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 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50+ 34.48% |
$1.81K - $1.94K
|
195
$12.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
36+ 600.0% |
$1.3K - $1.4K
|
42
$2.64K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
30+ 0.02% |
$1.08K - $1.17K
|
140K
$8.8M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$36.2 - $38.9
|
1
$63
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.74MNew |
$128M - $142M
|
3.74M
$235M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
116K+ 76.1% |
$3.98M - $4.39M
|
268K
$16.9M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
42.9KNew |
$1.47M - $1.63M
|
42.9K
$2.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
36.1KNew |
$1.24M - $1.37M
|
36.1K
$2.27M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
30.1K+ 7.24% |
$1.03M - $1.14M
|
446K
$28.1M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
30.1K+ 7.24% |
$1.03M - $1.14M
|
446K
$28.1M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$945K - $1.04M
|
27.5K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
6.42KNew |
$221K - $243K
|
6.42K
$404K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
5.66KNew |
$194K - $215K
|
5.66K
$356K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.6KNew |
$192K - $212K
|
5.6K
$352K
|
|
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
$184K - $203K
|
5.36K
$337K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.65K+ 2117.6% |
$90.9K - $100K
|
2.77K
$175K
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.5KNew |
$85.8K - $94.8K
|
2.5K
$157K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.35KNew |
$80.7K - $89.1K
|
2.35K
$148K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.8K+ 2.86% |
$61.9K - $68.3K
|
64.8K
$4.08M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$34.3K - $37.9K
|
1K
$63K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
825+ 1.16% |
$28.3K - $31.3K
|
71.7K
$4.51M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
426+ 39.66% |
$14.6K - $16.1K
|
1.5K
$94.4K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
250New |
$8.58K - $9.48K
|
250
$15.7K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
233+ 0.43% |
$8K - $8.83K
|
54.5K
$3.43M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
116New |
$3.98K - $4.4K
|
116
$7.3K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
103New |
$3.54K - $3.9K
|
103
$6.48K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
46New |
$1.58K - $1.74K
|
46
$2.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$206 - $227
|
6
$378
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
4New |
$137 - $152
|
4
$252
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
135KNew |
$4.15M - $4.66M
|
135K
$8.47M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
56.6KNew |
$1.75M - $1.96M
|
56.6K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
15.4K+ 49.24% |
$476K - $534K
|
46.7K
$2.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
14.7KNew |
$455K - $510K
|
14.7K
$927K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
13KNew |
$401K - $450K
|
13K
$818K
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
11.5KNew |
$354K - $396K
|
11.5K
$721K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
10.4K+ 99.38% |
$322K - $361K
|
20.9K
$1.32M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
9.05K+ 159.04% |
$280K - $313K
|
14.7K
$928K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
8.34KNew |
$258K - $289K
|
8.34K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6.83KNew |
$211K - $236K
|
6.83K
$430K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
6.21KNew |
$192K - $215K
|
6.21K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
4.57K+ 8.96% |
$141K - $158K
|
55.6K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.11KNew |
$95.9K - $107K
|
3.11K
$195K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3KNew |
$92.7K - $104K
|
3K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.99K+ 57.38% |
$61.4K - $68.8K
|
5.45K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.41K+ 3441.46% |
$43.6K - $48.8K
|
1.45K
$91.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.19KNew |
$36.9K - $41.3K
|
1.19K
$75.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
938New |
$29K - $32.5K
|
938
$59.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
875New |
$27K - $30.3K
|
875
$55.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Moon Capital Management LP
New York, NY |
BUY
|
- |
746+ 0.05% |
$23K - $25.8K
|
1.56M
$98.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
700New |
$21.6K - $24.2K
|
700
$44.1K
|
|