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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.45K- 8.01% |
$54.5K - $60.8K
|
16.6K
$828K
|
|
|
May 14, 2024
Q1 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
207K+ 478.7% |
$7.79M - $8.69M
|
250K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-50K- 20.0% |
$1.88M - $2.1M
|
200K
$9.96M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
5KNew |
$188K - $210K
|
5K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.79KNew |
$180K - $201K
|
4.79K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-35.8K- 76.17% |
$1.35M - $1.5M
|
11.2K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.23KNew |
$197K - $220K
|
5.23K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26.7K- 5.53% |
$1.01M - $1.12M
|
457K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.8K+ 34.47% |
$1.69M - $1.88M
|
175K
$8.71M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-689- 6.31% |
$25.9K - $28.9K
|
10.2K
$509K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
267+ 381.43% |
$10.1K - $11.2K
|
337
$16.8K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8New |
$301 - $336
|
8
$398
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-360- 0.37% |
$13.6K - $15.1K
|
97.7K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-497- 1.3% |
$18.7K - $20.9K
|
37.6K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
71KNew |
$2.68M - $2.98M
|
71K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
23.4K+ 29.74% |
$883K - $985K
|
102K
$5.09M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.3K- 67.42% |
$537K - $599K
|
6.89K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-10.2K- 45.24% |
$386K - $430K
|
12.4K
$617K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5KNew |
$188K - $210K
|
5K
$249K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.76KNew |
$255K - $284K
|
6.76K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
235K+ 331.59% |
$8.85M - $9.87M
|
306K
$15.2M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.95K- 29.95% |
$186K - $208K
|
11.6K
$576K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-72.8K- 0.36% |
$2.74M - $3.06M
|
20.4M
$1.01B
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-519- 3.58% |
$19.5K - $21.8K
|
14K
$695K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-68- 6.75% |
$2.56K - $2.86K
|
940
$46.8K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-100- 1.53% |
$3.77K - $4.2K
|
6.43K
$320K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
300New |
$11.3K - $12.6K
|
300
$14.9K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.83K- 24.47% |
$106K - $119K
|
8.73K
$434K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-22- 0.36% |
$829 - $924
|
6.09K
$303K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.55KNew |
$209K - $233K
|
5.55K
$276K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
130New |
$4.9K - $5.46K
|
130
$6.47K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.1K- 24.42% |
$79.1K - $88.2K
|
6.5K
$324K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-107- 6.54% |
$4.03K - $4.5K
|
1.53K
$76.2K
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-43.5K- 58.36% |
$1.64M - $1.83M
|
31K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.95% |
$2.26K - $2.52K
|
6.37K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-250- 25.0% |
$9.42K - $10.5K
|
750
$37.3K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-85- 1.38% |
$3.2K - $3.57K
|
6.08K
$303K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
5.16KNew |
$194K - $217K
|
5.16K
$257K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.86K- 15.87% |
$334K - $372K
|
47K
$2.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-35K- 52.22% |
$1.32M - $1.47M
|
32K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.97KNew |
$187K - $209K
|
4.97K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
507New |
$19.1K - $21.3K
|
507
$25.2K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-479- 55.7% |
$18K - $20.1K
|
381
$19K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.3KNew |
$1.03M - $1.15M
|
27.3K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-585- 7.59% |
$22K - $24.6K
|
7.12K
$354K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-699- 6.66% |
$26.3K - $29.4K
|
9.8K
$488K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
340+ 4.84% |
$12.8K - $14.3K
|
7.37K
$367K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1K- 4.51% |
$37.7K - $42K
|
21.2K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
162New |
$6.1K - $6.81K
|
162
$8.06K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-64- 0.37% |
$2.41K - $2.69K
|
17.4K
$869K
|