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 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
2.67K+ 2.75% |
$133K - $158K
|
99.7K
$6.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.2K+ 1.09% |
$110K - $130K
|
205K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2K+ 8.28% |
$99.7K - $118K
|
26.2K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.64KNew |
$81.6K - $96.8K
|
1.64K
$103K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.63K+ 32.6% |
$81.1K - $96.1K
|
6.63K
$415K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.61K+ 7.31% |
$80K - $94.8K
|
23.6K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.34K+ 47.2% |
$66.6K - $78.9K
|
4.18K
$262K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.31K+ 6.67% |
$65.2K - $77.3K
|
21K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.12K+ 19.55% |
$55.7K - $66K
|
6.85K
$429K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.06K+ 1216.09% |
$52.6K - $62.4K
|
1.15K
$71.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.06K+ 23.37% |
$52.6K - $62.4K
|
5.59K
$350K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
891+ 8.27% |
$44.3K - $52.5K
|
11.7K
$731K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
794+ 19.14% |
$39.5K - $46.8K
|
4.94K
$310K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
784+ 10.63% |
$39K - $46.2K
|
8.16K
$511K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
771+ 1.93% |
$38.3K - $45.5K
|
40.8K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
723+ 11.72% |
$36K - $42.6K
|
6.89K
$432K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
601+ 0.59% |
$29.9K - $35.4K
|
103K
$6.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
545+ 3.11% |
$27.1K - $32.1K
|
18.1K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
501+ 0.23% |
$24.9K - $29.5K
|
219K
$13.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
475+ 0.49% |
$23.6K - $28K
|
97.5K
$6.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
452+ 3.37% |
$22.5K - $26.6K
|
13.9K
$869K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
426+ 7.97% |
$21.2K - $25.1K
|
5.77K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
395+ 4.01% |
$19.6K - $23.3K
|
10.3K
$642K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
375+ 0.41% |
$18.7K - $22.1K
|
91.8K
$5.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
365+ 5.18% |
$18.2K - $21.5K
|
7.42K
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
359New |
$17.9K - $21.2K
|
359
$22.5K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
357+ 3.99% |
$17.8K - $21K
|
9.31K
$583K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
351+ 4.24% |
$17.5K - $20.7K
|
8.64K
$541K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
301+ 6.29% |
$15K - $17.7K
|
5.09K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
282+ 66.51% |
$14K - $16.6K
|
706
$44.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
262+ 0.42% |
$13K - $15.4K
|
62.9K
$3.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
234+ 1.49% |
$11.6K - $13.8K
|
15.9K
$997K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
229+ 0.12% |
$11.4K - $13.5K
|
186K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
208+ 0.04% |
$10.3K - $12.3K
|
475K
$29.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
200+ 0.57% |
$9.95K - $11.8K
|
35.4K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
176+ 0.46% |
$8.75K - $10.4K
|
38.6K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
175+ 30.43% |
$8.7K - $10.3K
|
750
$47K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
151+ 0.31% |
$7.51K - $8.9K
|
49K
$3.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
109+ 1.7% |
$5.42K - $6.43K
|
6.53K
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
82+ 0.91% |
$4.08K - $4.83K
|
9.11K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
69+ 0.89% |
$3.43K - $4.07K
|
7.82K
$490K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
50+ 0.83% |
$2.49K - $2.95K
|
6.08K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
42+ 0.62% |
$2.09K - $2.48K
|
6.86K
$430K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.22% |
$1.39K - $1.65K
|
12.9K
$808K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
27+ 0.65% |
$1.34K - $1.59K
|
4.19K
$262K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 0.07% |
$1.09K - $1.3K
|
29.7K
$1.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
13+ 0.31% |
$647 - $766
|
4.15K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$249 - $295
|
4.82K
$302K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2+ 0.19% |
$99.5 - $118
|
1.06K
$66.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 0.25% |
$99.5 - $118
|
806
$50.5K
|