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 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-844- 2.84% |
$42K - $49.8K
|
28.9K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-50- 0.04% |
$2.49K - $2.95K
|
137K
$8.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
33.4K+ 122.82% |
$1.66M - $1.97M
|
60.6K
$3.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-158- 10.77% |
$7.86K - $9.32K
|
1.31K
$82.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.7K+ 328.37% |
$2.92M - $3.46M
|
76.6K
$4.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.73K+ 13.35% |
$186K - $220K
|
31.7K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
75+ 0.6% |
$3.73K - $4.42K
|
12.5K
$790K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
6.06K+ 8.35% |
$302K - $357K
|
78.7K
$4.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Packer & CO LTD
|
SELL
|
- |
-1.24M- 34.45% |
$61.4M - $72.8M
|
2.35M
$148M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-266- 2.4% |
$13.2K - $15.7K
|
10.8K
$680K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.96K+ 50.85% |
$247K - $293K
|
14.7K
$927K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.68KNew |
$382K - $453K
|
7.68K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
4.78KNew |
$238K - $282K
|
4.78K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
44+ 0.73% |
$2.19K - $2.59K
|
6.07K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.61KNew |
$79.9K - $94.7K
|
1.61K
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
710+ 3.18% |
$35.3K - $41.9K
|
23K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
310+ 1.9% |
$15.4K - $18.3K
|
16.7K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-200- 3.87% |
$9.95K - $11.8K
|
4.97K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151K+ 21.08% |
$7.52M - $8.92M
|
869K
$54.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
904+ 19.09% |
$45K - $53.3K
|
5.64K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.97KNew |
$197K - $234K
|
3.97K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.19KNew |
$209K - $247K
|
4.19K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.4K- 4.85% |
$69.6K - $82.5K
|
27.5K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.81KNew |
$189K - $225K
|
3.81K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.54KNew |
$226K - $267K
|
4.54K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 301.42% |
$579K - $686K
|
15.5K
$976K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2K+ 1.65% |
$99.6K - $118K
|
124K
$7.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-570- 6.14% |
$28.4K - $33.6K
|
8.72K
$549K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
30New |
$1.49K - $1.77K
|
30
$1.89K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
12.5K+ 97.69% |
$619K - $734K
|
25.2K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
452+ 10.71% |
$22.5K - $26.6K
|
4.67K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-8.42K- 4.05% |
$419K - $496K
|
199K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-25K- 17.23% |
$1.24M - $1.47M
|
120K
$7.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
163K+ 87.67% |
$8.09M - $9.59M
|
348K
$21.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-2.14K- 0.31% |
$106K - $126K
|
678K
$42.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-268- 2.75% |
$13.3K - $15.8K
|
9.47K
$596K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
58.5KNew |
$2.91M - $3.45M
|
58.5K
$3.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
679+ 1.61% |
$33.8K - $40K
|
42.9K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.29K+ 12.01% |
$164K - $194K
|
30.7K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.23K- 1.3% |
$210K - $249K
|
321K
$20.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-11K- 17.13% |
$549K - $651K
|
53.4K
$3.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
846+ 21.28% |
$42.1K - $49.9K
|
4.82K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.16K- 2.92% |
$107K - $127K
|
71.7K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.74KNew |
$286K - $339K
|
5.74K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.45KNew |
$172K - $203K
|
3.45K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.21K+ 5.21% |
$110K - $130K
|
44.5K
$2.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
63+ 1.18% |
$3.13K - $3.71K
|
5.39K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
59.7K+ 192.12% |
$2.97M - $3.52M
|
90.8K
$5.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.83KNew |
$191K - $226K
|
3.83K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
219+ 86.56% |
$10.9K - $12.9K
|
472
$29.7K
|