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 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
692K+ 101.36% |
$34.4M - $40.8M
|
1.37M
$86.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
430K+ 495.26% |
$21.4M - $25.4M
|
517K
$32.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
386K+ 47.64% |
$19.2M - $22.8M
|
1.2M
$75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
353K+ 169.99% |
$17.6M - $20.8M
|
561K
$35.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
180K+ 349.18% |
$8.95M - $10.6M
|
231K
$14.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
157KNew |
$7.81M - $9.26M
|
157K
$9.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
130K+ 1238.91% |
$6.44M - $7.64M
|
140K
$8.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
130K+ 54.57% |
$6.44M - $7.64M
|
367K
$23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
BUY
|
- |
126K+ 2.12% |
$6.25M - $7.41M
|
6.05M
$379M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
121K+ 338.43% |
$6.01M - $7.12M
|
156K
$9.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
95K+ 6835.25% |
$4.73M - $5.6M
|
96.4K
$6.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
75.1K+ 185.32% |
$3.74M - $4.43M
|
116K
$7.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
65.3KNew |
$3.25M - $3.85M
|
65.3K
$4.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
64.2KNew |
$3.19M - $3.79M
|
64.2K
$4.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
60.3K+ 133.44% |
$3M - $3.56M
|
106K
$6.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.2K+ 17.87% |
$2.7M - $3.2M
|
357K
$22.4M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
43K+ 124.82% |
$2.14M - $2.54M
|
77.5K
$4.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40.7KNew |
$2.03M - $2.4M
|
40.7K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
36.5K+ 170.59% |
$1.82M - $2.15M
|
58K
$3.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
34.6K+ 5.48% |
$1.72M - $2.04M
|
666K
$41.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
33.1K+ 109.82% |
$1.65M - $1.95M
|
63.3K
$3.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
31.6K+ 236.91% |
$1.57M - $1.86M
|
44.9K
$2.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
27.7K+ 9.19% |
$1.38M - $1.63M
|
329K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
26.8K+ 153.72% |
$1.33M - $1.58M
|
44.3K
$2.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
23.9K+ 177.12% |
$1.19M - $1.41M
|
37.4K
$2.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21K+ 59.3% |
$1.05M - $1.24M
|
56.5K
$3.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21K+ 116.41% |
$1.05M - $1.24M
|
39.1K
$2.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21K+ 229.71% |
$1.04M - $1.24M
|
30.1K
$1.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
20.5K+ 39.76% |
$1.02M - $1.21M
|
72.1K
$4.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.5K+ 73.7% |
$972K - $1.15M
|
46K
$2.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
18.1K+ 92.15% |
$901K - $1.07M
|
37.8K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
17.9K+ 3.44% |
$891K - $1.06M
|
538K
$33.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
17.8KNew |
$883K - $1.05M
|
17.8K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
15.3K+ 82.5% |
$760K - $901K
|
33.8K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 52.58% |
$710K - $841K
|
41.4K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.4KNew |
$664K - $788K
|
13.4K
$837K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.8KNew |
$586K - $694K
|
11.8K
$738K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
11.5KNew |
$571K - $677K
|
11.5K
$719K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
11.1K+ 107.33% |
$553K - $655K
|
21.5K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
10.9K+ 4.32% |
$542K - $643K
|
263K
$16.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.8K+ 37.84% |
$535K - $635K
|
39.2K
$2.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.41K+ 31.82% |
$468K - $555K
|
39K
$2.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.46KNew |
$421K - $499K
|
8.46K
$530K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
8.3K+ 26.13% |
$413K - $489K
|
40K
$2.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
8.06K+ 42.47% |
$401K - $475K
|
27K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.86KNew |
$391K - $464K
|
7.86K
$492K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
7.68KNew |
$382K - $453K
|
7.68K
$481K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
7.25K+ 22.95% |
$360K - $427K
|
38.8K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.24K+ 67.97% |
$360K - $427K
|
17.9K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
6.72K+ 14.54% |
$334K - $396K
|
52.9K
$3.31M
|