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 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.61KNew |
$223K - $243K
|
4.61K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.59K+ 17.08% |
$222K - $242K
|
31.5K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.58K+ 1.42% |
$222K - $241K
|
326K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.53KNew |
$219K - $238K
|
4.53K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.5K+ 6.95% |
$217K - $237K
|
69.2K
$4.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
4.44KNew |
$215K - $234K
|
4.44K
$278K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.44KNew |
$215K - $234K
|
4.44K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.41K+ 5.76% |
$213K - $232K
|
81K
$5.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.38K+ 1.37% |
$212K - $230K
|
325K
$20.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.34K+ 1.82% |
$210K - $229K
|
243K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.31KNew |
$209K - $227K
|
4.31K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.3K+ 70.74% |
$208K - $227K
|
10.4K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.27KNew |
$207K - $225K
|
4.27K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.27K+ 3.95% |
$206K - $225K
|
112K
$7.03M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
4.25K+ 30.35% |
$206K - $224K
|
18.3K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.24KNew |
$205K - $223K
|
4.24K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.23KNew |
$204K - $222K
|
4.23K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.2KNew |
$203K - $221K
|
4.2K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.15KNew |
$201K - $218K
|
4.15K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
4.14KNew |
$200K - $218K
|
4.14K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.1K+ 2926.43% |
$198K - $216K
|
4.24K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07KNew |
$197K - $214K
|
4.07K
$255K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
4.02K+ 2.71% |
$195K - $212K
|
153K
$9.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4.02KNew |
$194K - $211K
|
4.02K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.97K+ 1.92% |
$192K - $209K
|
211K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
3.93KNew |
$190K - $207K
|
3.93K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.93KNew |
$190K - $207K
|
3.93K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
3.88K+ 1.33% |
$188K - $204K
|
296K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.85K+ 7398.08% |
$186K - $203K
|
3.9K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.76KNew |
$182K - $198K
|
3.76K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
3.75K+ 50.39% |
$182K - $198K
|
11.2K
$702K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.6K+ 63.14% |
$174K - $190K
|
9.3K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.6K+ 24.42% |
$174K - $189K
|
18.3K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.5K+ 4121.18% |
$169K - $184K
|
3.59K
$225K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.48KNew |
$168K - $183K
|
3.48K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.44KNew |
$166K - $181K
|
3.44K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.42KNew |
$166K - $180K
|
3.42K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.32K+ 5.43% |
$161K - $175K
|
64.5K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.29K+ 2.22% |
$159K - $173K
|
151K
$9.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.26K+ 29.7% |
$158K - $171K
|
14.2K
$891K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.24K+ 4.65% |
$157K - $171K
|
73K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.24K+ 16.86% |
$157K - $170K
|
22.4K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.2K+ 2.34% |
$155K - $168K
|
140K
$8.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.2K+ 26.79% |
$155K - $168K
|
15.1K
$947K
|
|
|
Feb 20, 2025
Q4 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
3.19K+ 8.35% |
$154K - $168K
|
41.4K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.1K+ 6.3% |
$150K - $163K
|
52.3K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.06K+ 61.26% |
$148K - $161K
|
8.06K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.03K+ 2.21% |
$147K - $160K
|
140K
$8.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.03K+ 8.47% |
$147K - $160K
|
38.8K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
3.02K+ 2.12% |
$146K - $159K
|
145K
$9.09M
|