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 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.92K- 2.83% |
$238K - $259K
|
169K
$9.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.05K- 8.65% |
$244K - $266K
|
53.3K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.16K- 48.4% |
$250K - $272K
|
5.5K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.32K- 14.69% |
$257K - $280K
|
30.9K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.32K- 11.0% |
$257K - $280K
|
43.1K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-5.38K- 1.17% |
$260K - $283K
|
456K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.44K- 7.59% |
$263K - $286K
|
66.2K
$3.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.48K- 1.75% |
$265K - $289K
|
308K
$17.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.53K- 8.29% |
$268K - $291K
|
61.2K
$3.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-5.64K- 1.17% |
$273K - $297K
|
475K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.72K- 19.23% |
$276K - $301K
|
24K
$1.33M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-5.73K- 1.77% |
$277K - $302K
|
318K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.73K- 6.34% |
$277K - $302K
|
84.7K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.78K- 25.28% |
$280K - $304K
|
17.1K
$946K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.95K- 2.83% |
$288K - $313K
|
204K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-6.02K- 2.37% |
$291K - $317K
|
248K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.08K- 99.9% |
$294K - $320K
|
6
$332
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.42K- 50.0% |
$310K - $338K
|
6.42K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-6.5K- 1.53% |
$314K - $342K
|
419K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-6.56K- 1.82% |
$317K - $345K
|
354K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.08K- 2.34% |
$343K - $373K
|
296K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-7.21K- 51.37% |
$349K - $379K
|
6.82K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.48K- 45.04% |
$362K - $394K
|
9.13K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.51K- 1.14% |
$363K - $395K
|
651K
$36M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-7.58K- 3.29% |
$367K - $399K
|
223K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-7.58K- 56.02% |
$367K - $399K
|
5.95K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.64K- 8.32% |
$369K - $402K
|
84.2K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-7.75K- 3.23% |
$375K - $408K
|
232K
$12.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7.9K- 93.99% |
$382K - $416K
|
505
$28K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.99K- 7.09% |
$387K - $421K
|
105K
$5.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-8.01K- 19.06% |
$387K - $422K
|
34K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-8.06K- 3.73% |
$390K - $424K
|
208K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-8.52K- 4.5% |
$412K - $449K
|
181K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-8.7K- 2.16% |
$421K - $458K
|
395K
$21.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.76K- 3.15% |
$424K - $461K
|
269K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-8.84K- 12.65% |
$427K - $465K
|
61K
$3.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.05K- 8.53% |
$438K - $477K
|
97K
$5.37M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.3K- 83.42% |
$450K - $490K
|
1.85K
$102K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-9.4K- 12.26% |
$455K - $495K
|
67.3K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-9.46K- 4.17% |
$457K - $498K
|
218K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.57K- 35.21% |
$463K - $504K
|
17.6K
$975K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.9K- 15.2% |
$479K - $521K
|
55.3K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-10K- 32.26% |
$484K - $527K
|
21K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-10K- 1.89% |
$484K - $527K
|
520K
$28.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 22.78% |
$506K - $551K
|
35.5K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-10.8K- 48.21% |
$522K - $568K
|
11.6K
$642K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.9K- 28.36% |
$525K - $571K
|
27.4K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-11K- 48.29% |
$534K - $581K
|
11.8K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-11.1K- 22.58% |
$539K - $586K
|
38.2K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-11.2K- 59.4% |
$540K - $588K
|
7.63K
$422K
|