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 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-249- 0.97% |
$12K - $13.1K
|
25.5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-250- 0.14% |
$12.1K - $13.2K
|
175K
$9.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-272- 2.74% |
$13.2K - $14.3K
|
9.67K
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-277- 0.35% |
$13.4K - $14.6K
|
78.6K
$4.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-279- 5.58% |
$13.5K - $14.7K
|
4.73K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-288- 1.37% |
$13.9K - $15.2K
|
20.7K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-302- 0.76% |
$14.6K - $15.9K
|
39.5K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-310- 3.82% |
$15K - $16.3K
|
7.8K
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-310- 7.84% |
$15K - $16.3K
|
3.64K
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-323- 0.65% |
$15.6K - $17K
|
49.2K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-350- 5.76% |
$16.9K - $18.4K
|
5.73K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-361- 4.83% |
$17.5K - $19K
|
7.11K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-370- 0.54% |
$17.9K - $19.5K
|
67.6K
$3.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-375- 1.74% |
$18.1K - $19.7K
|
21.2K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-376- 3.45% |
$18.2K - $19.8K
|
10.5K
$581K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-385- 5.92% |
$18.6K - $20.3K
|
6.12K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-387- 3.23% |
$18.7K - $20.4K
|
11.6K
$640K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-391- 3.36% |
$18.9K - $20.6K
|
11.2K
$620K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-416- 1.96% |
$20.1K - $21.9K
|
20.8K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-418- 3.28% |
$20.2K - $22K
|
12.3K
$681K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-426- 2.28% |
$20.6K - $22.4K
|
18.3K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-435- 13.03% |
$21K - $22.9K
|
2.9K
$160K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-440- 2.34% |
$21.3K - $23.2K
|
18.4K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-450- 3.38% |
$21.8K - $23.7K
|
12.9K
$710K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-463- 0.71% |
$22.4K - $24.4K
|
64.4K
$3.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-468- 10.27% |
$22.6K - $24.6K
|
4.09K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-474- 1.22% |
$22.9K - $25K
|
38.5K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-475- 0.55% |
$23K - $25K
|
86.7K
$4.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-475- 2.08% |
$23K - $25K
|
22.4K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-475- 10.28% |
$23K - $25K
|
4.15K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-481- 1.92% |
$23.3K - $25.3K
|
24.5K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-488- 0.95% |
$23.6K - $25.7K
|
50.8K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-496- 27.21% |
$24K - $26.1K
|
1.33K
$73.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-515- 5.19% |
$24.9K - $27.1K
|
9.42K
$519K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-521- 9.11% |
$25.2K - $27.4K
|
5.2K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-523- 0.37% |
$25.3K - $27.5K
|
140K
$7.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-591- 0.23% |
$28.6K - $31.1K
|
259K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 2.83% |
$29K - $31.6K
|
20.6K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-630- 0.17% |
$30.5K - $33.2K
|
360K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-673- 2.64% |
$32.6K - $35.4K
|
24.8K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-675- 14.07% |
$32.6K - $35.5K
|
4.12K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-690- 0.1% |
$33.4K - $36.3K
|
680K
$37.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-695- 0.83% |
$33.6K - $36.6K
|
83.1K
$4.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-704- 14.79% |
$34.1K - $37.1K
|
4.06K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-706- 14.51% |
$34.1K - $37.2K
|
4.16K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-710- 0.83% |
$34.3K - $37.4K
|
84.5K
$4.66M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-731- 1.09% |
$35.4K - $38.5K
|
66.4K
$3.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-734- 1.71% |
$35.5K - $38.6K
|
42.2K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-742- 5.98% |
$35.9K - $39.1K
|
11.7K
$643K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-745- 1.46% |
$36K - $39.2K
|
50.1K
$2.77M
|