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 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
36.5K+ 170.59% |
$1.82M - $2.15M
|
58K
$3.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
11.1K+ 107.33% |
$553K - $655K
|
21.5K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.88K- 0.57% |
$143K - $170K
|
506K
$31.8M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.63K+ 32.6% |
$81.1K - $96.1K
|
6.63K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.69K+ 75.33% |
$233K - $277K
|
10.9K
$688K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-604- 20.3% |
$30K - $35.6K
|
2.37K
$149K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.31K+ 20.2% |
$214K - $254K
|
25.6K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.19K- 40.03% |
$59.1K - $70K
|
1.78K
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.96KNew |
$296K - $351K
|
5.96K
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
784+ 10.63% |
$39K - $46.2K
|
8.16K
$514K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.22% |
$1.39K - $1.65K
|
12.9K
$812K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.12K+ 19.55% |
$55.7K - $66K
|
6.85K
$431K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.31K+ 6.67% |
$65.2K - $77.3K
|
21K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-43- 4.12% |
$2.14K - $2.54K
|
1K
$63K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-74- 9.41% |
$3.68K - $4.36K
|
712
$44.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 14.33% |
$59.8K - $70.9K
|
7.19K
$453K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.58K+ 12.19% |
$278K - $329K
|
51.4K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
771+ 1.93% |
$38.3K - $45.5K
|
40.8K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.62K- 1.87% |
$80.6K - $95.6K
|
85K
$5.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
4.39K+ 1.47% |
$218K - $259K
|
303K
$19.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
208+ 0.04% |
$10.3K - $12.3K
|
475K
$29.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-579- 3.13% |
$28.8K - $34.1K
|
17.9K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.86KNew |
$391K - $464K
|
7.86K
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
3.72KNew |
$185K - $220K
|
3.72K
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.45KNew |
$172K - $204K
|
3.45K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3K+ 1.98% |
$149K - $177K
|
154K
$9.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-300- 23.08% |
$14.9K - $17.7K
|
1K
$63K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
43K+ 124.82% |
$2.14M - $2.54M
|
77.5K
$4.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.81KNew |
$190K - $225K
|
3.81K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.81K- 57.13% |
$239K - $283K
|
3.61K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.46K- 1.85% |
$72.4K - $85.8K
|
77.1K
$4.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
3.79K+ 23.62% |
$188K - $223K
|
19.8K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-9.99K- 0.78% |
$497K - $589K
|
1.27M
$80.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.84K+ 53.43% |
$291K - $344K
|
16.8K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.7K- 1.52% |
$234K - $277K
|
303K
$19.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
26.8K+ 153.72% |
$1.33M - $1.58M
|
44.3K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-3.53K- 6.94% |
$176K - $208K
|
47.3K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
11.5KNew |
$571K - $677K
|
11.5K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$196K - $232K
|
3.93K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21K+ 59.3% |
$1.05M - $1.24M
|
56.5K
$3.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
17.9K+ 3.44% |
$891K - $1.06M
|
538K
$33.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.23K+ 15.0% |
$161K - $191K
|
24.8K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.7K- 49.4% |
$234K - $277K
|
4.82K
$303K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
3.98KNew |
$198K - $234K
|
3.98K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
31.6K+ 236.91% |
$1.57M - $1.86M
|
44.9K
$2.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-7.2K- 4.2% |
$358K - $425K
|
164K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.94K+ 37.95% |
$196K - $232K
|
14.3K
$902K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.52KNew |
$175K - $208K
|
3.52K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
3.84KNew |
$191K - $227K
|
3.84K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2+ 0.19% |
$99.5 - $118
|
1.06K
$66.9K
|