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 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-3.7K- 1.91% |
$163K - $187K
|
189K
$9.52M
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-500- 2.51% |
$22K - $25.3K
|
19.4K
$977K
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
1.08KNew |
$47.4K - $54.3K
|
1.08K
$54K
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.64K- 16.46% |
$72.2K - $82.8K
|
8.32K
$418K
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 0.66% |
$48.9K - $56.1K
|
168K
$8.45M
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-48- 0.04% |
$2.11K - $2.42K
|
127K
$6.39M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
338+ 1.2% |
$14.9K - $17.1K
|
28.6K
$1.44M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
182+ 0.14% |
$8.02K - $9.19K
|
128K
$6.46M
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-376- 3.25% |
$16.6K - $19K
|
11.2K
$562K
|
|
Q2 2024 | |||||||
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-427- 1.6% |
$18.1K - $19.6K
|
26.3K
$1.32M
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-672- 2.09% |
$28.5K - $30.8K
|
31.5K
$1.58M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
133+ 27.71% |
$5.65K - $6.1K
|
613
$30.8K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
124K+ 116.88% |
$5.28M - $5.71M
|
231K
$11.6M
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
46+ 0.06% |
$1.95K - $2.11K
|
75.2K
$3.78M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-90.7K- 87.02% |
$3.85M - $4.16M
|
13.5K
$680K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
5.44MNew |
$231M - $250M
|
5.44M
$274M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-22- 0.77% |
$934 - $1.01K
|
2.85K
$143K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
182+ 0.52% |
$7.73K - $8.35K
|
35.3K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
13.4K+ 59.47% |
$569K - $615K
|
35.9K
$1.81M
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.73KNew |
$201K - $217K
|
4.73K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-31.1K- 49.98% |
$1.32M - $1.43M
|
31.2K
$1.57M
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
47.2KNew |
$2M - $2.17M
|
47.2K
$2.37M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
252New |
$10.7K - $11.6K
|
252
$12.7K
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-8- 0.14% |
$340 - $367
|
5.53K
$278K
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
9New |
$382 - $413
|
9
$452
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-5.19K- 5.22% |
$220K - $238K
|
94.4K
$4.74M
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-6.25K- 24.08% |
$265K - $287K
|
19.7K
$990K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-150- 12.57% |
$6.37K - $6.88K
|
1.04K
$52.4K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.5KNew |
$1.42M - $1.54M
|
33.5K
$1.68M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
26.2KNew |
$1.11M - $1.2M
|
26.2K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.44KNew |
$104K - $112K
|
2.44K
$123K
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-14.2K- 23.22% |
$603K - $652K
|
47K
$2.36M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-26.4K- 70.34% |
$1.12M - $1.21M
|
11.2K
$560K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
54.8KNew |
$2.33M - $2.51M
|
54.8K
$2.75M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-778- 13.54% |
$33K - $35.7K
|
4.97K
$250K
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.53K+ 15.24% |
$64.8K - $70K
|
11.5K
$580K
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.72K- 17.93% |
$158K - $171K
|
17K
$855K
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-2.41K- 4.94% |
$102K - $111K
|
46.3K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.8K+ 7.41% |
$458K - $495K
|
156K
$7.86M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-43- 5.35% |
$1.83K - $1.97K
|
761
$38.2K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
1KNew |
$42.5K - $45.9K
|
1K
$50.3K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.46KNew |
$274K - $296K
|
6.46K
$324K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.67K+ 52.18% |
$113K - $122K
|
7.78K
$391K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
459+ 2.87% |
$19.5K - $21.1K
|
16.5K
$827K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
421K+ 12.08% |
$17.9M - $19.3M
|
3.91M
$197M
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
4.66KNew |
$198K - $214K
|
4.66K
$234K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.05K- 30.59% |
$130K - $140K
|
6.93K
$348K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.7K- 14.34% |
$327K - $353K
|
46K
$2.31M
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-300- 5.08% |
$12.7K - $13.8K
|
5.6K
$282K
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-11.5K- 25.13% |
$489K - $528K
|
34.3K
$1.72M
|