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 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.8K- 24.93% |
$89.5K - $106K
|
5.42K
$341K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
3.28K+ 2.37% |
$163K - $193K
|
141K
$8.9M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 3.98% |
$14.9K - $17.7K
|
7.24K
$456K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
262+ 0.42% |
$13K - $15.4K
|
62.9K
$3.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
3.41KNew |
$170K - $201K
|
3.41K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
23.9K+ 177.12% |
$1.19M - $1.41M
|
37.4K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.58K+ 64.59% |
$228K - $270K
|
11.7K
$734K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
794+ 19.14% |
$39.5K - $46.8K
|
4.94K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
13+ 0.31% |
$647 - $766
|
4.15K
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
7.68KNew |
$382K - $453K
|
7.68K
$484K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
17.8KNew |
$883K - $1.05M
|
17.8K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.5K+ 73.7% |
$972K - $1.15M
|
46K
$2.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.98K+ 3.15% |
$198K - $235K
|
131K
$8.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.3K- 29.49% |
$114K - $136K
|
5.5K
$346K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
64.2KNew |
$3.19M - $3.79M
|
64.2K
$4.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.41K- 18.6% |
$70K - $83K
|
6.16K
$388K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.88KNew |
$193K - $229K
|
3.88K
$244K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40.7KNew |
$2.03M - $2.4M
|
40.7K
$2.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
180K+ 349.18% |
$8.95M - $10.6M
|
231K
$14.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21K+ 229.71% |
$1.04M - $1.24M
|
30.1K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.94KNew |
$196K - $232K
|
3.94K
$248K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
4.12KNew |
$205K - $243K
|
4.12K
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-40.9K- 46.44% |
$2.03M - $2.41M
|
47.2K
$2.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.88K+ 9.92% |
$293K - $347K
|
65.2K
$4.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
50+ 0.83% |
$2.49K - $2.95K
|
6.08K
$383K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-295- 8.36% |
$14.7K - $17.4K
|
3.23K
$204K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-9.85K- 2.16% |
$490K - $581K
|
446K
$28.1M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
6.33KNew |
$315K - $373K
|
6.33K
$398K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
430K+ 495.26% |
$21.4M - $25.4M
|
517K
$32.6M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
106New |
$5.13K - $5.58K
|
106
$6.67K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-126K- 13.1% |
$6.08M - $6.62M
|
834K
$52.5M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-152K- 11.52% |
$7.37M - $8.02M
|
1.17M
$73.6M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21.2K+ 4.28% |
$1.02M - $1.11M
|
515K
$32.5M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
8.33KNew |
$403K - $438K
|
8.33K
$524K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-300- 2.5% |
$14.5K - $15.8K
|
11.7K
$737K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
5.47KNew |
$264K - $288K
|
5.47K
$344K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
941New |
$45.5K - $49.5K
|
941
$59.2K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
5.51KNew |
$266K - $290K
|
5.51K
$347K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 33.33% |
$72.6K - $79K
|
6K
$378K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-182K- 52.59% |
$8.79M - $9.57M
|
164K
$10.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.44KNew |
$215K - $234K
|
4.44K
$279K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
2New |
$96.7 - $105
|
2
$126
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
80New |
$3.87K - $4.21K
|
80
$5.04K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.07K+ 31.19% |
$245K - $267K
|
21.3K
$1.34M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
36.3KNew |
$1.76M - $1.91M
|
36.3K
$2.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
68.9KNew |
$3.33M - $3.63M
|
68.9K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
59.9KNew |
$2.9M - $3.15M
|
59.9K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
6.47K+ 22.71% |
$313K - $340K
|
34.9K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 10.42% |
$54.4K - $59.2K
|
9.67K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.5K+ 34.12% |
$121K - $132K
|
9.83K
$619K
|
|