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 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-17- 0.34% |
$846 - $1K
|
5.04K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-25- 0.6% |
$1.24K - $1.47K
|
4.14K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-27- 0.47% |
$1.34K - $1.59K
|
5.67K
$359K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-30- 32.97% |
$1.49K - $1.77K
|
61
$3.86K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-37- 0.3% |
$1.84K - $2.18K
|
12.4K
$787K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-38- 0.27% |
$1.89K - $2.24K
|
14.2K
$898K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-39- 0.04% |
$1.94K - $2.3K
|
102K
$6.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-40- 50.0% |
$1.99K - $2.36K
|
40
$2.53K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-43- 4.12% |
$2.14K - $2.54K
|
1K
$63.3K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-46- 0.49% |
$2.29K - $2.71K
|
9.42K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-46- 1.0% |
$2.29K - $2.71K
|
4.57K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-46- 0.06% |
$2.29K - $2.71K
|
75.1K
$4.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-50- 0.04% |
$2.49K - $2.95K
|
137K
$8.65M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-55- 0.08% |
$2.74K - $3.24K
|
69.3K
$4.39M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-55- 0.06% |
$2.74K - $3.24K
|
91.3K
$5.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-57- 0.4% |
$2.84K - $3.36K
|
14.3K
$908K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-67- 33.33% |
$3.33K - $3.95K
|
134
$8.48K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-70- 1.04% |
$3.48K - $4.13K
|
6.68K
$423K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-70- 0.94% |
$3.48K - $4.13K
|
7.38K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-70- 0.41% |
$3.48K - $4.13K
|
17.1K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-72- 0.51% |
$3.58K - $4.25K
|
14K
$888K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-73- 3.08% |
$3.63K - $4.3K
|
2.3K
$146K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-74- 9.41% |
$3.68K - $4.36K
|
712
$45.1K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-87- 1.38% |
$4.33K - $5.13K
|
6.23K
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-90- 0.06% |
$4.48K - $5.31K
|
159K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 1.97% |
$4.97K - $5.9K
|
4.98K
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-100- 0.64% |
$4.97K - $5.9K
|
15.4K
$977K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-100- 1.72% |
$4.97K - $5.9K
|
5.73K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-100- 2.12% |
$4.97K - $5.9K
|
4.63K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-101- 2.73% |
$5.02K - $5.95K
|
3.6K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-106- 2.49% |
$5.27K - $6.25K
|
4.15K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-107- 0.16% |
$5.32K - $6.31K
|
66.3K
$4.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-109- 0.61% |
$5.42K - $6.43K
|
17.7K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-113- 0.86% |
$5.62K - $6.66K
|
13K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-132- 68.04% |
$6.57K - $7.78K
|
62
$3.92K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-133- 5.52% |
$6.62K - $7.84K
|
2.28K
$144K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-137- 0.72% |
$6.81K - $8.08K
|
19K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-140- 2.54% |
$6.96K - $8.25K
|
5.36K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-140- 0.28% |
$6.96K - $8.25K
|
50.1K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-140- 1.21% |
$6.96K - $8.25K
|
11.4K
$724K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-145- 1.71% |
$7.21K - $8.55K
|
8.32K
$526K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-146- 0.6% |
$7.26K - $8.61K
|
24.4K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-156- 0.07% |
$7.76K - $9.2K
|
219K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-157- 0.21% |
$7.81K - $9.26K
|
73.7K
$4.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-158- 10.77% |
$7.86K - $9.32K
|
1.31K
$82.8K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-170- 0.43% |
$8.46K - $10K
|
39.3K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-172- 3.44% |
$8.56K - $10.1K
|
4.83K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-185- 2.6% |
$9.2K - $10.9K
|
6.93K
$439K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-190- 0.31% |
$9.45K - $11.2K
|
60.8K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-190- 2.52% |
$9.45K - $11.2K
|
7.36K
$465K
|