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 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
540+ 11.42% |
$26.9K - $31.8K
|
5.27K
$332K
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
515+ 0.76% |
$25.6K - $30.4K
|
68.7K
$4.32M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
506+ 5.44% |
$25.2K - $29.8K
|
9.81K
$618K
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$24.9K - $29.5K
|
500
$31.5K
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
500+ 4.94% |
$24.9K - $29.5K
|
10.6K
$669K
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
500+ 2.53% |
$24.9K - $29.5K
|
20.3K
$1.28M
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
492+ 0.71% |
$24.5K - $29K
|
69.6K
$4.38M
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
490+ 6.92% |
$24.4K - $28.9K
|
7.58K
$477K
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
479+ 0.3% |
$23.8K - $28.2K
|
160K
$10.1M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
463+ 6.44% |
$23K - $27.3K
|
7.66K
$482K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
456New |
$22.7K - $26.9K
|
456
$28.7K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
454New |
$22.6K - $26.8K
|
454
$28.6K
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
452+ 10.71% |
$22.5K - $26.6K
|
4.67K
$294K
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
436+ 1.37% |
$21.7K - $25.7K
|
32.3K
$2.03M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
429+ 10.15% |
$21.3K - $25.3K
|
4.66K
$293K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
428+ 1.42% |
$21.3K - $25.2K
|
30.5K
$1.92M
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
423+ 1.6% |
$21K - $24.9K
|
26.9K
$1.69M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
418+ 7.28% |
$20.8K - $24.6K
|
6.16K
$388K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
401New |
$19.9K - $23.6K
|
401
$25.2K
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
380New |
$18.9K - $22.4K
|
380
$23.9K
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
380New |
$18.9K - $22.4K
|
380
$23.9K
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
371+ 6.91% |
$18.5K - $21.9K
|
5.74K
$362K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
369+ 2.99% |
$18.4K - $21.8K
|
12.7K
$800K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
359New |
$17.9K - $21.2K
|
359
$22.6K
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
357+ 3.99% |
$17.8K - $21K
|
9.31K
$586K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
340New |
$16.9K - $20K
|
340
$21.4K
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
337+ 0.88% |
$16.8K - $19.9K
|
38.7K
$2.44M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
333+ 1.56% |
$16.6K - $19.6K
|
21.6K
$1.36M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
332+ 7.14% |
$16.5K - $19.6K
|
4.98K
$314K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
316New |
$15.7K - $18.6K
|
316
$19.9K
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
313+ 0.4% |
$15.6K - $18.5K
|
77.7K
$4.89M
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
310+ 1.9% |
$15.4K - $18.3K
|
16.7K
$1.05M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
287+ 2.36% |
$14.3K - $16.9K
|
12.5K
$785K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
283+ 7.89% |
$14.1K - $16.7K
|
3.87K
$244K
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
276New |
$13.7K - $16.3K
|
276
$17.4K
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
275+ 4.25% |
$13.7K - $16.2K
|
6.74K
$424K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
262+ 0.42% |
$13K - $15.4K
|
62.9K
$3.96M
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
253+ 49.03% |
$12.6K - $14.9K
|
769
$48.4K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
250+ 0.71% |
$12.4K - $14.7K
|
35.5K
$2.24M
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
243+ 0.26% |
$12.1K - $14.3K
|
94.3K
$5.94M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
230+ 6.12% |
$11.4K - $13.6K
|
3.99K
$251K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
219+ 86.56% |
$10.9K - $12.9K
|
472
$29.7K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
218+ 4.81% |
$10.8K - $12.9K
|
4.75K
$299K
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
215+ 3.08% |
$10.7K - $12.7K
|
7.2K
$453K
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
215New |
$10.7K - $12.7K
|
215
$13.5K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
215New |
$10.7K - $12.7K
|
215
$13.5K
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
209+ 1.86% |
$10.4K - $12.3K
|
11.4K
$720K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
208+ 0.04% |
$10.3K - $12.3K
|
475K
$29.9M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
206+ 18.53% |
$10.2K - $12.1K
|
1.32K
$83K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
204New |
$10.1K - $12K
|
204
$12.8K
|