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 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-76- 1.57% |
$3.35K - $3.84K
|
4.76K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-2.85K- 2.23% |
$125K - $144K
|
125K
$6.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
220+ 2.91% |
$9.69K - $11.1K
|
7.77K
$391K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-69- 1.12% |
$3.04K - $3.48K
|
6.08K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.29K- 9.02% |
$101K - $116K
|
23.1K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.4K+ 9.21% |
$460K - $527K
|
124K
$6.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.59KNew |
$70.1K - $80.3K
|
1.59K
$79.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.06K- 3.36% |
$399K - $458K
|
261K
$13.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.69KNew |
$339K - $388K
|
7.69K
$386K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
2.02KNew |
$88.9K - $102K
|
2.02K
$101K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
13.7K+ 2.07% |
$603K - $691K
|
675K
$33.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-40.4K- 16.75% |
$1.78M - $2.04M
|
201K
$10.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.29K+ 0.43% |
$57K - $65.3K
|
299K
$15M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
963+ 17.37% |
$42.4K - $48.6K
|
6.51K
$327K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-180- 0.74% |
$7.93K - $9.09K
|
24.1K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
132K+ 29.59% |
$5.8M - $6.64M
|
576K
$29M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
128+ 1.72% |
$5.64K - $6.46K
|
7.58K
$381K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.45K- 25.81% |
$63.7K - $73K
|
4.16K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.78K- 35.89% |
$431K - $494K
|
17.5K
$878K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-5.86K- 5.23% |
$258K - $296K
|
106K
$5.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.53KNew |
$199K - $229K
|
4.53K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-13- 0.14% |
$573 - $657
|
9.5K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-67- 8.42% |
$2.95K - $3.38K
|
729
$36.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-684- 0.69% |
$30.1K - $34.5K
|
99.1K
$4.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-466- 1.54% |
$20.5K - $23.5K
|
29.8K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.31K- 5.6% |
$102K - $117K
|
38.9K
$1.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7K- 41.55% |
$308K - $353K
|
9.85K
$495K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
100+ 0.39% |
$4.41K - $5.05K
|
26K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-3- -0.0% |
$132 - $152
|
106K
$5.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.08K+ 865.1% |
$356K - $408K
|
9.01K
$453K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-689- 5.01% |
$30.4K - $34.8K
|
13.1K
$656K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.2K+ 15.19% |
$627K - $719K
|
108K
$5.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.03K+ 0.89% |
$177K - $203K
|
458K
$23M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-225- 0.28% |
$9.91K - $11.4K
|
78.9K
$3.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
175New |
$7.71K - $8.84K
|
175
$8.79K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
55+ 0.25% |
$2.42K - $2.78K
|
21.9K
$1.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.73K+ 1.98% |
$164K - $188K
|
192K
$9.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-30.6K- 6.22% |
$1.35M - $1.54M
|
461K
$23.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-339- 4.22% |
$14.9K - $17.1K
|
7.69K
$386K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.39% |
$1.76K - $2.02K
|
10.2K
$510K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-290- 1.75% |
$12.8K - $14.6K
|
16.3K
$820K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.37K+ 7.4% |
$192K - $221K
|
63.4K
$3.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
46.2K+ 39.2% |
$2.04M - $2.33M
|
164K
$8.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
887+ 158.68% |
$39.1K - $44.8K
|
1.45K
$72.7K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.54KNew |
$200K - $229K
|
4.54K
$228K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
326New |
$14.4K - $16.5K
|
326
$16.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-529- 0.55% |
$23.3K - $26.7K
|
95.2K
$4.78M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.08KNew |
$180K - $206K
|
4.08K
$205K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.46K+ 16.53% |
$64.3K - $73.7K
|
10.3K
$517K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
1.4K+ 17.84% |
$61.7K - $70.7K
|
9.25K
$465K
|