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 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-28.7K- 10.71% |
$1.39M - $1.51M
|
239K
$13.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-30.7K- 18.51% |
$1.49M - $1.62M
|
135K
$7.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-31.3K- 27.52% |
$1.51M - $1.65M
|
82.4K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-31.8K- 65.98% |
$1.54M - $1.68M
|
16.4K
$906K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-33.7K- 23.87% |
$1.63M - $1.78M
|
108K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-34K- 17.67% |
$1.64M - $1.79M
|
158K
$8.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-34.4K- 10.14% |
$1.66M - $1.81M
|
305K
$16.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-36.2K- 42.0% |
$1.75M - $1.91M
|
50K
$2.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-37K- 15.84% |
$1.79M - $1.95M
|
197K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-37.6K- 82.0% |
$1.82M - $1.98M
|
8.26K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-38K- 22.66% |
$1.84M - $2M
|
130K
$7.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38.6K- 4.84% |
$1.87M - $2.03M
|
759K
$41.8M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-39.3K- 4.89% |
$1.9M - $2.07M
|
764K
$42.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41K- 11.9% |
$1.98M - $2.16M
|
304K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-41.7K- 90.8% |
$2.02M - $2.2M
|
4.23K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.7K- 78.03% |
$2.02M - $2.2M
|
11.7K
$648K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-47.8K- 3.8% |
$2.31M - $2.51M
|
1.21M
$66.7M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-49.2K- 14.3% |
$2.38M - $2.59M
|
295K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-50.4K- 10.99% |
$2.44M - $2.65M
|
408K
$22.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50.5K- 16.67% |
$2.44M - $2.66M
|
252K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-62.1K- 89.59% |
$3M - $3.27M
|
7.22K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-66.6K- 11.32% |
$3.22M - $3.5M
|
521K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-78.9K- 19.9% |
$3.82M - $4.16M
|
318K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-93K- 98.45% |
$4.5M - $4.89M
|
1.46K
$80.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-94.7K- 87.69% |
$4.58M - $4.99M
|
13.3K
$733K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-97.7K- 9.45% |
$4.73M - $5.14M
|
936K
$51.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-98.3K- 39.38% |
$4.76M - $5.18M
|
151K
$8.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-110K- 23.46% |
$5.33M - $5.8M
|
360K
$19.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-112K- 4.33% |
$5.39M - $5.87M
|
2.47M
$136M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-113K- 40.97% |
$5.49M - $5.97M
|
163K
$9.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-125K- 8.54% |
$6.07M - $6.6M
|
1.34M
$74.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-142K- 28.83% |
$6.87M - $7.48M
|
351K
$19.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147K- 38.31% |
$7.13M - $7.76M
|
237K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-161K- 4.27% |
$7.79M - $8.48M
|
3.61M
$199M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-167K- 48.59% |
$8.07M - $8.78M
|
177K
$9.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-177K- 26.78% |
$8.57M - $9.33M
|
485K
$26.7M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-182K- 52.59% |
$8.79M - $9.57M
|
164K
$9.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-183K- 68.92% |
$8.84M - $9.63M
|
82.4K
$4.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-190K- 81.65% |
$9.2M - $10M
|
42.7K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-200K- 64.13% |
$9.65M - $10.5M
|
112K
$6.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-223K- 95.06% |
$10.8M - $11.7M
|
11.6K
$639K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-229K- 97.97% |
$11.1M - $12.1M
|
4.75K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
Mackay Shields LLC
|
SELL
|
- |
-240K- 25.77% |
$11.6M - $12.6M
|
690K
$38.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-254K- 43.86% |
$12.3M - $13.4M
|
326K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-291K- 3.33% |
$14.1M - $15.3M
|
8.45M
$466M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-338K- 93.79% |
$16.3M - $17.8M
|
22.4K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-358K- 91.34% |
$17.3M - $18.8M
|
33.9K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-371K- 70.4% |
$17.9M - $19.5M
|
156K
$8.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-374K- 10.42% |
$18.1M - $19.7M
|
3.21M
$177M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-446K- 40.76% |
$21.6M - $23.5M
|
648K
$35.7M
|