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
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-508- 2.39% |
$25.3K - $30K
|
20.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-509- 0.83% |
$25.3K - $30K
|
60.7K
$3.84M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-516- 4.33% |
$25.7K - $30.4K
|
11.4K
$721K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-520- 8.55% |
$25.9K - $30.7K
|
5.56K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-544- 5.32% |
$27.1K - $32.1K
|
9.69K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-554- 1.63% |
$27.6K - $32.7K
|
33.4K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-570- 6.14% |
$28.4K - $33.6K
|
8.72K
$552K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-576- 3.51% |
$28.7K - $34K
|
15.8K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-579- 3.13% |
$28.8K - $34.1K
|
17.9K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-581- 45.39% |
$28.9K - $34.3K
|
699
$44.2K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-584- 0.33% |
$29K - $34.4K
|
174K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-599- 6.26% |
$29.8K - $35.3K
|
8.97K
$568K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-604- 20.3% |
$30K - $35.6K
|
2.37K
$150K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-606- 0.68% |
$30.1K - $35.7K
|
88.3K
$5.59M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-610- 2.4% |
$30.3K - $36K
|
24.8K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-626- 11.13% |
$31.1K - $36.9K
|
5K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-657- 15.94% |
$32.7K - $38.7K
|
3.47K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-668- 1.71% |
$33.2K - $39.4K
|
38.3K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-710- 6.09% |
$35.3K - $41.9K
|
10.9K
$693K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-715- 14.66% |
$35.6K - $42.2K
|
4.16K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-718- 0.54% |
$35.7K - $42.3K
|
133K
$8.44M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-728- 2.03% |
$36.2K - $42.9K
|
35.1K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-737- 4.01% |
$36.7K - $43.5K
|
17.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-740- 7.79% |
$36.8K - $43.6K
|
8.76K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-740- 18.13% |
$36.8K - $43.6K
|
3.34K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-765- 4.56% |
$38.1K - $45.1K
|
16K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-768- 7.11% |
$38.2K - $45.3K
|
10K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-769- 9.98% |
$38.3K - $45.3K
|
6.94K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-784- 4.53% |
$39K - $46.2K
|
16.5K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-820- 12.88% |
$40.8K - $48.3K
|
5.55K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-826- 0.77% |
$41.1K - $48.7K
|
107K
$6.76M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-837- 10.28% |
$41.6K - $49.3K
|
7.31K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-844- 2.84% |
$42K - $49.8K
|
28.9K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-855- 0.76% |
$42.5K - $50.4K
|
112K
$7.08M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-905- 1.68% |
$45K - $53.4K
|
53K
$3.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-909- 3.41% |
$45.2K - $53.6K
|
25.8K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-934- 4.25% |
$46.5K - $55.1K
|
21.1K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-937- 8.12% |
$46.6K - $55.2K
|
10.6K
$671K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-955- 5.86% |
$47.5K - $56.3K
|
15.3K
$971K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-977- 22.01% |
$48.6K - $57.6K
|
3.46K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1K- 5.85% |
$49.7K - $59K
|
16.1K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.09K- 0.78% |
$54.4K - $64.4K
|
139K
$8.83M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.11K- 17.97% |
$55K - $65.2K
|
5.05K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.11K- 4.42% |
$55.3K - $65.5K
|
24K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.12K- 9.24% |
$55.6K - $65.9K
|
11K
$695K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.12K- 18.74% |
$55.9K - $66.2K
|
4.87K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-1.14K- 0.73% |
$56.6K - $67K
|
155K
$9.79M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 0.7% |
$58.6K - $69.5K
|
167K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.19K- 40.03% |
$59.1K - $70K
|
1.78K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-1.19K- 0.73% |
$59.1K - $70K
|
161K
$10.2M
|