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 |
---|---|---|---|---|---|---|---|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.58K- 9.82% |
$210K - $234K
|
51.3K
$3.51M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.83K- 24.47% |
$106K - $119K
|
8.73K
$598K
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.1K- 24.42% |
$79.1K - $88.2K
|
6.5K
$446K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.06K- 16.1% |
$39.9K - $44.5K
|
5.53K
$379K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1K- 58.31% |
$37.7K - $42K
|
715
$49K
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-699- 6.66% |
$26.3K - $29.4K
|
9.8K
$672K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-519- 3.58% |
$19.5K - $21.8K
|
14K
$957K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-497- 1.3% |
$18.7K - $20.9K
|
37.6K
$2.58M
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-450- 18.37% |
$16.9K - $18.9K
|
2K
$137K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 57.14% |
$15.1K - $16.8K
|
300
$20.6K
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-25- 0.1% |
$941 - $1.05K
|
25.2K
$1.73M
|
|
Q4 2023 | |||||||
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-47.3K- 96.27% |
$1.63M - $1.86M
|
1.83K
$125K
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-6.26KClosed |
$216K - $246K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-5.53K- 20.68% |
$191K - $217K
|
21.2K
$1.45M
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.5K- 1.63% |
$155K - $177K
|
271K
$18.6M
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.55K- 24.9% |
$88K - $100K
|
7.7K
$528K
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.35K- 8.45% |
$80.8K - $92.3K
|
25.4K
$1.74M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.31K- 22.15% |
$79.7K - $90.9K
|
8.12K
$557K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.2K- 2.92% |
$41.4K - $47.2K
|
39.9K
$2.73M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.06K- 0.94% |
$36.4K - $41.6K
|
111K
$7.64M
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.02K- 91.07% |
$35.2K - $40.1K
|
100
$6.85K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-740- 96.23% |
$25.5K - $29.1K
|
29
$1.99K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-620- 96.57% |
$21.4K - $24.4K
|
22
$1.51K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 52.63% |
$17.2K - $19.7K
|
450
$30.8K
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-438- 2.78% |
$15.1K - $17.2K
|
15.3K
$1.05M
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-247- 1.89% |
$8.51K - $9.72K
|
12.8K
$877K
|
|
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
$26.4K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-69- 7.51% |
$2.38K - $2.71K
|
850
$58.3K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-55- 57.89% |
$1.9K - $2.16K
|
40
$2.74K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$862 - $984
|
25
$1.71K
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.12% |
$34.5 - $39.3
|
849
$58.2K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Sagil Capital LLP
London, X0 |
SELL
|
- |
-205K- 49.4% |
$7.17M - $7.68M
|
210K
$14.4M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-35.1K- 2.65% |
$1.23M - $1.32M
|
1.29M
$88.6M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26.8K- 23.68% |
$939K - $1.01M
|
86.5K
$5.93M
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-19.6K- 29.13% |
$686K - $735K
|
47.7K
$3.27M
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-7.34K- 8.4% |
$257K - $275K
|
80K
$5.49M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.51K- 87.16% |
$193K - $206K
|
811
$55.6K
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.56K- 7.32% |
$89.5K - $95.9K
|
32.4K
$2.22M
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.86K- 20.82% |
$65.2K - $69.9K
|
7.09K
$486K
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.4K- 12.37% |
$48.8K - $52.3K
|
9.88K
$677K
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.37K- 10.24% |
$47.8K - $51.2K
|
12K
$820K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.13K- 2.22% |
$39.5K - $42.3K
|
49.7K
$3.41M
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1.12K- 0.23% |
$39.1K - $41.9K
|
476K
$32.6M
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-508- 93.9% |
$17.8K - $19K
|
33
$2.26K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-499- 0.43% |
$17.5K - $18.7K
|
115K
$7.86M
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-132- 0.4% |
$4.62K - $4.95K
|
33K
$2.26M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-118- 2.07% |
$4.13K - $4.42K
|
5.59K
$383K
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-66- 1.08% |
$2.31K - $2.47K
|
6.05K
$414K
|
|
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
$6.54M
|