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 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
30.2KNew |
$1.46M - $1.59M
|
30.2K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Fore Capital, LLC
|
BUY
|
- |
30K+ 16.85% |
$1.45M - $1.58M
|
208K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
30K+ 54.65% |
$1.45M - $1.58M
|
84.8K
$4.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29.7K+ 31.21% |
$1.44M - $1.56M
|
125K
$7.12M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
29.6KNew |
$1.43M - $1.56M
|
29.6K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 4.45% |
$1.42M - $1.54M
|
688K
$39.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
29.2K+ 5.83% |
$1.41M - $1.54M
|
531K
$30.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
29KNew |
$1.4M - $1.53M
|
29K
$1.65M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
28.9KNew |
$1.4M - $1.52M
|
28.9K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27.9KNew |
$1.35M - $1.47M
|
27.9K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
27.3K+ 8.21% |
$1.32M - $1.43M
|
359K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.3K+ 0.84% |
$1.32M - $1.43M
|
3.27M
$186M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
27.2KNew |
$1.32M - $1.43M
|
27.2K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.1K+ 14.12% |
$1.31M - $1.43M
|
219K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
26.7K+ 1830.23% |
$1.29M - $1.41M
|
28.2K
$1.6M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
26.5KNew |
$1.28M - $1.39M
|
26.5K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.3K+ 18.07% |
$1.27M - $1.38M
|
172K
$9.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
26.1KNew |
$1.26M - $1.38M
|
26.1K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.1K+ 1.42% |
$1.26M - $1.37M
|
1.86M
$106M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
25.6KNew |
$1.24M - $1.35M
|
25.6K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
25.6K+ 8.08% |
$1.24M - $1.35M
|
342K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
25.5KNew |
$1.23M - $1.34M
|
25.5K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
25.1K+ 141.85% |
$1.21M - $1.32M
|
42.8K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
24.7K+ 240.62% |
$1.19M - $1.3M
|
34.9K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.7K+ 75.31% |
$1.19M - $1.3M
|
57.4K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.6K+ 2.59% |
$1.19M - $1.3M
|
975K
$55.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
24KNew |
$1.16M - $1.26M
|
24K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
23.6KNew |
$1.14M - $1.24M
|
23.6K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
23.4KNew |
$1.13M - $1.23M
|
23.4K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
22.8K+ 9.03% |
$1.1M - $1.2M
|
275K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22.7K+ 40.72% |
$1.1M - $1.2M
|
78.5K
$4.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
22.7KNew |
$1.1M - $1.2M
|
22.7K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.6K+ 6.09% |
$1.09M - $1.19M
|
395K
$22.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.2KNew |
$1.07M - $1.17M
|
22.2K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
22.1KNew |
$1.07M - $1.17M
|
22.1K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21.9K+ 58.52% |
$1.06M - $1.15M
|
59.3K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
21.4KNew |
$1.04M - $1.13M
|
21.4K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
21.4K+ 4.29% |
$1.03M - $1.13M
|
520K
$29.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
21.2KNew |
$1.03M - $1.12M
|
21.2K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
21.2KNew |
$1.03M - $1.12M
|
21.2K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
21.2K+ 977.21% |
$1.02M - $1.12M
|
23.4K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
21.2KNew |
$1.02M - $1.11M
|
21.2K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
20.7KNew |
$1M - $1.09M
|
20.7K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
20.6K+ 43.87% |
$997K - $1.09M
|
67.6K
$3.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.7KNew |
$951K - $1.04M
|
19.7K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
19.6K+ 6.04% |
$946K - $1.03M
|
343K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.2K+ 13.27% |
$928K - $1.01M
|
164K
$9.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.8K+ 244.96% |
$911K - $991K
|
26.5K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
18.7KNew |
$905K - $985K
|
18.7K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
18.7KNew |
$902K - $982K
|
18.7K
$1.06M
|