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
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.15K- 3.21% |
$152K - $166K
|
95K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3.18K- 20.41% |
$154K - $167K
|
12.4K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.19K- 3.06% |
$154K - $168K
|
101K
$5.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.21K- 0.44% |
$155K - $169K
|
725K
$39.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.27K- 3.85% |
$158K - $172K
|
81.7K
$4.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-3.28K- 6.61% |
$159K - $173K
|
46.4K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-3.31K- 2.53% |
$160K - $174K
|
127K
$6.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.31K- 4.32% |
$160K - $174K
|
73.3K
$3.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.33K- 3.42% |
$161K - $175K
|
94.2K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.34K- 73.42% |
$161K - $176K
|
1.21K
$65.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.39K- 7.49% |
$164K - $179K
|
41.9K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.42K- 25.97% |
$165K - $180K
|
9.74K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.44K- 12.03% |
$166K - $181K
|
25.2K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.45K- 4.94% |
$167K - $182K
|
66.3K
$3.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-3.61K- 50.58% |
$175K - $190K
|
3.53K
$192K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.65K- 39.32% |
$176K - $192K
|
5.62K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.78K- 38.53% |
$183K - $199K
|
6.04K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.83K- 0.89% |
$185K - $202K
|
425K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.85K- 6.6% |
$186K - $203K
|
54.6K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.86K- 2.27% |
$187K - $203K
|
166K
$9.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.91K- 6.1% |
$189K - $206K
|
60.2K
$3.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.94K- 1.65% |
$191K - $207K
|
235K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.04K- 0.5% |
$196K - $213K
|
797K
$43.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4.13K- 4.3% |
$200K - $217K
|
91.9K
$5M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.17K- 11.51% |
$202K - $220K
|
32.1K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.41K- 12.66% |
$213K - $232K
|
30.4K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.54K- 35.1% |
$220K - $239K
|
8.39K
$457K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4.57K- 1.67% |
$221K - $240K
|
269K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.57K- 14.51% |
$221K - $241K
|
26.9K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.61K- 52.55% |
$223K - $243K
|
4.16K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.76K- 0.73% |
$230K - $251K
|
649K
$35.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-4.77K- 3.23% |
$230K - $251K
|
143K
$7.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.79K- 0.49% |
$232K - $252K
|
965K
$52.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.8K- 0.77% |
$232K - $253K
|
618K
$33.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.92K- 3.44% |
$238K - $259K
|
138K
$7.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.92K- 2.83% |
$238K - $259K
|
169K
$9.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.05K- 8.65% |
$244K - $266K
|
53.3K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.16K- 48.4% |
$250K - $272K
|
5.5K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.32K- 14.69% |
$257K - $280K
|
30.9K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.32K- 11.0% |
$257K - $280K
|
43.1K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-5.38K- 1.17% |
$260K - $283K
|
456K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.44K- 7.59% |
$263K - $286K
|
66.2K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.48K- 1.75% |
$265K - $289K
|
308K
$16.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.53K- 8.29% |
$268K - $291K
|
61.2K
$3.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-5.64K- 1.17% |
$273K - $297K
|
475K
$25.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-5.73K- 1.77% |
$277K - $302K
|
318K
$17.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.73K- 6.34% |
$277K - $302K
|
84.7K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.78K- 25.28% |
$280K - $304K
|
17.1K
$930K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.95K- 2.83% |
$288K - $313K
|
204K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-6.02K- 2.37% |
$291K - $317K
|
248K
$13.5M
|