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 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8New |
$301 - $336
|
8
$409
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
271KNew |
$9.36M - $10.7M
|
271K
$13.9M
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
86KNew |
$2.97M - $3.38M
|
86K
$4.39M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
45.9KNew |
$1.58M - $1.81M
|
45.9K
$2.35M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
42.6KNew |
$1.47M - $1.67M
|
42.6K
$2.17M
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
42.4KNew |
$1.46M - $1.67M
|
42.4K
$2.17M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
26.8KNew |
$923K - $1.05M
|
26.8K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
21.6K+ 12.89% |
$743K - $848K
|
189K
$9.65M
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.4KNew |
$634K - $723K
|
18.4K
$939K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
17.2KNew |
$594K - $678K
|
17.2K
$881K
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
15.5KNew |
$535K - $610K
|
15.5K
$792K
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$484K - $553K
|
14.1K
$718K
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
13.5KNew |
$465K - $531K
|
13.5K
$689K
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
11K+ 122.22% |
$379K - $433K
|
20K
$1.02M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.78K+ 16.18% |
$234K - $267K
|
48.7K
$2.49M
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
6.65KNew |
$229K - $261K
|
6.65K
$339K
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
6.64KNew |
$229K - $261K
|
6.64K
$339K
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6.27KNew |
$216K - $246K
|
6.27K
$320K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
5.9KNew |
$203K - $232K
|
5.9K
$301K
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.73KNew |
$198K - $225K
|
5.73K
$293K
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.34KNew |
$184K - $210K
|
5.34K
$273K
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.25KNew |
$181K - $206K
|
5.25K
$268K
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.21KNew |
$180K - $205K
|
5.21K
$266K
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.19KNew |
$179K - $204K
|
5.19K
$265K
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
5.19KNew |
$179K - $204K
|
5.19K
$265K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
4.1KNew |
$141K - $161K
|
4.1K
$210K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.4KNew |
$117K - $134K
|
3.4K
$174K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.31K+ 9.29% |
$114K - $130K
|
38.9K
$1.99M
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.21K+ 14.06% |
$111K - $126K
|
26K
$1.33M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3KNew |
$103K - $118K
|
3K
$153K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.9KNew |
$100K - $114K
|
2.9K
$148K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
2.72KNew |
$93.7K - $107K
|
2.72K
$139K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2KNew |
$68.9K - $78.7K
|
2K
$102K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.9KNew |
$65.6K - $74.8K
|
1.9K
$97.2K
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.85K+ 23.4% |
$63.6K - $72.6K
|
9.73K
$497K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.8K+ 26.09% |
$62K - $70.8K
|
8.7K
$444K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.57KNew |
$53.9K - $61.6K
|
1.57K
$79.9K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.28K+ 3282.05% |
$44.1K - $50.4K
|
1.32K
$67.4K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
810New |
$27.9K - $31.9K
|
810
$41.4K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
810+ 29.4% |
$27.9K - $31.9K
|
3.57K
$182K
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
784New |
$27K - $30.8K
|
784
$40K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
582New |
$20.1K - $22.9K
|
582
$29.7K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500+ 20.26% |
$17.2K - $19.7K
|
2.97K
$152K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
484New |
$16.7K - $19K
|
484
$24.7K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
394New |
$13.6K - $15.5K
|
394
$20.1K
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
207New |
$7.14K - $8.14K
|
207
$10.6K
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
201+ 0.52% |
$6.93K - $7.91K
|
38.6K
$1.97M
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
194New |
$6.69K - $7.63K
|
194
$9.91K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
174New |
$6K - $6.85K
|
174
$8.89K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
160New |
$5.52K - $6.29K
|
160
$8.17K
|