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 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.88K+ 69.91% |
$143K - $170K
|
7.01K
$443K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.85K+ 23.0% |
$142K - $168K
|
15.2K
$964K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.81K+ 31.63% |
$140K - $166K
|
11.7K
$740K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.81K+ 5.46% |
$140K - $166K
|
54.2K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.8K+ 27.31% |
$139K - $165K
|
13.1K
$827K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.8K+ 12.47% |
$139K - $165K
|
25.2K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.77K+ 0.29% |
$138K - $163K
|
967K
$61.2M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.75KNew |
$137K - $162K
|
2.75K
$174K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.75K+ 39.34% |
$137K - $162K
|
9.73K
$616K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.7KNew |
$134K - $159K
|
2.7K
$171K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
2.67K+ 2.75% |
$133K - $158K
|
99.7K
$6.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.66K+ 4.29% |
$132K - $157K
|
64.6K
$4.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$131K - $155K
|
2.64K
$167K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 14.6% |
$130K - $154K
|
20.5K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.57K+ 3.06% |
$128K - $152K
|
86.7K
$5.49M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.56K+ 57.23% |
$128K - $151K
|
7.04K
$446K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.52K+ 1.47% |
$125K - $148K
|
174K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.5K+ 20.13% |
$124K - $148K
|
14.9K
$945K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.46K+ 21.61% |
$122K - $145K
|
13.9K
$877K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.42K+ 2.06% |
$121K - $143K
|
120K
$7.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.4K+ 1.25% |
$119K - $142K
|
194K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.4K+ 3.98% |
$119K - $141K
|
62.6K
$3.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.33K+ 2.71% |
$116K - $137K
|
88K
$5.57M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.28K+ 4.25% |
$113K - $134K
|
55.8K
$3.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.21K+ 5.21% |
$110K - $130K
|
44.5K
$2.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.2K+ 1.09% |
$110K - $130K
|
205K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.2K+ 6.11% |
$109K - $130K
|
38.1K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.2K+ 19.5% |
$109K - $129K
|
13.5K
$851K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
2.19K+ 1.42% |
$109K - $129K
|
157K
$9.91M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.15K+ 19.52% |
$107K - $127K
|
13.2K
$835K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.15K+ 17.2% |
$107K - $127K
|
14.7K
$928K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.03K+ 2.61% |
$101K - $120K
|
80K
$5.06M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.02K+ 26.34% |
$101K - $119K
|
9.69K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.02K+ 2.23% |
$100K - $119K
|
92.6K
$5.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2K+ 8.28% |
$99.7K - $118K
|
26.2K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2K+ 1.65% |
$99.6K - $118K
|
124K
$7.82M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.99K+ 2.43% |
$98.9K - $117K
|
83.7K
$5.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.98K+ 7.8% |
$98.7K - $117K
|
27.4K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.98K+ 15.19% |
$98.6K - $117K
|
15K
$952K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.94K+ 10.25% |
$96.4K - $114K
|
20.8K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.94K+ 4.21% |
$96.4K - $114K
|
48K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.92K+ 0.81% |
$95.3K - $113K
|
238K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.86K+ 21.69% |
$92.7K - $110K
|
10.5K
$662K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.83K+ 14.2% |
$90.9K - $108K
|
14.7K
$930K
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 2.89% |
$89.8K - $106K
|
64.2K
$4.07M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.78K+ 10.64% |
$88.4K - $105K
|
18.5K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.75K+ 157.05% |
$86.9K - $103K
|
2.86K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.74K+ 0.09% |
$86.6K - $103K
|
2M
$127M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.74K+ 1.72% |
$86.6K - $103K
|
103K
$6.5M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.72K+ 3.12% |
$85.7K - $102K
|
57K
$3.61M
|