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
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.23K- 44.76% |
$59.4K - $64.7K
|
1.52K
$89.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14.4K- 26.51% |
$695K - $756K
|
39.8K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.13K+ 15.47% |
$103K - $112K
|
15.9K
$938K
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-8.7K- 2.16% |
$421K - $458K
|
395K
$23.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
808+ 0.52% |
$39.1K - $42.5K
|
155K
$9.15M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.58K- 30.36% |
$125K - $136K
|
5.92K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-310- 7.84% |
$15K - $16.3K
|
3.64K
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.32K+ 6.21% |
$64K - $69.7K
|
22.6K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
11.8KNew |
$572K - $623K
|
11.8K
$698K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
310+ 3.35% |
$15K - $16.3K
|
9.57K
$564K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-8.84K- 12.65% |
$427K - $465K
|
61K
$3.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
179+ 0.22% |
$8.66K - $9.42K
|
83.4K
$4.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
10.3KNew |
$496K - $540K
|
10.3K
$604K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
76+ 1.88% |
$3.68K - $4K
|
4.12K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.27K+ 28.27% |
$61.2K - $66.6K
|
5.74K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.6KNew |
$77.3K - $84.2K
|
1.6K
$94.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3K- 10.42% |
$145K - $158K
|
25.8K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
48.6K+ 1115.97% |
$2.35M - $2.56M
|
52.9K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
782KNew |
$37.8M - $41.2M
|
782K
$46.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
243New |
$11.8K - $12.8K
|
243
$14.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
67.3KNew |
$3.26M - $3.54M
|
67.3K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
586+ 0.8% |
$28.3K - $30.9K
|
73.9K
$4.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
137+ 0.72% |
$6.63K - $7.21K
|
19.1K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.06K+ 12.13% |
$51.4K - $55.9K
|
9.82K
$579K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.03K+ 6.03% |
$98.2K - $107K
|
35.7K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
398K+ 48.62% |
$19.3M - $21M
|
1.22M
$71.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
589+ 5.52% |
$28.5K - $31K
|
11.3K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
47.1K+ 11.06% |
$2.28M - $2.48M
|
473K
$27.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
160K+ 3.87% |
$7.75M - $8.44M
|
4.3M
$254M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
121New |
$5.85K - $6.37K
|
121
$7.13K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25M+ 35.33% |
$109M - $119M
|
8.63M
$509M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-749- 2.93% |
$36.2K - $39.4K
|
24.8K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-8.01K- 19.06% |
$387K - $422K
|
34K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.94K+ 1.51% |
$239K - $260K
|
333K
$19.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-11K- 48.29% |
$534K - $581K
|
11.8K
$697K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.32K- 11.0% |
$257K - $280K
|
43.1K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.36K+ 6.09% |
$308K - $335K
|
111K
$6.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-475- 10.28% |
$23K - $25K
|
4.15K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.03K- 2.09% |
$147K - $160K
|
142K
$8.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
17.9K+ 540.72% |
$867K - $944K
|
21.2K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
30.5KNew |
$1.47M - $1.61M
|
30.5K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
18.3K+ 2.6% |
$887K - $965K
|
722K
$42.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30.3K+ 23.86% |
$1.46M - $1.59M
|
157K
$9.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-8.06K- 3.73% |
$390K - $424K
|
208K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
2KNew |
$96.7K - $105K
|
2K
$118K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.16K- 3.4% |
$104K - $114K
|
61.2K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
35.7K+ 13.79% |
$1.73M - $1.88M
|
294K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.1KNew |
$585K - $637K
|
12.1K
$713K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11.3K+ 39.5% |
$548K - $596K
|
40K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-416- 1.96% |
$20.1K - $21.9K
|
20.8K
$1.23M
|