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 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5KNew |
$249K - $295K
|
5K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
4.99K+ 18.54% |
$248K - $294K
|
31.9K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$248K - $294K
|
4.98K
$315K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.98K+ 25.12% |
$248K - $294K
|
24.8K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.96K+ 50.85% |
$247K - $293K
|
14.7K
$932K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.92K+ 1.05% |
$244K - $290K
|
474K
$30M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.91KNew |
$244K - $289K
|
4.91K
$310K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.85K+ 1.49% |
$241K - $286K
|
331K
$20.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.84K+ 18.75% |
$241K - $285K
|
30.6K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.82KNew |
$240K - $284K
|
4.82K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.81KNew |
$239K - $283K
|
4.81K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
4.78KNew |
$238K - $282K
|
4.78K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.78KNew |
$238K - $282K
|
4.78K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.75KNew |
$236K - $280K
|
4.75K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.72K+ 85.62% |
$235K - $278K
|
10.2K
$647K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.69K+ 75.33% |
$233K - $277K
|
10.9K
$691K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.69K+ 5.55% |
$233K - $276K
|
89.1K
$5.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.68K+ 11.6% |
$233K - $276K
|
45K
$2.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.67K+ 36.38% |
$232K - $276K
|
17.5K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.66K+ 12.74% |
$232K - $275K
|
41.2K
$2.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.64KNew |
$231K - $273K
|
4.64K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.58K+ 64.59% |
$228K - $270K
|
11.7K
$738K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.54KNew |
$226K - $267K
|
4.54K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.5KNew |
$224K - $265K
|
4.5K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.48K+ 44.2% |
$223K - $264K
|
14.6K
$924K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.48K+ 25.95% |
$223K - $264K
|
21.7K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
4.44KNew |
$221K - $261K
|
4.44K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.41KNew |
$219K - $260K
|
4.41K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
4.41KNew |
$219K - $260K
|
4.41K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.4K+ 14.54% |
$219K - $259K
|
34.6K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.4K+ 91.33% |
$219K - $259K
|
9.21K
$583K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
4.39K+ 1.47% |
$218K - $259K
|
303K
$19.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
4.35K+ 1.68% |
$216K - $256K
|
264K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.31K+ 20.2% |
$214K - $254K
|
25.6K
$1.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.29K+ 39.32% |
$213K - $253K
|
15.2K
$961K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.28K+ 6.35% |
$213K - $253K
|
71.8K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.28K+ 3.85% |
$213K - $252K
|
116K
$7.31M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.24KNew |
$211K - $250K
|
4.24K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.19KNew |
$209K - $247K
|
4.19K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
4.18KNew |
$208K - $246K
|
4.18K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.15K+ 1.71% |
$206K - $245K
|
247K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.13KNew |
$206K - $244K
|
4.13K
$262K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.13KNew |
$206K - $244K
|
4.13K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.13KNew |
$205K - $244K
|
4.13K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
4.12KNew |
$205K - $243K
|
4.12K
$260K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.11K+ 89.05% |
$204K - $242K
|
8.72K
$552K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4.1K+ 3.88% |
$204K - $241K
|
110K
$6.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.06KNew |
$202K - $240K
|
4.06K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.06KNew |
$202K - $239K
|
4.06K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
4.03KNew |
$200K - $237K
|
4.03K
$255K
|