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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
56.6KNew |
$1.75M - $1.96M
|
56.6K
$3.23M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.35KNew |
$41.6K - $46.6K
|
1.35K
$76.7K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
9.05K+ 159.04% |
$280K - $313K
|
14.7K
$840K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-102K- 94.41% |
$3.15M - $3.53M
|
6.05K
$345K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
135KNew |
$4.15M - $4.66M
|
135K
$7.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-15.7K- 2.86% |
$485K - $543K
|
533K
$30.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.77KNew |
$178K - $199K
|
5.77K
$328K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.2K- 15.51% |
$314K - $352K
|
55.4K
$3.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
242New |
$7.47K - $8.37K
|
242
$13.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
14.7KNew |
$455K - $510K
|
14.7K
$839K
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
11.5KNew |
$354K - $396K
|
11.5K
$652K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-85- 0.79% |
$2.62K - $2.94K
|
10.7K
$610K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5New |
$154 - $173
|
5
$285
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3KNew |
$92.7K - $104K
|
3K
$171K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
6.21KNew |
$192K - $215K
|
6.21K
$354K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
92+ 6.31% |
$2.84K - $3.18K
|
1.55K
$88.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.32K- 8.1% |
$40.8K - $45.7K
|
15K
$855K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.33K- 6.27% |
$41.1K - $46.1K
|
19.9K
$1.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-186- 4.08% |
$5.74K - $6.44K
|
4.38K
$249K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
114New |
$3.52K - $3.94K
|
114
$6.49K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-200- 1.74% |
$6.18K - $6.92K
|
11.3K
$643K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.32K- 9.54% |
$71.5K - $80.1K
|
22K
$1.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-13.8K- 38.05% |
$425K - $477K
|
22.4K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.69K- 15.18% |
$83K - $93K
|
15K
$855K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
13KNew |
$401K - $450K
|
13K
$741K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.19KNew |
$36.9K - $41.3K
|
1.19K
$68K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
22New |
$679 - $761
|
22
$1.25K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
8.34KNew |
$258K - $289K
|
8.34K
$475K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
938New |
$29K - $32.5K
|
938
$53.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
678New |
$20.9K - $23.5K
|
678
$38.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
135New |
$4.17K - $4.67K
|
135
$7.69K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
140New |
$4.32K - $4.84K
|
140
$7.98K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
400New |
$12.4K - $13.8K
|
400
$22.8K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6Closed |
$185 - $206
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-39.3K- 4.9% |
$1.21M - $1.35M
|
764K
$43.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$3.14K - $3.5K
|
102
$5.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.02KNew |
$31.3K - $34.9K
|
1.02K
$57.9K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-7.96K- 37.98% |
$245K - $273K
|
13K
$740K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-625- 94.84% |
$19.3K - $21.4K
|
34
$1.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
300KNew |
$9.25M - $10.3M
|
300K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.43K+ 865.91% |
$106K - $118K
|
3.83K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
943New |
$29.1K - $32.3K
|
943
$53.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
235+ 470.0% |
$7.24K - $8.06K
|
285
$16.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
7.16KNew |
$221K - $245K
|
7.16K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-8.2K- 54.58% |
$253K - $281K
|
6.82K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-13.3K- 37.66% |
$408K - $454K
|
21.9K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7+ 7.29% |
$216 - $240
|
103
$5.87K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-189K- 27.28% |
$5.82M - $6.48M
|
504K
$28.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-119K- 18.86% |
$3.66M - $4.08M
|
511K
$29.1M
|
|