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 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-11.3K- 11.41% |
$547K - $596K
|
87.8K
$4.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.5K- 14.55% |
$554K - $604K
|
67.3K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-12.3K- 42.14% |
$594K - $646K
|
16.9K
$933K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13K- 8.2% |
$629K - $685K
|
146K
$8.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13.6K- 5.2% |
$656K - $714K
|
247K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-13.6K- 58.26% |
$659K - $718K
|
9.76K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 23.53% |
$687K - $748K
|
46.2K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14.4K- 26.51% |
$695K - $756K
|
39.8K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-15.5K- 4.69% |
$749K - $815K
|
314K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-16.5K- 7.37% |
$799K - $870K
|
208K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16.5K- 14.11% |
$800K - $871K
|
101K
$5.57M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.6K- 52.12% |
$803K - $874K
|
15.2K
$844K
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-16.6K- 3.15% |
$805K - $876K
|
511K
$28.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16.7K- 3.43% |
$810K - $881K
|
472K
$26.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.4K- 2.76% |
$937K - $1.02M
|
682K
$37.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-19.6K- 19.46% |
$947K - $1.03M
|
81K
$4.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-19.8K- 49.5% |
$958K - $1.04M
|
20.2K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-20.3K- 4.52% |
$984K - $1.07M
|
430K
$23.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.6K- 41.02% |
$995K - $1.08M
|
29.6K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-20.7K- 21.37% |
$1M - $1.09M
|
76K
$4.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-21.1K- 6.77% |
$1.02M - $1.11M
|
291K
$16.1M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-21.7K- 1.55% |
$1.05M - $1.14M
|
1.38M
$76.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22.3K- 4.68% |
$1.08M - $1.17M
|
454K
$25.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-23.5K- 5.69% |
$1.14M - $1.24M
|
390K
$21.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-23.6K- 1.17% |
$1.14M - $1.24M
|
2M
$111M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-24.8K- 6.06% |
$1.2M - $1.31M
|
385K
$21.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-28.7K- 10.71% |
$1.39M - $1.51M
|
239K
$13.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-30.7K- 18.51% |
$1.49M - $1.62M
|
135K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-31.3K- 27.52% |
$1.51M - $1.65M
|
82.4K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-31.8K- 65.98% |
$1.54M - $1.68M
|
16.4K
$909K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-33.7K- 23.87% |
$1.63M - $1.78M
|
108K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-34K- 17.67% |
$1.64M - $1.79M
|
158K
$8.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-34.4K- 10.14% |
$1.66M - $1.81M
|
305K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-36.2K- 42.0% |
$1.75M - $1.91M
|
50K
$2.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-37K- 15.84% |
$1.79M - $1.95M
|
197K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-37.6K- 82.0% |
$1.82M - $1.98M
|
8.26K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-38K- 22.66% |
$1.84M - $2M
|
130K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38.6K- 4.84% |
$1.87M - $2.03M
|
759K
$42M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-39.3K- 4.89% |
$1.9M - $2.07M
|
764K
$42.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41K- 11.9% |
$1.98M - $2.16M
|
304K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-41.7K- 90.8% |
$2.02M - $2.2M
|
4.23K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.7K- 78.03% |
$2.02M - $2.2M
|
11.7K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-47.8K- 3.8% |
$2.31M - $2.51M
|
1.21M
$66.9M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-49.2K- 14.3% |
$2.38M - $2.59M
|
295K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-50.4K- 10.99% |
$2.44M - $2.65M
|
408K
$22.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50.5K- 16.67% |
$2.44M - $2.66M
|
252K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-62.1K- 89.59% |
$3M - $3.27M
|
7.22K
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-66.6K- 11.32% |
$3.22M - $3.5M
|
521K
$28.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-78.9K- 19.9% |
$3.82M - $4.16M
|
318K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-93K- 98.45% |
$4.5M - $4.89M
|
1.46K
$81.1K
|