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 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.7KNew |
$532K - $630K
|
10.7K
$677K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
10.6KNew |
$527K - $625K
|
10.6K
$671K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
10.6K+ 12.5% |
$527K - $625K
|
95.4K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.6KNew |
$526K - $623K
|
10.6K
$669K
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
10.6K+ 10.23% |
$525K - $623K
|
114K
$7.2M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.4K+ 3.52% |
$518K - $613K
|
306K
$19.4M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
10.4K+ 72.28% |
$516K - $612K
|
24.7K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
10.3K+ 4.44% |
$513K - $609K
|
243K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10.2K+ 57.83% |
$507K - $601K
|
27.8K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
9.99K+ 1651.24% |
$497K - $589K
|
10.6K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9.73KNew |
$484K - $574K
|
9.73K
$616K
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
9.47K+ 1.85% |
$471K - $559K
|
521K
$33M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.41K+ 31.82% |
$468K - $555K
|
39K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
9.1K+ 148.73% |
$453K - $537K
|
15.2K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.61K+ 46.97% |
$428K - $508K
|
26.9K
$1.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.46KNew |
$421K - $499K
|
8.46K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.43K+ 62.01% |
$419K - $497K
|
22K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.39K+ 18.84% |
$418K - $495K
|
53K
$3.35M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
8.33K+ 16.95% |
$415K - $491K
|
57.5K
$3.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
8.3K+ 26.13% |
$413K - $489K
|
40K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
8.1K+ 1.99% |
$403K - $478K
|
415K
$26.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
8.06K+ 42.47% |
$401K - $475K
|
27K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.06KNew |
$401K - $475K
|
8.06K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.05K+ 32.43% |
$400K - $475K
|
32.9K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
8K+ 95.08% |
$398K - $472K
|
16.4K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
7.9K+ 8.4% |
$393K - $466K
|
102K
$6.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.86KNew |
$391K - $464K
|
7.86K
$498K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
7.84K+ 2.92% |
$390K - $462K
|
276K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
7.81KNew |
$389K - $461K
|
7.81K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.73KNew |
$384K - $456K
|
7.73K
$489K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.72K+ 33.44% |
$384K - $455K
|
30.8K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.7KNew |
$383K - $454K
|
7.7K
$487K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
7.68KNew |
$382K - $453K
|
7.68K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.68KNew |
$382K - $453K
|
7.68K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.68KNew |
$382K - $453K
|
7.68K
$486K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
7.67KNew |
$381K - $452K
|
7.67K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
7.55KNew |
$376K - $445K
|
7.55K
$478K
|
|
|
Apr 25, 2025
Q1 2025
|
Alken Asset Management Ltd.
|
BUY
|
- |
7.4KNew |
$368K - $436K
|
7.4K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.35K+ 59.26% |
$366K - $433K
|
19.8K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.35K+ 70.32% |
$365K - $433K
|
17.8K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
7.25K+ 22.95% |
$360K - $427K
|
38.8K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.24K+ 67.97% |
$360K - $427K
|
17.9K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.1K+ 8.89% |
$353K - $419K
|
87K
$5.5M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
6.98KNew |
$347K - $412K
|
6.98K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.94K+ 2.82% |
$345K - $409K
|
253K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.92K+ 128.79% |
$344K - $408K
|
12.3K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.87K+ 33.97% |
$341K - $405K
|
27.1K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.85K+ 57.92% |
$341K - $404K
|
18.7K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
6.8K+ 10.06% |
$338K - $401K
|
74.4K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.74KNew |
$335K - $398K
|
6.74K
$427K
|