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 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.65KNew |
$182K - $215K
|
3.65K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.65KNew |
$182K - $215K
|
3.65K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.63KNew |
$181K - $214K
|
3.63K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.63KNew |
$181K - $214K
|
3.63K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
3.6KNew |
$179K - $212K
|
3.6K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.59KNew |
$179K - $212K
|
3.59K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.58KNew |
$178K - $211K
|
3.58K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$177K - $210K
|
3.57K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
3.56KNew |
$177K - $210K
|
3.56K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.53KNew |
$176K - $208K
|
3.53K
$224K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.53KNew |
$175K - $208K
|
3.53K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.53KNew |
$175K - $208K
|
3.53K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.52KNew |
$175K - $208K
|
3.52K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.52KNew |
$175K - $208K
|
3.52K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.52KNew |
$175K - $207K
|
3.52K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.52KNew |
$175K - $207K
|
3.52K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.48KNew |
$173K - $205K
|
3.48K
$221K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.48KNew |
$173K - $205K
|
3.48K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.48KNew |
$173K - $205K
|
3.48K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.45KNew |
$172K - $204K
|
3.45K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.45KNew |
$172K - $203K
|
3.45K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.44K+ 6.11% |
$171K - $203K
|
59.8K
$3.78M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.44KNew |
$171K - $203K
|
3.44K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.43KNew |
$171K - $202K
|
3.43K
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.43KNew |
$170K - $202K
|
3.43K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.42KNew |
$170K - $202K
|
3.42K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
3.41KNew |
$170K - $201K
|
3.41K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.41KNew |
$169K - $201K
|
3.41K
$216K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
3.4K+ 1.17% |
$169K - $200K
|
294K
$18.6M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.38KNew |
$168K - $199K
|
3.38K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
3.37K+ 25.44% |
$168K - $199K
|
16.6K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.34K+ 24.58% |
$166K - $197K
|
16.9K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.33K+ 18.08% |
$166K - $196K
|
21.8K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.33K+ 17.58% |
$166K - $196K
|
22.3K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.29K+ 12.01% |
$164K - $194K
|
30.7K
$1.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
3.28K+ 2.37% |
$163K - $193K
|
141K
$8.94M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.27K+ 21.63% |
$163K - $193K
|
18.4K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.23K+ 15.0% |
$161K - $191K
|
24.8K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.16K+ 3.8% |
$157K - $187K
|
86.5K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.14K+ 13.31% |
$156K - $185K
|
26.8K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.14K+ 12.66% |
$156K - $185K
|
27.9K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.11K+ 6.33% |
$155K - $183K
|
52.3K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3.11K+ 15.62% |
$154K - $183K
|
23K
$1.45M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.1K+ 258.33% |
$154K - $183K
|
4.3K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.08K+ 0.17% |
$153K - $182K
|
1.84M
$117M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3K+ 1.98% |
$149K - $177K
|
154K
$9.77M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3K+ 15.77% |
$149K - $177K
|
22K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.97K+ 25.47% |
$148K - $175K
|
14.6K
$926K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.96K+ 44.26% |
$147K - $175K
|
9.65K
$611K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.93K+ 33.34% |
$146K - $173K
|
11.7K
$741K
|