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 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$49.7 - $59
|
11.7K
$731K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-2- 0.01% |
$99.5 - $118
|
31.9K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8- 0.11% |
$398 - $472
|
7.13K
$446K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-25- 0.6% |
$1.24K - $1.47K
|
4.14K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-39- 0.04% |
$1.94K - $2.3K
|
102K
$6.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-43- 4.12% |
$2.14K - $2.54K
|
1K
$62.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-57- 0.4% |
$2.84K - $3.36K
|
14.3K
$898K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-72- 0.51% |
$3.58K - $4.25K
|
14K
$879K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-73- 3.08% |
$3.63K - $4.3K
|
2.3K
$144K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-74- 9.41% |
$3.68K - $4.36K
|
712
$44.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 1.97% |
$4.97K - $5.9K
|
4.98K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-109- 0.61% |
$5.42K - $6.43K
|
17.7K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-220- 1.66% |
$10.9K - $13K
|
13.1K
$819K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-275- 10.97% |
$13.7K - $16.2K
|
2.23K
$140K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-295- 8.36% |
$14.7K - $17.4K
|
3.23K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-300- 9.38% |
$14.9K - $17.7K
|
2.9K
$182K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 3.98% |
$14.9K - $17.7K
|
7.24K
$454K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-300- 23.08% |
$14.9K - $17.7K
|
1K
$62.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-346- 2.31% |
$17.2K - $20.4K
|
14.6K
$915K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-355- 3.26% |
$17.7K - $20.9K
|
10.5K
$659K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-400- 1.54% |
$19.9K - $23.6K
|
25.6K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-427- 2.36% |
$21.2K - $25.2K
|
17.7K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-469- 7.42% |
$23.3K - $27.7K
|
5.86K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-504- 10.94% |
$25.1K - $29.7K
|
4.1K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-579- 3.13% |
$28.8K - $34.1K
|
17.9K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-581- 45.39% |
$28.9K - $34.3K
|
699
$43.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-604- 20.3% |
$30K - $35.6K
|
2.37K
$148K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-718- 0.54% |
$35.7K - $42.3K
|
133K
$8.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-955- 5.86% |
$47.5K - $56.3K
|
15.3K
$961K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-977- 22.01% |
$48.6K - $57.6K
|
3.46K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-1.14K- 0.73% |
$56.6K - $67K
|
155K
$9.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 0.7% |
$58.6K - $69.5K
|
167K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.19K- 40.03% |
$59.1K - $70K
|
1.78K
$111K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 14.33% |
$59.8K - $70.9K
|
7.19K
$450K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.25K- 6.75% |
$62.2K - $73.7K
|
17.3K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.31K- 0.16% |
$65.3K - $77.4K
|
796K
$49.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.41K- 18.6% |
$70K - $83K
|
6.16K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.46K- 1.85% |
$72.4K - $85.8K
|
77.1K
$4.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-1.48K- 1.81% |
$73.5K - $87.1K
|
80.2K
$5.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.6K- 0.43% |
$79.4K - $94.1K
|
369K
$23.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.62K- 1.87% |
$80.6K - $95.6K
|
85K
$5.33M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.78K- 2.02% |
$88.4K - $105K
|
86.1K
$5.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.8K- 24.93% |
$89.5K - $106K
|
5.42K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-2.09K- 35.71% |
$104K - $123K
|
3.76K
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.15K- 5.03% |
$107K - $127K
|
40.6K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.23K- 2.45% |
$111K - $132K
|
88.9K
$5.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.3K- 29.49% |
$114K - $136K
|
5.5K
$344K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.46K- 4.22% |
$122K - $145K
|
55.7K
$3.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-2.75K- 35.28% |
$137K - $162K
|
5.05K
$316K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.88K- 0.57% |
$143K - $170K
|
506K
$31.7M
|