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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3K+ 29.66% |
$145K - $158K
|
13.1K
$822K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.99K+ 20.2% |
$145K - $158K
|
17.8K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.97K+ 1.73% |
$144K - $156K
|
174K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.97K+ 20.7% |
$144K - $156K
|
17.3K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.96K+ 38.47% |
$143K - $156K
|
10.7K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.91K+ 6.52% |
$141K - $153K
|
47.4K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.9K+ 68.55% |
$140K - $153K
|
7.13K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.9K+ 69.09% |
$140K - $152K
|
7.09K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.83K+ 12.72% |
$137K - $149K
|
25.1K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.75K+ 3.49% |
$133K - $145K
|
81.7K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.75K+ 3.96% |
$133K - $145K
|
72.1K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.75K+ 3.94% |
$133K - $145K
|
72.4K
$4.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.7K+ 61.49% |
$131K - $142K
|
7.09K
$444K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.68K+ 3.48% |
$129K - $141K
|
79.6K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.67K+ 13.85% |
$129K - $141K
|
21.9K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.62K+ 8.72% |
$127K - $138K
|
32.7K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.61K+ 57.63% |
$126K - $137K
|
7.14K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.59K+ 1.41% |
$125K - $136K
|
186K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.55K+ 11.97% |
$123K - $134K
|
23.9K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.55K+ 44.07% |
$123K - $134K
|
8.34K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.54K+ 12.79% |
$123K - $134K
|
22.4K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.53K+ 2.2% |
$123K - $133K
|
118K
$7.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.5K+ 34.12% |
$121K - $132K
|
9.83K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.5K+ 8.4% |
$121K - $132K
|
32.3K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.46K+ 0.82% |
$119K - $130K
|
302K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.45K+ 1.55% |
$119K - $129K
|
161K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.42K+ 23.13% |
$117K - $128K
|
12.9K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.41KNew |
$117K - $127K
|
2.41K
$151K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.4K+ 59.63% |
$116K - $126K
|
6.43K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.37K+ 1.13% |
$115K - $125K
|
213K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.35K+ 1083.87% |
$114K - $124K
|
2.57K
$161K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.32K+ 2.82% |
$112K - $122K
|
84.5K
$5.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.29K+ 3.47% |
$111K - $120K
|
68.2K
$4.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.28K+ 30.1% |
$110K - $120K
|
9.86K
$617K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.26K+ 43.42% |
$109K - $119K
|
7.45K
$467K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.25K+ 21.23% |
$109K - $118K
|
12.8K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.23K+ 513.86% |
$108K - $117K
|
2.66K
$166K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.22KNew |
$108K - $117K
|
2.22K
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.22K+ 13.7% |
$107K - $117K
|
18.4K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.2KNew |
$106K - $116K
|
2.2K
$137K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.16KNew |
$104K - $113K
|
2.16K
$135K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.13K+ 15.47% |
$103K - $112K
|
15.9K
$997K
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
2.1K+ 42.42% |
$102K - $111K
|
7.05K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.09K+ 1.63% |
$101K - $110K
|
131K
$8.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.03K+ 29.07% |
$98.4K - $107K
|
9.03K
$566K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.03K+ 572.11% |
$98.2K - $107K
|
2.39K
$149K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.03K+ 6.03% |
$98.2K - $107K
|
35.7K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.01K+ 8.6% |
$97.4K - $106K
|
25.4K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
2KNew |
$96.7K - $105K
|
2K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2K+ 11.75% |
$96.7K - $105K
|
19K
$1.19M
|