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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
22.5KNew |
$955K - $1.03M
|
22.5K
$1.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
415New |
$17.6K - $19K
|
415
$23.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-6.08K- 14.28% |
$258K - $279K
|
36.5K
$2.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.08K- 12.89% |
$45.6K - $49.3K
|
7.26K
$414K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.09K+ 105.83% |
$46.3K - $50K
|
2.12K
$121K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-253- 17.18% |
$10.7K - $11.6K
|
1.22K
$69.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
141+ 0.66% |
$5.99K - $6.47K
|
21.5K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.5KNew |
$233K - $252K
|
5.5K
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-61.4K- 74.04% |
$2.61M - $2.82M
|
21.5K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.89K- 63.08% |
$80.2K - $86.6K
|
1.11K
$63K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
782New |
$33.2K - $35.9K
|
782
$44.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
1.95K+ 5.51% |
$82.8K - $89.4K
|
37.3K
$2.13M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
122+ 1.79% |
$5.18K - $5.6K
|
6.95K
$396K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
325+ 0.69% |
$13.8K - $14.9K
|
47.4K
$2.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
50.9KNew |
$2.16M - $2.34M
|
50.9K
$2.9M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.94K- 31.33% |
$167K - $181K
|
8.63K
$492K
|
|
| Q1 2024 | |||||||
|
Feb 20, 2025
Q1 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
80.4K+ 40.95% |
$3.03M - $3.38M
|
277K
$15.8M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
238New |
$8.96K - $10K
|
238
$13.6K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
180+ 6.23% |
$6.78K - $7.56K
|
3.07K
$175K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-618- 67.32% |
$23.3K - $26K
|
300
$17.1K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
291New |
$11K - $12.2K
|
291
$16.6K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
460New |
$17.3K - $19.3K
|
460
$26.2K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.8KNew |
$256K - $285K
|
6.8K
$387K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-23.2K- 26.26% |
$872K - $973K
|
65K
$3.7M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.58K- 9.82% |
$210K - $234K
|
51.3K
$2.92M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-325- 4.13% |
$12.2K - $13.7K
|
7.54K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
17New |
$640 - $714
|
17
$968
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
276New |
$10.4K - $11.6K
|
276
$15.7K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
8.5KNew |
$320K - $357K
|
8.5K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-29.1K- 66.28% |
$1.1M - $1.22M
|
14.8K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
78New |
$2.94K - $3.28K
|
78
$4.44K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
208+ 1.65% |
$7.83K - $8.74K
|
12.8K
$731K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.05KNew |
$39.5K - $44.1K
|
1.05K
$59.8K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
625+ 26.16% |
$23.5K - $26.3K
|
3.01K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-2M- 25.0% |
$75.3M - $84M
|
6M
$342M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.3K- 20.53% |
$48.8K - $54.4K
|
5.01K
$286K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
100New |
$3.77K - $4.2K
|
100
$5.7K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
412+ 5.68% |
$15.5K - $17.3K
|
7.66K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-219K- 29.12% |
$8.26M - $9.22M
|
534K
$30.4M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-240K- 54.55% |
$9.04M - $10.1M
|
200K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
207K+ 478.7% |
$7.79M - $8.69M
|
250K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-50K- 20.0% |
$1.88M - $2.1M
|
200K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
5KNew |
$188K - $210K
|
5K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.79KNew |
$180K - $201K
|
4.79K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.23KNew |
$197K - $220K
|
5.23K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26.7K- 5.53% |
$1.01M - $1.12M
|
457K
$26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.8K+ 34.47% |
$1.69M - $1.88M
|
175K
$9.96M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-689- 6.31% |
$25.9K - $28.9K
|
10.2K
$583K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
267+ 381.43% |
$10.1K - $11.2K
|
337
$19.2K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-497- 1.3% |
$18.7K - $20.9K
|
37.6K
$2.14M
|
|