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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
150New |
$5.17K - $5.9K
|
150
$7.66K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
124New |
$4.27K - $4.88K
|
124
$6.33K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
115New |
$3.96K - $4.52K
|
115
$5.87K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
113+ 2825.0% |
$3.9K - $4.45K
|
117
$5.98K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
85New |
$2.93K - $3.34K
|
85
$4.34K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
68New |
$2.34K - $2.68K
|
68
$3.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
65+ 0.02% |
$2.24K - $2.56K
|
282K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
55New |
$1.9K - $2.16K
|
55
$2.81K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
27New |
$931 - $1.06K
|
27
$1.38K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
27New |
$931 - $1.06K
|
27
$1.38K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
26New |
$896 - $1.02K
|
26
$1.33K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
25New |
$862 - $984
|
25
$1.28K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
21.1KNew |
$739K - $791K
|
21.1K
$1.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
15.2KNew |
$531K - $569K
|
15.2K
$776K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
15KNew |
$525K - $562K
|
15K
$766K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
7.39KNew |
$259K - $277K
|
7.39K
$378K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.89KNew |
$241K - $258K
|
6.89K
$352K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5.11K+ 3454.05% |
$179K - $192K
|
5.26K
$269K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.99K+ 3609.09% |
$69.5K - $74.4K
|
2.04K
$104K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.77KNew |
$61.8K - $66.2K
|
1.77K
$90.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
1.61KNew |
$56.3K - $60.3K
|
1.61K
$82.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.41K+ 3.41% |
$49.3K - $52.8K
|
42.8K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.4K+ 13.62% |
$48.8K - $52.3K
|
11.6K
$595K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.02KNew |
$35.8K - $38.3K
|
1.02K
$52.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
970+ 25.03% |
$33.9K - $36.4K
|
4.85K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
914+ 2.23% |
$32K - $34.3K
|
41.9K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
761+ 4.25% |
$26.6K - $28.5K
|
18.7K
$953K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
730New |
$25.5K - $27.4K
|
730
$37.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
291New |
$10.2K - $10.9K
|
291
$14.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
191+ 14.9% |
$6.68K - $7.16K
|
1.47K
$75.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
172New |
$6.02K - $6.45K
|
172
$8.79K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
152New |
$5.32K - $5.7K
|
152
$7.76K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
112+ 0.12% |
$3.92K - $4.2K
|
96.8K
$4.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
80New |
$2.8K - $3K
|
80
$4.09K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 3.57% |
$1.12K - $1.2K
|
928
$47.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16New |
$560 - $600
|
16
$817
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 1.28% |
$385 - $412
|
869
$44.4K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
7New |
$245 - $262
|
7
$358
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
868KNew |
$31.4M - $33.7M
|
868K
$44.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
586K+ 3040.44% |
$21.2M - $22.8M
|
606K
$30.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
142K+ 11.71% |
$5.15M - $5.53M
|
1.36M
$69.4M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
142K+ 11.71% |
$5.15M - $5.53M
|
1.36M
$69.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
128KNew |
$4.62M - $4.96M
|
128K
$6.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
97.6KNew |
$3.53M - $3.79M
|
97.6K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
47.1KNew |
$1.7M - $1.83M
|
47.1K
$2.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
22.9KNew |
$826K - $888K
|
22.9K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
20.7KNew |
$748K - $804K
|
20.7K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
17.5K+ 2.11% |
$632K - $679K
|
847K
$43.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12.4KNew |
$447K - $480K
|
12.4K
$631K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.12KNew |
$330K - $354K
|
9.12K
$466K
|
|