
25.1K+ 7.26% |
$1.1M - $1.27M
|
371K
$18.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.92K+ 6.49% |
$305K - $349K
|
114K
$5.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-4.2K- 1.08% |
$185K - $212K
|
385K
$19.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.07KNew |
$179K - $205K
|
4.07K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-948- 18.61% |
$41.8K - $47.9K
|
4.15K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.22K+ 48.79% |
$274K - $314K
|
19K
$953K
|