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 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.76K- 3.16% |
$85.1K - $92.7K
|
53.9K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.79K- 1.76% |
$86.4K - $94.1K
|
99.6K
$5.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.81K- 23.14% |
$87.5K - $95.2K
|
6.01K
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.82K- 0.5% |
$88.1K - $95.9K
|
366K
$20.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.83K- 8.39% |
$88.3K - $96.1K
|
19.9K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 1.65% |
$90.3K - $98.2K
|
111K
$6.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-1.89K- 1.35% |
$91.4K - $99.5K
|
138K
$7.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Crcm LP
San Francisco, CA |
SELL
|
- |
-1.95K- 18.67% |
$94.3K - $103K
|
8.5K
$469K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.96K- 2.38% |
$94.6K - $103K
|
80.3K
$4.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.99K- 17.8% |
$96.3K - $105K
|
9.2K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.02K- 1.21% |
$97.5K - $106K
|
164K
$9.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.02K- 4.94% |
$97.9K - $107K
|
39K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.1K- 32.31% |
$102K - $111K
|
4.4K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.16K- 3.4% |
$104K - $114K
|
61.2K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.17K- 2.02% |
$105K - $114K
|
105K
$5.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.18K- 22.64% |
$106K - $115K
|
7.46K
$411K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.22K- 9.44% |
$107K - $117K
|
21.3K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.25K- 0.94% |
$109K - $118K
|
237K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.28K- 0.32% |
$110K - $120K
|
703K
$38.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.31K- 4.44% |
$112K - $122K
|
49.8K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.37K- 3.01% |
$114K - $125K
|
76.1K
$4.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.42K- 3.76% |
$117K - $127K
|
61.9K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.42K- 6.23% |
$117K - $128K
|
36.5K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.46K- 2.72% |
$119K - $130K
|
87.9K
$4.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-2.47K- 6.42% |
$119K - $130K
|
36K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.53K- 4.38% |
$123K - $133K
|
55.3K
$3.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.54K- 1.13% |
$123K - $134K
|
223K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.58K- 30.36% |
$125K - $136K
|
5.92K
$327K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.71K- 19.71% |
$131K - $143K
|
11K
$609K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.72K- 1.99% |
$132K - $143K
|
134K
$7.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.72K- 13.21% |
$132K - $143K
|
17.9K
$987K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
SELL
|
- |
-2.79K- 11.25% |
$135K - $147K
|
22K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.88K- 25.76% |
$139K - $152K
|
8.31K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.92K- 8.81% |
$141K - $154K
|
30.2K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.98K- 14.45% |
$144K - $157K
|
17.6K
$973K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3K- 10.42% |
$145K - $158K
|
25.8K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.03K- 2.09% |
$147K - $160K
|
142K
$7.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-3.14K- 24.31% |
$152K - $165K
|
9.79K
$540K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.15K- 3.21% |
$152K - $166K
|
95K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3.18K- 20.41% |
$154K - $167K
|
12.4K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.19K- 3.06% |
$154K - $168K
|
101K
$5.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.21K- 0.44% |
$155K - $169K
|
725K
$40M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.27K- 3.85% |
$158K - $172K
|
81.7K
$4.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-3.28K- 6.61% |
$159K - $173K
|
46.4K
$2.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-3.31K- 2.53% |
$160K - $174K
|
127K
$7.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.31K- 4.32% |
$160K - $174K
|
73.3K
$4.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.33K- 3.42% |
$161K - $175K
|
94.2K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.34K- 73.42% |
$161K - $176K
|
1.21K
$66.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.39K- 7.49% |
$164K - $179K
|
41.9K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.42K- 25.97% |
$165K - $180K
|
9.74K
$537K
|