Latest Institutional Sells of Ishares Gold Trust (IAU)
This list provides information on the latest institutional transactions involving Ishares Gold Trust (IAU) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.02K- 91.07% |
$35.2K - $40.1K
|
100
$6.25K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-740- 96.23% |
$25.5K - $29.1K
|
29
$1.81K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-620- 96.57% |
$21.4K - $24.4K
|
22
$1.38K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 52.63% |
$17.2K - $19.7K
|
450
$28.1K
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-438- 2.78% |
$15.1K - $17.2K
|
15.3K
$957K
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-247- 1.89% |
$8.51K - $9.72K
|
12.8K
$800K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-155Closed |
$5.34K - $6.1K
|
0
$0
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-75- 16.3% |
$2.59K - $2.95K
|
385
$24.1K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-69- 7.51% |
$2.38K - $2.71K
|
850
$53.1K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-55- 57.89% |
$1.9K - $2.16K
|
40
$2.5K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$862 - $984
|
25
$1.56K
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.12% |
$34.5 - $39.3
|
849
$53.1K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Sagil Capital LLP
London, X0 |
SELL
|
- |
-205K- 49.4% |
$7.17M - $7.68M
|
210K
$13.1M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-35.1K- 2.65% |
$1.23M - $1.32M
|
1.29M
$80.8M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26.8K- 23.68% |
$939K - $1.01M
|
86.5K
$5.41M
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-19.6K- 29.13% |
$686K - $735K
|
47.7K
$2.98M
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-11.9KClosed |
$417K - $446K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-7.34K- 8.4% |
$257K - $275K
|
80K
$5M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.51K- 87.16% |
$193K - $206K
|
811
$50.7K
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.56K- 7.32% |
$89.5K - $95.9K
|
32.4K
$2.03M
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.86K- 20.82% |
$65.2K - $69.9K
|
7.09K
$443K
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.4K- 12.37% |
$48.8K - $52.3K
|
9.88K
$618K
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.37K- 10.24% |
$47.8K - $51.2K
|
12K
$748K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.13K- 2.22% |
$39.5K - $42.3K
|
49.7K
$3.11M
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1.12K- 0.23% |
$39.1K - $41.9K
|
476K
$29.7M
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-508- 93.9% |
$17.8K - $19K
|
33
$2.06K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-499- 0.43% |
$17.5K - $18.7K
|
115K
$7.17M
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-132- 0.4% |
$4.62K - $4.95K
|
33K
$2.06M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-118- 2.07% |
$4.13K - $4.42K
|
5.59K
$349K
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-66- 1.08% |
$2.31K - $2.47K
|
6.05K
$378K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.76M- 94.86% |
$63.6M - $68.4M
|
95.4K
$5.97M
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-68.5K- 10.96% |
$2.48M - $2.66M
|
556K
$34.8M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-38.6K- 69.67% |
$1.4M - $1.5M
|
16.8K
$1.05M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-28.6K- 22.55% |
$1.03M - $1.11M
|
98.2K
$6.14M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-24.4K- 1.81% |
$881K - $947K
|
1.32M
$82.6M
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-7.88K- 2.95% |
$285K - $306K
|
259K
$16.2M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.37K- 7.88% |
$49.6K - $53.3K
|
16K
$1M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.01K- 3.8% |
$36.4K - $39.2K
|
25.5K
$1.6M
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-928- 4.09% |
$33.5K - $36.1K
|
21.8K
$1.36M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-682- 5.65% |
$24.7K - $26.5K
|
11.4K
$712K
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-485- 1.54% |
$17.5K - $18.8K
|
30.9K
$1.93M
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-450- 0.75% |
$16.3K - $17.5K
|
59.3K
$3.71M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-310- 0.63% |
$11.2K - $12K
|
49.2K
$3.08M
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-163- 1.6% |
$5.89K - $6.33K
|
10K
$625K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-118- 9.7% |
$4.27K - $4.59K
|
1.1K
$68.7K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-80- 1.25% |
$2.89K - $3.11K
|
6.3K
$394K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 0.52% |
$108 - $117
|
575
$35.9K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-7.26MClosed |
$249M - $275M
|
0
$0
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-28.3K- 4.82% |
$971K - $1.07M
|
559K
$34.9M
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-8.7K- 55.98% |
$299K - $330K
|
6.84K
$428K
|