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 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
792New |
$29.8K - $33.3K
|
792
$39.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-311- 2.28% |
$11.7K - $13.1K
|
13.3K
$663K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-54- 0.27% |
$2.03K - $2.27K
|
19.9K
$990K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
79+ 15.8% |
$2.98K - $3.32K
|
579
$28.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-211- 3.32% |
$7.95K - $8.86K
|
6.15K
$306K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
130New |
$4.9K - $5.46K
|
130
$6.47K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-285- 5.39% |
$10.7K - $12K
|
5K
$249K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
827+ 11.94% |
$31.1K - $34.7K
|
7.75K
$386K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-25- 0.1% |
$941 - $1.05K
|
25.2K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
100+ 0.84% |
$3.77K - $4.2K
|
12K
$597K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.06K- 16.1% |
$39.9K - $44.5K
|
5.53K
$275K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 57.14% |
$15.1K - $16.8K
|
300
$14.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
150New |
$5.65K - $6.3K
|
150
$7.47K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-392- 1.01% |
$14.8K - $16.5K
|
38.5K
$1.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.2KNew |
$497K - $555K
|
13.2K
$658K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-40.4K- 88.99% |
$1.52M - $1.7M
|
4.99K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.6K+ 6.14% |
$136K - $151K
|
62.3K
$3.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
265+ 9.2% |
$9.98K - $11.1K
|
3.15K
$157K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.02KNew |
$189K - $211K
|
5.02K
$250K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
700New |
$26.4K - $29.4K
|
700
$34.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.67K- 2.45% |
$63K - $70.3K
|
66.7K
$3.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.8KNew |
$294K - $328K
|
7.8K
$388K
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-477- 4.89% |
$18K - $20K
|
9.27K
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
99+ 1.17% |
$3.73K - $4.16K
|
8.55K
$426K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1K- 58.31% |
$37.7K - $42K
|
715
$35.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
28+ 0.89% |
$1.05K - $1.18K
|
3.18K
$158K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-139- 0.24% |
$5.23K - $5.84K
|
57.2K
$2.85M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
6.54KNew |
$246K - $275K
|
6.54K
$326K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-450- 18.37% |
$16.9K - $18.9K
|
2K
$99.6K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
201+ 0.52% |
$6.93K - $7.91K
|
38.6K
$1.92M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-704- 4.9% |
$24.3K - $27.7K
|
13.7K
$680K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.34KNew |
$184K - $210K
|
5.34K
$266K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-155Closed |
$5.34K - $6.1K
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
582New |
$20.1K - $22.9K
|
582
$29K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.25KNew |
$181K - $206K
|
5.25K
$261K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.92K- 93.01% |
$66.1K - $75.4K
|
144
$7.17K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
6.64KNew |
$229K - $261K
|
6.64K
$331K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3KNew |
$103K - $118K
|
3K
$149K
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.4KNew |
$634K - $723K
|
18.4K
$915K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.73KNew |
$198K - $225K
|
5.73K
$285K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-47.3K- 96.27% |
$1.63M - $1.86M
|
1.83K
$91.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
174New |
$6K - $6.85K
|
174
$8.66K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
68New |
$2.34K - $2.68K
|
68
$3.39K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.21K+ 14.06% |
$111K - $126K
|
26K
$1.3M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-3.21K- 26.89% |
$111K - $126K
|
8.73K
$435K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
115New |
$3.96K - $4.52K
|
115
$5.72K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
2.72KNew |
$93.7K - $107K
|
2.72K
$135K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.11K- 26.89% |
$107K - $123K
|
8.47K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
194New |
$6.69K - $7.63K
|
194
$9.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-357K- 89.55% |
$12.3M - $14M
|
41.7K
$2.07M
|
|