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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.4K- 2.76% |
$937K - $1.02M
|
682K
$40.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-68- 0.73% |
$3.29K - $3.58K
|
9.31K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.17K- 11.51% |
$202K - $220K
|
32.1K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-10.8K- 48.21% |
$522K - $568K
|
11.6K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-70- 0.92% |
$3.39K - $3.69K
|
7.55K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
458+ 0.47% |
$22.2K - $24.1K
|
98.2K
$5.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.3K+ 0.84% |
$1.32M - $1.43M
|
3.27M
$193M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.4K+ 44.6% |
$746K - $813K
|
50K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
171K+ 1776.04% |
$8.25M - $8.98M
|
180K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.19K- 3.06% |
$154K - $168K
|
101K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
41.2K+ 26.34% |
$1.99M - $2.17M
|
198K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-38K- 22.66% |
$1.84M - $2M
|
130K
$7.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
57+ 0.38% |
$2.76K - $3K
|
15K
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
470+ 0.52% |
$22.7K - $24.7K
|
91.3K
$5.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
832+ 0.3% |
$40.2K - $43.8K
|
283K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
620+ 0.93% |
$30K - $32.6K
|
67.6K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.5K+ 23.2% |
$72.5K - $78.9K
|
7.96K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1.74K+ 4.73% |
$83.9K - $91.3K
|
38.4K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-11.1K- 22.58% |
$539K - $586K
|
38.2K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 0.32% |
$435 - $474
|
2.84K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2K+ 11.75% |
$96.7K - $105K
|
19K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
25.6K+ 8.08% |
$1.24M - $1.35M
|
342K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
127K+ 10.51% |
$6.16M - $6.7M
|
1.34M
$78.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
106+ 0.42% |
$5.13K - $5.58K
|
25.2K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.7K+ 3.08% |
$568K - $618K
|
394K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
48.3KNew |
$2.34M - $2.54M
|
48.3K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-20.7K- 21.37% |
$1M - $1.09M
|
76K
$4.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
54.9KNew |
$2.66M - $2.89M
|
54.9K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-113K- 40.97% |
$5.49M - $5.97M
|
163K
$9.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.67KNew |
$371K - $404K
|
7.67K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
538+ 10.76% |
$26K - $28.3K
|
5.54K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-710- 0.83% |
$34.3K - $37.4K
|
84.5K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.78K- 38.53% |
$183K - $199K
|
6.04K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.75K+ 3.49% |
$133K - $145K
|
81.7K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-673- 2.64% |
$32.6K - $35.4K
|
24.8K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-376- 3.45% |
$18.2K - $19.8K
|
10.5K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-31.3K- 27.52% |
$1.51M - $1.65M
|
82.4K
$4.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
26.7K+ 1830.23% |
$1.29M - $1.41M
|
28.2K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
850+ 0.88% |
$41.1K - $44.8K
|
97.8K
$5.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13K+ 37.69% |
$630K - $686K
|
47.6K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.91K+ 6.52% |
$141K - $153K
|
47.4K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
41.3K+ 675.69% |
$2M - $2.17M
|
47.4K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
7.85K+ 9.82% |
$380K - $413K
|
87.8K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
349K+ 71.59% |
$16.9M - $18.4M
|
836K
$49.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-10K- 1.89% |
$484K - $527K
|
520K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-66- 0.52% |
$3.19K - $3.47K
|
12.5K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.32K+ 2.82% |
$112K - $122K
|
84.5K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113K+ 304.01% |
$5.47M - $5.96M
|
150K
$8.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 22.01% |
$76.6K - $83.4K
|
8.78K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
95K+ 6.36% |
$4.6M - $5M
|
1.59M
$93.7M
|