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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-485- 1.54% |
$17.5K - $18.8K
|
30.9K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-24.4K- 1.81% |
$881K - $947K
|
1.32M
$83.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.99KNew |
$253K - $272K
|
6.99K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$5.42K - $5.83K
|
150
$9.44K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50+ 34.48% |
$1.81K - $1.94K
|
195
$12.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
686New |
$24.8K - $26.7K
|
686
$43.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.01K- 3.8% |
$36.4K - $39.2K
|
25.5K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.58KNew |
$202K - $217K
|
5.58K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.12KNew |
$330K - $354K
|
9.12K
$574K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
17.5K+ 2.11% |
$632K - $679K
|
847K
$53.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-7.88K- 2.95% |
$285K - $306K
|
259K
$16.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
538New |
$19.4K - $20.9K
|
538
$33.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100+ 100.0% |
$3.62K - $3.89K
|
200
$12.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6.85KNew |
$248K - $266K
|
6.85K
$431K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.68KNew |
$278K - $298K
|
7.68K
$483K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
815+ 5.5% |
$29.5K - $31.7K
|
15.6K
$984K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.18K+ 0.49% |
$151K - $162K
|
861K
$54.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-450- 0.75% |
$16.3K - $17.5K
|
59.3K
$3.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 0.52% |
$108 - $117
|
575
$36.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.44K+ 392.39% |
$52.2K - $56.1K
|
1.81K
$114K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
554+ 1.3% |
$20K - $21.5K
|
43.2K
$2.72M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.15KNew |
$222K - $239K
|
6.15K
$387K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-80- 1.25% |
$2.89K - $3.11K
|
6.3K
$396K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-682- 5.65% |
$24.7K - $26.5K
|
11.4K
$717K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
142K+ 11.71% |
$5.15M - $5.53M
|
1.36M
$85.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-928- 4.09% |
$33.5K - $36.1K
|
21.8K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-310- 0.63% |
$11.2K - $12K
|
49.2K
$3.1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
142K+ 11.71% |
$5.15M - $5.53M
|
1.36M
$85.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
229New |
$8.28K - $8.9K
|
229
$14.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
868KNew |
$31.4M - $33.7M
|
868K
$54.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8.23KNew |
$297K - $320K
|
8.23K
$518K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.08KNew |
$220K - $236K
|
6.08K
$382K
|
|
|
Jul 18, 2023
Q2 2023
|
American Asset Management Inc.
|
BUY
|
- |
6.15K+ 6.63% |
$222K - $239K
|
98.9K
$6.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-163- 1.6% |
$5.89K - $6.33K
|
10K
$630K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
30+ 0.02% |
$1.08K - $1.17K
|
140K
$8.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
36+ 600.0% |
$1.3K - $1.4K
|
42
$2.64K
|
|
| Q1 2023 | |||||||
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
$184K - $203K
|
5.36K
$337K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7Closed |
$240 - $265
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.35KNew |
$80.7K - $89.1K
|
2.35K
$148K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-8.08KClosed |
$277K - $306K
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
30.1K+ 7.24% |
$1.03M - $1.14M
|
446K
$28.1M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
116K+ 76.1% |
$3.98M - $4.39M
|
268K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-7.26MClosed |
$249M - $275M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.57K- 45.13% |
$191K - $211K
|
6.77K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
825+ 1.16% |
$28.3K - $31.3K
|
71.7K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$945K - $1.04M
|
27.5K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
426+ 39.66% |
$14.6K - $16.1K
|
1.5K
$94.4K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
103New |
$3.54K - $3.9K
|
103
$6.48K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.88K- 25.25% |
$98.7K - $109K
|
8.51K
$536K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-1.5K- 42.86% |
$51.5K - $56.9K
|
2K
$126K
|
|