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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-7.26MClosed |
$249M - $275M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.57K- 45.13% |
$191K - $211K
|
6.77K
$346K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
825+ 1.16% |
$28.3K - $31.3K
|
71.7K
$3.66M
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$945K - $1.04M
|
27.5K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.08K- 6.17% |
$37.1K - $40.9K
|
16.4K
$839K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
426+ 39.66% |
$14.6K - $16.1K
|
1.5K
$76.6K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
103New |
$3.54K - $3.9K
|
103
$5.26K
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.88K- 25.25% |
$98.7K - $109K
|
8.51K
$435K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-1.5K- 42.86% |
$51.5K - $56.9K
|
2K
$102K
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
250New |
$8.58K - $9.48K
|
250
$12.8K
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-8.7K- 55.98% |
$299K - $330K
|
6.84K
$349K
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
233+ 0.43% |
$8K - $8.83K
|
54.5K
$2.78M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$34.3K - $37.9K
|
1K
$51.1K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
5.66KNew |
$194K - $215K
|
5.66K
$289K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.1KNew |
$348K - $385K
|
10.1K
$518K
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
42.9KNew |
$1.47M - $1.63M
|
42.9K
$2.19M
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
30.1K+ 7.24% |
$1.03M - $1.14M
|
446K
$22.8M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.74MNew |
$128M - $142M
|
3.74M
$191M
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
6.42KNew |
$221K - $243K
|
6.42K
$328K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-28.3K- 4.82% |
$971K - $1.07M
|
559K
$28.5M
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-7.87K- 29.99% |
$270K - $298K
|
18.4K
$939K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-471- 33.96% |
$16.2K - $17.9K
|
916
$46.8K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.65K+ 2117.6% |
$90.9K - $100K
|
2.77K
$142K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
116New |
$3.98K - $4.4K
|
116
$5.93K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-88- 19.38% |
$3.02K - $3.34K
|
366
$18.7K
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-234- 50.11% |
$8.03K - $8.87K
|
233
$11.9K
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
36.1KNew |
$1.24M - $1.37M
|
36.1K
$1.84M
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-920- 1.91% |
$31.6K - $34.9K
|
47.3K
$2.42M
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
6.56KNew |
$225K - $249K
|
6.56K
$335K
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.5KNew |
$85.8K - $94.8K
|
2.5K
$128K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.8K+ 2.86% |
$61.9K - $68.3K
|
64.8K
$3.31M
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
6.5KNew |
$223K - $246K
|
6.5K
$332K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.23KNew |
$214K - $236K
|
6.23K
$318K
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.6KNew |
$192K - $212K
|
5.6K
$286K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-394- 1.47% |
$13.5K - $14.9K
|
26.4K
$1.35M
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
46New |
$1.58K - $1.74K
|
46
$2.35K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$206 - $227
|
6
$306
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
7.44KNew |
$255K - $282K
|
7.44K
$380K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-347- 14.59% |
$11.9K - $13.2K
|
2.03K
$104K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-830- 3.66% |
$28.5K - $31.5K
|
21.8K
$1.11M
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
$184K - $203K
|
5.36K
$274K
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
4New |
$137 - $152
|
4
$204
|
|
Q4 2022 | |||||||
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-396- 4.82% |
$12.2K - $13.7K
|
7.83K
$400K
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
42.9KNew |
$1.32M - $1.48M
|
42.9K
$2.19M
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
447New |
$13.8K - $15.5K
|
447
$22.8K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
165New |
$5.1K - $5.71K
|
165
$8.43K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.05K - $1.18K
|
34
$1.74K
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-1.53K- 14.5% |
$47.3K - $53K
|
9.03K
$461K
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$9.26K - $10.4K
|
300
$15.3K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26+ 5.15% |
$803 - $900
|
531
$27.1K
|