Purchases and Sales Made in Q4 2024 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
63.4M+ 2943.77% |
$3.07B - $3.34B
|
65.5M
$3.54B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.06MNew |
$245M - $267M
|
5.06M
$273M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.51M+ 56.82% |
$72.9M - $79.4M
|
4.16M
$225M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
734K+ 2182.7% |
$35.5M - $38.7M
|
768K
$41.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
673K+ 6538.67% |
$32.5M - $35.4M
|
683K
$36.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
468K+ 136.36% |
$22.6M - $24.6M
|
811K
$43.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
292K+ 4996.45% |
$14.1M - $15.4M
|
298K
$16.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
252KNew |
$12.2M - $13.2M
|
252K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
223K+ 1919.59% |
$10.8M - $11.7M
|
235K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
184KNew |
$8.89M - $9.67M
|
184K
$9.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
179K+ 2939.6% |
$8.68M - $9.45M
|
186K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
178KNew |
$8.62M - $9.38M
|
178K
$9.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
169K+ 29.02% |
$8.2M - $8.92M
|
754K
$40.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
160KNew |
$7.72M - $8.41M
|
160K
$8.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Navi Inc.
|
BUY
|
- |
141K+ 2.44% |
$6.83M - $7.43M
|
5.92M
$320M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
139K+ 8.14% |
$6.7M - $7.3M
|
1.84M
$99.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
135KNew |
$6.53M - $7.11M
|
135K
$7.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
117KNew |
$5.68M - $6.18M
|
117K
$6.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
105K+ 3.32% |
$5.07M - $5.52M
|
3.26M
$176M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
97.2KNew |
$4.7M - $5.12M
|
97.2K
$5.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92.3K+ 148.64% |
$4.47M - $4.86M
|
154K
$8.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
88.1KNew |
$4.26M - $4.64M
|
88.1K
$4.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
86.5K+ 20.57% |
$4.19M - $4.56M
|
507K
$27.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
86.5K+ 30.52% |
$4.18M - $4.55M
|
370K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
79.6K+ 18.56% |
$3.85M - $4.19M
|
509K
$27.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
78.9KNew |
$3.82M - $4.15M
|
78.9K
$4.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
75.7K+ 49.27% |
$3.66M - $3.98M
|
229K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
74.7K+ 10.36% |
$3.61M - $3.93M
|
795K
$42.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
73.8KNew |
$3.57M - $3.89M
|
73.8K
$3.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
64.2KNew |
$3.11M - $3.38M
|
64.2K
$3.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
62.4KNew |
$3.02M - $3.29M
|
62.4K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
62.3K+ 3328.19% |
$3.02M - $3.28M
|
64.2K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
62KNew |
$3M - $3.27M
|
62K
$3.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
61.3K+ 29.84% |
$2.97M - $3.23M
|
267K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
60.8KNew |
$2.94M - $3.2M
|
60.8K
$3.28M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
60.1K+ 137.4% |
$2.91M - $3.17M
|
104K
$5.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58.6K+ 19.09% |
$2.83M - $3.08M
|
365K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
58.1K+ 84.99% |
$2.81M - $3.06M
|
126K
$6.83M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
57.8K+ 700.36% |
$2.8M - $3.04M
|
66.1K
$3.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
57.4K+ 4.68% |
$2.78M - $3.02M
|
1.28M
$69.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.2K+ 115.76% |
$2.77M - $3.01M
|
107K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
55.5K+ 9.63% |
$2.68M - $2.92M
|
632K
$34.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
54.5KNew |
$2.64M - $2.87M
|
54.5K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53.7K+ 9.85% |
$2.6M - $2.83M
|
599K
$32.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
52.1K+ 61.47% |
$2.52M - $2.74M
|
137K
$7.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
51.6KNew |
$2.49M - $2.71M
|
51.6K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
49.2KNew |
$2.38M - $2.59M
|
49.2K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
48.2KNew |
$2.33M - $2.54M
|
48.2K
$2.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
46.3KNew |
$2.24M - $2.44M
|
46.3K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
46.2KNew |
$2.23M - $2.43M
|
46.2K
$2.49M
|