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 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-749- 2.93% |
$36.2K - $39.4K
|
24.8K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-754- 9.06% |
$36.5K - $39.7K
|
7.57K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-763- 1.08% |
$36.9K - $40.2K
|
69.9K
$3.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-777- 2.7% |
$37.6K - $40.9K
|
28K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-778- 8.42% |
$37.6K - $41K
|
8.46K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-778- 1.0% |
$37.6K - $41K
|
77.4K
$4.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-796- 0.89% |
$38.5K - $41.9K
|
88.9K
$4.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-800- 1.14% |
$38.7K - $42.1K
|
69.4K
$3.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-807- 16.03% |
$39K - $42.5K
|
4.23K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-815- 1.62% |
$39.4K - $42.9K
|
49.6K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-815- 2.77% |
$39.4K - $42.9K
|
28.6K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-830- 20.23% |
$40.1K - $43.7K
|
3.27K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-854- 3.69% |
$41.3K - $45K
|
22.3K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-879- 7.31% |
$42.5K - $46.3K
|
11.1K
$615K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-884- 3.17% |
$42.8K - $46.5K
|
27K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-904- 3.39% |
$43.7K - $47.6K
|
25.8K
$1.42M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-920- 4.73% |
$44.5K - $48.4K
|
18.5K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-954- 6.34% |
$46.1K - $50.2K
|
14.1K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-973- 10.17% |
$47.1K - $51.2K
|
8.59K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-976- 2.65% |
$47.2K - $51.4K
|
35.8K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-991- 5.04% |
$47.9K - $52.2K
|
18.7K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.03K- 0.62% |
$49.7K - $54.1K
|
165K
$9.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 3.33% |
$50K - $54.4K
|
30.1K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.07K- 1.88% |
$51.5K - $56.1K
|
55.4K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.07K- 3.56% |
$51.9K - $56.5K
|
29.1K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.09K- 3.33% |
$52.6K - $57.2K
|
31.6K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 0.97% |
$53.4K - $58.1K
|
113K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 10.42% |
$54.4K - $59.2K
|
9.67K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.15K- 6.24% |
$55.5K - $60.4K
|
17.2K
$951K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 6.36% |
$55.6K - $60.5K
|
16.9K
$935K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.15K- 58.69% |
$55.7K - $60.7K
|
811
$44.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.19K- 0.76% |
$57.5K - $62.6K
|
155K
$8.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.2K- 5.63% |
$58.2K - $63.4K
|
20.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.22K- 0.55% |
$59K - $64.2K
|
219K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.23K- 44.76% |
$59.4K - $64.7K
|
1.52K
$83.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 2.14% |
$59.6K - $64.9K
|
56.3K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.27K- 22.46% |
$61.2K - $66.6K
|
4.37K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.32K- 4.63% |
$64K - $69.7K
|
27.3K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.37K- 7.52% |
$66.1K - $71.9K
|
16.8K
$926K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.38K- 2.32% |
$66.9K - $72.9K
|
58.2K
$3.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.44K- 1.58% |
$69.6K - $75.7K
|
89.7K
$4.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.49K- 12.11% |
$72K - $78.3K
|
10.8K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.5K- 13.62% |
$72.6K - $79K
|
9.52K
$525K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 3.63% |
$73.4K - $79.9K
|
40.3K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.54K- 0.69% |
$74.6K - $81.2K
|
222K
$12.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.6K- 4.8% |
$77.6K - $84.5K
|
31.8K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 2.0% |
$78K - $84.9K
|
78.9K
$4.36M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.73K- 4.56% |
$83.4K - $90.8K
|
36.1K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.73K- 0.53% |
$83.5K - $90.9K
|
326K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.75K- 14.45% |
$84.6K - $92.1K
|
10.4K
$571K
|