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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.7KNew |
$276K - $300K
|
5.7K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
5.67KNew |
$274K - $299K
|
5.67K
$357K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
5.51KNew |
$266K - $290K
|
5.51K
$347K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
5.47KNew |
$264K - $288K
|
5.47K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.34KNew |
$258K - $281K
|
5.34K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.26KNew |
$255K - $277K
|
5.26K
$331K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.07K+ 31.19% |
$245K - $267K
|
21.3K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
4.93KNew |
$238K - $259K
|
4.93K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.83KNew |
$234K - $254K
|
4.83K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
4.76KNew |
$230K - $251K
|
4.76K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.63K+ 100.56% |
$224K - $244K
|
9.24K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.59K+ 17.08% |
$222K - $242K
|
31.5K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.5K+ 6.95% |
$217K - $237K
|
69.2K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
4.44KNew |
$215K - $234K
|
4.44K
$280K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.44KNew |
$215K - $234K
|
4.44K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.24KNew |
$205K - $223K
|
4.24K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.2KNew |
$203K - $221K
|
4.2K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4.14KNew |
$200K - $218K
|
4.14K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.1K+ 2926.43% |
$198K - $216K
|
4.24K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4.02KNew |
$194K - $211K
|
4.02K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.42KNew |
$166K - $180K
|
3.42K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.97K+ 1.73% |
$144K - $156K
|
174K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.9K+ 68.55% |
$140K - $153K
|
7.13K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.55K+ 44.07% |
$123K - $134K
|
8.34K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.5K+ 34.12% |
$121K - $132K
|
9.83K
$619K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.42K+ 23.13% |
$117K - $128K
|
12.9K
$812K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.2KNew |
$106K - $116K
|
2.2K
$138K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.16KNew |
$104K - $113K
|
2.16K
$136K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.13K+ 15.47% |
$103K - $112K
|
15.9K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.03K+ 6.03% |
$98.2K - $107K
|
35.7K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
2KNew |
$96.7K - $105K
|
2K
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 10.82% |
$87.1K - $94.8K
|
18.4K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.6KNew |
$77.3K - $84.2K
|
1.6K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.51KNew |
$73K - $79.5K
|
1.51K
$95.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 33.33% |
$72.6K - $79K
|
6K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.5KNew |
$72.6K - $79K
|
1.5K
$94.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.5K+ 30.95% |
$72.6K - $79K
|
6.35K
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.36KNew |
$65.9K - $71.7K
|
1.36K
$85.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.35KNew |
$65.3K - $71.1K
|
1.35K
$85K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1.35K+ 2.53% |
$65.1K - $70.9K
|
54.6K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.32K+ 6.21% |
$64K - $69.7K
|
22.6K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.25KNew |
$60.5K - $65.8K
|
1.25K
$78.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.12KNew |
$54.2K - $59K
|
1.12K
$70.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
1K+ 9.17% |
$48.4K - $52.7K
|
11.9K
$749K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
979+ 4.77% |
$47.4K - $51.5K
|
21.5K
$1.35M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
941New |
$45.5K - $49.5K
|
941
$59.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
761+ 10.13% |
$36.8K - $40.1K
|
8.28K
$521K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
675New |
$32.6K - $35.5K
|
675
$42.5K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
600+ 8.3% |
$29K - $31.6K
|
7.83K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
599New |
$29K - $31.5K
|
599
$37.7K
|