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 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
66.8K+ 28.75% |
$3.32M - $3.94M
|
299K
$18.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
66.3K+ 17.94% |
$3.3M - $3.91M
|
436K
$27.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65.5K+ 176.29% |
$3.26M - $3.86M
|
103K
$6.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
65.3KNew |
$3.25M - $3.85M
|
65.3K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
64.5K+ 133.84% |
$3.21M - $3.8M
|
113K
$7.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
64.2KNew |
$3.19M - $3.79M
|
64.2K
$4.06M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
62.3K+ 11.78% |
$3.1M - $3.67M
|
591K
$37.4M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
61.8K+ 526.04% |
$3.07M - $3.64M
|
73.5K
$4.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
60.3K+ 133.44% |
$3M - $3.56M
|
106K
$6.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
59.7K+ 192.12% |
$2.97M - $3.52M
|
90.8K
$5.75M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
59.6K+ 36.38% |
$2.96M - $3.51M
|
223K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.7K+ 328.37% |
$2.92M - $3.46M
|
76.6K
$4.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
58.5KNew |
$2.91M - $3.45M
|
58.5K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
57.9K+ 550.52% |
$2.88M - $3.41M
|
68.4K
$4.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
57.6K+ 12.22% |
$2.86M - $3.39M
|
528K
$33.4M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
56.9K+ 94.36% |
$2.83M - $3.36M
|
117K
$7.42M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
56.7K+ 9.46% |
$2.82M - $3.34M
|
656K
$41.5M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
55.8KNew |
$2.77M - $3.29M
|
55.8K
$3.53M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
55.6K+ 53.42% |
$2.77M - $3.28M
|
160K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
55.4KNew |
$2.75M - $3.27M
|
55.4K
$3.51M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
55.3KNew |
$2.75M - $3.26M
|
55.3K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
54.5K+ 115.36% |
$2.71M - $3.21M
|
102K
$6.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.2K+ 17.87% |
$2.7M - $3.2M
|
357K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
53.7K+ 223.73% |
$2.67M - $3.17M
|
77.7K
$4.92M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
53.2KNew |
$2.65M - $3.14M
|
53.2K
$3.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
53K+ 82.55% |
$2.64M - $3.13M
|
117K
$7.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
52.2K+ 6.57% |
$2.6M - $3.08M
|
847K
$53.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
51.8K+ 158.57% |
$2.58M - $3.06M
|
84.5K
$5.35M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
51.8K+ 3.71% |
$2.58M - $3.05M
|
1.45M
$91.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
50.5K+ 286.46% |
$2.51M - $2.98M
|
68.2K
$4.32M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
50.4KNew |
$2.5M - $2.97M
|
50.4K
$3.19M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
50.1K+ 2.24% |
$2.49M - $2.96M
|
2.29M
$145M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
49.7K+ 120.02% |
$2.47M - $2.93M
|
91K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
49.1K+ 19.84% |
$2.44M - $2.89M
|
296K
$18.8M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
47.8K+ 1163.53% |
$2.38M - $2.82M
|
51.9K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
47.6KNew |
$2.37M - $2.81M
|
47.6K
$3.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
46.9KNew |
$2.33M - $2.77M
|
46.9K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
44.9K+ 240.08% |
$2.23M - $2.65M
|
63.6K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
44.4K+ 4.22% |
$2.21M - $2.62M
|
1.1M
$69.3M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
43K+ 124.82% |
$2.14M - $2.54M
|
77.5K
$4.9M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
42.7K+ 98.18% |
$2.12M - $2.52M
|
86.2K
$5.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
42.1K+ 750.5% |
$2.09M - $2.48M
|
47.7K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
40.8K+ 20.66% |
$2.03M - $2.41M
|
238K
$15.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40.7KNew |
$2.03M - $2.4M
|
40.7K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
39.4K+ 7.55% |
$1.96M - $2.32M
|
561K
$35.5M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
38.1K+ 118.88% |
$1.9M - $2.25M
|
70.2K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
37.8K+ 139.94% |
$1.88M - $2.23M
|
64.8K
$4.1M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
37.4K+ 63.97% |
$1.86M - $2.2M
|
95.9K
$6.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.1K+ 25.49% |
$1.85M - $2.19M
|
183K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
36.8K+ 238.84% |
$1.83M - $2.17M
|
52.2K
$3.3M
|