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 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-497- 1.3% |
$18.7K - $20.9K
|
37.6K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
23.4K+ 29.74% |
$883K - $985K
|
102K
$6.44M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.3K- 67.42% |
$537K - $599K
|
6.89K
$434K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-10.2K- 45.24% |
$386K - $430K
|
12.4K
$781K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
235K+ 331.59% |
$8.85M - $9.87M
|
306K
$19.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-72.8K- 0.36% |
$2.74M - $3.06M
|
20.4M
$1.28B
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-519- 3.58% |
$19.5K - $21.8K
|
14K
$879K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-100- 1.53% |
$3.77K - $4.2K
|
6.43K
$405K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
300New |
$11.3K - $12.6K
|
300
$18.9K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.83K- 24.47% |
$106K - $119K
|
8.73K
$549K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.55KNew |
$209K - $233K
|
5.55K
$349K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
130New |
$4.9K - $5.46K
|
130
$8.18K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.1K- 24.42% |
$79.1K - $88.2K
|
6.5K
$409K
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-43.5K- 58.36% |
$1.64M - $1.83M
|
31K
$1.95M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.86K- 15.87% |
$334K - $372K
|
47K
$2.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.3KNew |
$1.03M - $1.15M
|
27.3K
$1.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-699- 6.66% |
$26.3K - $29.4K
|
9.8K
$617K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
162New |
$6.1K - $6.81K
|
162
$10.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
792New |
$29.8K - $33.3K
|
792
$49.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
79+ 15.8% |
$2.98K - $3.32K
|
579
$36.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
827+ 11.94% |
$31.1K - $34.7K
|
7.75K
$488K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-25- 0.1% |
$941 - $1.05K
|
25.2K
$1.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.06K- 16.1% |
$39.9K - $44.5K
|
5.53K
$348K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 57.14% |
$15.1K - $16.8K
|
300
$18.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
150New |
$5.65K - $6.3K
|
150
$9.44K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
265+ 9.2% |
$9.98K - $11.1K
|
3.15K
$198K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
700New |
$26.4K - $29.4K
|
700
$44.1K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1K- 58.31% |
$37.7K - $42K
|
715
$45K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
6.54KNew |
$246K - $275K
|
6.54K
$412K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-450- 18.37% |
$16.9K - $18.9K
|
2K
$126K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
599New |
$20.6K - $23.6K
|
599
$37.7K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.34KNew |
$184K - $210K
|
5.34K
$336K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-155Closed |
$5.34K - $6.1K
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
582New |
$20.1K - $22.9K
|
582
$36.6K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
6.64KNew |
$229K - $261K
|
6.64K
$418K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3KNew |
$103K - $118K
|
3K
$189K
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.4KNew |
$634K - $723K
|
18.4K
$1.16M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.73KNew |
$198K - $225K
|
5.73K
$361K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-47.3K- 96.27% |
$1.63M - $1.86M
|
1.83K
$115K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
174New |
$6K - $6.85K
|
174
$11K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
115New |
$3.96K - $4.52K
|
115
$7.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
194New |
$6.69K - $7.63K
|
194
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.74K- 30.08% |
$163K - $187K
|
11K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.31K- 22.15% |
$79.7K - $90.9K
|
8.12K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.28K+ 3282.05% |
$44.1K - $50.4K
|
1.32K
$83K
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
21.6K+ 12.89% |
$743K - $848K
|
189K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-25.8K- 82.04% |
$891K - $1.02M
|
5.66K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.8K+ 26.09% |
$62K - $70.8K
|
8.7K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
150New |
$5.17K - $5.9K
|
150
$9.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
65+ 0.02% |
$2.24K - $2.56K
|
282K
$17.8M
|
|