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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-852Closed |
$29.2K - $32.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
41K+ 25.31% |
$1.41M - $1.54M
|
203K
$10.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-305Closed |
$10.5K - $11.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.5K+ 152.07% |
$85.8K - $94.1K
|
4.14K
$212K
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.68K+ 48.33% |
$195K - $214K
|
17.4K
$890K
|
|
|
Aug 08, 2022
Q2 2022
|
Phraction Management LLC
Stamford, CT |
SELL
|
CALL |
-12.5K- 33.33% |
$429K - $470K
|
25K
$1.28M
|
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-988- 2.17% |
$33.9K - $37.2K
|
44.6K
$2.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-233Closed |
$7.99K - $8.77K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
600New |
$20.6K - $22.6K
|
600
$30.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-400- 51.61% |
$13.7K - $15K
|
375
$19.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
537+ 3.71% |
$18.4K - $20.2K
|
15K
$766K
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-147- 1.99% |
$5.04K - $5.53K
|
7.23K
$369K
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13.1KNew |
$449K - $492K
|
13.1K
$668K
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
SELL
|
- |
-85.6KClosed |
$2.94M - $3.22M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Blooom, Inc.
|
SELL
|
- |
-5.73KClosed |
$197K - $216K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
125New |
$4.29K - $4.7K
|
125
$6.39K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
575New |
$19.7K - $21.6K
|
575
$29.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-758- 11.42% |
$26K - $28.5K
|
5.88K
$300K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
175New |
$6K - $6.58K
|
175
$8.94K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.8KClosed |
$61.9K - $67.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
47.4K+ 84.29% |
$1.62M - $1.78M
|
104K
$5.29M
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-66.2KClosed |
$2.27M - $2.49M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.25K- 27.77% |
$112K - $122K
|
8.45K
$432K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.97KNew |
$171K - $187K
|
4.97K
$254K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-361- 5.5% |
$12.4K - $13.6K
|
6.2K
$317K
|
|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-350- 1.58% |
$12K - $13.2K
|
21.9K
$1.12M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-892Closed |
$30.6K - $33.6K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
457New |
$15.7K - $17.2K
|
457
$23.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.09K- 10.83% |
$37.3K - $40.9K
|
8.96K
$457K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-965- 5.75% |
$33.1K - $36.3K
|
15.8K
$808K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.18KNew |
$40.4K - $44.3K
|
1.18K
$60.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$345K - $378K
|
10.1K
$514K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-25.7K- 6.96% |
$882K - $967K
|
344K
$17.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-6.55KClosed |
$225K - $246K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
25K+ 17.32% |
$857K - $940K
|
169K
$8.64M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
162New |
$5.56K - $6.09K
|
162
$8.27K
|
|
|
Jul 15, 2022
Q2 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-57KClosed |
$1.95M - $2.14M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.25KNew |
$180K - $198K
|
5.25K
$268K
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-50.4K- 36.86% |
$1.73M - $1.9M
|
86.3K
$4.41M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
40New |
$1.37K - $1.5K
|
40
$2.04K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
400New |
$13.7K - $15K
|
400
$20.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
150+ 1.69% |
$5.15K - $5.64K
|
9.02K
$461K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
165New |
$5.66K - $6.21K
|
165
$8.43K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
495KNew |
$17M - $18.6M
|
495K
$25.3M
|
|
| Q1 2022 | |||||||
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
353+ 14.71% |
$12K - $13.8K
|
2.75K
$141K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
145New |
$4.93K - $5.65K
|
145
$7.41K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-471- 5.4% |
$16K - $18.4K
|
8.26K
$422K
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-7.57KClosed |
$257K - $295K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.3K+ 5.57% |
$78.2K - $89.7K
|
43.6K
$2.23M
|
|