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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.19KNew |
$179K - $204K
|
5.19K
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-438- 2.78% |
$15.1K - $17.2K
|
15.3K
$762K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-49- 0.43% |
$1.69K - $1.93K
|
11.3K
$560K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.9KNew |
$100K - $114K
|
2.9K
$145K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-69- 7.51% |
$2.38K - $2.71K
|
850
$42.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.31K+ 9.29% |
$114K - $130K
|
38.9K
$1.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-620- 96.57% |
$21.4K - $24.4K
|
22
$1.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
85New |
$2.93K - $3.34K
|
85
$4.23K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-75- 16.3% |
$2.59K - $2.95K
|
385
$19.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-6.26KClosed |
$216K - $246K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
5.19KNew |
$179K - $204K
|
5.19K
$258K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
42.4KNew |
$1.46M - $1.67M
|
42.4K
$2.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.12% |
$34.5 - $39.3
|
849
$42.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
25New |
$862 - $984
|
25
$1.24K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.55K- 24.9% |
$88K - $100K
|
7.7K
$383K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
810+ 29.4% |
$27.9K - $31.9K
|
3.57K
$177K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
26New |
$896 - $1.02K
|
26
$1.29K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
42.6KNew |
$1.47M - $1.67M
|
42.6K
$2.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
394New |
$13.6K - $15.5K
|
394
$19.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
27New |
$931 - $1.06K
|
27
$1.34K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
207New |
$7.14K - $8.14K
|
207
$10.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-740- 96.23% |
$25.5K - $29.1K
|
29
$1.44K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.57KNew |
$53.9K - $61.6K
|
1.57K
$77.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
45.9KNew |
$1.58M - $1.81M
|
45.9K
$2.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.2K- 2.92% |
$41.4K - $47.2K
|
39.9K
$1.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$862 - $984
|
25
$1.24K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
5.9KNew |
$203K - $232K
|
5.9K
$294K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.06K- 0.94% |
$36.4K - $41.6K
|
111K
$5.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 52.63% |
$17.2K - $19.7K
|
450
$22.4K
|
|
| Q3 2023 | |||||||
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
7New |
$245 - $262
|
7
$348
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.77KNew |
$61.8K - $66.2K
|
1.77K
$87.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1.12K- 0.23% |
$39.1K - $41.9K
|
476K
$23.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
152New |
$5.32K - $5.7K
|
152
$7.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-7.34K- 8.4% |
$257K - $275K
|
80K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-35.1K- 2.65% |
$1.23M - $1.32M
|
1.29M
$64.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.58K- 46.82% |
$55.4K - $59.3K
|
1.8K
$89.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.13K- 2.22% |
$39.5K - $42.3K
|
49.7K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-19.6K- 29.13% |
$686K - $735K
|
47.7K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
914+ 2.23% |
$32K - $34.3K
|
41.9K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.36K- 48.54% |
$82.5K - $88.4K
|
2.5K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.4K+ 13.62% |
$48.8K - $52.3K
|
11.6K
$580K
|
|
|
Nov 13, 2023
Q3 2023
|
Sagil Capital LLP
London, X0 |
SELL
|
- |
-205K- 49.4% |
$7.17M - $7.68M
|
210K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
730New |
$25.5K - $27.4K
|
730
$36.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.51K- 87.16% |
$193K - $206K
|
811
$40.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.41K+ 3.41% |
$49.3K - $52.8K
|
42.8K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-505- 2.67% |
$17.7K - $18.9K
|
18.4K
$915K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
761+ 4.25% |
$26.6K - $28.5K
|
18.7K
$929K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-499- 0.43% |
$17.5K - $18.7K
|
115K
$5.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-132- 0.4% |
$4.62K - $4.95K
|
33K
$1.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
112+ 0.12% |
$3.92K - $4.2K
|
96.8K
$4.82M
|
|