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 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.69K+ 3.56% |
$84K - $99.5K
|
49.1K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.65K+ 9.23% |
$82.1K - $97.3K
|
19.5K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.64KNew |
$81.6K - $96.8K
|
1.64K
$104K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.63K+ 32.6% |
$81.1K - $96.1K
|
6.63K
$420K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.62K+ 4.25% |
$80.7K - $95.7K
|
39.8K
$2.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.61K+ 7.31% |
$80K - $94.8K
|
23.6K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.61KNew |
$79.9K - $94.7K
|
1.61K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.58K+ 4.66% |
$78.5K - $93K
|
35.4K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.53K+ 9.68% |
$75.9K - $90K
|
17.3K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.52K+ 21.04% |
$75.8K - $89.9K
|
8.77K
$555K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.51K+ 125.17% |
$75.2K - $89.1K
|
2.72K
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.48K+ 25.4% |
$73.4K - $87K
|
7.29K
$461K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.46KNew |
$72.4K - $85.8K
|
1.46K
$92.2K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1.45K+ 2.66% |
$72K - $85.4K
|
56K
$3.54M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.43K+ 4.42% |
$70.9K - $84.1K
|
33.7K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.42K+ 5.62% |
$70.4K - $83.5K
|
26.6K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.37KNew |
$68.1K - $80.8K
|
1.37K
$86.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.36K+ 3.22% |
$67.5K - $80.1K
|
43.5K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.34K+ 47.2% |
$66.6K - $78.9K
|
4.18K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.33K+ 13.55% |
$66.2K - $78.4K
|
11.1K
$706K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.32K+ 5.52% |
$65.6K - $77.8K
|
25.2K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.31K+ 6.67% |
$65.2K - $77.3K
|
21K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.25KNew |
$62.1K - $73.6K
|
1.25K
$79K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.22KNew |
$60.5K - $71.7K
|
1.22K
$77K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.21K+ 7.24% |
$60.4K - $71.6K
|
18K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.21K+ 5.08% |
$59.9K - $71K
|
24.9K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.21K+ 78.5% |
$59.9K - $71K
|
2.74K
$173K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.2K+ 5.63% |
$59.5K - $70.6K
|
22.4K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.15K+ 90.77% |
$57.3K - $67.9K
|
2.42K
$153K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.15K+ 4.29% |
$57K - $67.6K
|
27.8K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.12K+ 19.55% |
$55.7K - $66K
|
6.85K
$434K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.11K+ 12.45% |
$55.3K - $65.6K
|
10K
$636K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.08K+ 26.1% |
$53.8K - $63.7K
|
5.22K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.08K+ 6.53% |
$53.7K - $63.6K
|
17.6K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.06K+ 23.37% |
$52.6K - $62.4K
|
5.59K
$354K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.06K+ 1216.09% |
$52.6K - $62.4K
|
1.15K
$72.5K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.05K+ 0.42% |
$52K - $61.6K
|
253K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
1.03K+ 15.39% |
$51.4K - $60.9K
|
7.75K
$490K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
985+ 5.69% |
$49K - $58.1K
|
18.3K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
977+ 13.82% |
$48.6K - $57.6K
|
8.05K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
973+ 22.78% |
$48.4K - $57.4K
|
5.24K
$332K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
969+ 10.66% |
$48.2K - $57.1K
|
10.1K
$637K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
955+ 10.63% |
$47.5K - $56.3K
|
9.94K
$629K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
948New |
$47.2K - $55.9K
|
948
$60K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
945+ 0.96% |
$47K - $55.7K
|
99.1K
$6.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
941+ 0.61% |
$46.8K - $55.5K
|
156K
$9.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
904+ 19.09% |
$45K - $53.3K
|
5.64K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
900New |
$44.8K - $53.1K
|
900
$57K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
900+ 11.44% |
$44.8K - $53.1K
|
8.77K
$555K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
891+ 8.27% |
$44.3K - $52.5K
|
11.7K
$738K
|