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
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
202+ 0.66% |
$10K - $11.9K
|
30.7K
$1.93M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$9.95K - $11.8K
|
200
$12.6K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 1.85% |
$9.95K - $11.8K
|
11K
$693K
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
200+ 0.21% |
$9.95K - $11.8K
|
95.2K
$5.99M
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
200+ 0.57% |
$9.95K - $11.8K
|
35.4K
$2.23M
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
195+ 0.5% |
$9.7K - $11.5K
|
39K
$2.46M
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
190+ 0.1% |
$9.45K - $11.2K
|
198K
$12.4M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 0.41% |
$9.4K - $11.1K
|
46.4K
$2.92M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
188+ 5.16% |
$9.35K - $11.1K
|
3.83K
$241K
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
187+ 4.57% |
$9.3K - $11K
|
4.28K
$269K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
185+ 0.76% |
$9.2K - $10.9K
|
24.5K
$1.54M
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
183+ 4.69% |
$9.1K - $10.8K
|
4.08K
$257K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
173+ 1.55% |
$8.61K - $10.2K
|
11.3K
$714K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
171+ 46.47% |
$8.51K - $10.1K
|
539
$33.9K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
168+ 4.04% |
$8.36K - $9.91K
|
4.33K
$272K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
159New |
$7.91K - $9.37K
|
159
$10K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
150+ 3.55% |
$7.46K - $8.84K
|
4.38K
$275K
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
141+ 0.46% |
$7.01K - $8.31K
|
30.8K
$1.94M
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
130+ 104.84% |
$6.47K - $7.66K
|
254
$16K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
119+ 1.48% |
$5.92K - $7.02K
|
8.18K
$515K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
117+ 0.47% |
$5.82K - $6.9K
|
24.9K
$1.57M
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
115+ 1.5% |
$5.72K - $6.78K
|
7.78K
$490K
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
114+ 0.1% |
$5.67K - $6.72K
|
112K
$7.07M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
113+ 2.05% |
$5.62K - $6.66K
|
5.62K
$354K
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
113+ 1.25% |
$5.62K - $6.66K
|
9.14K
$576K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
110New |
$5.47K - $6.49K
|
110
$6.93K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
108+ 0.37% |
$5.37K - $6.37K
|
29.2K
$1.84M
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
103+ 1.15% |
$5.12K - $6.07K
|
9.06K
$571K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100+ 3.89% |
$4.97K - $5.9K
|
2.67K
$168K
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
96+ 0.32% |
$4.78K - $5.66K
|
29.7K
$1.87M
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
95+ 0.63% |
$4.73K - $5.6K
|
15.1K
$950K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
90New |
$4.48K - $5.31K
|
90
$5.67K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
88+ 1.57% |
$4.38K - $5.19K
|
5.7K
$359K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
84+ 0.41% |
$4.18K - $4.95K
|
20.8K
$1.31M
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
80New |
$3.98K - $4.72K
|
80
$5.04K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
77+ 0.25% |
$3.83K - $4.54K
|
31.3K
$1.97M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
75+ 0.6% |
$3.73K - $4.42K
|
12.5K
$790K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
70+ 61.4% |
$3.48K - $4.13K
|
184
$11.6K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
69+ 0.89% |
$3.43K - $4.07K
|
7.82K
$492K
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
63+ 1.18% |
$3.13K - $3.71K
|
5.39K
$339K
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
60+ 0.02% |
$2.98K - $3.54K
|
318K
$20M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
56New |
$2.79K - $3.3K
|
56
$3.53K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50+ 62.5% |
$2.49K - $2.95K
|
130
$8.18K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
50+ 0.83% |
$2.49K - $2.95K
|
6.08K
$383K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
46+ 5.66% |
$2.29K - $2.71K
|
859
$54.1K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
45+ 0.21% |
$2.24K - $2.65K
|
21.2K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
45+ 1.01% |
$2.24K - $2.65K
|
4.52K
$285K
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
44+ 0.73% |
$2.19K - $2.59K
|
6.07K
$382K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34+ 0.48% |
$1.69K - $2K
|
7.07K
$445K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
32New |
$1.59K - $1.89K
|
32
$2.01K
|