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 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 2.16% |
$64.3K - $73.7K
|
69.1K
$3.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.78K- 1.97% |
$211K - $241K
|
238K
$12M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-983- 0.12% |
$43.3K - $49.6K
|
797K
$40.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
635+ 127.0% |
$28K - $32.1K
|
1.14K
$57K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
10.1KNew |
$446K - $511K
|
10.1K
$509K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
95.1K+ 739.21% |
$4.19M - $4.8M
|
108K
$5.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-187- 4.53% |
$8.24K - $9.44K
|
3.94K
$198K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.55KNew |
$201K - $230K
|
4.55K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
5.26K+ 3.17% |
$232K - $266K
|
171K
$8.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-262- 1.99% |
$11.5K - $13.2K
|
12.9K
$649K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 9.61% |
$65.4K - $74.9K
|
16.9K
$851K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-205- 8.6% |
$9.03K - $10.4K
|
2.18K
$109K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$187K - $215K
|
4.25K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.22K+ 6.87% |
$53.7K - $61.6K
|
19K
$953K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.43KNew |
$195K - $224K
|
4.43K
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
BUY
|
- |
527KNew |
$23.2M - $26.6M
|
527K
$26.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-315- 1.66% |
$13.9K - $15.9K
|
18.7K
$940K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-13K- 48.51% |
$573K - $657K
|
13.8K
$694K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.28KNew |
$145K - $166K
|
3.28K
$165K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-13.7K- 44.8% |
$605K - $693K
|
16.9K
$850K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
110+ 0.51% |
$4.85K - $5.56K
|
21.7K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
91+ 1.51% |
$4.01K - $4.6K
|
6.11K
$307K
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-22.8K- 5.04% |
$1M - $1.15M
|
429K
$21.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
729+ 0.84% |
$32.1K - $36.8K
|
87.1K
$4.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.03KNew |
$177K - $203K
|
4.03K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-2.72K- 9.8% |
$120K - $137K
|
25K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.07K- 7.24% |
$47.1K - $54K
|
13.7K
$688K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.14KNew |
$315K - $361K
|
7.14K
$359K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.51K- 0.47% |
$66.6K - $76.3K
|
323K
$16.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.68KNew |
$206K - $237K
|
4.68K
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
990+ 8.91% |
$43.6K - $50K
|
12.1K
$608K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-66.5K- 43.97% |
$2.93M - $3.36M
|
84.7K
$4.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.18KNew |
$228K - $262K
|
5.18K
$260K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1.82KNew |
$80K - $91.7K
|
1.82K
$91.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.63K+ 14.06% |
$116K - $133K
|
21.3K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.48K+ 2.01% |
$109K - $125K
|
126K
$6.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.29K+ 2.38% |
$145K - $166K
|
141K
$7.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-555- 0.92% |
$24.5K - $28K
|
59.6K
$2.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.38K+ 2.89% |
$105K - $120K
|
84.8K
$4.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.2K- 23.57% |
$624K - $715K
|
45.9K
$2.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
59+ 0.06% |
$2.6K - $2.98K
|
96K
$4.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-4.82K- 3.33% |
$212K - $243K
|
140K
$7.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.84K+ 5.7% |
$257K - $295K
|
108K
$5.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-66- 2.44% |
$2.91K - $3.33K
|
2.64K
$133K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-118- 4.57% |
$5.2K - $5.96K
|
2.47K
$124K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
745+ 2.92% |
$32.8K - $37.6K
|
26.3K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.05K+ 0.64% |
$46.4K - $53.1K
|
166K
$8.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-141- 0.06% |
$6.21K - $7.12K
|
253K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-417- 1.22% |
$18.4K - $21.1K
|
33.6K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
105+ 5.79% |
$4.63K - $5.3K
|
1.92K
$96.5K
|