Purchases and Sales Made in Q1 2025 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES GOLD TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
$708M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.16MNew |
$57.9M - $68.6M
|
1.16M
$73.7M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
914K+ 1357.17% |
$45.5M - $53.9M
|
981K
$62.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
772K+ 9.42% |
$38.4M - $45.5M
|
8.96M
$567M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
692K+ 101.36% |
$34.4M - $40.8M
|
1.37M
$87M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
674K+ 103.99% |
$33.5M - $39.7M
|
1.32M
$83.6M
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
673K+ 11484.55% |
$33.5M - $39.7M
|
678K
$42.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
637K+ 15.32% |
$31.7M - $37.6M
|
4.8M
$304M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
617K+ 10.54% |
$30.7M - $36.4M
|
6.47M
$409M
|
|
|
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
$244M
|
|
|
May 14, 2025
Q1 2025
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
600KNew |
$29.8M - $35.4M
|
600K
$38M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
583K+ 60.68% |
$29M - $34.4M
|
1.54M
$97.7M
|
|
|
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
$39.3M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
452K+ 59.95% |
$22.5M - $26.6M
|
1.21M
$76.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
445K+ 14.13% |
$22.1M - $26.2M
|
3.59M
$227M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
430K+ 495.26% |
$21.4M - $25.4M
|
517K
$32.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
422KNew |
$21M - $24.9M
|
422K
$26.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
415K+ 9.63% |
$20.6M - $24.4M
|
4.72M
$299M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
396K+ 47.33% |
$19.7M - $23.3M
|
1.23M
$78M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
386K+ 47.64% |
$19.2M - $22.8M
|
1.2M
$75.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
358K+ 1.16% |
$17.8M - $21.1M
|
31.3M
$1.98B
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
353K+ 169.99% |
$17.6M - $20.8M
|
561K
$35.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
339K+ 1.93% |
$16.9M - $20M
|
17.9M
$1.14B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
336K+ 2.74% |
$16.7M - $19.8M
|
12.6M
$799M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
334KNew |
$16.6M - $19.7M
|
334K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
333K+ 6.57% |
$16.5M - $19.6M
|
5.4M
$341M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
294K+ 14.31% |
$14.6M - $17.4M
|
2.35M
$149M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
293K+ 1.25% |
$14.6M - $17.3M
|
23.8M
$1.51B
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
286K+ 8.91% |
$14.2M - $16.9M
|
3.5M
$222M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
271K+ 52.74% |
$13.5M - $16M
|
784K
$49.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
236K+ 72.6% |
$11.8M - $13.9M
|
562K
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
234K+ 258.29% |
$11.6M - $13.8M
|
325K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
228K+ 17.6% |
$11.4M - $13.5M
|
1.53M
$96.6M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
227K+ 783.65% |
$11.3M - $13.4M
|
256K
$16.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
213K+ 27.68% |
$10.6M - $12.5M
|
981K
$62.1M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
196K+ 232.58% |
$9.73M - $11.5M
|
280K
$17.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
195K+ 7616.32% |
$9.71M - $11.5M
|
198K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
186K+ 798.3% |
$9.27M - $11M
|
210K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
184K+ 13.47% |
$9.14M - $10.8M
|
1.55M
$98M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
183K+ 83.16% |
$9.11M - $10.8M
|
403K
$25.5M
|
|
|
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
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
177K+ 139.23% |
$8.79M - $10.4M
|
304K
$19.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
174K+ 137.85% |
$8.67M - $10.3M
|
301K
$19M
|
|
|
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
$22M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
162K+ 105.08% |
$8.07M - $9.57M
|
317K
$20M
|