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 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-117- 1.47% |
$5.66K - $6.16K
|
7.87K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.53% |
$6.05K - $6.58K
|
4.82K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-125- 0.63% |
$6.05K - $6.58K
|
19.8K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-125- 0.46% |
$6.05K - $6.58K
|
27K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-127- 0.24% |
$6.14K - $6.69K
|
52.5K
$3.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-137- 5.18% |
$6.63K - $7.21K
|
2.51K
$159K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-141- 81.5% |
$6.82K - $7.42K
|
32
$2.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-152- 3.45% |
$7.35K - $8K
|
4.26K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-153- 0.18% |
$7.4K - $8.06K
|
82.7K
$5.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-165- 0.36% |
$7.98K - $8.69K
|
46.1K
$2.92M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-179- 2.75% |
$8.66K - $9.42K
|
6.33K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-195- 0.35% |
$9.43K - $10.3K
|
55.2K
$3.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-200- 0.41% |
$9.67K - $10.5K
|
48.3K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 0.21% |
$9.67K - $10.5K
|
94.5K
$5.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-200- 1.53% |
$9.67K - $10.5K
|
12.9K
$815K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-209- 0.61% |
$10.1K - $11K
|
34.3K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-224- 4.79% |
$10.8K - $11.8K
|
4.45K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-226- 2.8% |
$10.9K - $11.9K
|
7.83K
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-238- 0.34% |
$11.5K - $12.5K
|
70.8K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-249- 0.97% |
$12K - $13.1K
|
25.5K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-250- 0.14% |
$12.1K - $13.2K
|
175K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-272- 2.74% |
$13.2K - $14.3K
|
9.67K
$612K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-277- 0.35% |
$13.4K - $14.6K
|
78.6K
$4.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-279- 5.58% |
$13.5K - $14.7K
|
4.73K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-288- 1.37% |
$13.9K - $15.2K
|
20.7K
$1.31M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-300- 2.5% |
$14.5K - $15.8K
|
11.7K
$740K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-302- 0.76% |
$14.6K - $15.9K
|
39.5K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-310- 3.82% |
$15K - $16.3K
|
7.8K
$494K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-310- 7.84% |
$15K - $16.3K
|
3.64K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-323- 0.65% |
$15.6K - $17K
|
49.2K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-350- 5.76% |
$16.9K - $18.4K
|
5.73K
$363K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-361- 4.83% |
$17.5K - $19K
|
7.11K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-370- 0.54% |
$17.9K - $19.5K
|
67.6K
$4.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-375- 1.74% |
$18.1K - $19.7K
|
21.2K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-376- 3.45% |
$18.2K - $19.8K
|
10.5K
$667K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-385- 5.92% |
$18.6K - $20.3K
|
6.12K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-387- 3.23% |
$18.7K - $20.4K
|
11.6K
$735K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-391- 3.36% |
$18.9K - $20.6K
|
11.2K
$711K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-416- 1.96% |
$20.1K - $21.9K
|
20.8K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-418- 3.28% |
$20.2K - $22K
|
12.3K
$781K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-426- 2.28% |
$20.6K - $22.4K
|
18.3K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-435- 13.03% |
$21K - $22.9K
|
2.9K
$184K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-440- 2.34% |
$21.3K - $23.2K
|
18.4K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-450- 3.38% |
$21.8K - $23.7K
|
12.9K
$815K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-463- 0.71% |
$22.4K - $24.4K
|
64.4K
$4.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-468- 10.27% |
$22.6K - $24.6K
|
4.09K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-474- 1.22% |
$22.9K - $25K
|
38.5K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-475- 0.55% |
$23K - $25K
|
86.7K
$5.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-475- 2.08% |
$23K - $25K
|
22.4K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-475- 10.28% |
$23K - $25K
|
4.15K
$262K
|