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 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24K+ 17.22% |
$1.2M - $1.42M
|
164K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
23.9K+ 177.12% |
$1.19M - $1.41M
|
37.4K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
23.7KNew |
$1.18M - $1.4M
|
23.7K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
23.7K+ 244.72% |
$1.18M - $1.39M
|
33.3K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22.8K+ 437.67% |
$1.14M - $1.35M
|
28.1K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
22KNew |
$1.1M - $1.3M
|
22K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22K+ 61.16% |
$1.09M - $1.3M
|
57.9K
$3.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
21.6K+ 7.84% |
$1.07M - $1.27M
|
297K
$18.8M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.2KNew |
$1.05M - $1.25M
|
21.2K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
21.1K+ 3.0% |
$1.05M - $1.24M
|
724K
$45.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
21K+ 59.3% |
$1.05M - $1.24M
|
56.5K
$3.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21K+ 116.41% |
$1.05M - $1.24M
|
39.1K
$2.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21K+ 229.71% |
$1.04M - $1.24M
|
30.1K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
20.9KNew |
$1.04M - $1.23M
|
20.9K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
20.5K+ 39.76% |
$1.02M - $1.21M
|
72.1K
$4.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
20.5K+ 24.77% |
$1.02M - $1.21M
|
103K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.1K+ 757.9% |
$1M - $1.19M
|
22.8K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
20.1K+ 6.03% |
$999K - $1.18M
|
353K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
20.1K+ 25.64% |
$998K - $1.18M
|
98.3K
$6.22M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20K+ 30.34% |
$997K - $1.18M
|
86.1K
$5.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.6K+ 63.92% |
$975K - $1.16M
|
50.3K
$3.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19.5K+ 73.7% |
$972K - $1.15M
|
46K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
19.4KNew |
$966K - $1.15M
|
19.4K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
19.4K+ 16.53% |
$965K - $1.14M
|
137K
$8.66M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
19.1K+ 13.62% |
$948K - $1.12M
|
159K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
19K+ 89.79% |
$944K - $1.12M
|
40.1K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
18.7KNew |
$931K - $1.1M
|
18.7K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
18.6K+ 61.32% |
$927K - $1.1M
|
49K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
18.5K+ 43.23% |
$921K - $1.09M
|
61.4K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18.5K+ 8.89% |
$919K - $1.09M
|
226K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
18.4K+ 5.65% |
$916K - $1.09M
|
344K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
18.4K+ 2.32% |
$916K - $1.09M
|
811K
$51.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
18.1K+ 92.15% |
$901K - $1.07M
|
37.8K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.1K+ 7.58% |
$901K - $1.07M
|
257K
$16.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
17.9K+ 3.44% |
$891K - $1.06M
|
538K
$34.1M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
17.8K+ 0.87% |
$884K - $1.05M
|
2.07M
$131M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
17.8KNew |
$883K - $1.05M
|
17.8K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
17.6K+ 101.79% |
$874K - $1.04M
|
34.8K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
17.4KNew |
$863K - $1.02M
|
17.4K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
17.3K+ 148.95% |
$859K - $1.02M
|
28.9K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
16.9KNew |
$843K - $999K
|
16.9K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
16.7KNew |
$828K - $982K
|
16.7K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.6K+ 19.64% |
$827K - $980K
|
101K
$6.41M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
16.6K+ 81.92% |
$823K - $976K
|
36.8K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
16.3K+ 141.81% |
$810K - $961K
|
27.8K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
16.1K+ 183.65% |
$802K - $950K
|
24.9K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
16.1KNew |
$800K - $948K
|
16.1K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
16K+ 37.42% |
$796K - $944K
|
58.8K
$3.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
16K+ 49.95% |
$796K - $943K
|
48K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.9K+ 127.97% |
$789K - $935K
|
28.3K
$1.79M
|