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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
206+ 18.53% |
$10.2K - $12.1K
|
1.32K
$83K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
29.7K+ 14.62% |
$1.48M - $1.75M
|
233K
$14.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
423+ 1.6% |
$21K - $24.9K
|
26.9K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
885+ 14.51% |
$44K - $52.2K
|
6.99K
$440K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
650+ 2.27% |
$32.3K - $38.3K
|
29.3K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.65KNew |
$182K - $215K
|
3.65K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11.3KNew |
$561K - $665K
|
11.3K
$710K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.07K- 3.4% |
$451K - $535K
|
258K
$16.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
187+ 4.57% |
$9.3K - $11K
|
4.28K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.15K- 0.22% |
$356K - $422K
|
3.26M
$206M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.58KNew |
$178K - $211K
|
3.58K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
25K+ 255.82% |
$1.25M - $1.48M
|
34.8K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-11.4K- 8.99% |
$569K - $674K
|
116K
$7.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.78KNew |
$188K - $223K
|
3.78K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
117+ 0.47% |
$5.82K - $6.9K
|
24.9K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3.88K+ 18.33% |
$193K - $229K
|
25K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
64.5K+ 133.84% |
$3.21M - $3.8M
|
113K
$7.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.17K- 4.1% |
$108K - $128K
|
50.7K
$3.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
750+ 4.4% |
$37.3K - $44.2K
|
17.8K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.35K+ 59.26% |
$366K - $433K
|
19.8K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-1.27K- 57.04% |
$63.1K - $74.8K
|
955
$60.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
24+ 1.59% |
$1.19K - $1.42K
|
1.53K
$96.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
334KNew |
$16.6M - $19.7M
|
334K
$21M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-14.9K- 74.7% |
$740K - $877K
|
5.04K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-769- 9.98% |
$38.3K - $45.3K
|
6.94K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.6K+ 63.92% |
$975K - $1.16M
|
50.3K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.17K- 0.92% |
$108K - $128K
|
233K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-909- 3.41% |
$45.2K - $53.6K
|
25.8K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
195K+ 7616.32% |
$9.71M - $11.5M
|
198K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
21.6K+ 7.84% |
$1.07M - $1.27M
|
297K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-375- 33.01% |
$18.7K - $22.1K
|
761
$47.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65.5K+ 176.29% |
$3.26M - $3.86M
|
103K
$6.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
94.6K+ 84.81% |
$4.71M - $5.58M
|
206K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.83KNew |
$191K - $226K
|
3.83K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-478- 2.18% |
$23.8K - $28.2K
|
21.5K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
R.P. Boggs & Co.
|
SELL
|
- |
-200- 2.14% |
$9.95K - $11.8K
|
9.16K
$577K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
183+ 4.69% |
$9.1K - $10.8K
|
4.08K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
4.03KNew |
$200K - $237K
|
4.03K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
647+ 3.75% |
$32.2K - $38.1K
|
17.9K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.27K- 11.74% |
$62.9K - $74.6K
|
9.51K
$599K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-710- 6.09% |
$35.3K - $41.9K
|
10.9K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
676New |
$33.6K - $39.9K
|
676
$42.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.8M+ 63.06% |
$338M - $401M
|
17.6M
$1.11B
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.95K- 6.95% |
$96.7K - $115K
|
26K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-67- 33.33% |
$3.33K - $3.95K
|
134
$8.44K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
941+ 0.61% |
$46.8K - $55.5K
|
156K
$9.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-15- 2.34% |
$746 - $884
|
625
$39.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-38- 0.27% |
$1.89K - $2.24K
|
14.2K
$893K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.48K- 1.5% |
$173K - $205K
|
229K
$14.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
168+ 4.04% |
$8.36K - $9.91K
|
4.33K
$272K
|