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 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.12KNew |
$54.2K - $59K
|
1.12K
$70.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.12K+ 19.88% |
$54.1K - $58.9K
|
6.75K
$423K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.11KNew |
$53.8K - $58.6K
|
1.11K
$69.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.06K+ 12.13% |
$51.4K - $55.9K
|
9.82K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.06KNew |
$51.3K - $55.8K
|
1.06K
$66.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.06K+ 3.69% |
$51.1K - $55.7K
|
29.7K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.02K+ 7.05% |
$49.4K - $53.8K
|
15.5K
$972K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
990+ 4.65% |
$47.9K - $52.1K
|
22.3K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
989+ 0.52% |
$47.8K - $52.1K
|
190K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
983+ 0.41% |
$47.5K - $51.8K
|
239K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
979+ 4.77% |
$47.4K - $51.5K
|
21.5K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
954+ 34.79% |
$46.1K - $50.2K
|
3.7K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
951+ 1.12% |
$46K - $50.1K
|
85.7K
$5.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
948+ 6.45% |
$45.9K - $49.9K
|
15.6K
$979K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
941+ 19.14% |
$45.5K - $49.5K
|
5.86K
$367K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
941New |
$45.5K - $49.5K
|
941
$58.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
926+ 16.24% |
$44.8K - $48.8K
|
6.63K
$415K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
910+ 0.44% |
$44K - $47.9K
|
208K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
906+ 1.51% |
$43.8K - $47.7K
|
61K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
894+ 3.17% |
$43.2K - $47.1K
|
29.1K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
887+ 24.36% |
$42.9K - $46.7K
|
4.53K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
884+ 0.78% |
$42.8K - $46.5K
|
115K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
871+ 3.16% |
$42.1K - $45.9K
|
28.4K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
850+ 494.19% |
$41.1K - $44.8K
|
1.02K
$64K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
850+ 0.88% |
$41.1K - $44.8K
|
97.8K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
841+ 0.52% |
$40.7K - $44.3K
|
164K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
832+ 0.3% |
$40.2K - $43.8K
|
283K
$17.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
813New |
$39.3K - $42.8K
|
813
$50.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
808+ 0.52% |
$39.1K - $42.5K
|
155K
$9.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
802+ 3.34% |
$38.8K - $42.2K
|
24.8K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
800+ 0.41% |
$38.7K - $42.1K
|
198K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
798+ 8.55% |
$38.6K - $42K
|
10.1K
$634K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
791+ 9.53% |
$38.3K - $41.6K
|
9.09K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
783+ 1.89% |
$37.9K - $41.2K
|
42.2K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
768+ 0.72% |
$37.1K - $40.4K
|
108K
$6.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
761+ 10.13% |
$36.8K - $40.1K
|
8.28K
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
742+ 0.85% |
$35.9K - $39.1K
|
87.7K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
734+ 6.33% |
$35.5K - $38.6K
|
12.3K
$772K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
726+ 2.8% |
$35.1K - $38.2K
|
26.7K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
714+ 0.57% |
$34.5K - $37.6K
|
127K
$7.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
704+ 0.29% |
$34.1K - $37.1K
|
246K
$15.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
689+ 0.37% |
$33.3K - $36.3K
|
188K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
677+ 29.46% |
$32.7K - $35.6K
|
2.98K
$186K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
675New |
$32.6K - $35.5K
|
675
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
663New |
$32.1K - $34.9K
|
663
$41.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
658+ 30.2% |
$31.8K - $34.6K
|
2.84K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
654+ 5.33% |
$31.6K - $34.4K
|
12.9K
$809K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
650+ 14.68% |
$31.4K - $34.2K
|
5.08K
$318K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
640New |
$31K - $33.7K
|
640
$40.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
631+ 3.61% |
$30.5K - $33.2K
|
18.1K
$1.13M
|