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 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
33.8K+ 56.3% |
$1.68M - $1.99M
|
93.9K
$5.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
463+ 6.44% |
$23K - $27.3K
|
7.66K
$482K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-40- 50.0% |
$1.99K - $2.36K
|
40
$2.52K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-37- 0.3% |
$1.84K - $2.18K
|
12.4K
$783K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13+ 0.27% |
$647 - $766
|
4.75K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.42K+ 2.06% |
$121K - $143K
|
120K
$7.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
545K+ 48.7% |
$27.1M - $32.1M
|
1.66M
$105M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3.79KNew |
$188K - $223K
|
3.79K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-22.7K- 14.6% |
$1.13M - $1.34M
|
133K
$8.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.59KNew |
$179K - $212K
|
3.59K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
739+ 1.47% |
$36.8K - $43.6K
|
51.2K
$3.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-11.5K- 2.12% |
$574K - $680K
|
533K
$33.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
57.6K+ 12.22% |
$2.86M - $3.39M
|
528K
$33.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-6.84K- 3.35% |
$340K - $403K
|
197K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1- -0.0% |
$49.7 - $59
|
99.6K
$6.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.46KNew |
$72.4K - $85.8K
|
1.46K
$91.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-17- 0.34% |
$846 - $1K
|
5.04K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
18.7KNew |
$931K - $1.1M
|
18.7K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
42.1K+ 750.5% |
$2.09M - $2.48M
|
47.7K
$3M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-286- 1.38% |
$14.2K - $16.9K
|
20.5K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.85K- 30.64% |
$91.9K - $109K
|
4.18K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.33K+ 2.71% |
$116K - $137K
|
88K
$5.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.5KNew |
$323K - $383K
|
6.5K
$409K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.06K+ 1216.09% |
$52.6K - $62.4K
|
1.15K
$72.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
157KNew |
$7.81M - $9.26M
|
157K
$9.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-62.2K- 4.63% |
$3.09M - $3.67M
|
1.28M
$80.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$184K - $218K
|
3.71K
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
130K+ 1238.91% |
$6.44M - $7.64M
|
140K
$8.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-4.61K- 3.41% |
$229K - $272K
|
130K
$8.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
6.72K+ 14.54% |
$334K - $396K
|
52.9K
$3.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.95KNew |
$196K - $233K
|
3.95K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-25- 0.6% |
$1.24K - $1.47K
|
4.14K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-31.9K- 84.78% |
$1.59M - $1.88M
|
5.73K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-18.4K- 8.89% |
$917K - $1.09M
|
189K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.81K+ 31.63% |
$140K - $166K
|
11.7K
$736K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.7K- 4.01% |
$581K - $689K
|
280K
$17.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 1.97% |
$4.97K - $5.9K
|
4.98K
$313K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
200+ 0.57% |
$9.95K - $11.8K
|
35.4K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.48K+ 44.2% |
$223K - $264K
|
14.6K
$919K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
353K+ 169.99% |
$17.6M - $20.8M
|
561K
$35.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.81KNew |
$239K - $283K
|
4.81K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.23K- 2.45% |
$111K - $132K
|
88.9K
$5.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
69+ 0.89% |
$3.43K - $4.07K
|
7.82K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 52.58% |
$710K - $841K
|
41.4K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
359New |
$17.9K - $21.2K
|
359
$22.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.8K+ 37.84% |
$535K - $635K
|
39.2K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
357+ 3.99% |
$17.8K - $21K
|
9.31K
$586K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.94K- 33.31% |
$146K - $173K
|
5.89K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-469- 7.42% |
$23.3K - $27.7K
|
5.86K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-504- 10.94% |
$25.1K - $29.7K
|
4.1K
$258K
|