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 15, 2022
Q2 2022
|
Tikvah Management LLC
Charlotte, NC |
BUY
|
- |
32K+ 63.64% |
$1.1M - $1.2M
|
82.2K
$5.18M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$858K - $940K
|
25K
$1.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
25K+ 17.32% |
$857K - $940K
|
169K
$10.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
21.4KNew |
$733K - $803K
|
21.4K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.4KNew |
$356K - $390K
|
10.4K
$653K
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$345K - $378K
|
10.1K
$633K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
6.69KNew |
$229K - $252K
|
6.69K
$421K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.9KNew |
$202K - $222K
|
5.9K
$371K
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.68K+ 48.33% |
$195K - $214K
|
17.4K
$1.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.25KNew |
$180K - $198K
|
5.25K
$331K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.97KNew |
$171K - $187K
|
4.97K
$313K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.5K+ 152.07% |
$85.8K - $94.1K
|
4.14K
$261K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.33KNew |
$79.8K - $87.5K
|
2.33K
$146K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.18KNew |
$40.4K - $44.3K
|
1.18K
$74.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
600New |
$20.6K - $22.6K
|
600
$37.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
575New |
$19.7K - $21.6K
|
575
$36.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
537+ 3.71% |
$18.4K - $20.2K
|
15K
$944K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
457New |
$15.7K - $17.2K
|
457
$28.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
400New |
$13.7K - $15K
|
400
$25.2K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
165New |
$5.66K - $6.21K
|
165
$10.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
162New |
$5.56K - $6.09K
|
162
$10.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
150+ 1.69% |
$5.15K - $5.64K
|
9.02K
$568K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
125New |
$4.29K - $4.7K
|
125
$7.87K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
110New |
$3.77K - $4.14K
|
110
$6.93K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
40New |
$1.37K - $1.5K
|
40
$2.52K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
144KNew |
$4.9M - $5.62M
|
144K
$9.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
31.8KNew |
$1.08M - $1.24M
|
31.8K
$2M
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
11.1K+ 2613.71% |
$376K - $431K
|
11.5K
$723K
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
9KNew |
$306K - $351K
|
9K
$567K
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
6.9KNew |
$234K - $269K
|
6.9K
$434K
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.61K+ 12.83% |
$157K - $180K
|
40.5K
$2.55M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.72KNew |
$92.4K - $106K
|
2.72K
$171K
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.3K+ 5.57% |
$78.2K - $89.7K
|
43.6K
$2.75M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
353+ 14.71% |
$12K - $13.8K
|
2.75K
$173K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
145New |
$4.93K - $5.65K
|
145
$9.13K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
28New |
$952 - $1.09K
|
28
$1.76K
|
|
| Q4 2021 | |||||||
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
66.6KNew |
$2.22M - $2.37M
|
66.6K
$4.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
56.4K+ 11.66% |
$1.88M - $2M
|
540K
$34M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
12KNew |
$399K - $425K
|
12K
$753K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.88KNew |
$129K - $138K
|
3.88K
$244K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.5K+ 210.67% |
$50K - $53.3K
|
2.21K
$139K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
875New |
$29.2K - $31.1K
|
875
$55.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
710New |
$23.7K - $25.2K
|
710
$44.7K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
657New |
$21.9K - $23.3K
|
657
$41.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
338New |
$11.3K - $12K
|
338
$21.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
161New |
$5.37K - $5.72K
|
161
$10.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$3.34K - $3.55K
|
100
$6.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
65New |
$2.17K - $2.31K
|
65
$4.09K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
29.1KNew |
$957K - $1.01M
|
29.1K
$1.83M
|
|