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
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17KNew |
$825K - $898K
|
17K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
19.6K+ 6.04% |
$946K - $1.03M
|
343K
$20.2M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-224- 4.79% |
$10.8K - $11.8K
|
4.45K
$262K
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11.9K+ 151.51% |
$576K - $627K
|
19.8K
$1.17M
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-370- 0.54% |
$17.9K - $19.5K
|
67.6K
$3.98M
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
338+ 6.51% |
$16.3K - $17.8K
|
5.53K
$326K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.71K+ 45.78% |
$470K - $511K
|
30.9K
$1.82M
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
62.2K+ 386.98% |
$3.01M - $3.27M
|
78.3K
$4.61M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
208KNew |
$10M - $10.9M
|
208K
$12.2M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-991- 5.04% |
$47.9K - $52.2K
|
18.7K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
25.6KNew |
$1.24M - $1.35M
|
25.6K
$1.51M
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-250- 0.14% |
$12.1K - $13.2K
|
175K
$10.3M
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.91KNew |
$237K - $258K
|
4.91K
$289K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.92K- 8.81% |
$141K - $154K
|
30.2K
$1.78M
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
4.93KNew |
$238K - $259K
|
4.93K
$290K
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-19.6K- 19.46% |
$947K - $1.03M
|
81K
$4.78M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
321K+ 166.15% |
$15.5M - $16.9M
|
513K
$30.3M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.4K+ 83.58% |
$791K - $861K
|
35.9K
$2.12M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.07K- 3.56% |
$51.9K - $56.5K
|
29.1K
$1.71M
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 10.82% |
$87.1K - $94.8K
|
18.4K
$1.09M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
841+ 0.52% |
$40.7K - $44.3K
|
164K
$9.65M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
206K+ 1440.0% |
$9.96M - $10.8M
|
220K
$13M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.16K+ 36.43% |
$298K - $325K
|
23.1K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
436K+ 83.07% |
$21.1M - $22.9M
|
960K
$56.6M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.2KNew |
$203K - $221K
|
4.2K
$248K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58.3K+ 4.67% |
$2.82M - $3.07M
|
1.31M
$77M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
351K+ 20.55% |
$17M - $18.5M
|
2.06M
$121M
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
111K+ 14.06% |
$5.36M - $5.83M
|
898K
$52.9M
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
27.3K+ 8.21% |
$1.32M - $1.43M
|
359K
$21.2M
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-78.9K- 19.9% |
$3.82M - $4.16M
|
318K
$18.7M
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
35.5K+ 1919.79% |
$1.72M - $1.87M
|
37.3K
$2.2M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
871+ 3.16% |
$42.1K - $45.9K
|
28.4K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.39K- 7.49% |
$164K - $179K
|
41.9K
$2.47M
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.42KNew |
$166K - $180K
|
3.42K
$202K
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-82- 6.94% |
$3.97K - $4.32K
|
1.1K
$64.8K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.76KNew |
$182K - $198K
|
3.76K
$222K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.51KNew |
$73K - $79.5K
|
1.51K
$89K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.25KNew |
$60.5K - $65.8K
|
1.25K
$73.7K
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-6- 0.13% |
$290 - $316
|
4.47K
$264K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.08K- 2.34% |
$343K - $373K
|
296K
$17.4M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.92K+ 41.43% |
$335K - $364K
|
23.6K
$1.39M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5+ 0.09% |
$242 - $263
|
5.5K
$325K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
355K+ 52.29% |
$17.2M - $18.7M
|
1.03M
$60.9M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.89KNew |
$382K - $415K
|
7.89K
$465K
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.9K+ 68.55% |
$140K - $153K
|
7.13K
$421K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
926+ 16.24% |
$44.8K - $48.8K
|
6.63K
$391K
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-418- 3.28% |
$20.2K - $22K
|
12.3K
$728K
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-475- 0.55% |
$23K - $25K
|
86.7K
$5.11M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.7K- 78.03% |
$2.02M - $2.2M
|
11.7K
$693K
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.32K- 4.63% |
$64K - $69.7K
|
27.3K
$1.61M
|