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 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
160K+ 74.2% |
$7.96M - $9.43M
|
376K
$23.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
157K+ 4.83% |
$7.83M - $9.28M
|
3.42M
$216M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
157KNew |
$7.81M - $9.26M
|
157K
$9.94M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
156K+ 192.17% |
$7.76M - $9.2M
|
237K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
153K+ 6.7% |
$7.61M - $9.02M
|
2.43M
$154M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151K+ 21.08% |
$7.52M - $8.92M
|
869K
$55M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
142K+ 5.64% |
$7.05M - $8.35M
|
2.65M
$168M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
130K+ 1238.91% |
$6.44M - $7.64M
|
140K
$8.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
130K+ 54.57% |
$6.44M - $7.64M
|
367K
$23.2M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
126KNew |
$6.25M - $7.41M
|
126K
$7.96M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
126K+ 15.08% |
$6.25M - $7.41M
|
960K
$60.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
BUY
|
- |
126K+ 2.12% |
$6.25M - $7.41M
|
6.05M
$383M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
122K+ 16.92% |
$6.08M - $7.21M
|
844K
$53.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
122K+ 69.15% |
$6.07M - $7.2M
|
299K
$18.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
121K+ 48.08% |
$6.03M - $7.15M
|
374K
$23.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
121K+ 338.43% |
$6.01M - $7.12M
|
156K
$9.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
120K+ 545.86% |
$5.95M - $7.06M
|
142K
$8.96M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
116K+ 145.14% |
$5.77M - $6.84M
|
196K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
115KNew |
$5.73M - $6.79M
|
115K
$7.29M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113K+ 75.1% |
$5.62M - $6.66M
|
263K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111K+ 16.21% |
$5.5M - $6.52M
|
792K
$50.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
110KNew |
$5.48M - $6.5M
|
110K
$6.97M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
105K+ 69.73% |
$5.24M - $6.21M
|
256K
$16.2M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
103K+ 455.45% |
$5.14M - $6.1M
|
126K
$7.98M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
101K+ 19.14% |
$5.01M - $5.94M
|
627K
$39.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
96.9KNew |
$4.82M - $5.71M
|
96.9K
$6.13M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
96.6K+ 360.23% |
$4.8M - $5.69M
|
123K
$7.81M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
95K+ 6835.25% |
$4.73M - $5.6M
|
96.4K
$6.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
94.6K+ 84.81% |
$4.71M - $5.58M
|
206K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
94.2K+ 1051.53% |
$4.69M - $5.56M
|
103K
$6.53M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
93.2K+ 6367.49% |
$4.64M - $5.5M
|
94.7K
$5.99M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
91.7K+ 25.09% |
$4.56M - $5.4M
|
457K
$28.9M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
91.1K+ 135.31% |
$4.53M - $5.37M
|
158K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
89.6K+ 135.27% |
$4.46M - $5.28M
|
156K
$9.86M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
88.4K+ 87.62% |
$4.4M - $5.21M
|
189K
$12M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
84.7K+ 418.5% |
$4.21M - $4.99M
|
105K
$6.64M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81.6K+ 8.37% |
$4.06M - $4.81M
|
1.06M
$66.9M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
80.1KNew |
$3.98M - $4.72M
|
80.1K
$5.07M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
79.9K+ 258.3% |
$3.97M - $4.71M
|
111K
$7.01M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
79.6K+ 282.71% |
$3.96M - $4.69M
|
108K
$6.82M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
79.5K+ 316.61% |
$3.95M - $4.69M
|
105K
$6.62M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
77.5K+ 194.69% |
$3.85M - $4.57M
|
117K
$7.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
76.3K+ 123.03% |
$3.8M - $4.5M
|
138K
$8.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
75.3K+ 150.48% |
$3.75M - $4.44M
|
125K
$7.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
75.1K+ 185.32% |
$3.74M - $4.43M
|
116K
$7.32M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
74.5K+ 90.39% |
$3.71M - $4.39M
|
157K
$9.93M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
70K+ 127.52% |
$3.48M - $4.13M
|
125K
$7.91M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.5K+ 17.36% |
$3.41M - $4.04M
|
463K
$29.3M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
67.4K+ 56.81% |
$3.35M - $3.98M
|
186K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.4K+ 24.69% |
$3.35M - $3.97M
|
340K
$21.5M
|