Purchases and Sales Made in Q4 2024 in Ishares Gold Trust (IAU)

IAU Quotes by TradingView

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
Wespac Advisors, LLC

BUY
 -
21.2K
New
$1.02M - $1.11M
21.2K $1.14M
Jan 13, 2025 Q4 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
19.7K
New
$951K - $1.04M
19.7K $1.06M
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
19.2K
+ 13.27%
$928K - $1.01M
164K $8.84M
Jan 14, 2025 Q4 2024
Cypress Wealth Services, LLC

BUY
 -
18.8K
+ 244.96%
$911K - $991K
26.5K $1.43M
Feb 07, 2025 Q4 2024
Summit X, LLC

Chesterfield, MO
BUY
 -
18.7K
New
$905K - $985K
18.7K $1.01M
Feb 07, 2025 Q4 2024
Jordan Park Trust CO LLC

Portsmouth, NH
BUY
 -
18.7K
New
$902K - $982K
18.7K $1.01M
Jan 17, 2025 Q4 2024
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
18.5K
New
$896K - $975K
18.5K $1M
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
18.5K
New
$895K - $974K
18.5K $999K
Feb 03, 2025 Q4 2024
Wealth Alliance

Mellville, NY
BUY
 -
17.8K
+ 18.91%
$863K - $939K
112K $6.05M
Jan 16, 2025 Q4 2024
Global Wealth Management, LLC

Kingston, NJ
BUY
 -
17.5K
New
$847K - $922K
17.5K $945K
Jan 29, 2025 Q4 2024
True Vision Mn LLC

Woodbury, MN
BUY
 -
17.3K
New
$835K - $909K
17.3K $932K
Jan 22, 2025 Q4 2024
West Wealth Group, LLC

BUY
 -
17.2K
New
$834K - $908K
17.2K $930K
Feb 03, 2025 Q4 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
17K
+ 12.09%
$823K - $896K
158K $8.51M
Feb 06, 2025 Q4 2024
Cypress Capital Group

BUY
 -
16.8K
+ 16.47%
$812K - $884K
119K $6.41M
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
16.7K
+ 3.68%
$809K - $881K
471K $25.4M
Jan 15, 2025 Q4 2024
J2 Capital Management Inc

BUY
 -
16.5K
+ 23.05%
$798K - $869K
88.1K $4.75M
Feb 03, 2025 Q4 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
16.4K
+ 114.68%
$793K - $863K
30.7K $1.66M
Jan 28, 2025 Q4 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
15.8K
+ 10.46%
$766K - $834K
167K $9.02M
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
15.7K
+ 14.52%
$760K - $828K
124K $6.69M
Jan 29, 2025 Q4 2024
Sovran Advisors, LLC

San Diego, CA
BUY
 -
15.4K
New
$745K - $810K
15.4K $831K
Jan 24, 2025 Q4 2024
Nadler Financial Group, Inc.

BUY
 -
15.4K
+ 26.84%
$743K - $809K
72.6K $3.92M
Jan 31, 2025 Q4 2024
Bigelow Investment Advisors, LLC

BUY
 -
15.4K
+ 14.45%
$743K - $808K
122K $6.57M
Feb 06, 2025 Q4 2024
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
15K
New
$724K - $788K
15K $808K
Jan 22, 2025 Q4 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
14.9K
+ 17.19%
$723K - $787K
102K $5.5M
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
14.8K
New
$717K - $781K
14.8K $800K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
14.7K
New
$711K - $774K
14.7K $793K
Feb 03, 2025 Q4 2024
First Horizon Advisors, Inc.

BUY
 -
14.2K
+ 27.48%
$689K - $750K
66K $3.56M
Feb 04, 2025 Q4 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
14.2K
+ 235.27%
$687K - $748K
20.2K $1.09M
Jan 13, 2025 Q4 2024
Sharper & Granite LLC

El Segundo, CA
BUY
 -
13.8K
+ 139.42%
$668K - $727K
23.7K $1.28M
Jan 08, 2025 Q4 2024
Worth Asset Management, LLC

BUY
 -
13.8K
+ 266.35%
$668K - $727K
19K $1.02M
Jan 14, 2025 Q4 2024
Cpr Investments Inc.

Rochester, MI
BUY
 -
13.5K
New
$654K - $711K
13.5K $729K
Feb 04, 2025 Q4 2024
Northwest Capital Management Inc

BUY
 -
13.3K
New
$641K - $698K
13.3K $715K
Jan 21, 2025 Q4 2024
Swp Financial LLC

San Diego, CA
BUY
 -
13.2K
New
$638K - $694K
13.2K $711K
Jan 29, 2025 Q4 2024
Vontobel Holding Ltd.

BUY
 -
13.2K
+ 19.73%
$636K - $693K
79.9K $4.31M
Feb 04, 2025 Q4 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
13K
New
$629K - $684K
13K $702K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
12.8K
+ 1.63%
$621K - $676K
802K $43.3M
Jan 31, 2025 Q4 2024
5 T Wealth, LLC

Napa, CA
BUY
 -
12.7K
New
$616K - $671K
12.7K $688K
Jan 27, 2025 Q4 2024
Stratos Wealth Advisors, LLC

BUY
 -
12.7K
+ 21.73%
$616K - $670K
71.3K $3.85M
Jan 31, 2025 Q4 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
12.5K
+ 60.75%
$605K - $659K
33.1K $1.79M
Jan 28, 2025 Q4 2024
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
12.5K
New
$605K - $658K
12.5K $675K
Jan 10, 2025 Q4 2024
Matrix Trust CO

BUY
 -
12.5K
+ 619.38%
$605K - $658K
14.5K $783K
Jan 07, 2025 Q4 2024
One Wealth Capital Management, LLC

Scottsdale, AZ
BUY
 -
12.4K
New
$600K - $653K
12.4K $669K
Jan 22, 2025 Q4 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
12.3K
+ 1.21%
$597K - $650K
1.03M $55.9M
Jan 22, 2025 Q4 2024
Armbruster Capital Management, Inc.

BUY
 -
12K
New
$580K - $632K
12K $648K
Feb 07, 2025 Q4 2024
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
11.4K
+ 11.41%
$551K - $599K
111K $6M
Jan 28, 2025 Q4 2024
Forbes J M & CO LLP

BUY
 -
11.4K
+ 0.82%
$550K - $599K
1.4M $75.3M
Feb 07, 2025 Q4 2024
Camden National Bank

Camden, ME
BUY
 -
11.2K
+ 13.52%
$542K - $590K
94K $5.08M
Jan 21, 2025 Q4 2024
Lantz Financial LLC

BUY
 -
10.9K
New
$527K - $574K
10.9K $588K
Jan 21, 2025 Q4 2024
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
10.9K
New
$527K - $573K
10.9K $588K

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