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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.91K- 1.26% |
$83.9K - $96.2K
|
149K
$9.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-620- 3.39% |
$27.3K - $31.3K
|
17.6K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-747- 51.8% |
$32.9K - $37.7K
|
695
$43.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-3.81K- 14.7% |
$168K - $192K
|
22.1K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-327- 6.03% |
$14.4K - $16.5K
|
5.1K
$321K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-383- 27.69% |
$16.9K - $19.3K
|
1K
$63K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
148+ 2.46% |
$6.52K - $7.47K
|
6.17K
$389K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.7K- 1.81% |
$74.9K - $85.9K
|
92.1K
$5.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.1KNew |
$181K - $207K
|
4.1K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.05K- 18.65% |
$46.2K - $52.9K
|
4.57K
$288K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-740- 12.36% |
$32.6K - $37.4K
|
5.25K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-125- 10.49% |
$5.51K - $6.31K
|
1.07K
$67.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
684+ 3.9% |
$30.1K - $34.5K
|
18.2K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-405- 27.87% |
$17.8K - $20.5K
|
1.05K
$66K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.19K- 18.31% |
$52.3K - $60K
|
5.3K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-963- 13.01% |
$42.4K - $48.6K
|
6.44K
$405K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
259KNew |
$11.4M - $13.1M
|
259K
$16.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-398- 1.84% |
$17.5K - $20.1K
|
21.2K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
75+ 0.43% |
$3.3K - $3.79K
|
17.3K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-496- 1.34% |
$21.9K - $25K
|
36.5K
$2.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.1K- 8.67% |
$137K - $157K
|
32.7K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-16- 33.33% |
$705 - $808
|
32
$2.01K
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-10.4K- 16.48% |
$460K - $527K
|
52.9K
$3.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.39K+ 120.75% |
$61K - $69.9K
|
2.53K
$159K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
64+ 0.78% |
$2.82K - $3.23K
|
8.23K
$518K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-72- 0.95% |
$3.17K - $3.64K
|
7.51K
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-206- 19.13% |
$9.08K - $10.4K
|
871
$54.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1.11K- 4.36% |
$48.9K - $56.1K
|
24.4K
$1.53M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.01K- 26.32% |
$88.5K - $101K
|
5.63K
$354K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.59KNew |
$70.1K - $80.4K
|
1.59K
$100K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$4.41K - $5.05K
|
100
$6.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.47K+ 5031.88% |
$153K - $175K
|
3.54K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
400New |
$17.6K - $20.2K
|
400
$25.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
7New |
$308 - $354
|
7
$441
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-399- 18.55% |
$17.6K - $20.1K
|
1.75K
$110K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-20- 0.68% |
$881 - $1.01K
|
2.91K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
450K+ 11.58% |
$19.8M - $22.7M
|
4.34M
$273M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
23.6K+ 84.29% |
$1.04M - $1.19M
|
51.6K
$3.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.7K+ 4.51% |
$2.15M - $2.46M
|
1.13M
$71.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-764- 52.91% |
$33.7K - $38.6K
|
680
$42.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.57KNew |
$157K - $180K
|
3.57K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-447- 45.75% |
$19.7K - $22.6K
|
530
$33.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-192- 2.39% |
$8.46K - $9.7K
|
7.83K
$493K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.68KNew |
$250K - $287K
|
5.68K
$357K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.18KNew |
$184K - $211K
|
4.18K
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-244- 6.7% |
$10.8K - $12.3K
|
3.4K
$214K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 2.16% |
$64.3K - $73.7K
|
69.1K
$4.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$187K - $215K
|
4.25K
$268K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-13K- 48.51% |
$573K - $657K
|
13.8K
$869K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-13.7K- 44.8% |
$605K - $693K
|
16.9K
$1.06M
|