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 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.07K- 1.88% |
$51.5K - $56.1K
|
55.4K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.07K- 3.56% |
$51.9K - $56.5K
|
29.1K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.09K- 3.33% |
$52.6K - $57.2K
|
31.6K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 0.97% |
$53.4K - $58.1K
|
113K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 10.42% |
$54.4K - $59.2K
|
9.67K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.15K- 6.24% |
$55.5K - $60.4K
|
17.2K
$955K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 6.36% |
$55.6K - $60.5K
|
16.9K
$938K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.15K- 58.69% |
$55.7K - $60.7K
|
811
$44.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.19K- 0.76% |
$57.5K - $62.6K
|
155K
$8.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.2K- 5.63% |
$58.2K - $63.4K
|
20.2K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.22K- 0.55% |
$59K - $64.2K
|
219K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.23K- 44.76% |
$59.4K - $64.7K
|
1.52K
$84K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 2.14% |
$59.6K - $64.9K
|
56.3K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.27K- 22.46% |
$61.2K - $66.6K
|
4.37K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.32K- 4.63% |
$64K - $69.7K
|
27.3K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.37K- 7.52% |
$66.1K - $71.9K
|
16.8K
$929K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.38K- 2.32% |
$66.9K - $72.9K
|
58.2K
$3.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.44K- 1.58% |
$69.6K - $75.7K
|
89.7K
$4.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.49K- 12.11% |
$72K - $78.3K
|
10.8K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.5K- 13.62% |
$72.6K - $79K
|
9.52K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 3.63% |
$73.4K - $79.9K
|
40.3K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.54K- 0.69% |
$74.6K - $81.2K
|
222K
$12.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.6K- 4.8% |
$77.6K - $84.5K
|
31.8K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 2.0% |
$78K - $84.9K
|
78.9K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.73K- 4.56% |
$83.4K - $90.8K
|
36.1K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.73K- 0.53% |
$83.5K - $90.9K
|
326K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.75K- 14.45% |
$84.6K - $92.1K
|
10.4K
$573K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.76K- 3.16% |
$85.1K - $92.7K
|
53.9K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.79K- 1.76% |
$86.4K - $94.1K
|
99.6K
$5.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.81K- 23.14% |
$87.5K - $95.2K
|
6.01K
$333K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.82K- 0.5% |
$88.1K - $95.9K
|
366K
$20.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.83K- 8.39% |
$88.3K - $96.1K
|
19.9K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 1.65% |
$90.3K - $98.2K
|
111K
$6.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.89K- 1.35% |
$91.4K - $99.5K
|
138K
$7.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Crcm LP
San Francisco, CA |
SELL
|
- |
-1.95K- 18.67% |
$94.3K - $103K
|
8.5K
$470K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.96K- 2.38% |
$94.6K - $103K
|
80.3K
$4.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.99K- 17.8% |
$96.3K - $105K
|
9.2K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.02K- 1.21% |
$97.5K - $106K
|
164K
$9.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.02K- 4.94% |
$97.9K - $107K
|
39K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.1K- 32.31% |
$102K - $111K
|
4.4K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.16K- 3.4% |
$104K - $114K
|
61.2K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.17K- 2.02% |
$105K - $114K
|
105K
$5.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.18K- 22.64% |
$106K - $115K
|
7.46K
$413K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.22K- 9.44% |
$107K - $117K
|
21.3K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.25K- 0.94% |
$109K - $118K
|
237K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.28K- 0.32% |
$110K - $120K
|
703K
$38.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.31K- 4.44% |
$112K - $122K
|
49.8K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.37K- 3.01% |
$114K - $125K
|
76.1K
$4.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.42K- 3.76% |
$117K - $127K
|
61.9K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.42K- 6.23% |
$117K - $128K
|
36.5K
$2.02M
|