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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
3.96KNew |
$197K - $234K
|
3.96K
$249K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.95KNew |
$196K - $233K
|
3.95K
$248K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.94K+ 37.95% |
$196K - $232K
|
14.3K
$902K
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.94KNew |
$196K - $232K
|
3.94K
$248K
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$196K - $232K
|
3.93K
$248K
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.93KNew |
$195K - $231K
|
3.93K
$247K
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.92KNew |
$195K - $231K
|
3.92K
$246K
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
3.89KNew |
$193K - $229K
|
3.89K
$245K
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3.88K+ 18.33% |
$193K - $229K
|
25K
$1.58M
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.88KNew |
$193K - $229K
|
3.88K
$244K
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.86KNew |
$192K - $227K
|
3.86K
$243K
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
3.84KNew |
$191K - $227K
|
3.84K
$242K
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.84KNew |
$191K - $226K
|
3.84K
$242K
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.83KNew |
$191K - $226K
|
3.83K
$241K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.83KNew |
$191K - $226K
|
3.83K
$241K
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.82KNew |
$190K - $225K
|
3.82K
$240K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.81KNew |
$190K - $225K
|
3.81K
$240K
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.81KNew |
$189K - $225K
|
3.81K
$240K
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.8K+ 7.25% |
$189K - $224K
|
56.1K
$3.53M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.8KNew |
$189K - $224K
|
3.8K
$239K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
3.79K+ 23.62% |
$188K - $223K
|
19.8K
$1.25M
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3.79KNew |
$188K - $223K
|
3.79K
$238K
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.78KNew |
$188K - $223K
|
3.78K
$238K
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
3.77KNew |
$188K - $222K
|
3.77K
$237K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.76KNew |
$187K - $222K
|
3.76K
$237K
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.76K+ 7.51% |
$187K - $222K
|
53.8K
$3.39M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.73K+ 13.35% |
$186K - $220K
|
31.7K
$1.99M
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.73KNew |
$185K - $220K
|
3.73K
$235K
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
3.72KNew |
$185K - $220K
|
3.72K
$234K
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.72K+ 83.68% |
$185K - $219K
|
8.17K
$514K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.72K+ 83.59% |
$185K - $219K
|
8.17K
$514K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.72K+ 5.1% |
$185K - $219K
|
76.7K
$4.83M
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.72KNew |
$185K - $219K
|
3.72K
$234K
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.71KNew |
$185K - $219K
|
3.71K
$234K
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.71KNew |
$184K - $219K
|
3.71K
$233K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$184K - $218K
|
3.71K
$233K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.7K+ 6.81% |
$184K - $218K
|
58K
$3.65M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.68KNew |
$183K - $217K
|
3.68K
$232K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.66K+ 44.76% |
$182K - $216K
|
11.8K
$746K
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.65KNew |
$182K - $215K
|
3.65K
$230K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.65KNew |
$182K - $215K
|
3.65K
$230K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.65KNew |
$182K - $215K
|
3.65K
$230K
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.63KNew |
$181K - $214K
|
3.63K
$229K
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.63KNew |
$181K - $214K
|
3.63K
$229K
|
|
May 15, 2025
Q1 2025
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
3.6KNew |
$179K - $212K
|
3.6K
$227K
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.59KNew |
$179K - $212K
|
3.59K
$226K
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.58KNew |
$178K - $211K
|
3.58K
$225K
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$177K - $210K
|
3.57K
$224K
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
3.56KNew |
$177K - $210K
|
3.56K
$224K
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.53KNew |
$176K - $208K
|
3.53K
$222K
|