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 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 14.33% |
$59.8K - $70.9K
|
7.19K
$455K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.23K- 1.26% |
$61.4K - $72.8K
|
96.5K
$6.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.25K- 6.75% |
$62.2K - $73.7K
|
17.3K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.27K- 11.74% |
$62.9K - $74.6K
|
9.51K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-1.27K- 57.04% |
$63.1K - $74.8K
|
955
$60.4K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.29K- 23.94% |
$64.1K - $75.9K
|
4.09K
$259K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.31K- 0.16% |
$65.3K - $77.4K
|
796K
$50.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.33K- 2.54% |
$66.1K - $78.4K
|
51K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.36K- 6.16% |
$67.8K - $80.4K
|
20.8K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.36K- 17.15% |
$67.8K - $80.4K
|
6.59K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.4K- 15.0% |
$69.4K - $82.2K
|
7.91K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.4K- 4.85% |
$69.6K - $82.5K
|
27.5K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.41K- 18.6% |
$70K - $83K
|
6.16K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.46K- 1.85% |
$72.4K - $85.8K
|
77.1K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.47K- 17.63% |
$72.9K - $86.4K
|
6.85K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.48K- 26.17% |
$73.4K - $87K
|
4.17K
$264K
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-1.48K- 1.81% |
$73.5K - $87.1K
|
80.2K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.5K- 11.99% |
$74.5K - $88.3K
|
11K
$696K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.5K- 6.21% |
$74.8K - $88.7K
|
22.7K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.51K- 5.86% |
$75.1K - $89K
|
24.2K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.57K- 9.32% |
$77.8K - $92.3K
|
15.2K
$964K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.6K- 0.43% |
$79.4K - $94.1K
|
369K
$23.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.62K- 1.87% |
$80.6K - $95.6K
|
85K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.73K- 15.71% |
$86.1K - $102K
|
9.29K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.76K- 8.95% |
$87.7K - $104K
|
17.9K
$1.14M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.78K- 2.02% |
$88.4K - $105K
|
86.1K
$5.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.8K- 24.93% |
$89.5K - $106K
|
5.42K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.81K- 0.82% |
$90.1K - $107K
|
220K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.82K- 30.77% |
$90.6K - $107K
|
4.1K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.85K- 30.64% |
$91.9K - $109K
|
4.18K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-1.93K- 0.46% |
$95.7K - $113K
|
417K
$26.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.95K- 6.95% |
$96.7K - $115K
|
26K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.01K- 24.31% |
$100K - $119K
|
6.27K
$397K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-2.05K- 11.75% |
$102K - $121K
|
15.4K
$974K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-2.09K- 35.71% |
$104K - $123K
|
3.76K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-2.11K- 24.22% |
$105K - $124K
|
6.6K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-2.11K- 5.4% |
$105K - $125K
|
37K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.12K- 13.67% |
$105K - $125K
|
13.4K
$848K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-2.14K- 0.31% |
$106K - $126K
|
678K
$42.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.15K- 5.03% |
$107K - $127K
|
40.6K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.16K- 28.51% |
$107K - $127K
|
5.4K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.16K- 2.92% |
$107K - $127K
|
71.7K
$4.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.17K- 0.92% |
$108K - $128K
|
233K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.17K- 4.1% |
$108K - $128K
|
50.7K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.23K- 2.45% |
$111K - $132K
|
88.9K
$5.63M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 10.26% |
$114K - $135K
|
20K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.3K- 29.49% |
$114K - $136K
|
5.5K
$348K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.38K- 3.28% |
$118K - $140K
|
70K
$4.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.46K- 4.22% |
$122K - $145K
|
55.7K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-2.49K- 1.31% |
$124K - $147K
|
188K
$11.9M
|