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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
18KNew |
$764K - $826K
|
18K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
16.3KNew |
$690K - $746K
|
16.3K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.5KNew |
$233K - $252K
|
5.5K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
4.66KNew |
$198K - $214K
|
4.66K
$294K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.65KNew |
$197K - $213K
|
4.65K
$293K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.62KNew |
$196K - $212K
|
4.62K
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
4.6KNew |
$195K - $211K
|
4.6K
$290K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.83K+ 4.76% |
$120K - $130K
|
62.4K
$3.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.67K+ 52.18% |
$113K - $122K
|
7.78K
$490K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.09K+ 105.83% |
$46.3K - $50K
|
2.12K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
1KNew |
$42.5K - $45.9K
|
1K
$63K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
969New |
$41.1K - $44.5K
|
969
$61K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
708New |
$30.1K - $32.5K
|
708
$44.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
515+ 3.07% |
$21.9K - $23.6K
|
17.3K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
415New |
$17.6K - $19K
|
415
$26.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
330New |
$14K - $15.1K
|
330
$20.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
325+ 0.69% |
$13.8K - $14.9K
|
47.4K
$2.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
300+ 120.0% |
$12.7K - $13.8K
|
550
$34.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
252New |
$10.7K - $11.6K
|
252
$15.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
200New |
$8.49K - $9.18K
|
200
$12.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
169New |
$7.18K - $7.76K
|
169
$10.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
168+ 96.0% |
$7.13K - $7.71K
|
343
$21.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
105New |
$4.46K - $4.82K
|
105
$6.61K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
51+ 0.52% |
$2.17K - $2.34K
|
9.77K
$615K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$425 - $459
|
8.91K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
9New |
$382 - $413
|
9
$567
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
235K+ 331.59% |
$8.85M - $9.87M
|
306K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
207K+ 478.7% |
$7.79M - $8.69M
|
250K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.8K+ 34.47% |
$1.69M - $1.88M
|
175K
$11M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.3KNew |
$1.03M - $1.15M
|
27.3K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
23.4K+ 29.74% |
$883K - $985K
|
102K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
8.5KNew |
$320K - $357K
|
8.5K
$535K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.8KNew |
$256K - $285K
|
6.8K
$428K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
6.54KNew |
$246K - $275K
|
6.54K
$412K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.55KNew |
$209K - $233K
|
5.55K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.23KNew |
$197K - $220K
|
5.23K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
5KNew |
$188K - $210K
|
5K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.79KNew |
$180K - $201K
|
4.79K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.05KNew |
$39.5K - $44.1K
|
1.05K
$66.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
827+ 11.94% |
$31.1K - $34.7K
|
7.75K
$488K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
792New |
$29.8K - $33.3K
|
792
$49.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
700New |
$26.4K - $29.4K
|
700
$44.1K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
625+ 26.16% |
$23.5K - $26.3K
|
3.01K
$190K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
460New |
$17.3K - $19.3K
|
460
$29K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
300New |
$11.3K - $12.6K
|
300
$18.9K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
291New |
$11K - $12.2K
|
291
$18.3K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
276New |
$10.4K - $11.6K
|
276
$17.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
265+ 9.2% |
$9.98K - $11.1K
|
3.15K
$198K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
238New |
$8.96K - $10K
|
238
$15K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
208+ 1.65% |
$7.83K - $8.74K
|
12.8K
$808K
|
|