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 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.43M- 21.65% |
$117M - $128M
|
8.79M
$518M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41K- 11.9% |
$1.98M - $2.16M
|
304K
$17.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1- -0.0% |
$48.4 - $52.7
|
52.3K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
200+ 0.37% |
$9.67K - $10.5K
|
53.6K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-142K- 28.83% |
$6.87M - $7.48M
|
351K
$20.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
6.61KNew |
$320K - $348K
|
6.61K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29.7K+ 31.21% |
$1.44M - $1.56M
|
125K
$7.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-973- 10.17% |
$47.1K - $51.2K
|
8.59K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-19.8K- 49.5% |
$958K - $1.04M
|
20.2K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-4- 0.02% |
$193 - $211
|
17.8K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
54New |
$2.61K - $2.84K
|
54
$3.18K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.99KNew |
$338K - $368K
|
6.99K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 5.39% |
$546K - $594K
|
221K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-37.6K- 82.0% |
$1.82M - $1.98M
|
8.26K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
989+ 0.52% |
$47.8K - $52.1K
|
190K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-254K- 43.86% |
$12.3M - $13.4M
|
326K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54.5K+ 11.49% |
$2.64M - $2.87M
|
529K
$31.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
263+ 106.91% |
$12.7K - $13.8K
|
509
$30K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-165- 0.36% |
$7.98K - $8.69K
|
46.1K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.05MNew |
$50.8M - $55.3M
|
1.05M
$62M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
593New |
$28.7K - $31.2K
|
593
$35K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
148K+ 6.27% |
$7.16M - $7.8M
|
2.51M
$148M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-47.8K- 3.8% |
$2.31M - $2.51M
|
1.21M
$71.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-675- 14.07% |
$32.6K - $35.5K
|
4.12K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.13K+ 0.91% |
$54.8K - $59.7K
|
126K
$7.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
84.9KNew |
$4.11M - $4.47M
|
84.9K
$5M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.5K+ 4121.18% |
$169K - $184K
|
3.59K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-7.75K- 3.23% |
$375K - $408K
|
232K
$13.7M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.35K+ 2.04% |
$65.2K - $71K
|
67.5K
$3.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
6.47KNew |
$313K - $340K
|
6.47K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.68K+ 3.48% |
$129K - $141K
|
79.6K
$4.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
350+ 1.13% |
$16.9K - $18.4K
|
31.3K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
11.7KNew |
$564K - $614K
|
11.7K
$687K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-100- 0.2% |
$4.84K - $5.27K
|
50.3K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
30K+ 54.65% |
$1.45M - $1.58M
|
84.8K
$5M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
79.1K+ 1591.49% |
$3.83M - $4.17M
|
84.1K
$4.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-291K- 3.33% |
$14.1M - $15.3M
|
8.45M
$498M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.28K- 0.32% |
$110K - $120K
|
703K
$41.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.34KNew |
$258K - $281K
|
5.34K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$505K - $550K
|
10.5K
$616K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-37K- 15.84% |
$1.79M - $1.95M
|
197K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-66.6K- 11.32% |
$3.22M - $3.5M
|
521K
$30.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.38KNew |
$260K - $283K
|
5.38K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.35K+ 1083.87% |
$114K - $124K
|
2.57K
$151K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7.95KNew |
$385K - $419K
|
7.95K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-51- 0.27% |
$2.47K - $2.69K
|
18.8K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.21K- 0.44% |
$155K - $169K
|
725K
$42.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
910+ 0.44% |
$44K - $47.9K
|
208K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
20.7KNew |
$1M - $1.09M
|
20.7K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
77.9K+ 231.47% |
$3.77M - $4.1M
|
112K
$6.58M
|