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 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
301+ 1.03% |
$14.6K - $15.8K
|
29.5K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
165+ 1.73% |
$7.98K - $8.69K
|
9.71K
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-116- 1.85% |
$5.61K - $6.11K
|
6.15K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11.3KNew |
$546K - $594K
|
11.3K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.34K+ 1.82% |
$210K - $229K
|
243K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.83K+ 10.37% |
$234K - $254K
|
51.4K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.06K+ 96.14% |
$438K - $477K
|
18.5K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.2K+ 1.68% |
$834K - $908K
|
1.04M
$59.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.09M+ 4039.38% |
$52.8M - $57.5M
|
1.12M
$63.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 1.34% |
$967 - $1.05K
|
1.47K
$83.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-450- 3.38% |
$21.8K - $23.7K
|
12.9K
$733K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
100+ 0.17% |
$4.84K - $5.27K
|
57.3K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-16.5K- 7.37% |
$799K - $870K
|
208K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
107K+ 97.07% |
$5.17M - $5.62M
|
217K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
541+ 27.15% |
$26.2K - $28.5K
|
2.53K
$144K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
612K+ 2.8% |
$29.6M - $32.2M
|
22.5M
$1.28B
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-2.47K- 6.42% |
$119K - $130K
|
36K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.45K- 4.94% |
$167K - $182K
|
66.3K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-100- 1.14% |
$4.84K - $5.27K
|
8.69K
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.5K+ 0.14% |
$72.5K - $78.9K
|
1.04M
$59.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-23.6K- 1.17% |
$1.14M - $1.24M
|
2M
$114M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
7.5KNew |
$363K - $395K
|
7.5K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.11KNew |
$53.8K - $58.6K
|
1.11K
$63.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
275+ 2.26% |
$13.3K - $14.5K
|
12.5K
$710K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
7.51KNew |
$363K - $396K
|
7.51K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-6.5K- 1.53% |
$314K - $342K
|
419K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-13.6K- 58.26% |
$659K - $718K
|
9.76K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.63K+ 100.56% |
$224K - $244K
|
9.24K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
761+ 10.13% |
$36.8K - $40.1K
|
8.28K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
41.4KNew |
$2M - $2.18M
|
41.4K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
884+ 0.78% |
$42.8K - $46.5K
|
115K
$6.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
35.8K+ 1.78% |
$1.73M - $1.89M
|
2.05M
$117M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
10.1KNew |
$490K - $533K
|
10.1K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
11.2K+ 13.52% |
$542K - $590K
|
94K
$5.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.2K+ 4.04% |
$493K - $537K
|
263K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.6K+ 2.59% |
$1.19M - $1.3M
|
975K
$55.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
375+ 49.28% |
$18.1K - $19.7K
|
1.14K
$64.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
100+ 0.33% |
$4.84K - $5.27K
|
30.7K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.3K+ 18.07% |
$1.27M - $1.38M
|
172K
$9.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
5.67KNew |
$274K - $299K
|
5.67K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
96New |
$4.64K - $5.05K
|
96
$5.47K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.02% |
$484 - $527
|
53.6K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
18.7KNew |
$902K - $982K
|
18.7K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-446K- 40.76% |
$21.6M - $23.5M
|
648K
$36.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70+ 0.41% |
$3.39K - $3.69K
|
17.2K
$979K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.1K+ 14.12% |
$1.31M - $1.43M
|
219K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 22.78% |
$506K - $551K
|
35.5K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.07K- 1.88% |
$51.5K - $56.1K
|
55.4K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.28KNew |
$352K - $384K
|
7.28K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
9.52KNew |
$460K - $501K
|
9.52K
$542K
|