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
|
Csenge Advisory Group
|
BUY
|
- |
9.71K+ 115.6% |
$470K - $511K
|
18.1K
$957K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.01K+ 49.75% |
$436K - $475K
|
27.1K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.93KNew |
$432K - $470K
|
8.93K
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
8.88KNew |
$430K - $468K
|
8.88K
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.8K+ 193.68% |
$425K - $463K
|
13.3K
$705K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.78KNew |
$425K - $462K
|
8.78K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.42KNew |
$407K - $443K
|
8.42K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.11K+ 11.29% |
$392K - $427K
|
80K
$4.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.77K+ 3.18% |
$376K - $409K
|
252K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
7.73K+ 6.8% |
$374K - $407K
|
122K
$6.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
7.59K+ 1.85% |
$367K - $400K
|
418K
$22.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.39K+ 147.3% |
$357K - $389K
|
12.4K
$656K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.25KNew |
$351K - $382K
|
7.25K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.02K+ 5.67% |
$340K - $370K
|
131K
$6.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.96K+ 9.81% |
$337K - $367K
|
78K
$4.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6.84K+ 7.15% |
$331K - $360K
|
102K
$5.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.78K+ 46.62% |
$328K - $357K
|
21.3K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6.67K+ 60.25% |
$323K - $351K
|
17.7K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.65K+ 4.97% |
$322K - $350K
|
141K
$7.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.62K+ 3.3% |
$320K - $348K
|
207K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.59K+ 42.99% |
$319K - $347K
|
21.9K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.49K+ 26.23% |
$314K - $342K
|
31.3K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.45K+ 3.28% |
$312K - $339K
|
203K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
6.38KNew |
$309K - $336K
|
6.38K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.23KNew |
$301K - $328K
|
6.23K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
6.17KNew |
$298K - $325K
|
6.17K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6.03KNew |
$292K - $317K
|
6.03K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.95K+ 42.93% |
$288K - $313K
|
19.8K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.91K+ 60.05% |
$286K - $311K
|
15.8K
$833K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.86K+ 17.96% |
$283K - $308K
|
38.5K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.85KNew |
$283K - $308K
|
5.85K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.7KNew |
$276K - $300K
|
5.7K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.62KNew |
$272K - $296K
|
5.62K
$297K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.43K+ 10.19% |
$263K - $286K
|
58.7K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.37KNew |
$260K - $283K
|
5.37K
$284K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
5.26K+ 1.84% |
$254K - $277K
|
290K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.17KNew |
$250K - $272K
|
5.17K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.08KNew |
$246K - $267K
|
5.08K
$269K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.03K+ 3.92% |
$243K - $265K
|
134K
$7.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.87KNew |
$236K - $257K
|
4.87K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.76K+ 3.43% |
$230K - $251K
|
144K
$7.6M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.61KNew |
$223K - $243K
|
4.61K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.61KNew |
$223K - $243K
|
4.61K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.59K+ 17.08% |
$222K - $242K
|
31.5K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.58K+ 1.42% |
$222K - $241K
|
326K
$17.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.31KNew |
$209K - $227K
|
4.31K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.3K+ 70.74% |
$208K - $227K
|
10.4K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
4.25K+ 30.35% |
$206K - $224K
|
18.3K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.24KNew |
$205K - $223K
|
4.24K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07KNew |
$197K - $214K
|
4.07K
$215K
|