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 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.42KNew |
$407K - $443K
|
8.42K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
8.37K+ 33.85% |
$405K - $440K
|
33.1K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.11K+ 11.29% |
$392K - $427K
|
80K
$4.56M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.1K+ 21.48% |
$392K - $426K
|
45.8K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
7.95KNew |
$385K - $419K
|
7.95K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.89KNew |
$382K - $415K
|
7.89K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.87KNew |
$380K - $414K
|
7.87K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
7.85K+ 9.82% |
$380K - $413K
|
87.8K
$5M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.77K+ 3.18% |
$376K - $409K
|
252K
$14.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
7.75KNew |
$375K - $408K
|
7.75K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
7.73K+ 6.8% |
$374K - $407K
|
122K
$6.93M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.71KNew |
$373K - $406K
|
7.71K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.67KNew |
$371K - $404K
|
7.67K
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
7.59K+ 1.85% |
$367K - $400K
|
418K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.56KNew |
$366K - $398K
|
7.56K
$431K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
7.53K+ 4.82% |
$364K - $397K
|
164K
$9.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
7.51KNew |
$363K - $396K
|
7.51K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
7.5KNew |
$363K - $395K
|
7.5K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
7.41K+ 3.09% |
$359K - $390K
|
247K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.39K+ 147.3% |
$357K - $389K
|
12.4K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
7.38K+ 78.51% |
$357K - $389K
|
16.8K
$956K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.28KNew |
$352K - $384K
|
7.28K
$415K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.26K+ 114.54% |
$351K - $382K
|
13.6K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.25KNew |
$351K - $382K
|
7.25K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.02K+ 16.17% |
$340K - $370K
|
50.4K
$2.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.02K+ 5.67% |
$340K - $370K
|
131K
$7.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.99KNew |
$338K - $368K
|
6.99K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.96K+ 9.81% |
$337K - $367K
|
78K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.92K+ 41.43% |
$335K - $364K
|
23.6K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6.84K+ 7.15% |
$331K - $360K
|
102K
$5.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.78K+ 46.62% |
$328K - $357K
|
21.3K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.71K+ 59.97% |
$324K - $353K
|
17.9K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.69KNew |
$323K - $352K
|
6.69K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6.67K+ 60.25% |
$323K - $351K
|
17.7K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.65K+ 4.97% |
$322K - $350K
|
141K
$8.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.62K+ 3.3% |
$320K - $348K
|
207K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
6.61KNew |
$320K - $348K
|
6.61K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.59K+ 42.99% |
$319K - $347K
|
21.9K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.49K+ 26.23% |
$314K - $342K
|
31.3K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
6.47KNew |
$313K - $340K
|
6.47K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
6.47K+ 22.71% |
$313K - $340K
|
34.9K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.45K+ 3.28% |
$312K - $339K
|
203K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
6.38KNew |
$309K - $336K
|
6.38K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.36K+ 6.09% |
$308K - $335K
|
111K
$6.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
6.33KNew |
$306K - $333K
|
6.33K
$361K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.31KNew |
$305K - $332K
|
6.31K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.3K+ 30.5% |
$304K - $331K
|
26.9K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.23KNew |
$301K - $328K
|
6.23K
$355K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
6.17KNew |
$298K - $325K
|
6.17K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.16K+ 36.43% |
$298K - $325K
|
23.1K
$1.32M
|