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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
111KNew |
$6.22M - $7.18M
|
111K
$6.99M
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
222+ 3.4% |
$12.5K - $14.4K
|
6.76K
$425K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
426+ 0.67% |
$23.9K - $27.6K
|
63.7K
$4.01M
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-10- 0.29% |
$561 - $647
|
3.45K
$217K
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-479- 12.2% |
$26.9K - $31K
|
3.45K
$217K
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
14K+ 29.15% |
$785K - $906K
|
62K
$3.91M
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
5.53K+ 80.55% |
$310K - $358K
|
12.4K
$780K
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.03K- 6.9% |
$394K - $455K
|
94.9K
$5.97M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13+ 0.28% |
$729 - $842
|
4.65K
$293K
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.89K+ 27.45% |
$106K - $122K
|
8.79K
$553K
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-15.1K- 8.54% |
$845K - $975K
|
161K
$10.2M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8.85K+ 75.17% |
$497K - $573K
|
20.6K
$1.3M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.27K- 12.84% |
$127K - $147K
|
15.4K
$970K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.2K- 12.04% |
$682K - $787K
|
88.8K
$5.59M
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
110KNew |
$6.14M - $7.09M
|
110K
$6.9M
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-155- 6.95% |
$8.7K - $10K
|
2.08K
$131K
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6.47K+ 7.5% |
$363K - $419K
|
92.7K
$5.84M
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-119- 0.78% |
$6.68K - $7.7K
|
15.2K
$959K
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.65K- 4.75% |
$149K - $172K
|
53.1K
$3.34M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-242- 4.76% |
$13.6K - $15.7K
|
4.84K
$305K
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-35.6K- 19.14% |
$2M - $2.3M
|
150K
$9.46M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.1K- 2.99% |
$118K - $136K
|
67.9K
$4.28M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.04K- 12.22% |
$227K - $262K
|
29K
$1.83M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.6K- 32.44% |
$709K - $819K
|
26.3K
$1.66M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.63K- 8.88% |
$260K - $300K
|
47.5K
$2.99M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.17K- 3.45% |
$178K - $205K
|
88.7K
$5.58M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-109- 1.71% |
$6.11K - $7.06K
|
6.26K
$394K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.4KNew |
$1.14M - $1.32M
|
20.4K
$1.28M
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-413- 0.56% |
$23.2K - $26.7K
|
73.3K
$4.62M
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-209- 2.04% |
$11.7K - $13.5K
|
10K
$632K
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
15.3K+ 9.14% |
$860K - $992K
|
183K
$11.5M
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
12K+ 3.64% |
$672K - $776K
|
341K
$21.5M
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.68K- 4.96% |
$94K - $109K
|
32.1K
$2.02M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.16K+ 3.07% |
$65.1K - $75.1K
|
38.9K
$2.45M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-423- 1.42% |
$23.7K - $27.4K
|
29.3K
$1.84M
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.37K- 2.74% |
$189K - $218K
|
120K
$7.55M
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.33KNew |
$187K - $216K
|
3.33K
$210K
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
123KNew |
$6.9M - $7.96M
|
123K
$7.74M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.27K+ 44.73% |
$464K - $535K
|
26.8K
$1.68M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.51K+ 215.31% |
$84.4K - $97.4K
|
2.2K
$139K
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
222K+ 52.78% |
$12.5M - $14.4M
|
644K
$40.5M
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10New |
$561 - $647
|
10
$630
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
759+ 6.66% |
$42.6K - $49.1K
|
12.2K
$765K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-12.1K- 9.45% |
$678K - $782K
|
116K
$7.29M
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-4.34K- 1.38% |
$244K - $281K
|
310K
$19.5M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-2K- 20.19% |
$112K - $130K
|
7.91K
$498K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.53K- 2.94% |
$142K - $164K
|
83.5K
$5.26M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-322- 96.12% |
$18.1K - $20.8K
|
13
$818
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.66K- 14.79% |
$542K - $626K
|
55.7K
$3.5M
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-14.1K- 6.32% |
$791K - $913K
|
209K
$13.2M
|