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 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-471- 5.4% |
$16K - $18.4K
|
8.26K
$520K
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-7.57KClosed |
$257K - $295K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.3K+ 5.57% |
$78.2K - $89.7K
|
43.6K
$2.75M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-175KClosed |
$5.95M - $6.82M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4Closed |
$136 - $156
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-57.2KClosed |
$1.94M - $2.23M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-70.2KClosed |
$2.39M - $2.73M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-17.6KClosed |
$597K - $684K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-594- 3.34% |
$20.2K - $23.2K
|
17.2K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-208Closed |
$7.07K - $8.11K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-56.3KClosed |
$1.91M - $2.2M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-280KClosed |
$9.52M - $10.9M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.52K- 20.95% |
$188K - $215K
|
20.8K
$1.31M
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.97KClosed |
$135K - $155K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-24Closed |
$816 - $936
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-38Closed |
$1.29K - $1.48K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-156Closed |
$5.3K - $6.08K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-17.5K- 58.15% |
$595K - $682K
|
12.6K
$793K
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-9.32KClosed |
$317K - $363K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
11.1K+ 2613.71% |
$376K - $431K
|
11.5K
$723K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
28New |
$952 - $1.09K
|
28
$1.76K
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.94KClosed |
$66K - $75.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
6.9KNew |
$234K - $269K
|
6.9K
$434K
|
|
|
Apr 29, 2022
Q1 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-7KClosed |
$238K - $273K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-377Closed |
$12.8K - $14.7K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
31.8KNew |
$1.08M - $1.24M
|
31.8K
$2M
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-27.6KClosed |
$938K - $1.08M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-86.1KClosed |
$2.93M - $3.36M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.72KNew |
$92.4K - $106K
|
2.72K
$171K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
144KNew |
$4.9M - $5.62M
|
144K
$9.08M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-5.95KClosed |
$202K - $232K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.33KClosed |
$249K - $286K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-6.56KClosed |
$223K - $256K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
9KNew |
$306K - $351K
|
9K
$567K
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.61K+ 12.83% |
$157K - $180K
|
40.5K
$2.55M
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.81KClosed |
$95.6K - $110K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-416Closed |
$14.1K - $16.2K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Jvl Associates LLC
|
SELL
|
- |
-25.8K- 55.97% |
$877K - $1.01M
|
20.3K
$1.28M
|
|
| Q4 2021 | |||||||
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.17K- 0.3% |
$39K - $41.6K
|
386K
$24.3M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
66.6KNew |
$2.22M - $2.37M
|
66.6K
$4.19M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
657New |
$21.9K - $23.3K
|
657
$41.4K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-21Closed |
$701 - $746
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.5K+ 210.67% |
$50K - $53.3K
|
2.21K
$139K
|
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-7.97KClosed |
$266K - $283K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
56.4K+ 11.66% |
$1.88M - $2M
|
540K
$34M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$3.34K - $3.55K
|
100
$6.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
65New |
$2.17K - $2.31K
|
65
$4.09K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-6.67KClosed |
$223K - $237K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-12Closed |
$400 - $426
|
0
$0
|
|