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 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
215New |
$10.7K - $12.7K
|
215
$13.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
215New |
$10.7K - $12.7K
|
215
$13.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
215+ 3.08% |
$10.7K - $12.7K
|
7.2K
$456K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
209+ 1.86% |
$10.4K - $12.3K
|
11.4K
$724K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
208+ 0.04% |
$10.3K - $12.3K
|
475K
$30.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
206+ 18.53% |
$10.2K - $12.1K
|
1.32K
$83.4K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
204New |
$10.1K - $12K
|
204
$12.9K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
202+ 0.66% |
$10K - $11.9K
|
30.7K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
200+ 0.57% |
$9.95K - $11.8K
|
35.4K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
200+ 0.21% |
$9.95K - $11.8K
|
95.2K
$6.02M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 1.85% |
$9.95K - $11.8K
|
11K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$9.95K - $11.8K
|
200
$12.7K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
195+ 0.5% |
$9.7K - $11.5K
|
39K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
190+ 0.1% |
$9.45K - $11.2K
|
198K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 0.41% |
$9.4K - $11.1K
|
46.4K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
188+ 5.16% |
$9.35K - $11.1K
|
3.83K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
187+ 4.57% |
$9.3K - $11K
|
4.28K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
185+ 0.76% |
$9.2K - $10.9K
|
24.5K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
183+ 4.69% |
$9.1K - $10.8K
|
4.08K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
176+ 0.46% |
$8.75K - $10.4K
|
38.6K
$2.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
175+ 30.43% |
$8.7K - $10.3K
|
750
$47.5K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
173+ 1.55% |
$8.61K - $10.2K
|
11.3K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
171+ 46.47% |
$8.51K - $10.1K
|
539
$34.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
168+ 4.04% |
$8.36K - $9.91K
|
4.33K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
159New |
$7.91K - $9.37K
|
159
$10.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
151+ 0.31% |
$7.51K - $8.9K
|
49K
$3.1M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
150+ 3.55% |
$7.46K - $8.84K
|
4.38K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
141+ 0.46% |
$7.01K - $8.31K
|
30.8K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
130+ 104.84% |
$6.47K - $7.66K
|
254
$16.1K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
119+ 1.48% |
$5.92K - $7.02K
|
8.18K
$518K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
117+ 0.47% |
$5.82K - $6.9K
|
24.9K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
115+ 1.5% |
$5.72K - $6.78K
|
7.78K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
114+ 0.1% |
$5.67K - $6.72K
|
112K
$7.11M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
113+ 1.25% |
$5.62K - $6.66K
|
9.14K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
113+ 2.05% |
$5.62K - $6.66K
|
5.62K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
110New |
$5.47K - $6.49K
|
110
$6.96K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
109+ 1.7% |
$5.42K - $6.43K
|
6.53K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
108+ 0.37% |
$5.37K - $6.37K
|
29.2K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
103+ 1.15% |
$5.12K - $6.07K
|
9.06K
$574K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100+ 3.89% |
$4.97K - $5.9K
|
2.67K
$169K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
96+ 0.32% |
$4.78K - $5.66K
|
29.7K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
95+ 0.63% |
$4.73K - $5.6K
|
15.1K
$955K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
90New |
$4.48K - $5.31K
|
90
$5.7K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
88+ 1.57% |
$4.38K - $5.19K
|
5.7K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
84+ 0.41% |
$4.18K - $4.95K
|
20.8K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
82+ 0.91% |
$4.08K - $4.83K
|
9.11K
$576K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
80New |
$3.98K - $4.72K
|
80
$5.06K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
77+ 0.25% |
$3.83K - $4.54K
|
31.3K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
75+ 0.6% |
$3.73K - $4.42K
|
12.5K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
70+ 61.4% |
$3.48K - $4.13K
|
184
$11.6K
|