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 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-147- 0.41% |
$6.48K - $7.42K
|
35.8K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.78KNew |
$387K - $443K
|
8.78K
$441K
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.81K- 1.93% |
$124K - $142K
|
143K
$7.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
249+ 1.71% |
$11K - $12.6K
|
14.8K
$744K
|
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-17- 0.01% |
$749 - $859
|
216K
$10.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-817- 2.95% |
$36K - $41.3K
|
26.9K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
7.23K+ 30.98% |
$319K - $365K
|
30.6K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7.54K- 3.13% |
$332K - $381K
|
234K
$11.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 0.59% |
$60.4K - $69.2K
|
234K
$11.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
178+ 1.08% |
$7.84K - $8.99K
|
16.6K
$834K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-6.22K- 6.67% |
$274K - $314K
|
87K
$4.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.01K+ 56.08% |
$221K - $253K
|
13.9K
$700K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.72K+ 43.5% |
$208K - $238K
|
15.6K
$782K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.88K- 3.44% |
$215K - $246K
|
137K
$6.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.7K+ 19.09% |
$74.8K - $85.7K
|
10.6K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-244- 6.7% |
$10.8K - $12.3K
|
3.4K
$171K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.13K+ 28.3% |
$93.7K - $107K
|
9.64K
$485K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-4.92K- 5.54% |
$217K - $248K
|
83.8K
$4.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
629+ 11.53% |
$27.7K - $31.8K
|
6.08K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-78.2K- 12.59% |
$3.45M - $3.95M
|
543K
$27.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 1.1% |
$1.1K - $1.26K
|
2.3K
$115K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.46K- 2.0% |
$64.5K - $73.9K
|
71.9K
$3.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.59K+ 11.59% |
$70.1K - $80.4K
|
15.3K
$770K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-70K- 29.68% |
$3.09M - $3.54M
|
166K
$8.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-22.7K- 18.91% |
$1M - $1.15M
|
97.5K
$4.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.34K+ 3.29% |
$191K - $219K
|
136K
$6.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9.54K+ 17.4% |
$420K - $482K
|
64.4K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.49K+ 2.83% |
$110K - $126K
|
90.2K
$4.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-12.1K- 2.47% |
$535K - $614K
|
481K
$24.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-838- 0.78% |
$36.9K - $42.3K
|
106K
$5.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-134- 2.43% |
$5.9K - $6.77K
|
5.37K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.02% |
$264 - $303
|
39.5K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
40+ 0.02% |
$1.76K - $2.02K
|
244K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
79.9K+ 713.59% |
$3.52M - $4.04M
|
91.1K
$4.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-240- 11.36% |
$10.6K - $12.1K
|
1.87K
$94.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
39.3K+ 63.29% |
$1.73M - $1.98M
|
101K
$5.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-304- 2.77% |
$13.4K - $15.4K
|
10.7K
$536K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
6.35K+ 28.98% |
$280K - $321K
|
28.2K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-27.6K- 10.91% |
$1.21M - $1.39M
|
225K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-509- 8.0% |
$22.4K - $25.7K
|
5.85K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.85K- 1.83% |
$258K - $295K
|
314K
$15.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.78K- 2.6% |
$78.5K - $90K
|
66.7K
$3.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.5K- 0.38% |
$66.1K - $75.8K
|
398K
$20M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
10.9KNew |
$479K - $549K
|
10.9K
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-526- 2.77% |
$23.2K - $26.6K
|
18.4K
$927K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.56KNew |
$201K - $230K
|
4.56K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
59+ 1.07% |
$2.6K - $2.98K
|
5.56K
$280K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.79K+ 11.26% |
$78.9K - $90.4K
|
17.7K
$889K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-163- 1.84% |
$7.18K - $8.23K
|
8.69K
$437K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-16.2K- 1.98% |
$713K - $817K
|
801K
$40.3M
|