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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
61.8K+ 526.04% |
$3.07M - $3.64M
|
73.5K
$4.63M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.1K+ 757.9% |
$1M - $1.19M
|
22.8K
$1.44M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
156K+ 192.17% |
$7.76M - $9.2M
|
237K
$14.9M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
142K+ 5.64% |
$7.05M - $8.35M
|
2.65M
$167M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
96.6K+ 360.23% |
$4.8M - $5.69M
|
123K
$7.77M
|
|
May 14, 2025
Q1 2025
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
600KNew |
$29.8M - $35.4M
|
600K
$37.8M
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.7K- 3.19% |
$1.03M - $1.22M
|
630K
$39.7M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.6KNew |
$526K - $623K
|
10.6K
$665K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-544- 5.32% |
$27.1K - $32.1K
|
9.69K
$610K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.86K+ 21.69% |
$92.7K - $110K
|
10.5K
$658K
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.16MNew |
$57.9M - $68.6M
|
1.16M
$73.3M
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
45+ 1.01% |
$2.24K - $2.65K
|
4.52K
$285K
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
21+ 0.55% |
$1.04K - $1.24K
|
3.82K
$241K
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-610- 2.4% |
$30.3K - $36K
|
24.8K
$1.56M
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
17.8K+ 0.87% |
$884K - $1.05M
|
2.07M
$130M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.75KNew |
$236K - $280K
|
4.75K
$299K
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
18.5K+ 43.23% |
$921K - $1.09M
|
61.4K
$3.86M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18.5K+ 8.89% |
$919K - $1.09M
|
226K
$14.3M
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-5.7K- 13.77% |
$284K - $336K
|
35.7K
$2.25M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.8K+ 27.31% |
$139K - $165K
|
13.1K
$823K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
18.4K+ 5.65% |
$916K - $1.09M
|
344K
$21.7M
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
20.1K+ 25.64% |
$998K - $1.18M
|
98.3K
$6.19M
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
10.3K+ 4.44% |
$513K - $609K
|
243K
$15.3M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.92K+ 1.05% |
$244K - $290K
|
474K
$29.8M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
196K+ 232.58% |
$9.73M - $11.5M
|
280K
$17.6M
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
16.6K+ 81.92% |
$823K - $976K
|
36.8K
$2.31M
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.98K- 16.59% |
$298K - $353K
|
30.1K
$1.89M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.05K+ 32.43% |
$400K - $475K
|
32.9K
$2.07M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.06KNew |
$202K - $239K
|
4.06K
$256K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
617K+ 10.54% |
$30.7M - $36.4M
|
6.47M
$407M
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
171+ 46.47% |
$8.51K - $10.1K
|
539
$33.9K
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.71KNew |
$184K - $219K
|
3.71K
$233K
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-46- 1.0% |
$2.29K - $2.71K
|
4.57K
$288K
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.45K- 21.23% |
$172K - $203K
|
12.8K
$806K
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.91KNew |
$294K - $348K
|
5.91K
$372K
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-105K- 13.7% |
$5.2M - $6.17M
|
659K
$41.5M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-70- 0.41% |
$3.48K - $4.13K
|
17.1K
$1.08M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-699K- 67.07% |
$34.7M - $41.2M
|
343K
$21.6M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.69K- 5.39% |
$333K - $394K
|
117K
$7.38M
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1- 0.01% |
$49.7 - $59
|
17.8K
$1.12M
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
555+ 3.66% |
$27.6K - $32.7K
|
15.7K
$989K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-460- 5.36% |
$22.9K - $27.1K
|
8.13K
$512K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50+ 62.5% |
$2.49K - $2.95K
|
130
$8.18K
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
18.4K+ 2.32% |
$916K - $1.09M
|
811K
$51M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-170K- 10.72% |
$8.47M - $10M
|
1.42M
$89.3M
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.58K+ 4.66% |
$78.5K - $93K
|
35.4K
$2.23M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.02K+ 2.23% |
$100K - $119K
|
92.6K
$5.83M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
415K+ 9.63% |
$20.6M - $24.4M
|
4.72M
$297M
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
10.6K+ 12.5% |
$527K - $625K
|
95.4K
$6.01M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.1KNew |
$1.5M - $1.78M
|
30.1K
$1.9M
|