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 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.18K- 22.64% |
$106K - $115K
|
7.46K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.22K- 9.44% |
$107K - $117K
|
21.3K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.25K- 0.94% |
$109K - $118K
|
237K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.31K- 4.44% |
$112K - $122K
|
49.8K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.37K- 3.01% |
$114K - $125K
|
76.1K
$4.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.42K- 3.76% |
$117K - $127K
|
61.9K
$3.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.42K- 6.23% |
$117K - $128K
|
36.5K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.46K- 2.72% |
$119K - $130K
|
87.9K
$4.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-2.47K- 6.42% |
$119K - $130K
|
36K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.53K- 4.38% |
$123K - $133K
|
55.3K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.54K- 1.13% |
$123K - $134K
|
223K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.71K- 19.71% |
$131K - $143K
|
11K
$596K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.72K- 1.99% |
$132K - $143K
|
134K
$7.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.72K- 13.21% |
$132K - $143K
|
17.9K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
SELL
|
- |
-2.79K- 11.25% |
$135K - $147K
|
22K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.88K- 25.76% |
$139K - $152K
|
8.31K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.98K- 14.45% |
$144K - $157K
|
17.6K
$952K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-3.14K- 24.31% |
$152K - $165K
|
9.79K
$528K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.15K- 3.21% |
$152K - $166K
|
95K
$5.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3.18K- 20.41% |
$154K - $167K
|
12.4K
$669K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.27K- 3.85% |
$158K - $172K
|
81.7K
$4.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-3.28K- 6.61% |
$159K - $173K
|
46.4K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-3.31K- 2.53% |
$160K - $174K
|
127K
$6.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.31K- 4.32% |
$160K - $174K
|
73.3K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.33K- 3.42% |
$161K - $175K
|
94.2K
$5.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.42K- 25.97% |
$165K - $180K
|
9.74K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.44K- 12.03% |
$166K - $181K
|
25.2K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.45K- 4.94% |
$167K - $182K
|
66.3K
$3.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-3.61K- 50.58% |
$175K - $190K
|
3.53K
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.65K- 39.32% |
$176K - $192K
|
5.62K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.83K- 0.89% |
$185K - $202K
|
425K
$23M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.85K- 6.6% |
$186K - $203K
|
54.6K
$2.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.86K- 2.27% |
$187K - $203K
|
166K
$8.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.91K- 6.1% |
$189K - $206K
|
60.2K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.94K- 1.65% |
$191K - $207K
|
235K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.04K- 0.5% |
$196K - $213K
|
797K
$43M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4.13K- 4.3% |
$200K - $217K
|
91.9K
$4.96M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.41K- 12.66% |
$213K - $232K
|
30.4K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.54K- 35.1% |
$220K - $239K
|
8.39K
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4.57K- 1.67% |
$221K - $240K
|
269K
$14.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.57K- 14.51% |
$221K - $241K
|
26.9K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.61K- 52.55% |
$223K - $243K
|
4.16K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-4.77K- 3.23% |
$230K - $251K
|
143K
$7.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.79K- 0.49% |
$232K - $252K
|
965K
$52.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.8K- 0.77% |
$232K - $253K
|
618K
$33.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.92K- 3.44% |
$238K - $259K
|
138K
$7.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.05K- 8.65% |
$244K - $266K
|
53.3K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.16K- 48.4% |
$250K - $272K
|
5.5K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.32K- 14.69% |
$257K - $280K
|
30.9K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-5.38K- 1.17% |
$260K - $283K
|
456K
$24.6M
|