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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.74MNew |
$128M - $142M
|
3.74M
$213M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
6.42KNew |
$221K - $243K
|
6.42K
$366K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-28.3K- 4.82% |
$971K - $1.07M
|
559K
$31.8M
|
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-7.87K- 29.99% |
$270K - $298K
|
18.4K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-471- 33.96% |
$16.2K - $17.9K
|
916
$52.2K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.65K+ 2117.6% |
$90.9K - $100K
|
2.77K
$158K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
116New |
$3.98K - $4.4K
|
116
$6.61K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-88- 19.38% |
$3.02K - $3.34K
|
366
$20.9K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-234- 50.11% |
$8.03K - $8.87K
|
233
$13.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
36.1KNew |
$1.24M - $1.37M
|
36.1K
$2.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-920- 1.91% |
$31.6K - $34.9K
|
47.3K
$2.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.5KNew |
$85.8K - $94.8K
|
2.5K
$142K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.8K+ 2.86% |
$61.9K - $68.3K
|
64.8K
$3.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.23KNew |
$214K - $236K
|
6.23K
$355K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.6KNew |
$192K - $212K
|
5.6K
$319K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-394- 1.47% |
$13.5K - $14.9K
|
26.4K
$1.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
46New |
$1.58K - $1.74K
|
46
$2.62K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$206 - $227
|
6
$342
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
7.44KNew |
$255K - $282K
|
7.44K
$424K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-830- 3.66% |
$28.5K - $31.5K
|
21.8K
$1.24M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
4New |
$137 - $152
|
4
$228
|
|
| Q4 2022 | |||||||
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
42.9KNew |
$1.32M - $1.48M
|
42.9K
$2.44M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
447New |
$13.8K - $15.5K
|
447
$25.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
165New |
$5.1K - $5.71K
|
165
$9.4K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
34New |
$1.05K - $1.18K
|
34
$1.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-1.53K- 14.5% |
$47.3K - $53K
|
9.03K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$9.26K - $10.4K
|
300
$17.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26+ 5.15% |
$803 - $900
|
531
$30.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6.83KNew |
$211K - $236K
|
6.83K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-2K- 16.01% |
$61.8K - $69.2K
|
10.5K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Moon Capital Management LP
New York, NY |
BUY
|
- |
746+ 0.05% |
$23K - $25.8K
|
1.56M
$88.9M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
390New |
$12K - $13.5K
|
390
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
875New |
$27K - $30.3K
|
875
$49.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.11KNew |
$95.9K - $107K
|
3.11K
$177K
|
|
|
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
$39.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
500New |
$15.4K - $17.3K
|
500
$28.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-474K- 3.36% |
$14.6M - $16.4M
|
13.6M
$776M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
40New |
$1.24K - $1.38K
|
40
$2.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
4.57K+ 8.96% |
$141K - $158K
|
55.6K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.98KNew |
$185K - $207K
|
5.98K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-310- 4.17% |
$9.57K - $10.7K
|
7.13K
$406K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
10.4K+ 99.38% |
$322K - $361K
|
20.9K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
408+ 1.46% |
$12.6K - $14.1K
|
28.3K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.99K+ 57.38% |
$61.4K - $68.8K
|
5.45K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
CALL |
500New |
$15.4K - $17.3K
|
500
$28.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
15.4K+ 49.24% |
$476K - $534K
|
46.7K
$2.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-392- 43.9% |
$12.1K - $13.6K
|
501
$28.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.41K+ 3441.46% |
$43.6K - $48.8K
|
1.45K
$82.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
494New |
$15.3K - $17.1K
|
494
$28.1K
|
|