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 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.4K+ 13.15% |
$106K - $121K
|
20.6K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- -0.0% |
$44.1 - $50.5
|
107K
$5.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.34K+ 2.73% |
$191K - $219K
|
163K
$8.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-20.4K- 60.07% |
$897K - $1.03M
|
13.5K
$676K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.25K- 5.9% |
$143K - $164K
|
51.8K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
18.9KNew |
$832K - $953K
|
18.9K
$942K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
640+ 0.59% |
$28.2K - $32.3K
|
110K
$5.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.91K- 1.26% |
$83.9K - $96.2K
|
149K
$7.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.3K+ 9.67% |
$455K - $522K
|
117K
$5.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.37K+ 33.5% |
$104K - $119K
|
9.43K
$470K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-450- 0.85% |
$19.8K - $22.7K
|
52.3K
$2.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
447+ 13.52% |
$19.7K - $22.6K
|
3.75K
$187K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-620- 3.39% |
$27.3K - $31.3K
|
17.6K
$881K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-13.9K- 4.55% |
$614K - $703K
|
292K
$14.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.16K- 5.8% |
$51.1K - $58.5K
|
18.8K
$939K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5- 0.01% |
$220 - $253
|
37.8K
$1.89M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.76K+ 14.67% |
$77.5K - $88.8K
|
13.7K
$686K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7K+ 18.65% |
$308K - $354K
|
44.5K
$2.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-668- 1.75% |
$29.4K - $33.7K
|
37.4K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.72KNew |
$252K - $289K
|
5.72K
$285K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
37.5K+ 279.34% |
$1.65M - $1.89M
|
50.9K
$2.54M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
175+ 0.74% |
$7.71K - $8.84K
|
23.7K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3- 0.01% |
$132 - $152
|
24.2K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.03K+ 0.66% |
$45.5K - $52.2K
|
157K
$7.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
596+ 2.13% |
$26.3K - $30.1K
|
28.6K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-702- 3.55% |
$30.9K - $35.5K
|
19.1K
$952K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.6K+ 7.6% |
$644K - $738K
|
207K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
140New |
$6.17K - $7.07K
|
140
$6.99K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 0.27% |
$57.3K - $65.7K
|
487K
$24.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
489+ 6.88% |
$21.5K - $24.7K
|
7.59K
$379K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-410- 0.3% |
$18.1K - $20.7K
|
137K
$6.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
29.3K+ 25.21% |
$1.29M - $1.48M
|
145K
$7.26M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-244- 4.77% |
$10.8K - $12.3K
|
4.87K
$243K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-747- 51.8% |
$32.9K - $37.7K
|
695
$34.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
56+ 0.63% |
$2.47K - $2.83K
|
8.99K
$449K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-200- 2.91% |
$8.81K - $10.1K
|
6.66K
$333K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.74K- 1.37% |
$76.6K - $87.8K
|
125K
$6.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-3.81K- 14.7% |
$168K - $192K
|
22.1K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
27+ 0.2% |
$1.19K - $1.36K
|
13.8K
$688K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.25KNew |
$231K - $265K
|
5.25K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
529+ 813.85% |
$23.3K - $26.7K
|
594
$29.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
500+ 4.92% |
$22K - $25.3K
|
10.7K
$532K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-327- 6.03% |
$14.4K - $16.5K
|
5.1K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.22KNew |
$186K - $213K
|
4.22K
$211K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.63KNew |
$248K - $284K
|
5.63K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-916- 1.18% |
$40.4K - $46.3K
|
76.6K
$3.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.19KNew |
$185K - $212K
|
4.19K
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.2K+ 1.85% |
$2.87M - $3.29M
|
3.58M
$179M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
142K+ 0.79% |
$6.28M - $7.2M
|
18.2M
$906M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
112+ 533.33% |
$4.93K - $5.66K
|
133
$6.64K
|