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
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
885+ 14.51% |
$44K - $52.2K
|
6.99K
$442K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
872+ 3.11% |
$43.4K - $51.4K
|
28.9K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
855+ 21.01% |
$42.5K - $50.4K
|
4.93K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
846+ 21.28% |
$42.1K - $49.9K
|
4.82K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
839New |
$41.7K - $49.5K
|
839
$53.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
833+ 1.59% |
$41.4K - $49.1K
|
53.4K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
832+ 0.28% |
$41.4K - $49.1K
|
295K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
828New |
$41.2K - $48.8K
|
828
$52.4K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
828+ 34.7% |
$41.2K - $48.8K
|
3.21K
$203K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
826+ 0.23% |
$41.1K - $48.7K
|
361K
$22.8M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
804+ 13.73% |
$40K - $47.4K
|
6.66K
$422K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
794+ 19.14% |
$39.5K - $46.8K
|
4.94K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
784+ 10.63% |
$39K - $46.2K
|
8.16K
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
781+ 0.44% |
$38.8K - $46K
|
179K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
771+ 1.93% |
$38.3K - $45.5K
|
40.8K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
750+ 4.4% |
$37.3K - $44.2K
|
17.8K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
750+ 4.56% |
$37.3K - $44.2K
|
17.2K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
739+ 1.47% |
$36.8K - $43.6K
|
51.2K
$3.24M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
725+ 1.78% |
$36.1K - $42.7K
|
41.4K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
723+ 11.72% |
$36K - $42.6K
|
6.89K
$436K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
720+ 5.57% |
$35.8K - $42.5K
|
13.6K
$864K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
714+ 5.5% |
$35.5K - $42.1K
|
13.7K
$868K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
713+ 26.67% |
$35.5K - $42K
|
3.39K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
710+ 3.18% |
$35.3K - $41.9K
|
23K
$1.46M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
697New |
$34.7K - $41.1K
|
697
$44.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
680New |
$33.8K - $40.1K
|
680
$43K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
680+ 2.3% |
$33.8K - $40.1K
|
30.3K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
679+ 1.61% |
$33.8K - $40K
|
42.9K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
676New |
$33.6K - $39.9K
|
676
$42.8K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
663New |
$33K - $39.1K
|
663
$42K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
650+ 2.27% |
$32.3K - $38.3K
|
29.3K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
647+ 3.75% |
$32.2K - $38.1K
|
17.9K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
616+ 0.85% |
$30.6K - $36.3K
|
72.7K
$4.6M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
614+ 1.48% |
$30.5K - $36.2K
|
42.1K
$2.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
601+ 0.59% |
$29.9K - $35.4K
|
103K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
582+ 5.02% |
$28.9K - $34.3K
|
12.2K
$771K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
573New |
$28.5K - $33.8K
|
573
$36.3K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
557+ 2.07% |
$27.7K - $32.8K
|
27.5K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
555+ 3.66% |
$27.6K - $32.7K
|
15.7K
$994K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
552+ 1.77% |
$27.5K - $32.5K
|
31.8K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
545+ 3.11% |
$27.1K - $32.1K
|
18.1K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
540+ 11.42% |
$26.9K - $31.8K
|
5.27K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
515+ 0.76% |
$25.6K - $30.4K
|
68.7K
$4.35M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
506+ 5.44% |
$25.2K - $29.8K
|
9.81K
$621K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
501+ 0.23% |
$24.9K - $29.5K
|
219K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
500+ 2.53% |
$24.9K - $29.5K
|
20.3K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
500+ 4.94% |
$24.9K - $29.5K
|
10.6K
$673K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$24.9K - $29.5K
|
500
$31.6K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
492+ 0.71% |
$24.5K - $29K
|
69.6K
$4.41M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
490+ 6.92% |
$24.4K - $28.9K
|
7.58K
$479K
|