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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
271K+ 52.74% |
$13.5M - $16M
|
784K
$49.4M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
236K+ 72.6% |
$11.8M - $13.9M
|
562K
$35.4M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
234K+ 258.29% |
$11.6M - $13.8M
|
325K
$20.4M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
228K+ 17.6% |
$11.4M - $13.5M
|
1.53M
$96.1M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
227K+ 783.65% |
$11.3M - $13.4M
|
256K
$16.1M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
213K+ 27.68% |
$10.6M - $12.5M
|
981K
$61.7M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
196K+ 232.58% |
$9.73M - $11.5M
|
280K
$17.6M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
195K+ 7616.32% |
$9.71M - $11.5M
|
198K
$12.4M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
186K+ 798.3% |
$9.27M - $11M
|
210K
$13.2M
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
184K+ 13.47% |
$9.14M - $10.8M
|
1.55M
$97.5M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
183K+ 83.16% |
$9.11M - $10.8M
|
403K
$25.4M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
180K+ 2654.11% |
$8.96M - $10.6M
|
187K
$11.8M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
180K+ 349.18% |
$8.95M - $10.6M
|
231K
$14.6M
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
177K+ 139.23% |
$8.79M - $10.4M
|
304K
$19.1M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
174K+ 137.85% |
$8.67M - $10.3M
|
301K
$18.9M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
163K+ 436.6% |
$8.13M - $9.64M
|
201K
$12.7M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
163K+ 87.67% |
$8.09M - $9.59M
|
348K
$21.9M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
162K+ 105.08% |
$8.07M - $9.57M
|
317K
$19.9M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
160K+ 74.2% |
$7.96M - $9.43M
|
376K
$23.6M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
157K+ 4.83% |
$7.83M - $9.28M
|
3.42M
$215M
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
157KNew |
$7.81M - $9.26M
|
157K
$9.88M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
156K+ 192.17% |
$7.76M - $9.2M
|
237K
$14.9M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
153K+ 6.7% |
$7.61M - $9.02M
|
2.43M
$153M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151K+ 21.08% |
$7.52M - $8.92M
|
869K
$54.7M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
142K+ 5.64% |
$7.05M - $8.35M
|
2.65M
$167M
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
130K+ 1238.91% |
$6.44M - $7.64M
|
140K
$8.82M
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
126KNew |
$6.25M - $7.41M
|
126K
$7.92M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
122K+ 16.92% |
$6.08M - $7.21M
|
844K
$53.2M
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
122K+ 69.15% |
$6.07M - $7.2M
|
299K
$18.8M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
121K+ 48.08% |
$6.03M - $7.15M
|
374K
$23.5M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
120K+ 545.86% |
$5.95M - $7.06M
|
142K
$8.91M
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
115KNew |
$5.73M - $6.79M
|
115K
$7.25M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113K+ 75.1% |
$5.62M - $6.66M
|
263K
$16.6M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111K+ 16.21% |
$5.5M - $6.52M
|
792K
$49.9M
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
110KNew |
$5.48M - $6.5M
|
110K
$6.94M
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
105K+ 69.73% |
$5.24M - $6.21M
|
256K
$16.1M
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
103K+ 455.45% |
$5.14M - $6.1M
|
126K
$7.94M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
101K+ 19.14% |
$5.01M - $5.94M
|
627K
$39.5M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
96.6K+ 360.23% |
$4.8M - $5.69M
|
123K
$7.77M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
94.6K+ 84.81% |
$4.71M - $5.58M
|
206K
$13M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
94.2K+ 1051.53% |
$4.69M - $5.56M
|
103K
$6.5M
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
93.2K+ 6367.49% |
$4.64M - $5.5M
|
94.7K
$5.96M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
91.7K+ 25.09% |
$4.56M - $5.4M
|
457K
$28.8M
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
91.1K+ 135.31% |
$4.53M - $5.37M
|
158K
$9.97M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
89.6K+ 135.27% |
$4.46M - $5.28M
|
156K
$9.81M
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
88.4K+ 87.62% |
$4.4M - $5.21M
|
189K
$11.9M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
84.7K+ 418.5% |
$4.21M - $4.99M
|
105K
$6.61M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81.6K+ 8.37% |
$4.06M - $4.81M
|
1.06M
$66.5M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
80.1KNew |
$3.98M - $4.72M
|
80.1K
$5.04M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
79.9K+ 258.3% |
$3.97M - $4.71M
|
111K
$6.98M
|