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 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
11.1K+ 2613.71% |
$376K - $431K
|
11.5K
$620K
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
9KNew |
$306K - $351K
|
9K
$486K
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
6.9KNew |
$234K - $269K
|
6.9K
$372K
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.61K+ 12.83% |
$157K - $180K
|
40.5K
$2.19M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.72KNew |
$92.4K - $106K
|
2.72K
$147K
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.3K+ 5.57% |
$78.2K - $89.7K
|
43.6K
$2.35M
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
353+ 14.71% |
$12K - $13.8K
|
2.75K
$149K
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
145New |
$4.93K - $5.65K
|
145
$7.83K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
28New |
$952 - $1.09K
|
28
$1.51K
|
|
Q4 2021 | |||||||
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
66.6KNew |
$2.22M - $2.37M
|
66.6K
$3.59M
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
56.4K+ 11.66% |
$1.88M - $2M
|
540K
$29.1M
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
12KNew |
$399K - $425K
|
12K
$645K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.88KNew |
$129K - $138K
|
3.88K
$209K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.24KNew |
$108K - $115K
|
3.24K
$175K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.5K+ 210.67% |
$50K - $53.3K
|
2.21K
$119K
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
875New |
$29.2K - $31.1K
|
875
$47.2K
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
710New |
$23.7K - $25.2K
|
710
$38.3K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
657New |
$21.9K - $23.3K
|
657
$35.5K
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
338New |
$11.3K - $12K
|
338
$18.2K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
161New |
$5.37K - $5.72K
|
161
$8.69K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$3.34K - $3.55K
|
100
$5.4K
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
65New |
$2.17K - $2.31K
|
65
$3.51K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
29.1KNew |
$957K - $1.01M
|
29.1K
$1.57M
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
4.64KNew |
$152K - $161K
|
4.64K
$250K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.71KNew |
$122K - $129K
|
3.71K
$200K
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.7KNew |
$55.8K - $59.1K
|
1.7K
$91.6K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
115New |
$3.78K - $4.01K
|
115
$6.21K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
CALL |
78New |
$2.56K - $2.72K
|
78
$4.21K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
100KNew |
$3.29M - $6.81M
|
100K
$5.4M
|
|
Jul 21, 2021
Q2 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
96.7KNew |
$3.18M - $6.58M
|
96.7K
$5.22M
|
|
Aug 10, 2021
Q2 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
58.3KNew |
$1.92M - $3.97M
|
58.3K
$3.14M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
53.1KNew |
$1.75M - $3.61M
|
53.1K
$2.86M
|
|
Aug 13, 2021
Q2 2021
|
Courage Capital Management LLC
Nashville, TN |
BUY
|
- |
28KNew |
$921K - $1.91M
|
28K
$1.51M
|
|
Aug 03, 2021
Q2 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
13.8KNew |
$455K - $941K
|
13.8K
$746K
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
9.52KNew |
$313K - $648K
|
9.52K
$514K
|
|
Jul 21, 2021
Q2 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
CALL |
7.5KNew |
$247K - $511K
|
7.5K
$405K
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.04KNew |
$133K - $275K
|
4.04K
$218K
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.8KNew |
$92.1K - $191K
|
2.8K
$151K
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.62KNew |
$86.3K - $179K
|
2.62K
$142K
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.05KNew |
$34.4K - $71.1K
|
1.05K
$56.4K
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
931New |
$30.6K - $63.4K
|
931
$50.2K
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
725New |
$23.9K - $49.4K
|
725
$39.1K
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
BUY
|
- |
652New |
$21.5K - $44.4K
|
652
$35.2K
|
|
Jul 22, 2021
Q2 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
400New |
$13.2K - $27.2K
|
400
$21.6K
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
334New |
$11K - $22.7K
|
334
$18K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$9.87K - $20.4K
|
300
$16.2K
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
BUY
|
- |
184New |
$6.05K - $12.5K
|
184
$9.93K
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
150New |
$4.94K - $10.2K
|
150
$8.1K
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
50New |
$1.65K - $3.4K
|
50
$2.7K
|
|
Q4 2016 | |||||||
Jan 03, 2024
Q4 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500New |
N/A
|
500
$27K
|