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 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200- 26.67% |
$9.95K - $11.8K
|
550
$34.6K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$24.9K - $29.5K
|
500
$31.5K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.15K+ 19.52% |
$107K - $127K
|
13.2K
$831K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
16K+ 37.42% |
$796K - $944K
|
58.8K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
88+ 1.57% |
$4.38K - $5.19K
|
5.7K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
369+ 2.99% |
$18.4K - $21.8K
|
12.7K
$800K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-447- 6.0% |
$22.2K - $26.4K
|
7.01K
$441K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
10.8KNew |
$537K - $636K
|
10.8K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-905- 1.68% |
$45K - $53.4K
|
53K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
162K+ 105.08% |
$8.07M - $9.57M
|
317K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.71KNew |
$185K - $219K
|
3.71K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
614K+ 59.38% |
$30.5M - $36.2M
|
1.65M
$104M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.76K+ 7.51% |
$187K - $222K
|
53.8K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
750+ 4.56% |
$37.3K - $44.2K
|
17.2K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-311- 0.67% |
$15.5K - $18.3K
|
46.1K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
31.2K+ 18.18% |
$1.55M - $1.84M
|
203K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
34.8K+ 26.69% |
$1.73M - $2.05M
|
165K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
174K+ 137.85% |
$8.67M - $10.3M
|
301K
$18.9M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
190+ 0.1% |
$9.45K - $11.2K
|
198K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
16.1KNew |
$800K - $948K
|
16.1K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
33.6K+ 151.71% |
$1.67M - $1.98M
|
55.8K
$3.51M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
101K+ 19.14% |
$5.01M - $5.94M
|
627K
$39.5M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-119K- 33.95% |
$5.92M - $7.02M
|
232K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-26.7K- 6.27% |
$1.33M - $1.57M
|
399K
$25.1M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
9.99K+ 1651.24% |
$497K - $589K
|
10.6K
$667K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.94K+ 4.21% |
$96.4K - $114K
|
48K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
720+ 5.57% |
$35.8K - $42.5K
|
13.6K
$859K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.6K+ 19.64% |
$827K - $980K
|
101K
$6.38M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
59.6K+ 36.38% |
$2.96M - $3.51M
|
223K
$14.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
13.4K+ 74.19% |
$668K - $792K
|
31.5K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
6.34K+ 2.14% |
$315K - $374K
|
302K
$19M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-737- 4.01% |
$36.7K - $43.5K
|
17.6K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.63KNew |
$181K - $214K
|
3.63K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
5.92KNew |
$295K - $349K
|
5.92K
$373K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.5K- 6.21% |
$74.8K - $88.7K
|
22.7K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
10.9KNew |
$542K - $643K
|
10.9K
$687K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
113+ 1.25% |
$5.62K - $6.66K
|
9.14K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.6K+ 7.67% |
$578K - $685K
|
163K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-599- 6.26% |
$29.8K - $35.3K
|
8.97K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
16.3K+ 141.81% |
$810K - $961K
|
27.8K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.52K+ 21.04% |
$75.8K - $89.9K
|
8.77K
$552K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
283+ 7.89% |
$14.1K - $16.7K
|
3.87K
$244K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.35K+ 70.32% |
$365K - $433K
|
17.8K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1.45K+ 2.66% |
$72K - $85.4K
|
56K
$3.52M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.7K+ 47.71% |
$733K - $869K
|
45.6K
$2.87M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.92K+ 0.81% |
$95.3K - $113K
|
238K
$15M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-406- 9.38% |
$20.2K - $23.9K
|
3.92K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
28.3K+ 5.58% |
$1.41M - $1.67M
|
536K
$33.7M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
500+ 4.94% |
$24.9K - $29.5K
|
10.6K
$669K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.92KNew |
$195K - $231K
|
3.92K
$246K
|