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 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-195- 1.71% |
$9.7K - $11.5K
|
11.2K
$709K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-198- 0.68% |
$9.85K - $11.7K
|
28.9K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-200- 3.87% |
$9.95K - $11.8K
|
4.97K
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
R.P. Boggs & Co.
|
SELL
|
- |
-200- 2.14% |
$9.95K - $11.8K
|
9.16K
$580K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200- 26.67% |
$9.95K - $11.8K
|
550
$34.8K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-200- 4.82% |
$9.95K - $11.8K
|
3.95K
$250K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-202- 0.06% |
$10K - $11.9K
|
360K
$22.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-220- 1.66% |
$10.9K - $13K
|
13.1K
$827K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-239- 3.36% |
$11.9K - $14.1K
|
6.87K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-250- 2.44% |
$12.4K - $14.7K
|
10K
$633K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-256- 19.18% |
$12.7K - $15.1K
|
1.08K
$68.3K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-264- 1.35% |
$13.1K - $15.6K
|
19.4K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-266- 2.4% |
$13.2K - $15.7K
|
10.8K
$684K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-266- 4.73% |
$13.2K - $15.7K
|
5.36K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-267- 79.23% |
$13.3K - $15.7K
|
70
$4.43K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-268- 2.75% |
$13.3K - $15.8K
|
9.47K
$599K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-272- 0.4% |
$13.5K - $16K
|
67.3K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-275- 10.97% |
$13.7K - $16.2K
|
2.23K
$141K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-277- 0.72% |
$13.8K - $16.3K
|
38.2K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-280- 1.9% |
$13.9K - $16.5K
|
14.5K
$917K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-286- 1.38% |
$14.2K - $16.9K
|
20.5K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-288- 2.56% |
$14.3K - $17K
|
11K
$693K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-295- 8.36% |
$14.7K - $17.4K
|
3.23K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 3.98% |
$14.9K - $17.7K
|
7.24K
$458K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-300- 23.08% |
$14.9K - $17.7K
|
1K
$63.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-300- 9.38% |
$14.9K - $17.7K
|
2.9K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-300Closed |
$14.9K - $17.7K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-311- 0.67% |
$15.5K - $18.3K
|
46.1K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-313- 3.35% |
$15.6K - $18.5K
|
9.02K
$571K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-314- 4.74% |
$15.6K - $18.5K
|
6.31K
$399K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-324- 2.53% |
$16.1K - $19.1K
|
12.5K
$790K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-325- 5.8% |
$16.2K - $19.2K
|
5.28K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-342- 0.13% |
$17K - $20.2K
|
269K
$17M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-346- 2.31% |
$17.2K - $20.4K
|
14.6K
$925K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-355- 3.26% |
$17.7K - $20.9K
|
10.5K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-360- 4.52% |
$17.9K - $21.2K
|
7.6K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-375- 7.68% |
$18.7K - $22.1K
|
4.51K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-375- 33.01% |
$18.7K - $22.1K
|
761
$48.2K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-384- 2.83% |
$19.1K - $22.6K
|
13.2K
$833K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-396- 6.56% |
$19.7K - $23.3K
|
5.64K
$357K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-400- 1.54% |
$19.9K - $23.6K
|
25.6K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-406- 9.38% |
$20.2K - $23.9K
|
3.92K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-427- 2.36% |
$21.2K - $25.2K
|
17.7K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-447- 6.0% |
$22.2K - $26.4K
|
7.01K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-450- 2.66% |
$22.4K - $26.5K
|
16.5K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-460- 5.36% |
$22.9K - $27.1K
|
8.13K
$514K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-469- 7.42% |
$23.3K - $27.7K
|
5.86K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-478- 2.18% |
$23.8K - $28.2K
|
21.5K
$1.36M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-487- 6.22% |
$24.2K - $28.7K
|
7.35K
$465K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-504- 10.94% |
$25.1K - $29.7K
|
4.1K
$260K
|