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
|
Townsquare Capital LLC
|
BUY
|
- |
15.8K+ 33.18% |
$786K - $931K
|
63.4K
$4.01M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.6K+ 23.57% |
$774K - $918K
|
81.6K
$5.16M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
15.4K+ 103.19% |
$768K - $911K
|
30.4K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
15.3KNew |
$762K - $903K
|
15.3K
$969K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
15.3K+ 82.5% |
$760K - $901K
|
33.8K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
15.2K+ 7.12% |
$754K - $893K
|
228K
$14.4M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
15.1K+ 45.67% |
$752K - $891K
|
48.2K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.7K+ 47.71% |
$733K - $869K
|
45.6K
$2.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
14.6K+ 7.72% |
$728K - $863K
|
204K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
14.6KNew |
$726K - $861K
|
14.6K
$924K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
14.6K+ 176.63% |
$725K - $860K
|
22.8K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
14.6KNew |
$724K - $858K
|
14.6K
$921K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14.4K+ 9.15% |
$715K - $848K
|
172K
$10.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
14.3K+ 3.42% |
$711K - $842K
|
432K
$27.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 52.58% |
$710K - $841K
|
41.4K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
14.2K+ 67.08% |
$709K - $840K
|
35.5K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14.2K+ 109.12% |
$706K - $836K
|
27.2K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14K+ 25.39% |
$698K - $827K
|
69.3K
$4.38M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13.7K+ 92.53% |
$682K - $809K
|
28.5K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
13.4K+ 74.19% |
$668K - $792K
|
31.5K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.4KNew |
$664K - $788K
|
13.4K
$845K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
13.2K+ 10880.99% |
$655K - $776K
|
13.3K
$841K
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
13.2K+ 7.93% |
$654K - $776K
|
179K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
13K+ 61.9% |
$647K - $766K
|
34K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
13K+ 9.25% |
$645K - $765K
|
153K
$9.7M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.8K+ 9.0% |
$637K - $755K
|
155K
$9.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
12.6K+ 3.44% |
$625K - $741K
|
378K
$23.9M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
12.6K+ 97.62% |
$625K - $741K
|
25.4K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.5K+ 55.91% |
$624K - $739K
|
35K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
12.5K+ 97.69% |
$619K - $734K
|
25.2K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
12.4KNew |
$615K - $730K
|
12.4K
$783K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.4K+ 8.74% |
$615K - $729K
|
154K
$9.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12.2K+ 309.65% |
$605K - $717K
|
16.1K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
11.9KNew |
$593K - $703K
|
11.9K
$754K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11.9K+ 12.2% |
$590K - $699K
|
109K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.8KNew |
$588K - $697K
|
11.8K
$748K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.8KNew |
$586K - $694K
|
11.8K
$745K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.8K+ 84.78% |
$585K - $693K
|
25.6K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.7K+ 74.7% |
$581K - $689K
|
27.3K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 301.42% |
$579K - $686K
|
15.5K
$981K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.6K+ 7.67% |
$578K - $685K
|
163K
$10.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
11.6K+ 9.52% |
$576K - $683K
|
133K
$8.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
11.5KNew |
$571K - $677K
|
11.5K
$727K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11.3KNew |
$561K - $665K
|
11.3K
$714K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
11.1K+ 107.33% |
$553K - $655K
|
21.5K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
11.1K+ 84.05% |
$551K - $653K
|
24.3K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
10.9KNew |
$542K - $643K
|
10.9K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
10.9K+ 4.32% |
$542K - $643K
|
263K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
10.8KNew |
$537K - $636K
|
10.8K
$683K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.8K+ 37.84% |
$535K - $635K
|
39.2K
$2.48M
|