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 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
36.7K+ 185.84% |
$1.83M - $2.17M
|
56.5K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
36.7K+ 297.51% |
$1.83M - $2.16M
|
49.1K
$3.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
36.5K+ 170.59% |
$1.82M - $2.15M
|
58K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
36.5K+ 7.72% |
$1.82M - $2.15M
|
510K
$32.3M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
36.3K+ 335.43% |
$1.81M - $2.14M
|
47.2K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.7K+ 19.82% |
$1.78M - $2.1M
|
216K
$13.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.6K+ 22.58% |
$1.77M - $2.1M
|
193K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
35.4K+ 16.06% |
$1.76M - $2.09M
|
256K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
34.9K+ 125.19% |
$1.74M - $2.06M
|
62.8K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
34.9K+ 43.04% |
$1.73M - $2.06M
|
116K
$7.34M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
34.8K+ 26.69% |
$1.73M - $2.05M
|
165K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
34.6K+ 5.48% |
$1.72M - $2.04M
|
666K
$42.2M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
34KNew |
$1.69M - $2.01M
|
34K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
33.9KNew |
$1.69M - $2M
|
33.9K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
33.8K+ 56.3% |
$1.68M - $1.99M
|
93.9K
$5.94M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
33.6K+ 151.71% |
$1.67M - $1.98M
|
55.8K
$3.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
33.4K+ 122.82% |
$1.66M - $1.97M
|
60.6K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
33.4K+ 10.72% |
$1.66M - $1.97M
|
345K
$21.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
33.1K+ 109.82% |
$1.65M - $1.95M
|
63.3K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
33K+ 101.66% |
$1.64M - $1.95M
|
65.5K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
32.6K+ 127.14% |
$1.62M - $1.92M
|
58.2K
$3.68M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
32.1K+ 186.19% |
$1.6M - $1.89M
|
49.3K
$3.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
31.6K+ 236.91% |
$1.57M - $1.86M
|
44.9K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
31.6KNew |
$1.57M - $1.86M
|
31.6K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
31.2K+ 18.18% |
$1.55M - $1.84M
|
203K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
30.8K+ 86.44% |
$1.53M - $1.82M
|
66.4K
$4.21M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
30.7K+ 27.42% |
$1.53M - $1.81M
|
143K
$9.04M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30.4K+ 2.52% |
$1.51M - $1.79M
|
1.24M
$78.4M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
30.2K+ 56.34% |
$1.5M - $1.78M
|
83.8K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.1KNew |
$1.5M - $1.78M
|
30.1K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
29.7K+ 14.62% |
$1.48M - $1.75M
|
233K
$14.7M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
29.6K+ 8.67% |
$1.47M - $1.75M
|
372K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29.2K+ 23.36% |
$1.45M - $1.72M
|
154K
$9.75M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
28.3K+ 5.58% |
$1.41M - $1.67M
|
536K
$33.9M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
28K+ 73.28% |
$1.39M - $1.65M
|
66.2K
$4.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
27.7K+ 9.19% |
$1.38M - $1.63M
|
329K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
27.6K+ 118.04% |
$1.37M - $1.63M
|
51K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27K+ 242.36% |
$1.34M - $1.59M
|
38.2K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
26.8K+ 153.72% |
$1.33M - $1.58M
|
44.3K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
26.8K+ 55.51% |
$1.33M - $1.58M
|
75.1K
$4.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
26.6K+ 61.68% |
$1.32M - $1.57M
|
69.6K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
26.4K+ 5.09% |
$1.31M - $1.56M
|
545K
$34.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
26K+ 80.36% |
$1.29M - $1.53M
|
58.3K
$3.69M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
26K+ 125.39% |
$1.29M - $1.53M
|
46.7K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25.5K+ 3.71% |
$1.27M - $1.5M
|
713K
$45.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.4K+ 1.94% |
$1.26M - $1.5M
|
1.33M
$84.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
25K+ 255.82% |
$1.25M - $1.48M
|
34.8K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
24.9K+ 104.03% |
$1.24M - $1.47M
|
48.9K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.8K+ 91.95% |
$1.23M - $1.46M
|
51.8K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
24.6K+ 167.24% |
$1.22M - $1.45M
|
39.3K
$2.49M
|