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 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
26New |
$896 - $1.02K
|
26
$1.64K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
25New |
$862 - $984
|
25
$1.57K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
15.2KNew |
$531K - $569K
|
15.2K
$956K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
15KNew |
$525K - $562K
|
15K
$944K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.89KNew |
$241K - $258K
|
6.89K
$433K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5.11K+ 3454.05% |
$179K - $192K
|
5.26K
$331K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.99K+ 3609.09% |
$69.5K - $74.4K
|
2.04K
$128K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.77KNew |
$61.8K - $66.2K
|
1.77K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.41K+ 3.41% |
$49.3K - $52.8K
|
42.8K
$2.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.02KNew |
$35.8K - $38.3K
|
1.02K
$64.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
914+ 2.23% |
$32K - $34.3K
|
41.9K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
730New |
$25.5K - $27.4K
|
730
$46K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
291New |
$10.2K - $10.9K
|
291
$18.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
191+ 14.9% |
$6.68K - $7.16K
|
1.47K
$92.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
172New |
$6.02K - $6.45K
|
172
$10.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
152New |
$5.32K - $5.7K
|
152
$9.57K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
112+ 0.12% |
$3.92K - $4.2K
|
96.8K
$6.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 3.57% |
$1.12K - $1.2K
|
928
$58.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 1.28% |
$385 - $412
|
869
$54.7K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
868KNew |
$31.4M - $33.7M
|
868K
$54.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
142K+ 11.71% |
$5.15M - $5.53M
|
1.36M
$85.5M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
142K+ 11.71% |
$5.15M - $5.53M
|
1.36M
$85.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
97.6KNew |
$3.53M - $3.79M
|
97.6K
$6.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
47.1KNew |
$1.7M - $1.83M
|
47.1K
$2.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
17.5K+ 2.11% |
$632K - $679K
|
847K
$53.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.12KNew |
$330K - $354K
|
9.12K
$574K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8.23KNew |
$297K - $320K
|
8.23K
$518K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.68KNew |
$278K - $298K
|
7.68K
$483K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
7.3KNew |
$264K - $284K
|
7.3K
$460K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.99KNew |
$253K - $272K
|
6.99K
$440K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.87KNew |
$248K - $267K
|
6.87K
$433K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6.85KNew |
$248K - $266K
|
6.85K
$431K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.15KNew |
$222K - $239K
|
6.15K
$387K
|
|
|
Jul 18, 2023
Q2 2023
|
American Asset Management Inc.
|
BUY
|
- |
6.15K+ 6.63% |
$222K - $239K
|
98.9K
$6.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.08KNew |
$220K - $236K
|
6.08K
$382K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.58KNew |
$202K - $217K
|
5.58K
$352K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.08KNew |
$183K - $197K
|
5.08K
$320K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.18K+ 0.49% |
$151K - $162K
|
861K
$54.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.44K+ 392.39% |
$52.2K - $56.1K
|
1.81K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.35KNew |
$48.8K - $52.5K
|
1.35K
$85K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.21K+ 19.37% |
$43.9K - $47.2K
|
7.48K
$471K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
815+ 5.5% |
$29.5K - $31.7K
|
15.6K
$984K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
686New |
$24.8K - $26.7K
|
686
$43.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
554+ 1.3% |
$20K - $21.5K
|
43.2K
$2.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
538New |
$19.4K - $20.9K
|
538
$33.9K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
256New |
$9.25K - $9.95K
|
256
$16.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
229New |
$8.28K - $8.9K
|
229
$14.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$5.42K - $5.83K
|
150
$9.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
148New |
$5.35K - $5.75K
|
148
$9.32K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100+ 100.0% |
$3.62K - $3.89K
|
200
$12.6K
|
|