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
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
482+ 5.12% |
$24K - $28.4K
|
9.9K
$626K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
479+ 0.3% |
$23.8K - $28.2K
|
160K
$10.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
475+ 0.49% |
$23.6K - $28K
|
97.5K
$6.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
463+ 6.44% |
$23K - $27.3K
|
7.66K
$485K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
456New |
$22.7K - $26.9K
|
456
$28.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
454New |
$22.6K - $26.8K
|
454
$28.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
452+ 3.37% |
$22.5K - $26.6K
|
13.9K
$879K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
452+ 10.71% |
$22.5K - $26.6K
|
4.67K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
436+ 1.37% |
$21.7K - $25.7K
|
32.3K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
429+ 10.15% |
$21.3K - $25.3K
|
4.66K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
428+ 1.42% |
$21.3K - $25.2K
|
30.5K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
426+ 7.97% |
$21.2K - $25.1K
|
5.77K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
423+ 1.6% |
$21K - $24.9K
|
26.9K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
418+ 7.28% |
$20.8K - $24.6K
|
6.16K
$390K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
401New |
$19.9K - $23.6K
|
401
$25.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
395+ 4.01% |
$19.6K - $23.3K
|
10.3K
$649K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
387+ 9.81% |
$19.2K - $22.8K
|
4.33K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
380New |
$18.9K - $22.4K
|
380
$24.1K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
380New |
$18.9K - $22.4K
|
380
$24.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
375+ 0.41% |
$18.7K - $22.1K
|
91.8K
$5.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
371+ 6.91% |
$18.5K - $21.9K
|
5.74K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
369+ 2.99% |
$18.4K - $21.8K
|
12.7K
$804K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
365+ 5.18% |
$18.2K - $21.5K
|
7.42K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
359New |
$17.9K - $21.2K
|
359
$22.7K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
357+ 3.99% |
$17.8K - $21K
|
9.31K
$589K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
352+ 1.3% |
$17.5K - $20.8K
|
27.4K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
351+ 4.24% |
$17.5K - $20.7K
|
8.64K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
340New |
$16.9K - $20K
|
340
$21.5K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
337+ 0.88% |
$16.8K - $19.9K
|
38.7K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
333+ 1.56% |
$16.6K - $19.6K
|
21.6K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
332+ 7.14% |
$16.5K - $19.6K
|
4.98K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
316New |
$15.7K - $18.6K
|
316
$20K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
313+ 0.4% |
$15.6K - $18.5K
|
77.7K
$4.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
310+ 1.9% |
$15.4K - $18.3K
|
16.7K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
301+ 6.29% |
$15K - $17.7K
|
5.09K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
287+ 2.36% |
$14.3K - $16.9K
|
12.5K
$789K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
283+ 7.89% |
$14.1K - $16.7K
|
3.87K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
282+ 66.51% |
$14K - $16.6K
|
706
$44.7K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
276New |
$13.7K - $16.3K
|
276
$17.5K
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
275+ 4.25% |
$13.7K - $16.2K
|
6.74K
$427K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
262+ 0.42% |
$13K - $15.4K
|
62.9K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
253+ 49.03% |
$12.6K - $14.9K
|
769
$48.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
251+ 0.16% |
$12.5K - $14.8K
|
159K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
250+ 0.71% |
$12.4K - $14.7K
|
35.5K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
243+ 0.26% |
$12.1K - $14.3K
|
94.3K
$5.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
234+ 1.49% |
$11.6K - $13.8K
|
15.9K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
230+ 6.12% |
$11.4K - $13.6K
|
3.99K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
229+ 0.12% |
$11.4K - $13.5K
|
186K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
219+ 86.56% |
$10.9K - $12.9K
|
472
$29.9K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
218+ 4.81% |
$10.8K - $12.9K
|
4.75K
$300K
|