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 |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.28K+ 4.25% |
$113K - $134K
|
55.8K
$3.52M
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.21K+ 5.21% |
$110K - $130K
|
44.5K
$2.8M
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.2K+ 6.11% |
$109K - $130K
|
38.1K
$2.4M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.2K+ 19.5% |
$109K - $129K
|
13.5K
$847K
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
2.19K+ 1.42% |
$109K - $129K
|
157K
$9.86M
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.15K+ 19.52% |
$107K - $127K
|
13.2K
$831K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.15K+ 17.2% |
$107K - $127K
|
14.7K
$924K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.03K+ 2.61% |
$101K - $120K
|
80K
$5.04M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.02K+ 2.23% |
$100K - $119K
|
92.6K
$5.83M
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2K+ 1.65% |
$99.6K - $118K
|
124K
$7.78M
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.99K+ 2.43% |
$98.9K - $117K
|
83.7K
$5.27M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.98K+ 15.19% |
$98.6K - $117K
|
15K
$947K
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.94K+ 4.21% |
$96.4K - $114K
|
48K
$3.02M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.94K+ 10.25% |
$96.4K - $114K
|
20.8K
$1.31M
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.92K+ 0.81% |
$95.3K - $113K
|
238K
$15M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.86K+ 21.69% |
$92.7K - $110K
|
10.5K
$658K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.83K+ 14.2% |
$90.9K - $108K
|
14.7K
$926K
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 2.89% |
$89.8K - $106K
|
64.2K
$4.04M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.78K+ 10.64% |
$88.4K - $105K
|
18.5K
$1.16M
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.75K+ 157.05% |
$86.9K - $103K
|
2.86K
$180K
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.74K+ 1.72% |
$86.6K - $103K
|
103K
$6.47M
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.74K+ 0.09% |
$86.6K - $103K
|
2M
$126M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.72K+ 3.12% |
$85.7K - $102K
|
57K
$3.59M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.69K+ 3.56% |
$84K - $99.5K
|
49.1K
$3.09M
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.65K+ 9.23% |
$82.1K - $97.3K
|
19.5K
$1.23M
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.63K+ 32.6% |
$81.1K - $96.1K
|
6.63K
$417K
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.62K+ 4.25% |
$80.7K - $95.7K
|
39.8K
$2.5M
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.61KNew |
$79.9K - $94.7K
|
1.61K
$101K
|
|
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 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.52K+ 21.04% |
$75.8K - $89.9K
|
8.77K
$552K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.51K+ 125.17% |
$75.2K - $89.1K
|
2.72K
$171K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.48K+ 25.4% |
$73.4K - $87K
|
7.29K
$459K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.46KNew |
$72.4K - $85.8K
|
1.46K
$91.7K
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1.45K+ 2.66% |
$72K - $85.4K
|
56K
$3.52M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.43K+ 4.42% |
$70.9K - $84.1K
|
33.7K
$2.12M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.42K+ 5.62% |
$70.4K - $83.5K
|
26.6K
$1.67M
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.37KNew |
$68.1K - $80.8K
|
1.37K
$86.3K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.36K+ 3.22% |
$67.5K - $80.1K
|
43.5K
$2.74M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.33K+ 13.55% |
$66.2K - $78.4K
|
11.1K
$702K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.32K+ 5.52% |
$65.6K - $77.8K
|
25.2K
$1.59M
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.31K+ 6.67% |
$65.2K - $77.3K
|
21K
$1.32M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.25KNew |
$62.1K - $73.6K
|
1.25K
$78.6K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.22KNew |
$60.5K - $71.7K
|
1.22K
$76.6K
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.21K+ 7.24% |
$60.4K - $71.6K
|
18K
$1.13M
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.21K+ 78.5% |
$59.9K - $71K
|
2.74K
$173K
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.21K+ 5.08% |
$59.9K - $71K
|
24.9K
$1.57M
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.2K+ 5.63% |
$59.5K - $70.6K
|
22.4K
$1.41M
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.12K+ 19.55% |
$55.7K - $66K
|
6.85K
$431K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.11K+ 12.45% |
$55.3K - $65.6K
|
10K
$632K
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.08K+ 26.1% |
$53.8K - $63.7K
|
5.22K
$329K
|