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 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-46- 0.49% |
$2.29K - $2.71K
|
9.42K
$593K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
36.5K+ 7.72% |
$1.82M - $2.15M
|
510K
$32.1M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
32.1K+ 186.19% |
$1.6M - $1.89M
|
49.3K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
30.7K+ 27.42% |
$1.53M - $1.81M
|
143K
$9M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
34.9K+ 125.19% |
$1.74M - $2.06M
|
62.8K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
9.47K+ 1.85% |
$471K - $559K
|
521K
$32.8M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
15.1K+ 45.67% |
$752K - $891K
|
48.2K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
108+ 0.37% |
$5.37K - $6.37K
|
29.2K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-100- 1.72% |
$4.97K - $5.9K
|
5.73K
$360K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
515+ 0.76% |
$25.6K - $30.4K
|
68.7K
$4.32M
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
13.2K+ 7.93% |
$654K - $776K
|
179K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.38K+ 14.79% |
$317K - $376K
|
49.5K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
663New |
$33K - $39.1K
|
663
$41.7K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-190- 0.31% |
$9.45K - $11.2K
|
60.8K
$3.83M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.16K+ 3.8% |
$157K - $187K
|
86.5K
$5.45M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-43.7K- 8.18% |
$2.18M - $2.58M
|
491K
$30.9M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
19.4K+ 16.53% |
$965K - $1.14M
|
137K
$8.61M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
202+ 0.66% |
$10K - $11.9K
|
30.7K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-69.3K- 5.03% |
$3.45M - $4.08M
|
1.31M
$82.4M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.28K+ 4.25% |
$113K - $134K
|
55.8K
$3.52M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.22KNew |
$60.5K - $71.7K
|
1.22K
$76.6K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
26K+ 125.39% |
$1.29M - $1.53M
|
46.7K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-6.18K- 36.65% |
$307K - $364K
|
10.7K
$672K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
173+ 1.55% |
$8.61K - $10.2K
|
11.3K
$714K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.57K- 9.32% |
$77.8K - $92.3K
|
15.2K
$959K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.66K+ 44.76% |
$182K - $216K
|
11.8K
$746K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.53K- 42.53% |
$126K - $149K
|
3.42K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-11.2K- 3.16% |
$556K - $659K
|
342K
$21.6M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
110New |
$5.47K - $6.49K
|
110
$6.93K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2+ 200.0% |
$99.5 - $118
|
3
$189
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.65KNew |
$182K - $215K
|
3.65K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.24KNew |
$211K - $250K
|
4.24K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
15.4K+ 103.19% |
$768K - $911K
|
30.4K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.78K+ 10.64% |
$88.4K - $105K
|
18.5K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
37.4K+ 63.97% |
$1.86M - $2.2M
|
95.9K
$6.03M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-606- 0.68% |
$30.1K - $35.7K
|
88.3K
$5.56M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-202- 0.06% |
$10K - $11.9K
|
360K
$22.6M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
17.3K+ 148.95% |
$859K - $1.02M
|
28.9K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-2.66K- 3.03% |
$132K - $157K
|
85.1K
$5.36M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
44.9K+ 240.08% |
$2.23M - $2.65M
|
63.6K
$4.01M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-272- 0.4% |
$13.5K - $16K
|
67.3K
$4.24M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 14.6% |
$130K - $154K
|
20.5K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.76KNew |
$187K - $222K
|
3.76K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
452K+ 59.95% |
$22.5M - $26.6M
|
1.21M
$75.9M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-146- 0.6% |
$7.26K - $8.61K
|
24.4K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
826+ 0.23% |
$41.1K - $48.7K
|
361K
$22.7M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
33.9KNew |
$1.69M - $2M
|
33.9K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.42K+ 5.62% |
$70.4K - $83.5K
|
26.6K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
55.8KNew |
$2.77M - $3.29M
|
55.8K
$3.51M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
74.5K+ 90.39% |
$3.71M - $4.39M
|
157K
$9.88M
|