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 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.63KNew |
$181K - $214K
|
3.63K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
614+ 1.48% |
$30.5K - $36.2K
|
42.1K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.35K- 57.26% |
$167K - $198K
|
2.5K
$157K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100+ 3.89% |
$4.97K - $5.9K
|
2.67K
$168K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
230+ 6.12% |
$11.4K - $13.6K
|
3.99K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
3.89KNew |
$193K - $229K
|
3.89K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.96K+ 44.26% |
$147K - $175K
|
9.65K
$607K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
19.1K+ 13.62% |
$948K - $1.12M
|
159K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.48KNew |
$173K - $205K
|
3.48K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
80New |
$3.98K - $4.72K
|
80
$5.04K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
436+ 1.37% |
$21.7K - $25.7K
|
32.3K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
3.37K+ 25.44% |
$168K - $199K
|
16.6K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.12K- 18.74% |
$55.9K - $66.2K
|
4.87K
$307K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-9.71K- 7.18% |
$483K - $572K
|
126K
$7.91M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.9K- 11.38% |
$592K - $702K
|
92.8K
$5.84M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
456New |
$22.7K - $26.9K
|
456
$28.7K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-39.4K- 9.16% |
$1.96M - $2.32M
|
391K
$24.6M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
55.4KNew |
$2.75M - $3.27M
|
55.4K
$3.49M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
126KNew |
$6.25M - $7.41M
|
126K
$7.92M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3.11K+ 15.62% |
$154K - $183K
|
23K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
159New |
$7.91K - $9.37K
|
159
$10K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
8.33K+ 16.95% |
$415K - $491K
|
57.5K
$3.62M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
213K+ 27.68% |
$10.6M - $12.5M
|
981K
$61.7M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.77K+ 0.29% |
$138K - $163K
|
967K
$60.9M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
276New |
$13.7K - $16.3K
|
276
$17.4K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-8.56K- 24.93% |
$426K - $504K
|
25.8K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.7KNew |
$134K - $159K
|
2.7K
$170K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-140- 2.54% |
$6.96K - $8.25K
|
5.36K
$338K
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
673K+ 11484.55% |
$33.5M - $39.7M
|
678K
$42.7M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.38K- 6.1% |
$168K - $199K
|
52.1K
$3.28M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.94K+ 10.25% |
$96.4K - $114K
|
20.8K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5KNew |
$249K - $295K
|
5K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 1.85% |
$9.95K - $11.8K
|
11K
$693K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.6K+ 22.58% |
$1.77M - $2.1M
|
193K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
55.6K+ 53.42% |
$2.77M - $3.28M
|
160K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.17K+ 10.51% |
$307K - $364K
|
64.9K
$4.09M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11.9K+ 12.2% |
$590K - $699K
|
109K
$6.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.4K+ 1.25% |
$119K - $142K
|
194K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-6.86K- 2.33% |
$341K - $404K
|
288K
$18.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
15.3KNew |
$762K - $903K
|
15.3K
$964K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.8K- 25.01% |
$887K - $1.05M
|
53.5K
$3.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.1K+ 25.49% |
$1.85M - $2.19M
|
183K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
75.3K+ 150.48% |
$3.75M - $4.44M
|
125K
$7.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.33K+ 17.58% |
$166K - $196K
|
22.3K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
4.44KNew |
$221K - $261K
|
4.44K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-784- 4.53% |
$39K - $46.2K
|
16.5K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
333+ 1.56% |
$16.6K - $19.6K
|
21.6K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-508- 2.39% |
$25.3K - $30K
|
20.7K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
17.6K+ 101.79% |
$874K - $1.04M
|
34.8K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-74.7K- 7.17% |
$3.71M - $4.4M
|
967K
$60.9M
|