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 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
26K+ 80.36% |
$1.29M - $1.53M
|
58.3K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
14.6K+ 7.72% |
$728K - $863K
|
204K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
26.6K+ 61.68% |
$1.32M - $1.57M
|
69.6K
$4.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
200+ 0.21% |
$9.95K - $11.8K
|
95.2K
$5.99M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
13K+ 61.9% |
$647K - $766K
|
34K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.21K+ 5.08% |
$59.9K - $71K
|
24.9K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
5.73KNew |
$285K - $338K
|
5.73K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
24.6K+ 167.24% |
$1.22M - $1.45M
|
39.3K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
157K+ 4.83% |
$7.83M - $9.28M
|
3.42M
$215M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.5K+ 20.13% |
$124K - $148K
|
14.9K
$940K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-314- 4.74% |
$15.6K - $18.5K
|
6.31K
$397K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
90New |
$4.48K - $5.31K
|
90
$5.67K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.82KNew |
$190K - $225K
|
3.82K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.2K+ 5.63% |
$59.5K - $70.6K
|
22.4K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
215+ 3.08% |
$10.7K - $12.7K
|
7.2K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
6.06K+ 94.94% |
$301K - $357K
|
12.4K
$783K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
500+ 2.53% |
$24.9K - $29.5K
|
20.3K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-145- 1.71% |
$7.21K - $8.55K
|
8.32K
$524K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.72K+ 5.1% |
$185K - $219K
|
76.7K
$4.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
23.7K+ 244.72% |
$1.18M - $1.39M
|
33.3K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.23K- 5.92% |
$161K - $190K
|
51.3K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.52KNew |
$175K - $207K
|
3.52K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.33K+ 18.08% |
$166K - $196K
|
21.8K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.6K+ 23.57% |
$774K - $918K
|
81.6K
$5.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.11K+ 12.45% |
$55.3K - $65.6K
|
10K
$632K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.94K+ 2.82% |
$345K - $409K
|
253K
$15.9M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.1K- 10.68% |
$552K - $655K
|
92.8K
$5.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
20.5K+ 24.77% |
$1.02M - $1.21M
|
103K
$6.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.4K+ 8.74% |
$615K - $729K
|
154K
$9.68M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
573New |
$28.5K - $33.8K
|
573
$36.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-10.4K- 3.31% |
$517K - $613K
|
304K
$19.1M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
96+ 0.32% |
$4.78K - $5.66K
|
29.7K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Mackay Shields LLC
|
SELL
|
- |
-30K- 4.35% |
$1.49M - $1.77M
|
660K
$41.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
396K+ 47.33% |
$19.7M - $23.3M
|
1.23M
$77.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-33.8K- 7.16% |
$1.68M - $1.99M
|
438K
$27.6M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
3.96KNew |
$197K - $234K
|
3.96K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
339K+ 1.93% |
$16.9M - $20M
|
17.9M
$1.13B
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-100- 0.64% |
$4.97K - $5.9K
|
15.4K
$972K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
141+ 0.46% |
$7.01K - $8.31K
|
30.8K
$1.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.03KNew |
$250K - $297K
|
5.03K
$317K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
781+ 0.44% |
$38.8K - $46K
|
179K
$11.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-17.3K- 28.36% |
$858K - $1.02M
|
43.6K
$2.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
833+ 1.59% |
$41.4K - $49.1K
|
53.4K
$3.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.32K+ 5.52% |
$65.6K - $77.8K
|
25.2K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.83K+ 14.2% |
$90.9K - $108K
|
14.7K
$926K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
50.5K+ 286.46% |
$2.51M - $2.98M
|
68.2K
$4.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Alken Asset Management Ltd.
|
BUY
|
- |
7.4KNew |
$368K - $436K
|
7.4K
$466K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.8K- 18.77% |
$536K - $635K
|
46.6K
$2.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-22.1K- 98.57% |
$1.1M - $1.3M
|
321
$20.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
680New |
$33.8K - $40.1K
|
680
$42.8K
|