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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.4K- 12.37% |
$48.8K - $52.3K
|
9.88K
$505K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
172New |
$6.02K - $6.45K
|
172
$8.79K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
80New |
$2.8K - $3K
|
80
$4.09K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
970+ 25.03% |
$33.9K - $36.4K
|
4.85K
$248K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
21.1KNew |
$739K - $791K
|
21.1K
$1.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.57K- 36.69% |
$230K - $246K
|
11.3K
$579K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5.11K+ 3454.05% |
$179K - $192K
|
5.26K
$269K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26.8K- 23.68% |
$939K - $1.01M
|
86.5K
$4.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-118- 2.07% |
$4.13K - $4.42K
|
5.59K
$286K
|
|
|
Oct 24, 2023
Q3 2023
|
Packer & CO LTD
|
SELL
|
- |
-1.1M- 23.48% |
$38.5M - $41.2M
|
3.59M
$183M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 3.57% |
$1.12K - $1.2K
|
928
$47.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-66- 1.08% |
$2.31K - $2.47K
|
6.05K
$309K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 1.28% |
$385 - $412
|
869
$44.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
7.39KNew |
$259K - $277K
|
7.39K
$378K
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.86K- 20.82% |
$65.2K - $69.9K
|
7.09K
$362K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16New |
$560 - $600
|
16
$817
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.37K- 10.24% |
$47.8K - $51.2K
|
12K
$611K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.99K+ 3609.09% |
$69.5K - $74.4K
|
2.04K
$104K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
291New |
$10.2K - $10.9K
|
291
$14.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-26- 0.15% |
$910 - $974
|
17.4K
$888K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.02KNew |
$35.8K - $38.3K
|
1.02K
$52.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
15.2KNew |
$531K - $569K
|
15.2K
$776K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-2.68K- 3.61% |
$93.7K - $100K
|
71.6K
$3.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.89KNew |
$241K - $258K
|
6.89K
$352K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
1.61KNew |
$56.3K - $60.3K
|
1.61K
$82.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
191+ 14.9% |
$6.68K - $7.16K
|
1.47K
$75.2K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
15KNew |
$525K - $562K
|
15K
$766K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.83K+ 5.42% |
$66.2K - $71.1K
|
35.6K
$1.82M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-28.6K- 22.55% |
$1.03M - $1.11M
|
98.2K
$5.01M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.87KNew |
$248K - $267K
|
6.87K
$351K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$36.2 - $38.9
|
1
$51.1
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
7.3KNew |
$264K - $284K
|
7.3K
$373K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
256New |
$9.25K - $9.95K
|
256
$13.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.08KNew |
$183K - $197K
|
5.08K
$259K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
97.6KNew |
$3.53M - $3.79M
|
97.6K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
148New |
$5.35K - $5.75K
|
148
$7.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-38.6K- 69.67% |
$1.4M - $1.5M
|
16.8K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
20.7KNew |
$748K - $804K
|
20.7K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.35KNew |
$48.8K - $52.5K
|
1.35K
$69K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-118- 9.7% |
$4.27K - $4.59K
|
1.1K
$56.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
47.1KNew |
$1.7M - $1.83M
|
47.1K
$2.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
128KNew |
$4.62M - $4.96M
|
128K
$6.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.21K+ 19.37% |
$43.9K - $47.2K
|
7.48K
$382K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.37K- 7.88% |
$49.6K - $53.3K
|
16K
$818K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$5.42K - $5.83K
|
150
$7.66K
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.76M- 94.86% |
$63.6M - $68.4M
|
95.4K
$4.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 26.49% |
$497K - $534K
|
38.1K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-68.5K- 10.96% |
$2.48M - $2.66M
|
556K
$28.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-485- 1.54% |
$17.5K - $18.8K
|
30.9K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-24.4K- 1.81% |
$881K - $947K
|
1.32M
$67.5M
|
|