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 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
800+ 0.41% |
$38.7K - $42.1K
|
198K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
791+ 9.53% |
$38.3K - $41.6K
|
9.09K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
783+ 1.89% |
$37.9K - $41.2K
|
42.2K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
742+ 0.85% |
$35.9K - $39.1K
|
87.7K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
726+ 2.8% |
$35.1K - $38.2K
|
26.7K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
714+ 0.57% |
$34.5K - $37.6K
|
127K
$6.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
704+ 0.29% |
$34.1K - $37.1K
|
246K
$13.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
689+ 0.37% |
$33.3K - $36.3K
|
188K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
677+ 29.46% |
$32.7K - $35.6K
|
2.98K
$160K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
675New |
$32.6K - $35.5K
|
675
$36.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
658+ 30.2% |
$31.8K - $34.6K
|
2.84K
$152K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
650+ 14.68% |
$31.4K - $34.2K
|
5.08K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
631+ 3.61% |
$30.5K - $33.2K
|
18.1K
$972K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
600+ 8.3% |
$29K - $31.6K
|
7.83K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
595+ 2.92% |
$28.8K - $31.3K
|
21K
$1.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
592+ 4.12% |
$28.6K - $31.2K
|
15K
$803K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
554New |
$26.8K - $29.2K
|
554
$29.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
518+ 0.41% |
$25.1K - $27.3K
|
128K
$6.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
517+ 9.29% |
$25K - $27.2K
|
6.08K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
497+ 2.86% |
$24K - $26.2K
|
17.9K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
481+ 3.71% |
$23.3K - $25.3K
|
13.4K
$721K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
480+ 10.91% |
$23.2K - $25.3K
|
4.88K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
463New |
$22.4K - $24.4K
|
463
$24.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
436+ 3.25% |
$21.1K - $23K
|
13.9K
$744K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
411+ 2.9% |
$19.9K - $21.6K
|
14.6K
$783K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
409+ 1.56% |
$19.8K - $21.5K
|
26.7K
$1.43M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
404+ 0.11% |
$19.5K - $21.3K
|
377K
$20.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
400+ 1.37% |
$19.3K - $21.1K
|
29.7K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
393+ 8.15% |
$19K - $20.7K
|
5.22K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
377+ 2.23% |
$18.2K - $19.8K
|
17.3K
$929K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
368+ 0.76% |
$17.8K - $19.4K
|
48.9K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
357+ 1.68% |
$17.3K - $18.8K
|
21.6K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
347+ 0.33% |
$16.8K - $18.3K
|
104K
$5.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
337+ 3.88% |
$16.3K - $17.7K
|
9.02K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
333+ 65.68% |
$16.1K - $17.5K
|
840
$45.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
328+ 0.2% |
$15.9K - $17.3K
|
168K
$9.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
305+ 6.69% |
$14.8K - $16.1K
|
4.87K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
300New |
$14.5K - $15.8K
|
300
$16.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
298New |
$14.4K - $15.7K
|
298
$16K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
288+ 0.13% |
$13.9K - $15.2K
|
221K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
281+ 3.57% |
$13.6K - $14.8K
|
8.14K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
280+ 0.16% |
$13.5K - $14.7K
|
171K
$9.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
263New |
$12.7K - $13.8K
|
263
$14.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
257+ 1.6% |
$12.4K - $13.5K
|
16.4K
$878K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
255New |
$12.3K - $13.4K
|
255
$13.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
250+ 3.22% |
$12.1K - $13.2K
|
8.02K
$431K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
215+ 2.66% |
$10.4K - $11.3K
|
8.29K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
212+ 1.24% |
$10.3K - $11.2K
|
17.3K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$9.67K - $10.5K
|
200
$10.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
195+ 2.32% |
$9.43K - $10.3K
|
8.6K
$462K
|