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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.77KNew |
$61.8K - $66.2K
|
1.77K
$96.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1.12K- 0.23% |
$39.1K - $41.9K
|
476K
$25.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
152New |
$5.32K - $5.7K
|
152
$8.28K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-7.34K- 8.4% |
$257K - $275K
|
80K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-35.1K- 2.65% |
$1.23M - $1.32M
|
1.29M
$70.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.58K- 46.82% |
$55.4K - $59.3K
|
1.8K
$97.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.13K- 2.22% |
$39.5K - $42.3K
|
49.7K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-19.6K- 29.13% |
$686K - $735K
|
47.7K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
914+ 2.23% |
$32K - $34.3K
|
41.9K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Sagil Capital LLP
London, X0 |
SELL
|
- |
-205K- 49.4% |
$7.17M - $7.68M
|
210K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
730New |
$25.5K - $27.4K
|
730
$39.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.51K- 87.16% |
$193K - $206K
|
811
$44.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.41K+ 3.41% |
$49.3K - $52.8K
|
42.8K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
761+ 4.25% |
$26.6K - $28.5K
|
18.7K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-499- 0.43% |
$17.5K - $18.7K
|
115K
$6.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-132- 0.4% |
$4.62K - $4.95K
|
33K
$1.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
112+ 0.12% |
$3.92K - $4.2K
|
96.8K
$5.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-508- 93.9% |
$17.8K - $19K
|
33
$1.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.56K- 7.32% |
$89.5K - $95.9K
|
32.4K
$1.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.4K- 12.37% |
$48.8K - $52.3K
|
9.88K
$538K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
172New |
$6.02K - $6.45K
|
172
$9.37K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
21.1KNew |
$739K - $791K
|
21.1K
$1.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.57K- 36.69% |
$230K - $246K
|
11.3K
$617K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5.11K+ 3454.05% |
$179K - $192K
|
5.26K
$286K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26.8K- 23.68% |
$939K - $1.01M
|
86.5K
$4.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-118- 2.07% |
$4.13K - $4.42K
|
5.59K
$304K
|
|
|
Oct 24, 2023
Q3 2023
|
Packer & CO LTD
|
SELL
|
- |
-1.1M- 23.48% |
$38.5M - $41.2M
|
3.59M
$195M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 3.57% |
$1.12K - $1.2K
|
928
$50.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-66- 1.08% |
$2.31K - $2.47K
|
6.05K
$329K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 1.28% |
$385 - $412
|
869
$47.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
7.39KNew |
$259K - $277K
|
7.39K
$403K
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.86K- 20.82% |
$65.2K - $69.9K
|
7.09K
$386K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16New |
$560 - $600
|
16
$871
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.37K- 10.24% |
$47.8K - $51.2K
|
12K
$652K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.99K+ 3609.09% |
$69.5K - $74.4K
|
2.04K
$111K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
291New |
$10.2K - $10.9K
|
291
$15.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.02KNew |
$35.8K - $38.3K
|
1.02K
$55.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
15.2KNew |
$531K - $569K
|
15.2K
$827K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.89KNew |
$241K - $258K
|
6.89K
$375K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
1.61KNew |
$56.3K - $60.3K
|
1.61K
$87.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
191+ 14.9% |
$6.68K - $7.16K
|
1.47K
$80.2K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
15KNew |
$525K - $562K
|
15K
$817K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
40+ 0.24% |
$1.45K - $1.55K
|
16.5K
$897K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-28.6K- 22.55% |
$1.03M - $1.11M
|
98.2K
$5.35M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.87KNew |
$248K - $267K
|
6.87K
$374K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$36.2 - $38.9
|
1
$54.5
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
7.3KNew |
$264K - $284K
|
7.3K
$398K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
256New |
$9.25K - $9.95K
|
256
$13.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.08KNew |
$183K - $197K
|
5.08K
$276K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
97.6KNew |
$3.53M - $3.79M
|
97.6K
$5.32M
|
|