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 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-523- 0.37% |
$25.3K - $27.5K
|
140K
$7.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-591- 0.23% |
$28.6K - $31.1K
|
259K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 2.83% |
$29K - $31.6K
|
20.6K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-630- 0.17% |
$30.5K - $33.2K
|
360K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-690- 0.1% |
$33.4K - $36.3K
|
680K
$36.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-695- 0.83% |
$33.6K - $36.6K
|
83.1K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-704- 14.79% |
$34.1K - $37.1K
|
4.06K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-706- 14.51% |
$34.1K - $37.2K
|
4.16K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-734- 1.71% |
$35.5K - $38.6K
|
42.2K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-742- 5.98% |
$35.9K - $39.1K
|
11.7K
$629K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-745- 1.46% |
$36K - $39.2K
|
50.1K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-754- 9.06% |
$36.5K - $39.7K
|
7.57K
$408K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-763- 1.08% |
$36.9K - $40.2K
|
69.9K
$3.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-777- 2.7% |
$37.6K - $40.9K
|
28K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-778- 1.0% |
$37.6K - $41K
|
77.4K
$4.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-778- 8.42% |
$37.6K - $41K
|
8.46K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-796- 0.89% |
$38.5K - $41.9K
|
88.9K
$4.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-800- 1.14% |
$38.7K - $42.1K
|
69.4K
$3.74M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-807- 16.03% |
$39K - $42.5K
|
4.23K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-815- 1.62% |
$39.4K - $42.9K
|
49.6K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-830- 20.23% |
$40.1K - $43.7K
|
3.27K
$177K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-904- 3.39% |
$43.7K - $47.6K
|
25.8K
$1.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-920- 4.73% |
$44.5K - $48.4K
|
18.5K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-954- 6.34% |
$46.1K - $50.2K
|
14.1K
$761K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-976- 2.65% |
$47.2K - $51.4K
|
35.8K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.03K- 0.62% |
$49.7K - $54.1K
|
165K
$8.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.07K- 1.88% |
$51.5K - $56.1K
|
55.4K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.09K- 3.33% |
$52.6K - $57.2K
|
31.6K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 0.97% |
$53.4K - $58.1K
|
113K
$6.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 6.36% |
$55.6K - $60.5K
|
16.9K
$914K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.15K- 58.69% |
$55.7K - $60.7K
|
811
$43.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.19K- 0.76% |
$57.5K - $62.6K
|
155K
$8.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.2K- 5.63% |
$58.2K - $63.4K
|
20.2K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 2.14% |
$59.6K - $64.9K
|
56.3K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.37K- 7.52% |
$66.1K - $71.9K
|
16.8K
$906K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.38K- 2.32% |
$66.9K - $72.9K
|
58.2K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.44K- 1.58% |
$69.6K - $75.7K
|
89.7K
$4.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.49K- 12.11% |
$72K - $78.3K
|
10.8K
$583K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 3.63% |
$73.4K - $79.9K
|
40.3K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.54K- 0.69% |
$74.6K - $81.2K
|
222K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.6K- 4.8% |
$77.6K - $84.5K
|
31.8K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 2.0% |
$78K - $84.9K
|
78.9K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.73K- 4.56% |
$83.4K - $90.8K
|
36.1K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.73K- 0.53% |
$83.5K - $90.9K
|
326K
$17.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.75K- 14.45% |
$84.6K - $92.1K
|
10.4K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.76K- 3.16% |
$85.1K - $92.7K
|
53.9K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.79K- 1.76% |
$86.4K - $94.1K
|
99.6K
$5.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.81K- 23.14% |
$87.5K - $95.2K
|
6.01K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.82K- 0.5% |
$88.1K - $95.9K
|
366K
$19.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.83K- 8.39% |
$88.3K - $96.1K
|
19.9K
$1.07M
|