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 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-18.7K- 21.65% |
$1.05M - $1.21M
|
67.6K
$4.25M
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
110K+ 621.66% |
$6.17M - $7.12M
|
128K
$8.04M
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
37.2KNew |
$2.09M - $2.41M
|
37.2K
$2.34M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
341+ 4.64% |
$19.1K - $22.1K
|
7.69K
$484K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
194+ 10.31% |
$10.9K - $12.6K
|
2.08K
$131K
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12.4K+ 116.63% |
$694K - $800K
|
23K
$1.45M
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-6.09K- 3.84% |
$342K - $394K
|
153K
$9.61M
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 1.13% |
$579K - $668K
|
920K
$57.9M
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
4.28K+ 2.69% |
$240K - $277K
|
164K
$10.3M
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
4.95K+ 118.53% |
$278K - $321K
|
9.13K
$575K
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-250- 5.0% |
$14K - $16.2K
|
4.75K
$299K
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
816+ 3.11% |
$45.8K - $52.8K
|
27K
$1.7M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.8K+ 74.21% |
$720K - $830K
|
30.1K
$1.9M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.66K- 8.67% |
$149K - $172K
|
28K
$1.76M
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
14New |
$785 - $906
|
14
$881
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-94.6K- 32.06% |
$5.31M - $6.12M
|
200K
$12.6M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.78K+ 43.18% |
$100K - $115K
|
5.92K
$372K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.89K- 2.61% |
$499K - $575K
|
331K
$20.9M
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
430+ 2.38% |
$24.1K - $27.8K
|
18.5K
$1.16M
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.26K+ 12.93% |
$70.6K - $81.5K
|
11K
$692K
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-614- 9.08% |
$34.4K - $39.8K
|
6.15K
$387K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-362K- 26.3% |
$20.3M - $23.4M
|
1.01M
$63.8M
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-715- 2.3% |
$40.1K - $46.3K
|
30.4K
$1.92M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
142+ 20.11% |
$7.97K - $9.19K
|
848
$53.4K
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-885- 0.79% |
$49.6K - $57.3K
|
111K
$6.99M
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.7K- 4.33% |
$95.5K - $110K
|
37.6K
$2.37M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-51- 0.35% |
$2.86K - $3.3K
|
14.5K
$915K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.91K+ 2.21% |
$107K - $123K
|
88K
$5.54M
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2K+ 12.5% |
$112K - $130K
|
18K
$1.13M
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-18.7K- 38.26% |
$1.05M - $1.21M
|
30.2K
$1.9M
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6- 12.77% |
$337 - $388
|
41
$2.58K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.1K- 1.13% |
$61.7K - $71.2K
|
96.4K
$6.07M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-42.3K- 41.0% |
$2.37M - $2.74M
|
60.8K
$3.83M
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-29- 0.05% |
$1.63K - $1.88K
|
53.2K
$3.35M
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.37KNew |
$189K - $218K
|
3.37K
$212K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 4.28% |
$3.93K - $4.53K
|
1.71K
$107K
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-9.98K- 36.42% |
$560K - $646K
|
17.4K
$1.1M
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.18K- 1.01% |
$122K - $141K
|
215K
$13.5M
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
478+ 4.54% |
$26.8K - $30.9K
|
11K
$692K
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
135+ 3.96% |
$7.57K - $8.74K
|
3.54K
$223K
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 1.53% |
$5.61K - $6.47K
|
6.43K
$405K
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-10.6K- 4.05% |
$597K - $689K
|
252K
$15.9M
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-24.1K- 15.25% |
$1.35M - $1.56M
|
134K
$8.42M
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-249- 3.3% |
$14K - $16.1K
|
7.3K
$460K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.22K- 10.68% |
$125K - $144K
|
18.6K
$1.17M
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-680- 7.35% |
$38.1K - $44K
|
8.57K
$539K
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-971- 0.84% |
$54.5K - $62.9K
|
115K
$7.22M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-223- 13.59% |
$12.5K - $14.4K
|
1.42K
$89.3K
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-575- 76.67% |
$32.3K - $37.2K
|
175
$11K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.31K+ 11.26% |
$73.7K - $85.1K
|
13K
$817K
|