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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
443+ 0.36% |
$21.4K - $23.3K
|
125K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38.6K+ 102.01% |
$1.87M - $2.03M
|
76.4K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-30- 0.03% |
$1.45K - $1.58K
|
94.3K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
85+ 0.07% |
$4.11K - $4.48K
|
114K
$7.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.4K+ 64.13% |
$694K - $756K
|
36.7K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
300New |
$14.5K - $15.8K
|
300
$18.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-854- 3.69% |
$41.3K - $45K
|
22.3K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.27K- 22.46% |
$61.2K - $66.6K
|
4.37K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-387- 3.23% |
$18.7K - $20.4K
|
11.6K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
560New |
$27.1K - $29.5K
|
560
$35.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
7.38K+ 78.51% |
$357K - $389K
|
16.8K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1.35K+ 2.53% |
$65.1K - $70.9K
|
54.6K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.97K+ 1.73% |
$144K - $156K
|
174K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
55New |
$2.66K - $2.9K
|
55
$3.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.26KNew |
$255K - $277K
|
5.26K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
1K+ 9.17% |
$48.4K - $52.7K
|
11.9K
$749K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-20.7K- 21.37% |
$1M - $1.09M
|
76K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-113K- 40.97% |
$5.49M - $5.97M
|
163K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
538+ 10.76% |
$26K - $28.3K
|
5.54K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-673- 2.64% |
$32.6K - $35.4K
|
24.8K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-10K- 1.89% |
$484K - $527K
|
520K
$32.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
338+ 6.51% |
$16.3K - $17.8K
|
5.53K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-991- 5.04% |
$47.9K - $52.2K
|
18.7K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
4.93KNew |
$238K - $259K
|
4.93K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 10.82% |
$87.1K - $94.8K
|
18.4K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.2KNew |
$203K - $221K
|
4.2K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.42KNew |
$166K - $180K
|
3.42K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-82- 6.94% |
$3.97K - $4.32K
|
1.1K
$69.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.51KNew |
$73K - $79.5K
|
1.51K
$95.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.25KNew |
$60.5K - $65.8K
|
1.25K
$78.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.89KNew |
$382K - $415K
|
7.89K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.9K+ 68.55% |
$140K - $153K
|
7.13K
$449K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
6.61KNew |
$320K - $348K
|
6.61K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
263+ 106.91% |
$12.7K - $13.8K
|
509
$32K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-165- 0.36% |
$7.98K - $8.69K
|
46.1K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
84.9KNew |
$4.11M - $4.47M
|
84.9K
$5.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.34KNew |
$258K - $281K
|
5.34K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7.95KNew |
$385K - $419K
|
7.95K
$501K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-51- 0.27% |
$2.47K - $2.69K
|
18.8K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.23K- 44.76% |
$59.4K - $64.7K
|
1.52K
$95.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.13K+ 15.47% |
$103K - $112K
|
15.9K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.32K+ 6.21% |
$64K - $69.7K
|
22.6K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.6KNew |
$77.3K - $84.2K
|
1.6K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
243New |
$11.8K - $12.8K
|
243
$15.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.03K+ 6.03% |
$98.2K - $107K
|
35.7K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-11K- 48.29% |
$534K - $581K
|
11.8K
$744K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-475- 10.28% |
$23K - $25K
|
4.15K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
2KNew |
$96.7K - $105K
|
2K
$126K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4.14KNew |
$200K - $218K
|
4.14K
$260K
|