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 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-126K- 2.94% |
$5.53M - $6.34M
|
4.14M
$207M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.24K+ 12.85% |
$143K - $164K
|
28.5K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.17% |
$441 - $505
|
6.04K
$301K
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.63K- 4.44% |
$116K - $133K
|
56.5K
$2.82M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.4K+ 2.17% |
$61.9K - $70.9K
|
66.1K
$3.3M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
132+ 0.93% |
$5.82K - $6.67K
|
14.3K
$713K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
14K+ 32.1% |
$617K - $707K
|
57.6K
$2.88M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1K+ 28.57% |
$44.1K - $50.5K
|
4.5K
$225K
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
214K+ 76.52% |
$9.41M - $10.8M
|
493K
$24.6M
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.93K+ 6.09% |
$85.2K - $97.6K
|
33.7K
$1.68M
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.84K+ 0.66% |
$169K - $194K
|
584K
$29.1M
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-148- 0.3% |
$6.52K - $7.47K
|
48.5K
$2.42M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-15.5K- 34.46% |
$682K - $782K
|
29.5K
$1.47M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$512K - $587K
|
11.6K
$581K
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
172+ 5.35% |
$7.58K - $8.69K
|
3.39K
$169K
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.59K+ 3.23% |
$114K - $131K
|
82.8K
$4.13M
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-355- 1.2% |
$15.6K - $17.9K
|
29.1K
$1.45M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.97KNew |
$219K - $251K
|
4.97K
$248K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
214+ 2.61% |
$9.43K - $10.8K
|
8.4K
$419K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-525- 7.17% |
$23.1K - $26.5K
|
6.8K
$339K
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-56.2K- 17.05% |
$2.48M - $2.84M
|
274K
$13.7M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.76K- 9.75% |
$122K - $140K
|
25.6K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.79K- 4.61% |
$123K - $141K
|
57.8K
$2.89M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-18.1K- 66.37% |
$799K - $916K
|
9.2K
$459K
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
44.2K+ 30.79% |
$1.95M - $2.23M
|
188K
$9.37M
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-11.5K- 2.84% |
$505K - $579K
|
392K
$19.5M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
132K+ 4.23% |
$5.8M - $6.64M
|
3.24M
$162M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-469- 6.12% |
$20.7K - $23.7K
|
7.2K
$359K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
152K+ 48.02% |
$6.72M - $7.7M
|
470K
$23.5M
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
334+ 0.8% |
$14.7K - $16.9K
|
42K
$2.1M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
478+ 67.99% |
$21.1K - $24.1K
|
1.18K
$58.9K
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-282- 2.96% |
$12.4K - $14.2K
|
9.24K
$461K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-271- 1.37% |
$11.9K - $13.7K
|
19.6K
$977K
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.13K- 2.19% |
$49.8K - $57.1K
|
50.4K
$2.51M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-112K- 25.49% |
$4.94M - $5.66M
|
328K
$16.4M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.5KNew |
$242K - $278K
|
5.5K
$274K
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.17K- 4.13% |
$95.7K - $110K
|
50.5K
$2.52M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.81K+ 26.05% |
$79.7K - $91.4K
|
8.76K
$437K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-75- 0.65% |
$3.3K - $3.79K
|
11.4K
$569K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.63K+ 0.43% |
$71.6K - $82.1K
|
382K
$19.1M
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-45.1K- 16.38% |
$1.99M - $2.28M
|
230K
$11.5M
|
|
Nov 12, 2024
Q3 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-22.1K- 4.03% |
$976K - $1.12M
|
528K
$26.3M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
32.9K+ 14.01% |
$1.45M - $1.66M
|
268K
$13.4M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.4K+ 105.8% |
$1.12M - $1.28M
|
49.4K
$2.47M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.63K+ 80.99% |
$204K - $234K
|
10.4K
$517K
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$823K - $943K
|
18.7K
$932K
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-74- 0.04% |
$3.26K - $3.74K
|
189K
$9.46M
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10.9KNew |
$480K - $550K
|
10.9K
$544K
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.41K- 33.67% |
$194K - $223K
|
8.68K
$433K
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.77K- 2.11% |
$122K - $140K
|
128K
$6.41M
|