Purchases and Sales Made in Q1 2025 in Ishares Gold Trust (IAU)

IAU Quotes by TradingView

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
 -
56
New
$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
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
 -
32
New
$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
 -
30
New
$1.49K - $1.77K
30 $1.88K
May 13, 2025 Q1 2025
Perritt Capital Management Inc

Chicago, IL
BUY
 -
30
New
$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
 -
28
New
$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
 -
20
New
$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

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