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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
3.82KNew |
$118K - $131K
|
3.82K
$217K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
91New |
$2.8K - $3.12K
|
91
$5.18K
|
|
|
Nov 10, 2022
Q3 2022
|
Grand Central Investment Group
|
SELL
|
- |
-3.23K- 7.9% |
$99.6K - $111K
|
37.7K
$2.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
76.2KNew |
$2.35M - $2.61M
|
76.2K
$4.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12New |
$370 - $412
|
12
$684
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.79K+ 91.99% |
$86K - $95.7K
|
5.82K
$332K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-200- 2.17% |
$6.16K - $6.86K
|
9K
$513K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
65.6KNew |
$2.02M - $2.25M
|
65.6K
$3.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-28- 3.05% |
$863 - $960
|
890
$50.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80New |
$2.47K - $2.74K
|
80
$4.56K
|
|
|
Nov 09, 2022
Q3 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-6.1K- 13.44% |
$188K - $209K
|
39.3K
$2.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 2.53% |
$44.4K - $49.4K
|
58.4K
$3.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
144New |
$4.44K - $4.94K
|
144
$8.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-11.8K- 6.79% |
$365K - $406K
|
163K
$9.27M
|
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-335- 4.91% |
$10.3K - $11.5K
|
6.49K
$370K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$154 - $172
|
10.9K
$624K
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-101K- 15.95% |
$3.13M - $3.48M
|
535K
$30.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.11KNew |
$219K - $244K
|
7.11K
$405K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-405- 20.92% |
$12.5K - $13.9K
|
1.53K
$87.2K
|
|
|
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
$432K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 20.0% |
$3.08K - $3.43K
|
400
$22.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-200- 0.23% |
$6.16K - $6.86K
|
85.4K
$4.87M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
8.04KNew |
$248K - $276K
|
8.04K
$458K
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
7.21KNew |
$222K - $247K
|
7.21K
$411K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
11.5KNew |
$354K - $394K
|
11.5K
$655K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
882+ 89.54% |
$27.2K - $30.3K
|
1.87K
$106K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-68- 4.57% |
$2.1K - $2.33K
|
1.42K
$80.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 7.63% |
$77.1K - $85.8K
|
30.3K
$1.72M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-496- 11.82% |
$15.3K - $17K
|
3.7K
$211K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2+ 0.03% |
$61.6 - $68.6
|
6.41K
$365K
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.01K+ 3.41% |
$278K - $309K
|
273K
$15.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
17.9K+ 2.63% |
$552K - $614K
|
698K
$39.8M
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
4.95KNew |
$153K - $170K
|
4.95K
$282K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
146New |
$4.5K - $5.01K
|
146
$8.32K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-2.72K- 0.81% |
$83.9K - $93.3K
|
334K
$19.1M
|
|
| Q2 2022 | |||||||
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25Closed |
$858 - $940
|
0
$0
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-284KClosed |
$9.74M - $10.7M
|
0
$0
|
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-38.5KClosed |
$1.32M - $1.45M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-430Closed |
$14.8K - $16.2K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$858K - $940K
|
25K
$1.42M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-750Closed |
$25.7K - $28.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tikvah Management LLC
Charlotte, NC |
BUY
|
- |
32K+ 63.64% |
$1.1M - $1.2M
|
82.2K
$4.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
58.3KNew |
$2M - $2.19M
|
58.3K
$3.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-6.84KClosed |
$235K - $257K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-241KClosed |
$8.27M - $9.07M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-9.81KClosed |
$337K - $369K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.33KNew |
$79.8K - $87.5K
|
2.33K
$133K
|
|
|
Aug 15, 2022
Q2 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
21.4KNew |
$733K - $803K
|
21.4K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
110New |
$3.77K - $4.14K
|
110
$6.27K
|
|