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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
9KNew |
$306K - $351K
|
9K
$693K
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.61K+ 12.83% |
$157K - $180K
|
40.5K
$3.12M
|
|
|
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
$1.56M
|
|
| Q4 2021 | |||||||
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.17K- 0.3% |
$39K - $41.6K
|
386K
$29.7M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
66.6KNew |
$2.22M - $2.37M
|
66.6K
$5.12M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
657New |
$21.9K - $23.3K
|
657
$50.6K
|
|
|
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
$170K
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
56.4K+ 11.66% |
$1.88M - $2M
|
540K
$41.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$3.34K - $3.55K
|
100
$7.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
65New |
$2.17K - $2.31K
|
65
$5K
|
|
|
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
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-7.65KClosed |
$255K - $272K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-15.6KClosed |
$519K - $553K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-47.9KClosed |
$1.6M - $1.7M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-773KClosed |
$25.8M - $27.5M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-942Closed |
$31.4K - $33.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-7.5KClosed |
$250K - $266K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-232Closed |
$7.74K - $8.24K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-10.9KClosed |
$365K - $388K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-15KClosed |
$500K - $533K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-34.6KClosed |
$1.16M - $1.23M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-275Closed |
$9.17K - $9.77K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6.84KClosed |
$228K - $243K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.3KClosed |
$43.4K - $46.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
338New |
$11.3K - $12K
|
338
$26K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
875New |
$29.2K - $31.1K
|
875
$67.4K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.42KClosed |
$47.5K - $50.6K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-117- 0.77% |
$3.9K - $4.16K
|
15.1K
$1.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-750Closed |
$25K - $26.6K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-500- 7.14% |
$16.7K - $17.8K
|
6.5K
$500K
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-6.5KClosed |
$217K - $231K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-168Closed |
$5.6K - $5.97K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
710New |
$23.7K - $25.2K
|
710
$54.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-6.78KClosed |
$226K - $241K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
12KNew |
$399K - $425K
|
12K
$920K
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
SELL
|
CALL |
-200- 1.83% |
$6.67K - $7.11K
|
10.7K
$824K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1.37K- 50.2% |
$45K - $47.8K
|
1.36K
$105K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-319KClosed |
$10.5M - $11.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
CALL |
-1K- 14.29% |
$32.9K - $34.8K
|
6K
$462K
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
4.64KNew |
$152K - $161K
|
4.64K
$357K
|
|
|
Nov 15, 2021
Q3 2021
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-15.9KClosed |
$523K - $554K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-70KClosed |
$2.3M - $2.44M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-45KClosed |
$1.48M - $1.57M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-52.9KClosed |
$1.74M - $1.84M
|
0
$0
|
|