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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
168+ 96.0% |
$7.13K - $7.71K
|
343
$17.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$632K - $683K
|
14.9K
$741K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-36.3K- 23.9% |
$1.54M - $1.66M
|
116K
$5.75M
|
|
|
Aug 12, 2024
Q2 2024
|
R.P. Boggs & Co.
|
SELL
|
- |
-112- 1.18% |
$4.76K - $5.14K
|
9.36K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.17K- 45.39% |
$92.2K - $99.7K
|
2.61K
$130K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-169- 6.07% |
$7.18K - $7.76K
|
2.62K
$130K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
10.7KNew |
$452K - $489K
|
10.7K
$530K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
4.6KNew |
$195K - $211K
|
4.6K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
25.9K+ 12.07% |
$1.1M - $1.19M
|
240K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-83- 23.99% |
$3.52K - $3.81K
|
263
$13.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
4.67KNew |
$198K - $214K
|
4.67K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.88K- 16.4% |
$79.8K - $86.3K
|
9.58K
$477K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-153- 1.56% |
$6.5K - $7.02K
|
9.68K
$482K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-27- 0.13% |
$1.15K - $1.24K
|
21.4K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
18KNew |
$764K - $826K
|
18K
$896K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-30- 33.71% |
$1.27K - $1.38K
|
59
$2.94K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.74K- 81.05% |
$413K - $447K
|
2.28K
$113K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-652- 23.12% |
$27.7K - $29.9K
|
2.17K
$108K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
280K+ 101.13% |
$11.9M - $12.8M
|
557K
$27.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.45K- 15.74% |
$61.6K - $66.5K
|
7.76K
$386K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-228- 4.44% |
$9.68K - $10.5K
|
4.91K
$244K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
23.1KNew |
$982K - $1.06M
|
23.1K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Fore Capital, LLC
|
BUY
|
- |
20K+ 12.66% |
$849K - $918K
|
178K
$8.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.72KNew |
$73.2K - $79.1K
|
1.72K
$85.8K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.46K+ 17.65% |
$190K - $205K
|
29.8K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
118+ 2.11% |
$5.01K - $5.42K
|
5.71K
$284K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.49K- 2.11% |
$63.4K - $68.6K
|
69.2K
$3.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.17K+ 49.22% |
$389K - $421K
|
27.8K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-16- 0.14% |
$679 - $734
|
11.2K
$559K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
969New |
$41.1K - $44.5K
|
969
$48.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4Closed |
$170 - $184
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.62KNew |
$196K - $212K
|
4.62K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
51+ 0.52% |
$2.17K - $2.34K
|
9.77K
$486K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.83K+ 4.76% |
$120K - $130K
|
62.4K
$3.11M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-87.6K- 14.12% |
$3.72M - $4.02M
|
533K
$26.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-175- 2.94% |
$7.43K - $8.03K
|
5.78K
$288K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
51+ 0.36% |
$2.17K - $2.34K
|
14.2K
$706K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-19- 0.51% |
$807 - $872
|
3.7K
$184K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-425- 1.73% |
$18K - $19.5K
|
24.1K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
200+ 2.58% |
$8.49K - $9.18K
|
7.96K
$396K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-52- 3.17% |
$2.21K - $2.39K
|
1.59K
$79.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
38.1KNew |
$1.62M - $1.75M
|
38.1K
$1.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.13K+ 25.46% |
$90.2K - $97.5K
|
10.5K
$521K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-69- 0.94% |
$2.93K - $3.17K
|
7.25K
$361K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-333- 62.36% |
$14.1K - $15.3K
|
201
$10K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.25K- 5.78% |
$53.1K - $57.4K
|
20.4K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Arnhold LLC
|
SELL
|
- |
-25K- 1.4% |
$1.06M - $1.15M
|
1.76M
$87.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 7.41% |
$425 - $459
|
125
$6.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
231+ 4.01% |
$9.81K - $10.6K
|
5.99K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-81- 19.47% |
$3.44K - $3.72K
|
335
$16.7K
|