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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
4.01KNew |
$200K - $237K
|
4.01K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.98K+ 3.15% |
$198K - $235K
|
131K
$8.27M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.98KNew |
$198K - $234K
|
3.98K
$252K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
3.98KNew |
$198K - $234K
|
3.98K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
3.98KNew |
$198K - $234K
|
3.98K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.97KNew |
$197K - $234K
|
3.97K
$251K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
3.96KNew |
$197K - $234K
|
3.96K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.95KNew |
$196K - $233K
|
3.95K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.94K+ 37.95% |
$196K - $232K
|
14.3K
$907K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.94KNew |
$196K - $232K
|
3.94K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$196K - $232K
|
3.93K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.93KNew |
$195K - $231K
|
3.93K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.92KNew |
$195K - $231K
|
3.92K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
3.89KNew |
$193K - $229K
|
3.89K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.88KNew |
$193K - $229K
|
3.88K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3.88K+ 18.33% |
$193K - $229K
|
25K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
3.87K+ 5.53% |
$192K - $228K
|
73.8K
$4.67M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.86KNew |
$192K - $227K
|
3.86K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
3.84KNew |
$191K - $227K
|
3.84K
$243K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.84KNew |
$191K - $226K
|
3.84K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.83KNew |
$191K - $226K
|
3.83K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$191K - $226K
|
3.83K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.83KNew |
$191K - $226K
|
3.83K
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.83KNew |
$190K - $226K
|
3.83K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.82KNew |
$190K - $225K
|
3.82K
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.81KNew |
$190K - $225K
|
3.81K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.81KNew |
$189K - $225K
|
3.81K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.8KNew |
$189K - $224K
|
3.8K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.8K+ 7.25% |
$189K - $224K
|
56.1K
$3.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
3.79K+ 23.62% |
$188K - $223K
|
19.8K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3.79KNew |
$188K - $223K
|
3.79K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.78KNew |
$188K - $223K
|
3.78K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
3.77KNew |
$188K - $222K
|
3.77K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.76KNew |
$187K - $222K
|
3.76K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.76K+ 7.51% |
$187K - $222K
|
53.8K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.73K+ 13.35% |
$186K - $220K
|
31.7K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.73KNew |
$185K - $220K
|
3.73K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
3.72KNew |
$185K - $220K
|
3.72K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.72K+ 83.68% |
$185K - $219K
|
8.17K
$517K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.72K+ 5.1% |
$185K - $219K
|
76.7K
$4.85M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.72K+ 83.59% |
$185K - $219K
|
8.17K
$517K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.72KNew |
$185K - $219K
|
3.72K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.71KNew |
$185K - $219K
|
3.71K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.71KNew |
$184K - $219K
|
3.71K
$235K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.71KNew |
$184K - $219K
|
3.71K
$235K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$184K - $218K
|
3.71K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.7K+ 6.81% |
$184K - $218K
|
58K
$3.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.68KNew |
$183K - $217K
|
3.68K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.66K+ 44.76% |
$182K - $216K
|
11.8K
$750K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.65KNew |
$182K - $215K
|
3.65K
$231K
|