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 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6.83KNew |
$211K - $236K
|
6.83K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-2K- 16.01% |
$61.8K - $69.2K
|
10.5K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Moon Capital Management LP
New York, NY |
BUY
|
- |
746+ 0.05% |
$23K - $25.8K
|
1.56M
$79.7M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
390New |
$12K - $13.5K
|
390
$19.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
173New |
$5.34K - $5.99K
|
173
$8.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
875New |
$27K - $30.3K
|
875
$44.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.11KNew |
$95.9K - $107K
|
3.11K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.25KClosed |
$193K - $216K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
700New |
$21.6K - $24.2K
|
700
$35.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
500New |
$15.4K - $17.3K
|
500
$25.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-474K- 3.36% |
$14.6M - $16.4M
|
13.6M
$696M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
40New |
$1.24K - $1.38K
|
40
$2.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
4.57K+ 8.96% |
$141K - $158K
|
55.6K
$2.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.98KNew |
$185K - $207K
|
5.98K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-310- 4.17% |
$9.57K - $10.7K
|
7.13K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
10.4K+ 99.38% |
$322K - $361K
|
20.9K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
408+ 1.46% |
$12.6K - $14.1K
|
28.3K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.99K+ 57.38% |
$61.4K - $68.8K
|
5.45K
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
CALL |
500New |
$15.4K - $17.3K
|
500
$25.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
15.4K+ 49.24% |
$476K - $534K
|
46.7K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-392- 43.9% |
$12.1K - $13.6K
|
501
$25.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.41K+ 3441.46% |
$43.6K - $48.8K
|
1.45K
$74.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-200- 1.85% |
$6.18K - $6.92K
|
10.6K
$543K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
28.7KNew |
$885K - $992K
|
28.7K
$1.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
494New |
$15.3K - $17.1K
|
494
$25.2K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
56.6KNew |
$1.75M - $1.96M
|
56.6K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.35KNew |
$41.6K - $46.6K
|
1.35K
$68.8K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
9.05K+ 159.04% |
$280K - $313K
|
14.7K
$753K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-102K- 94.41% |
$3.15M - $3.53M
|
6.05K
$309K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
135KNew |
$4.15M - $4.66M
|
135K
$6.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-15.7K- 2.86% |
$485K - $543K
|
533K
$27.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.77KNew |
$178K - $199K
|
5.77K
$294K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.2K- 15.51% |
$314K - $352K
|
55.4K
$2.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
242New |
$7.47K - $8.37K
|
242
$12.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
14.7KNew |
$455K - $510K
|
14.7K
$752K
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
11.5KNew |
$354K - $396K
|
11.5K
$585K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-85- 0.79% |
$2.62K - $2.94K
|
10.7K
$547K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5New |
$154 - $173
|
5
$255
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5.67KNew |
$175K - $196K
|
5.67K
$289K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3KNew |
$92.7K - $104K
|
3K
$153K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
6.21KNew |
$192K - $215K
|
6.21K
$317K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
92+ 6.31% |
$2.84K - $3.18K
|
1.55K
$79.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.32K- 8.1% |
$40.8K - $45.7K
|
15K
$766K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.33K- 6.27% |
$41.1K - $46.1K
|
19.9K
$1.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-186- 4.08% |
$5.74K - $6.44K
|
4.38K
$224K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
114New |
$3.52K - $3.94K
|
114
$5.82K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-200- 1.74% |
$6.18K - $6.92K
|
11.3K
$577K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.32K- 9.54% |
$71.5K - $80.1K
|
22K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-13.8K- 38.05% |
$425K - $477K
|
22.4K
$1.15M
|