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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
240+ 12.62% |
$13.5K - $15.5K
|
2.14K
$135K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
240+ 18.84% |
$13.5K - $15.5K
|
1.51K
$95.3K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
237+ 0.24% |
$13.3K - $15.3K
|
98.3K
$6.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
222+ 3.4% |
$12.5K - $14.4K
|
6.76K
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
205+ 0.5% |
$11.5K - $13.3K
|
41.2K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
203+ 25.19% |
$11.4K - $13.1K
|
1.01K
$63.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
203+ 0.41% |
$11.4K - $13.1K
|
49.2K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
194+ 10.31% |
$10.9K - $12.6K
|
2.08K
$131K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
192+ 1.8% |
$10.8K - $12.4K
|
10.8K
$683K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
163+ 4.63% |
$9.14K - $10.6K
|
3.68K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
151+ 0.99% |
$8.47K - $9.78K
|
15.4K
$968K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
142+ 20.11% |
$7.97K - $9.19K
|
848
$53.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
135+ 3.96% |
$7.57K - $8.74K
|
3.54K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
93+ 0.27% |
$5.22K - $6.02K
|
34.1K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
86+ 1.38% |
$4.82K - $5.57K
|
6.31K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 4.28% |
$3.93K - $4.53K
|
1.71K
$107K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
57+ 0.4% |
$3.2K - $3.69K
|
14.4K
$907K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
55+ 0.57% |
$3.09K - $3.56K
|
9.7K
$611K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
14New |
$785 - $906
|
14
$881
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13+ 0.28% |
$729 - $842
|
4.65K
$293K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10New |
$561 - $647
|
10
$630
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
9+ 0.01% |
$505 - $583
|
126K
$7.93M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4+ 0.12% |
$224 - $259
|
3.43K
$216K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.8M+ 63.06% |
$338M - $401M
|
17.6M
$1.11B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.55M+ 29.57% |
$127M - $150M
|
11.2M
$704M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.16MNew |
$57.9M - $68.6M
|
1.16M
$73.3M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
914K+ 1357.17% |
$45.5M - $53.9M
|
981K
$61.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
772K+ 9.42% |
$38.4M - $45.5M
|
8.96M
$564M
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
673K+ 11484.55% |
$33.5M - $39.7M
|
678K
$42.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
617K+ 10.54% |
$30.7M - $36.4M
|
6.47M
$407M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
614K+ 59.38% |
$30.5M - $36.2M
|
1.65M
$104M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
612K+ 18.89% |
$30.4M - $36.1M
|
3.85M
$242M
|
|
|
May 14, 2025
Q1 2025
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
600KNew |
$29.8M - $35.4M
|
600K
$37.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
583K+ 60.68% |
$29M - $34.4M
|
1.54M
$97.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
545K+ 48.7% |
$27.1M - $32.1M
|
1.66M
$105M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
534K+ 607.21% |
$26.6M - $31.5M
|
622K
$39.1M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
452K+ 59.95% |
$22.5M - $26.6M
|
1.21M
$75.9M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
445K+ 14.13% |
$22.1M - $26.2M
|
3.59M
$226M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
430K+ 495.26% |
$21.4M - $25.4M
|
517K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
415K+ 9.63% |
$20.6M - $24.4M
|
4.72M
$297M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
396K+ 47.33% |
$19.7M - $23.3M
|
1.23M
$77.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
358K+ 1.16% |
$17.8M - $21.1M
|
31.3M
$1.97B
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
353K+ 169.99% |
$17.6M - $20.8M
|
561K
$35.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
339K+ 1.93% |
$16.9M - $20M
|
17.9M
$1.13B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
336K+ 2.74% |
$16.7M - $19.8M
|
12.6M
$795M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
334KNew |
$16.6M - $19.7M
|
334K
$21M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
333K+ 6.57% |
$16.5M - $19.6M
|
5.4M
$340M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
294K+ 14.31% |
$14.6M - $17.4M
|
2.35M
$148M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
293K+ 1.25% |
$14.6M - $17.3M
|
23.8M
$1.5B
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
286K+ 8.91% |
$14.2M - $16.9M
|
3.5M
$220M
|
|