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 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.3K+ 30.5% |
$304K - $331K
|
26.9K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.23KNew |
$301K - $328K
|
6.23K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
6.17KNew |
$298K - $325K
|
6.17K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.16K+ 36.43% |
$298K - $325K
|
23.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
6.08K+ 3.71% |
$294K - $320K
|
170K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6.03KNew |
$292K - $317K
|
6.03K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.95K+ 42.93% |
$288K - $313K
|
19.8K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.91K+ 60.05% |
$286K - $311K
|
15.8K
$987K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.88K+ 108.53% |
$284K - $310K
|
11.3K
$708K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.86K+ 17.96% |
$283K - $308K
|
38.5K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.85KNew |
$283K - $308K
|
5.85K
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.81KNew |
$281K - $306K
|
5.81K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.8K+ 103.63% |
$280K - $305K
|
11.4K
$713K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.7KNew |
$276K - $300K
|
5.7K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
5.67KNew |
$274K - $299K
|
5.67K
$355K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.62KNew |
$272K - $296K
|
5.62K
$352K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.6KNew |
$271K - $295K
|
5.6K
$351K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
5.51KNew |
$266K - $290K
|
5.51K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.51KNew |
$266K - $290K
|
5.51K
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.48K+ 2.42% |
$265K - $289K
|
232K
$14.5M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
5.47KNew |
$264K - $288K
|
5.47K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.43K+ 10.19% |
$263K - $286K
|
58.7K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.38KNew |
$260K - $283K
|
5.38K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.37KNew |
$260K - $283K
|
5.37K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.36K+ 47.16% |
$259K - $282K
|
16.7K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.34KNew |
$258K - $281K
|
5.34K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.26KNew |
$255K - $277K
|
5.26K
$330K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
5.26K+ 1.84% |
$254K - $277K
|
290K
$18.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.17KNew |
$250K - $272K
|
5.17K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.15K+ 53.61% |
$249K - $271K
|
14.8K
$925K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.08KNew |
$246K - $267K
|
5.08K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.07K+ 1.38% |
$245K - $267K
|
373K
$23.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.07K+ 31.19% |
$245K - $267K
|
21.3K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
5.06KNew |
$245K - $266K
|
5.06K
$317K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.03K+ 3.92% |
$243K - $265K
|
134K
$8.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5KNew |
$242K - $263K
|
5K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.94K+ 1.51% |
$239K - $260K
|
333K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
4.93KNew |
$238K - $259K
|
4.93K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.91KNew |
$237K - $258K
|
4.91K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.87KNew |
$236K - $257K
|
4.87K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.83K+ 10.37% |
$234K - $254K
|
51.4K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.83KNew |
$234K - $254K
|
4.83K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.81KNew |
$233K - $253K
|
4.81K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.76K+ 3.43% |
$230K - $251K
|
144K
$9M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
4.76KNew |
$230K - $251K
|
4.76K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
4.74KNew |
$229K - $249K
|
4.74K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.73K+ 5.29% |
$229K - $249K
|
94.1K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.65KNew |
$225K - $245K
|
4.65K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.63K+ 100.56% |
$224K - $244K
|
9.24K
$579K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.61KNew |
$223K - $243K
|
4.61K
$289K
|