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 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1KClosed |
$32.9K - $34.8K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-20.2KClosed |
$665K - $705K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-930- 97.38% |
$30.6K - $32.4K
|
25
$1.57K
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-300Closed |
$9.86K - $10.4K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.71KNew |
$122K - $129K
|
3.71K
$234K
|
|
|
Oct 27, 2021
Q3 2021
|
Consolidated Investment Group LLC
|
SELL
|
- |
-37.5KClosed |
$1.23M - $1.31M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-7.08KClosed |
$232K - $246K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
29.1KNew |
$957K - $1.01M
|
29.1K
$1.83M
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-500- 25.0% |
$16.4K - $17.4K
|
1.5K
$94.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-12.9KClosed |
$424K - $449K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.93KClosed |
$260K - $276K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-8.25KClosed |
$271K - $287K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-20.9KClosed |
$688K - $729K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.46K- 2.45% |
$278K - $576K
|
337K
$21.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
53.1KNew |
$1.75M - $3.61M
|
53.1K
$3.34M
|
|
|
Aug 13, 2021
Q2 2021
|
Courage Capital Management LLC
Nashville, TN |
BUY
|
- |
28KNew |
$921K - $1.91M
|
28K
$1.76M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$9.87K - $20.4K
|
300
$18.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
334New |
$11K - $22.7K
|
334
$21K
|
|
|
Aug 13, 2021
Q2 2021
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
100KNew |
$3.29M - $6.81M
|
100K
$6.3M
|
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.05KNew |
$34.4K - $71.1K
|
1.05K
$65.8K
|
|
|
Aug 10, 2021
Q2 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
58.3KNew |
$1.92M - $3.97M
|
58.3K
$3.67M
|
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
931New |
$30.6K - $63.4K
|
931
$58.6K
|
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
150New |
$4.94K - $10.2K
|
150
$9.44K
|
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.62KNew |
$86.3K - $179K
|
2.62K
$165K
|
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.04KNew |
$133K - $275K
|
4.04K
$254K
|
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.8KNew |
$92.1K - $191K
|
2.8K
$176K
|
|
|
Aug 03, 2021
Q2 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
13.8KNew |
$455K - $941K
|
13.8K
$870K
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
50New |
$1.65K - $3.4K
|
50
$3.15K
|
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
725New |
$23.9K - $49.4K
|
725
$45.6K
|
|
|
Jul 22, 2021
Q2 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
400New |
$13.2K - $27.2K
|
400
$25.2K
|
|
|
Jul 21, 2021
Q2 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
CALL |
7.5KNew |
$247K - $511K
|
7.5K
$472K
|
|
|
Jul 21, 2021
Q2 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
96.7KNew |
$3.18M - $6.58M
|
96.7K
$6.09M
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
BUY
|
- |
184New |
$6.05K - $12.5K
|
184
$11.6K
|
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
BUY
|
- |
652New |
$21.5K - $44.4K
|
652
$41K
|
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
9.52KNew |
$313K - $648K
|
9.52K
$600K
|
|
| Q1 2020 | |||||||
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-557Closed |
$15.6K - $17.9K
|
0
$0
|
|
| Q4 2016 | |||||||
|
Jan 03, 2024
Q4 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500New |
N/A
|
500
$31.5K
|
|