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 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4.02KNew |
$194K - $211K
|
4.02K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
4.76KNew |
$230K - $251K
|
4.76K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Fore Capital, LLC
|
BUY
|
- |
30K+ 16.85% |
$1.45M - $1.58M
|
208K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
599New |
$29K - $31.5K
|
599
$37.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
10.2KNew |
$495K - $538K
|
10.2K
$644K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
165+ 1.73% |
$7.98K - $8.69K
|
9.71K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11.3KNew |
$546K - $594K
|
11.3K
$711K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
100+ 0.17% |
$4.84K - $5.27K
|
57.3K
$3.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-16.5K- 7.37% |
$799K - $870K
|
208K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-2.47K- 6.42% |
$119K - $130K
|
36K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-100- 1.14% |
$4.84K - $5.27K
|
8.69K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
7.5KNew |
$363K - $395K
|
7.5K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
7.51KNew |
$363K - $396K
|
7.51K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.63K+ 100.56% |
$224K - $244K
|
9.24K
$582K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
761+ 10.13% |
$36.8K - $40.1K
|
8.28K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
5.67KNew |
$274K - $299K
|
5.67K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
96New |
$4.64K - $5.05K
|
96
$6.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
18.7KNew |
$902K - $982K
|
18.7K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
9.52KNew |
$460K - $501K
|
9.52K
$599K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
29.2K+ 5.83% |
$1.41M - $1.54M
|
531K
$33.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-80- 0.82% |
$3.87K - $4.21K
|
9.65K
$607K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
11.4K+ 11.41% |
$551K - $599K
|
111K
$7M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
4.44KNew |
$215K - $234K
|
4.44K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
184KNew |
$8.89M - $9.67M
|
184K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
57New |
$2.76K - $3K
|
57
$3.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.2KNew |
$106K - $116K
|
2.2K
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-125- 0.46% |
$6.05K - $6.58K
|
27K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.5K+ 6.95% |
$217K - $237K
|
69.2K
$4.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.1K+ 2926.43% |
$198K - $216K
|
4.24K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
23.6KNew |
$1.14M - $1.24M
|
23.6K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.42K- 50.0% |
$310K - $338K
|
6.42K
$404K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.81KNew |
$281K - $306K
|
5.81K
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-435- 13.03% |
$21K - $22.9K
|
2.9K
$183K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
450New |
$21.8K - $23.7K
|
450
$28.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
60+ 0.63% |
$2.9K - $3.16K
|
9.64K
$607K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.83KNew |
$234K - $254K
|
4.83K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.08% |
$967 - $1.05K
|
23.7K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
6.33KNew |
$306K - $333K
|
6.33K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18+ 0.31% |
$871 - $948
|
5.82K
$366K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.42K+ 23.13% |
$117K - $128K
|
12.9K
$812K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.22K- 9.44% |
$107K - $117K
|
21.3K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-475- 2.08% |
$23K - $25K
|
22.4K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-200- 1.53% |
$9.67K - $10.5K
|
12.9K
$810K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 0.21% |
$9.67K - $10.5K
|
94.5K
$5.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.12KNew |
$54.2K - $59K
|
1.12K
$70.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-463- 0.71% |
$22.4K - $24.4K
|
64.4K
$4.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-521- 9.11% |
$25.2K - $27.4K
|
5.2K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-830- 20.23% |
$40.1K - $43.7K
|
3.27K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.8K+ 1.63% |
$621K - $676K
|
802K
$50.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
595+ 2.92% |
$28.8K - $31.3K
|
21K
$1.32M
|