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 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$131K - $155K
|
2.64K
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-239- 3.36% |
$11.9K - $14.1K
|
6.87K
$432K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
14.3K+ 3.42% |
$711K - $842K
|
432K
$27.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
110KNew |
$5.48M - $6.5M
|
110K
$6.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.27K+ 16.3% |
$312K - $370K
|
44.7K
$2.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.81K- 0.82% |
$90.1K - $107K
|
220K
$13.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
215New |
$10.7K - $12.7K
|
215
$13.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
454New |
$22.6K - $26.8K
|
454
$28.6K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
93.2K+ 6367.49% |
$4.64M - $5.5M
|
94.7K
$5.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
401New |
$19.9K - $23.6K
|
401
$25.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-5.95K- 3.58% |
$296K - $351K
|
160K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
371+ 6.91% |
$18.5K - $21.9K
|
5.74K
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.71K+ 112.4% |
$284K - $337K
|
10.8K
$679K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
714+ 5.5% |
$35.5K - $42.1K
|
13.7K
$863K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.1K+ 8.89% |
$353K - $419K
|
87K
$5.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
7.67KNew |
$381K - $452K
|
7.67K
$483K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
479+ 0.3% |
$23.8K - $28.2K
|
160K
$10.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.48K+ 25.4% |
$73.4K - $87K
|
7.29K
$459K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.08K+ 26.1% |
$53.8K - $63.7K
|
5.22K
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-101- 2.73% |
$5.02K - $5.95K
|
3.6K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.66K+ 4.29% |
$132K - $157K
|
64.6K
$4.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.67K+ 36.38% |
$232K - $276K
|
17.5K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-396- 6.56% |
$19.7K - $23.3K
|
5.64K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
52.2K+ 6.57% |
$2.6M - $3.08M
|
847K
$53.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.65KNew |
$182K - $215K
|
3.65K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
53K+ 82.55% |
$2.64M - $3.13M
|
117K
$7.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.03K+ 2.61% |
$101K - $120K
|
80K
$5.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
121K+ 48.08% |
$6.03M - $7.15M
|
374K
$23.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.36K+ 3.22% |
$67.5K - $80.1K
|
43.5K
$2.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.27K- 51.39% |
$411K - $487K
|
7.82K
$492K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.68KNew |
$183K - $217K
|
3.68K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$248K - $294K
|
4.98K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
185+ 0.76% |
$9.2K - $10.9K
|
24.5K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.92K+ 128.79% |
$344K - $408K
|
12.3K
$774K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
23.7KNew |
$1.18M - $1.4M
|
23.7K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.7K- 10.32% |
$284K - $336K
|
49.6K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.08K+ 0.17% |
$153K - $182K
|
1.84M
$116M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
215New |
$10.7K - $12.7K
|
215
$13.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.41KNew |
$219K - $260K
|
4.41K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-7.33K- 1.19% |
$364K - $432K
|
610K
$38.4M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.67K+ 119.51% |
$282K - $334K
|
10.4K
$656K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.04KNew |
$301K - $356K
|
6.04K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.37KNew |
$68.1K - $80.8K
|
1.37K
$86.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-375- 7.68% |
$18.7K - $22.1K
|
4.51K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3+ 0.04% |
$149 - $177
|
7.29K
$459K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
120K+ 545.86% |
$5.95M - $7.06M
|
142K
$8.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
945+ 0.96% |
$47K - $55.7K
|
99.1K
$6.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
122K+ 69.15% |
$6.07M - $7.2M
|
299K
$18.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.77K- 5.24% |
$138K - $163K
|
50.1K
$3.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
977+ 13.82% |
$48.6K - $57.6K
|
8.05K
$507K
|