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 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-23.3K- 2.46% |
$1.31M - $1.51M
|
924K
$58.2M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
3.25KNew |
$182K - $210K
|
3.25K
$205K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-83- 3.61% |
$4.66K - $5.37K
|
2.22K
$140K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
262+ 0.16% |
$14.7K - $17K
|
167K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-60.2K- 75.0% |
$3.38M - $3.9M
|
20.1K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
758+ 1.41% |
$42.5K - $49.1K
|
54.3K
$3.42M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.81K+ 11.66% |
$270K - $311K
|
46K
$2.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
467+ 0.18% |
$26.2K - $30.2K
|
264K
$16.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.15K- 0.39% |
$64.5K - $74.4K
|
293K
$18.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-3.4K- 19.68% |
$191K - $220K
|
13.9K
$874K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.67K- 20.76% |
$93.5K - $108K
|
6.36K
$400K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
237+ 0.24% |
$13.3K - $15.3K
|
98.3K
$6.19M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-287- 7.5% |
$16.1K - $18.6K
|
3.54K
$223K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-369- 4.36% |
$20.7K - $23.9K
|
8.09K
$509K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-213- 1.46% |
$11.9K - $13.8K
|
14.4K
$907K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
268+ 4.65% |
$15K - $17.4K
|
6.04K
$380K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
95+ 0.63% |
$4.73K - $5.6K
|
15.1K
$950K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
948New |
$47.2K - $55.9K
|
948
$59.7K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.42K+ 10.76% |
$269K - $319K
|
55.8K
$3.51M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.52K+ 1.47% |
$125K - $148K
|
174K
$11M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
725+ 1.78% |
$36.1K - $42.7K
|
41.4K
$2.61M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.8K- 13.25% |
$1.03M - $1.23M
|
136K
$8.57M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-324- 2.53% |
$16.1K - $19.1K
|
12.5K
$785K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
180K+ 2654.11% |
$8.96M - $10.6M
|
187K
$11.8M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
45+ 0.21% |
$2.24K - $2.65K
|
21.2K
$1.34M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
10.4K+ 72.28% |
$516K - $612K
|
24.7K
$1.56M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.48KNew |
$173K - $205K
|
3.48K
$219K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 0.02% |
$497 - $590
|
59.8K
$3.76M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
804+ 13.73% |
$40K - $47.4K
|
6.66K
$419K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
4.01KNew |
$200K - $237K
|
4.01K
$253K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
47.8K+ 1163.53% |
$2.38M - $2.82M
|
51.9K
$3.27M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
697New |
$34.7K - $41.1K
|
697
$43.9K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.79K- 26.44% |
$139K - $164K
|
7.75K
$488K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.72K+ 83.59% |
$185K - $219K
|
8.17K
$514K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
50.4KNew |
$2.5M - $2.97M
|
50.4K
$3.17M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9.01K- 3.19% |
$448K - $531K
|
274K
$17.2M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-13.5K- 21.03% |
$672K - $796K
|
50.7K
$3.19M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.38KNew |
$168K - $199K
|
3.38K
$213K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$995 - $1.18K
|
20
$1.26K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
828+ 34.7% |
$41.2K - $48.8K
|
3.21K
$202K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-256- 19.18% |
$12.7K - $15.1K
|
1.08K
$67.9K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
7.81KNew |
$389K - $461K
|
7.81K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.95K- 5.96% |
$196K - $233K
|
62.2K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
16.7KNew |
$828K - $982K
|
16.7K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-40.4K- 11.24% |
$2.01M - $2.38M
|
319K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-2.65K- 9.38% |
$132K - $156K
|
25.6K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27K+ 242.36% |
$1.34M - $1.59M
|
38.2K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 0.41% |
$9.4K - $11.1K
|
46.4K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 9.26% |
$249 - $295
|
49
$3.09K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-300Closed |
$14.9K - $17.7K
|
0
$0
|
|