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 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-23K- 26.2% |
$1.14M - $1.36M
|
64.8K
$4.08M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-576- 3.51% |
$28.7K - $34K
|
15.8K
$998K
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
313+ 0.4% |
$15.6K - $18.5K
|
77.7K
$4.89M
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
70K+ 127.52% |
$3.48M - $4.13M
|
125K
$7.87M
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.44KNew |
$171K - $203K
|
3.44K
$216K
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4.1K+ 3.88% |
$204K - $241K
|
110K
$6.9M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
186K+ 798.3% |
$9.27M - $11M
|
210K
$13.2M
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-94.8K- 12.11% |
$4.71M - $5.59M
|
687K
$43.3M
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
14.6KNew |
$726K - $861K
|
14.6K
$920K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
56.7K+ 9.46% |
$2.82M - $3.34M
|
656K
$41.3M
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
18.6K+ 61.32% |
$927K - $1.1M
|
49K
$3.09M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.11K- 17.97% |
$55K - $65.2K
|
5.05K
$318K
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-63.4K- 56.78% |
$3.15M - $3.74M
|
48.2K
$3.04M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.55M+ 29.57% |
$127M - $150M
|
11.2M
$704M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-937- 8.12% |
$46.6K - $55.2K
|
10.6K
$667K
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.23KNew |
$260K - $308K
|
5.23K
$329K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
150+ 3.55% |
$7.46K - $8.84K
|
4.38K
$275K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.35K+ 120.95% |
$316K - $374K
|
11.6K
$730K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.54K- 7.63% |
$176K - $208K
|
42.8K
$2.7M
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-30- 32.97% |
$1.49K - $1.77K
|
61
$3.84K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-70- 0.94% |
$3.48K - $4.13K
|
7.38K
$465K
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-715- 14.66% |
$35.6K - $42.2K
|
4.16K
$262K
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
195+ 0.5% |
$9.7K - $11.5K
|
39K
$2.46M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
209+ 1.86% |
$10.4K - $12.3K
|
11.4K
$720K
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-4.35K- 12.81% |
$216K - $256K
|
29.6K
$1.86M
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.05K+ 0.42% |
$52K - $61.6K
|
253K
$15.9M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-185- 2.6% |
$9.2K - $10.9K
|
6.93K
$437K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-53.7K- 75.81% |
$2.67M - $3.16M
|
17.1K
$1.08M
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-342- 0.13% |
$17K - $20.2K
|
269K
$16.9M
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-46.4K- 23.61% |
$2.31M - $2.74M
|
150K
$9.45M
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-16.3K- 46.64% |
$811K - $961K
|
18.6K
$1.17M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.25KNew |
$62.1K - $73.6K
|
1.25K
$78.6K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.05KNew |
$251K - $298K
|
5.05K
$318K
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-14.2K- 12.38% |
$705K - $836K
|
100K
$6.32M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
29.6K+ 8.67% |
$1.47M - $1.75M
|
372K
$23.4M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.48K- 32.11% |
$272K - $323K
|
11.6K
$729K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.45K- 4.42% |
$221K - $262K
|
96.2K
$6.06M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-57.2K- 21.76% |
$2.85M - $3.37M
|
206K
$13M
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
8.1K+ 1.99% |
$403K - $478K
|
415K
$26.1M
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
177K+ 139.23% |
$8.79M - $10.4M
|
304K
$19.1M
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.86KNew |
$192K - $227K
|
3.86K
$243K
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.84KNew |
$191K - $226K
|
3.84K
$242K
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-27.3K- 6.92% |
$1.36M - $1.61M
|
368K
$23.2M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
50.1K+ 2.24% |
$2.49M - $2.96M
|
2.29M
$144M
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-325- 5.8% |
$16.2K - $19.2K
|
5.28K
$332K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.23K- 1.26% |
$61.4K - $72.8K
|
96.5K
$6.08M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
552+ 1.77% |
$27.5K - $32.5K
|
31.8K
$2M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.98K+ 25.12% |
$248K - $294K
|
24.8K
$1.56M
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-70- 1.04% |
$3.48K - $4.13K
|
6.68K
$420K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-48.3K- 37.21% |
$2.4M - $2.85M
|
81.5K
$5.13M
|