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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
25+ 0.23% |
$1.06K - $1.15K
|
10.8K
$538K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
575New |
$24.4K - $26.4K
|
575
$28.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2.37K- 2.32% |
$100K - $109K
|
99.7K
$4.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-38.1K- 10.28% |
$1.62M - $1.75M
|
332K
$16.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
16.3KNew |
$690K - $746K
|
16.3K
$809K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
310KNew |
$13.2M - $14.2M
|
310K
$15.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35.6K+ 9.76% |
$1.51M - $1.63M
|
400K
$19.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
300+ 120.0% |
$12.7K - $13.8K
|
550
$27.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-600- 7.99% |
$25.5K - $27.5K
|
6.91K
$344K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
40+ 0.48% |
$1.7K - $1.84K
|
8.4K
$418K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
91New |
$3.86K - $4.18K
|
91
$4.53K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-126- 4.53% |
$5.35K - $5.78K
|
2.66K
$132K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.12KNew |
$217K - $235K
|
5.12K
$255K
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
96.7KNew |
$4.11M - $4.44M
|
96.7K
$4.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.62KNew |
$196K - $212K
|
4.62K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.82K+ 25942.86% |
$77.1K - $83.3K
|
1.82K
$90.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
210+ 3.15% |
$8.92K - $9.64K
|
6.87K
$342K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.46K- 97.13% |
$61.9K - $66.9K
|
43
$2.14K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-40- 0.61% |
$1.7K - $1.84K
|
6.5K
$324K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.7K+ 7.36% |
$242K - $262K
|
83.2K
$4.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$425 - $459
|
8.91K
$444K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
6.98K+ 53.96% |
$296K - $320K
|
19.9K
$991K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-534- 51.84% |
$22.7K - $24.5K
|
496
$24.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3K+ 23.93% |
$127K - $138K
|
15.5K
$773K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
12.2K+ 185.81% |
$519K - $561K
|
18.8K
$935K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.28K- 25.56% |
$267K - $288K
|
18.3K
$911K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.24K+ 165.82% |
$222K - $240K
|
8.4K
$418K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
200New |
$8.49K - $9.18K
|
200
$9.96K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-875- 9.54% |
$37.2K - $40.2K
|
8.3K
$413K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
185K+ 387.99% |
$7.86M - $8.49M
|
233K
$11.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-165- 2.77% |
$7.01K - $7.57K
|
5.8K
$289K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
708New |
$30.1K - $32.5K
|
708
$35.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-840- 5.51% |
$35.7K - $38.5K
|
14.4K
$717K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
25+ 0.18% |
$1.06K - $1.15K
|
14K
$697K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
515+ 3.07% |
$21.9K - $23.6K
|
17.3K
$861K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
169New |
$7.18K - $7.76K
|
169
$8.41K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
619+ 13.38% |
$26.3K - $28.4K
|
5.25K
$261K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.39K+ 11.12% |
$58.9K - $63.7K
|
13.9K
$690K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-44- 1.61% |
$1.87K - $2.02K
|
2.69K
$134K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.74KNew |
$201K - $217K
|
4.74K
$236K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.98KNew |
$169K - $183K
|
3.98K
$198K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-629- 9.36% |
$26.7K - $28.9K
|
6.09K
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.65KNew |
$197K - $213K
|
4.65K
$231K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-360- 2.87% |
$15.3K - $16.5K
|
12.2K
$606K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-2.61K- 66.73% |
$111K - $120K
|
1.3K
$64.7K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
301+ 3.71% |
$12.8K - $13.8K
|
8.41K
$419K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
105New |
$4.46K - $4.82K
|
105
$5.23K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
330New |
$14K - $15.1K
|
330
$16.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-29- 17.16% |
$1.23K - $1.33K
|
140
$6.97K
|