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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8.23KNew |
$297K - $320K
|
8.23K
$420K
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.68KNew |
$278K - $298K
|
7.68K
$392K
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
7.3KNew |
$264K - $284K
|
7.3K
$373K
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.99KNew |
$253K - $272K
|
6.99K
$357K
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.87KNew |
$248K - $267K
|
6.87K
$351K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6.85KNew |
$248K - $266K
|
6.85K
$350K
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.15KNew |
$222K - $239K
|
6.15K
$314K
|
|
Jul 18, 2023
Q2 2023
|
American Asset Management Inc.
|
BUY
|
- |
6.15K+ 6.63% |
$222K - $239K
|
98.9K
$5.05M
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.08KNew |
$220K - $236K
|
6.08K
$310K
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6.05KNew |
$219K - $235K
|
6.05K
$309K
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.58KNew |
$202K - $217K
|
5.58K
$285K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.08KNew |
$183K - $197K
|
5.08K
$259K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.18K+ 0.49% |
$151K - $162K
|
861K
$44M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.5KNew |
$90.5K - $97.3K
|
2.5K
$128K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.83K+ 5.42% |
$66.2K - $71.1K
|
35.6K
$1.82M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.69KNew |
$61.2K - $65.8K
|
1.69K
$86.4K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.44K+ 392.39% |
$52.2K - $56.1K
|
1.81K
$92.6K
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.35KNew |
$48.8K - $52.5K
|
1.35K
$69K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.21K+ 19.37% |
$43.9K - $47.2K
|
7.48K
$382K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
815+ 5.5% |
$29.5K - $31.7K
|
15.6K
$798K
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
686New |
$24.8K - $26.7K
|
686
$35K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
554+ 1.3% |
$20K - $21.5K
|
43.2K
$2.21M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
538New |
$19.4K - $20.9K
|
538
$27.5K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
256New |
$9.25K - $9.95K
|
256
$13.1K
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
229New |
$8.28K - $8.9K
|
229
$11.7K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$5.42K - $5.83K
|
150
$7.66K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$5.42K - $5.83K
|
150
$7.66K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
148New |
$5.35K - $5.75K
|
148
$7.56K
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100+ 100.0% |
$3.62K - $3.89K
|
200
$10.2K
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50+ 34.48% |
$1.81K - $1.94K
|
195
$9.96K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
36+ 600.0% |
$1.3K - $1.4K
|
42
$2.15K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
30+ 0.02% |
$1.08K - $1.17K
|
140K
$7.14M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$36.2 - $38.9
|
1
$51.1
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.74MNew |
$128M - $142M
|
3.74M
$191M
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
116K+ 76.1% |
$3.98M - $4.39M
|
268K
$13.7M
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
42.9KNew |
$1.47M - $1.63M
|
42.9K
$2.19M
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
36.1KNew |
$1.24M - $1.37M
|
36.1K
$1.84M
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
30.1K+ 7.24% |
$1.03M - $1.14M
|
446K
$22.8M
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
30.1K+ 7.24% |
$1.03M - $1.14M
|
446K
$22.8M
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$945K - $1.04M
|
27.5K
$1.41M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.1KNew |
$348K - $385K
|
10.1K
$518K
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
7.44KNew |
$255K - $282K
|
7.44K
$380K
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
6.56KNew |
$225K - $249K
|
6.56K
$335K
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
6.5KNew |
$223K - $246K
|
6.5K
$332K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
6.42KNew |
$221K - $243K
|
6.42K
$328K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.23KNew |
$214K - $236K
|
6.23K
$318K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
5.66KNew |
$194K - $215K
|
5.66K
$289K
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.6KNew |
$192K - $212K
|
5.6K
$286K
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
$184K - $203K
|
5.36K
$274K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.65K+ 2117.6% |
$90.9K - $100K
|
2.77K
$142K
|