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 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
281+ 3.57% |
$13.6K - $14.8K
|
8.14K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
280+ 0.16% |
$13.5K - $14.7K
|
171K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
276+ 4.06% |
$13.4K - $14.5K
|
7.07K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
275+ 2.26% |
$13.3K - $14.5K
|
12.5K
$781K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
263New |
$12.7K - $13.8K
|
263
$16.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
263+ 106.91% |
$12.7K - $13.8K
|
509
$31.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
257+ 1.6% |
$12.4K - $13.5K
|
16.4K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
255New |
$12.3K - $13.4K
|
255
$16K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
250+ 3.22% |
$12.1K - $13.2K
|
8.02K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
243New |
$11.8K - $12.8K
|
243
$15.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
215+ 2.66% |
$10.4K - $11.3K
|
8.29K
$519K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
212+ 1.24% |
$10.3K - $11.2K
|
17.3K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$9.67K - $10.5K
|
200
$12.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
200+ 0.37% |
$9.67K - $10.5K
|
53.6K
$3.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
199+ 0.72% |
$9.63K - $10.5K
|
28K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
199+ 1.84% |
$9.63K - $10.5K
|
11K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
195+ 2.32% |
$9.43K - $10.3K
|
8.6K
$538K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
185+ 0.84% |
$8.95K - $9.74K
|
22.3K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
179+ 0.22% |
$8.66K - $9.42K
|
83.4K
$5.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
177+ 2.03% |
$8.56K - $9.32K
|
8.9K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
177+ 0.73% |
$8.56K - $9.32K
|
24.3K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
172+ 18.3% |
$8.32K - $9.06K
|
1.11K
$69.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
165+ 1.73% |
$7.98K - $8.69K
|
9.71K
$608K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
158+ 0.63% |
$7.64K - $8.32K
|
25.1K
$1.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
149+ 5.96% |
$7.21K - $7.84K
|
2.65K
$166K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
145+ 12.78% |
$7.01K - $7.63K
|
1.28K
$80.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
145+ 0.69% |
$7.01K - $7.63K
|
21.3K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
145+ 1.74% |
$7.01K - $7.63K
|
8.46K
$530K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
138+ 1.3% |
$6.68K - $7.27K
|
10.8K
$675K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
137+ 0.72% |
$6.63K - $7.21K
|
19.1K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
121New |
$5.85K - $6.37K
|
121
$7.58K
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
115+ 1.67% |
$5.56K - $6.05K
|
6.99K
$437K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
114New |
$5.51K - $6K
|
114
$7.14K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
113+ 0.87% |
$5.47K - $5.95K
|
13.1K
$821K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
110+ 1.92% |
$5.32K - $5.79K
|
5.83K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
106+ 0.05% |
$5.13K - $5.58K
|
216K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
106+ 0.42% |
$5.13K - $5.58K
|
25.2K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
105+ 0.39% |
$5.08K - $5.53K
|
27K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
100+ 0.33% |
$4.84K - $5.27K
|
30.7K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
100+ 0.17% |
$4.84K - $5.27K
|
57.3K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
100+ 2.31% |
$4.84K - $5.27K
|
4.44K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100+ 2.7% |
$4.84K - $5.27K
|
3.8K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
96+ 1.83% |
$4.64K - $5.05K
|
5.34K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
96+ 1.74% |
$4.64K - $5.05K
|
5.61K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
96New |
$4.64K - $5.05K
|
96
$6.01K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
93+ 0.8% |
$4.5K - $4.9K
|
11.7K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
85+ 0.07% |
$4.11K - $4.48K
|
114K
$7.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
80+ 1.38% |
$3.87K - $4.21K
|
5.88K
$368K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
80New |
$3.87K - $4.21K
|
80
$5.01K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
76+ 1.88% |
$3.68K - $4K
|
4.12K
$258K
|