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 14, 2025
Q1 2025
|
Crcm LP
San Francisco, CA |
SELL
|
- |
-2.53K- 29.78% |
$126K - $149K
|
5.97K
$378K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.53K- 42.53% |
$126K - $149K
|
3.42K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-2.57K- 1.68% |
$128K - $152K
|
150K
$9.5M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-2.65K- 9.38% |
$132K - $156K
|
25.6K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-2.66K- 3.03% |
$132K - $157K
|
85.1K
$5.39M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.66K- 23.57% |
$132K - $157K
|
8.64K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.68K- 10.53% |
$133K - $158K
|
22.8K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-2.75K- 35.28% |
$137K - $162K
|
5.05K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.77K- 5.24% |
$138K - $163K
|
50.1K
$3.17M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.79K- 26.44% |
$139K - $164K
|
7.75K
$491K
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-2.87K- 74.75% |
$143K - $169K
|
968
$61.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.88K- 0.57% |
$143K - $170K
|
506K
$32M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.91K- 3.68% |
$144K - $171K
|
76K
$4.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.94K- 33.31% |
$146K - $173K
|
5.89K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.95K- 5.54% |
$147K - $174K
|
50.4K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.96K- 4.4% |
$147K - $174K
|
64.3K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-3.06K- 26.23% |
$152K - $180K
|
8.6K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.2K- 2.02% |
$159K - $188K
|
155K
$9.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.23K- 5.92% |
$161K - $190K
|
51.3K
$3.25M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-3.28K- 1.03% |
$163K - $193K
|
314K
$19.9M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-3.33K- 12.2% |
$166K - $196K
|
24K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.35K- 57.26% |
$167K - $198K
|
2.5K
$158K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.38K- 6.1% |
$168K - $199K
|
52.1K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.45K- 21.23% |
$172K - $203K
|
12.8K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.48K- 52.47% |
$173K - $205K
|
3.15K
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.48K- 1.5% |
$173K - $205K
|
229K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-3.53K- 6.94% |
$176K - $208K
|
47.3K
$2.99M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.54K- 7.63% |
$176K - $208K
|
42.8K
$2.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-3.58K- 27.29% |
$178K - $211K
|
9.55K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.75K- 2.33% |
$187K - $221K
|
157K
$9.96M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.77K- 41.8% |
$187K - $222K
|
5.24K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.77K- 1.73% |
$188K - $222K
|
214K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.95K- 5.96% |
$196K - $233K
|
62.2K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-4.12K- 6.76% |
$205K - $243K
|
56.8K
$3.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.13K- 9.67% |
$205K - $243K
|
38.6K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.17K- 1.87% |
$207K - $246K
|
219K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.23K- 1.3% |
$210K - $249K
|
321K
$20.3M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.26K- 19.1% |
$212K - $251K
|
18K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-4.35K- 12.81% |
$216K - $256K
|
29.6K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.45K- 4.42% |
$221K - $262K
|
96.2K
$6.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-4.61K- 3.41% |
$229K - $272K
|
130K
$8.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-4.65K- 2.57% |
$231K - $274K
|
176K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.7K- 1.52% |
$234K - $277K
|
303K
$19.2M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.7K- 49.4% |
$234K - $277K
|
4.82K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.81K- 57.13% |
$239K - $283K
|
3.61K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.05K- 0.7% |
$251K - $298K
|
720K
$45.5M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.48K- 32.11% |
$272K - $323K
|
11.6K
$733K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5.59K- 4.18% |
$278K - $329K
|
128K
$8.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.7K- 10.32% |
$284K - $336K
|
49.6K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-5.7K- 13.77% |
$284K - $336K
|
35.7K
$2.26M
|