Latest Institutional Purchases of Ishares Gold Trust (IAU)
This list provides information on the latest institutional transactions involving Ishares Gold Trust (IAU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
673K+ 6538.67% |
$32.5M - $35.4M
|
683K
$34.8M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
468K+ 136.36% |
$22.6M - $24.6M
|
811K
$41.4M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
292K+ 4996.45% |
$14.1M - $15.4M
|
298K
$15.2M
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
79.6K+ 18.56% |
$3.85M - $4.19M
|
509K
$25.9M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
62.3K+ 3328.19% |
$3.02M - $3.28M
|
64.2K
$3.27M
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
55.5K+ 9.63% |
$2.68M - $2.92M
|
632K
$32.2M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
45.2KNew |
$2.19M - $2.38M
|
45.2K
$2.31M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
37.6KNew |
$1.82M - $1.98M
|
37.6K
$1.92M
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
34.5KNew |
$1.67M - $1.81M
|
34.5K
$1.76M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.3K+ 30.81% |
$1.61M - $1.75M
|
141K
$7.21M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
33K+ 177.64% |
$1.6M - $1.74M
|
51.5K
$2.63M
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
31.9KNew |
$1.55M - $1.68M
|
31.9K
$1.63M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.7K+ 75.31% |
$1.19M - $1.3M
|
57.4K
$2.93M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
22.8K+ 9.03% |
$1.1M - $1.2M
|
275K
$14M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21.9K+ 58.52% |
$1.06M - $1.15M
|
59.3K
$3.02M
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.7KNew |
$951K - $1.04M
|
19.7K
$1M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.8K+ 244.96% |
$911K - $991K
|
26.5K
$1.35M
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
18.5KNew |
$896K - $975K
|
18.5K
$945K
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
17.5KNew |
$847K - $922K
|
17.5K
$893K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
17.5KNew |
$844K - $919K
|
17.5K
$890K
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
16.5K+ 23.05% |
$798K - $869K
|
88.1K
$4.49M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.7K+ 14.52% |
$760K - $828K
|
124K
$6.32M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.8KNew |
$717K - $781K
|
14.8K
$756K
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 139.42% |
$668K - $727K
|
23.7K
$1.21M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
13.8K+ 266.35% |
$668K - $727K
|
19K
$968K
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
13.5KNew |
$654K - $711K
|
13.5K
$689K
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$638K - $694K
|
13.2K
$672K
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
12.5K+ 619.38% |
$605K - $658K
|
14.5K
$740K
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.4KNew |
$600K - $653K
|
12.4K
$632K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
10.9KNew |
$527K - $574K
|
10.9K
$556K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10.9KNew |
$527K - $573K
|
10.9K
$555K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.8K+ 193.68% |
$425K - $463K
|
13.3K
$680K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.78KNew |
$425K - $462K
|
8.78K
$448K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.42KNew |
$407K - $443K
|
8.42K
$429K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.11K+ 11.29% |
$392K - $427K
|
80K
$4.08M
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.77K+ 3.18% |
$376K - $409K
|
252K
$12.9M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.25KNew |
$351K - $382K
|
7.25K
$370K
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.96K+ 9.81% |
$337K - $367K
|
78K
$3.98M
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6.67K+ 60.25% |
$323K - $351K
|
17.7K
$905K
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.62K+ 3.3% |
$320K - $348K
|
207K
$10.6M
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
6.17KNew |
$298K - $325K
|
6.17K
$315K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.86K+ 17.96% |
$283K - $308K
|
38.5K
$1.96M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.62KNew |
$272K - $296K
|
5.62K
$287K
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
5.26K+ 1.84% |
$254K - $277K
|
290K
$14.8M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.03K+ 3.92% |
$243K - $265K
|
134K
$6.81M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.58K+ 1.42% |
$222K - $241K
|
326K
$16.6M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.3K+ 70.74% |
$208K - $227K
|
10.4K
$530K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
4.25K+ 30.35% |
$206K - $224K
|
18.3K
$931K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07KNew |
$197K - $214K
|
4.07K
$208K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
4.02K+ 2.71% |
$195K - $212K
|
153K
$7.79M
|