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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
22New |
$679 - $761
|
22
$1.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
8.34KNew |
$258K - $289K
|
8.34K
$454K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
938New |
$29K - $32.5K
|
938
$51.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
678New |
$20.9K - $23.5K
|
678
$36.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
135New |
$4.17K - $4.67K
|
135
$7.35K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
140New |
$4.32K - $4.84K
|
140
$7.62K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
400New |
$12.4K - $13.8K
|
400
$21.8K
|
|
| 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
$41.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$3.14K - $3.5K
|
102
$5.55K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.02KNew |
$31.3K - $34.9K
|
1.02K
$55.4K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-7.96K- 37.98% |
$245K - $273K
|
13K
$708K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-625- 94.84% |
$19.3K - $21.4K
|
34
$1.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
300KNew |
$9.25M - $10.3M
|
300K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.43K+ 865.91% |
$106K - $118K
|
3.83K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
943New |
$29.1K - $32.3K
|
943
$51.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
235+ 470.0% |
$7.24K - $8.06K
|
285
$15.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
7.16KNew |
$221K - $245K
|
7.16K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-8.2K- 54.58% |
$253K - $281K
|
6.82K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-13.3K- 37.66% |
$408K - $454K
|
21.9K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7+ 7.29% |
$216 - $240
|
103
$5.61K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-189K- 27.28% |
$5.82M - $6.48M
|
504K
$27.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-119K- 18.86% |
$3.66M - $4.08M
|
511K
$27.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
3.82KNew |
$118K - $131K
|
3.82K
$208K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
91New |
$2.8K - $3.12K
|
91
$4.96K
|
|
|
Nov 10, 2022
Q3 2022
|
Grand Central Investment Group
|
SELL
|
- |
-3.23K- 7.9% |
$99.6K - $111K
|
37.7K
$2.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
76.2KNew |
$2.35M - $2.61M
|
76.2K
$4.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12New |
$370 - $412
|
12
$654
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.79K+ 91.99% |
$86K - $95.7K
|
5.82K
$317K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-200- 2.17% |
$6.16K - $6.86K
|
9K
$490K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
65.6KNew |
$2.02M - $2.25M
|
65.6K
$3.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-28- 3.05% |
$863 - $960
|
890
$48.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80New |
$2.47K - $2.74K
|
80
$4.36K
|
|
|
Nov 09, 2022
Q3 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-6.1K- 13.44% |
$188K - $209K
|
39.3K
$2.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 2.53% |
$44.4K - $49.4K
|
58.4K
$3.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
144New |
$4.44K - $4.94K
|
144
$7.84K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-11.8K- 6.79% |
$365K - $406K
|
163K
$8.86M
|
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-335- 4.91% |
$10.3K - $11.5K
|
6.49K
$353K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$154 - $172
|
10.9K
$596K
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-101K- 15.95% |
$3.13M - $3.48M
|
535K
$29.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.11KNew |
$219K - $244K
|
7.11K
$387K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-405- 20.92% |
$12.5K - $13.9K
|
1.53K
$83.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-45.6KClosed |
$1.41M - $1.56M
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.36K- 15.24% |
$42K - $46.7K
|
7.58K
$413K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 20.0% |
$3.08K - $3.43K
|
400
$21.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-200- 0.23% |
$6.16K - $6.86K
|
85.4K
$4.65M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
8.04KNew |
$248K - $276K
|
8.04K
$438K
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
7.21KNew |
$222K - $247K
|
7.21K
$393K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
11.5KNew |
$354K - $394K
|
11.5K
$626K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
882+ 89.54% |
$27.2K - $30.3K
|
1.87K
$102K
|
|