Purchases and Sales Made in Q1 2025 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
70+ 61.4% |
$3.48K - $4.13K
|
184
$11.5K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
69+ 0.89% |
$3.43K - $4.07K
|
7.82K
$489K
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
63+ 1.18% |
$3.13K - $3.71K
|
5.39K
$337K
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
60+ 0.02% |
$2.98K - $3.54K
|
318K
$19.9M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
56New |
$2.79K - $3.3K
|
56
$3.5K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
54+ 4.43% |
$2.69K - $3.18K
|
1.27K
$79.7K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
50+ 0.83% |
$2.49K - $2.95K
|
6.08K
$380K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50+ 62.5% |
$2.49K - $2.95K
|
130
$8.13K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
46+ 5.66% |
$2.29K - $2.71K
|
859
$53.7K
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
45+ 1.01% |
$2.24K - $2.65K
|
4.52K
$283K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
45+ 0.21% |
$2.24K - $2.65K
|
21.2K
$1.33M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
44+ 0.73% |
$2.19K - $2.59K
|
6.07K
$380K
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
42+ 0.62% |
$2.09K - $2.48K
|
6.86K
$429K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34+ 0.48% |
$1.69K - $2K
|
7.07K
$442K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
32New |
$1.59K - $1.89K
|
32
$2K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
31+ 96.88% |
$1.54K - $1.83K
|
63
$3.94K
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
30New |
$1.49K - $1.77K
|
30
$1.88K
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
30New |
$1.49K - $1.77K
|
30
$1.88K
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.22% |
$1.39K - $1.65K
|
12.9K
$807K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
28New |
$1.39K - $1.65K
|
28
$1.75K
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
27+ 0.65% |
$1.34K - $1.59K
|
4.19K
$262K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
25+ 0.99% |
$1.24K - $1.47K
|
2.56K
$160K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
24+ 1.59% |
$1.19K - $1.42K
|
1.53K
$95.8K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 0.07% |
$1.09K - $1.3K
|
29.7K
$1.86M
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
21+ 0.55% |
$1.04K - $1.24K
|
3.82K
$239K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$995 - $1.18K
|
20
$1.25K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
13+ 0.31% |
$647 - $766
|
4.15K
$259K
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13+ 0.27% |
$647 - $766
|
4.75K
$297K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 0.03% |
$398 - $472
|
29.5K
$1.84M
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$249 - $295
|
4.82K
$302K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 0.1% |
$249 - $295
|
5.02K
$314K
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3+ 0.04% |
$149 - $177
|
7.29K
$456K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 0.25% |
$99.5 - $118
|
806
$50.4K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2+ 0.19% |
$99.5 - $118
|
1.06K
$66.4K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.07% |
$99.5 - $118
|
2.69K
$168K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2+ 200.0% |
$99.5 - $118
|
3
$188
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$49.7 - $59
|
6.09K
$381K
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$49.7 - $59
|
11.7K
$730K
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1- -0.0% |
$49.7 - $59
|
99.6K
$6.22M
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1- 0.01% |
$49.7 - $59
|
17.8K
$1.11M
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-2- 0.01% |
$99.5 - $118
|
31.9K
$2M
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-2- 0.3% |
$99.5 - $118
|
661
$41.3K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 0.18% |
$249 - $295
|
2.83K
$177K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 9.26% |
$249 - $295
|
49
$3.06K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6- 0.11% |
$298 - $354
|
5.21K
$326K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7- 0.68% |
$348 - $413
|
1.02K
$63.5K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8- 0.11% |
$398 - $472
|
7.13K
$446K
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-10- 0.01% |
$497 - $590
|
80.2K
$5.02M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 0.02% |
$497 - $590
|
59.8K
$3.74M
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-15- 2.34% |
$746 - $884
|
625
$39.1K
|