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 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-496- 27.21% |
$24K - $26.1K
|
1.33K
$69K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-515- 5.19% |
$24.9K - $27.1K
|
9.42K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-523- 0.37% |
$25.3K - $27.5K
|
140K
$7.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 2.83% |
$29K - $31.6K
|
20.6K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-690- 0.1% |
$33.4K - $36.3K
|
680K
$35.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-695- 0.83% |
$33.6K - $36.6K
|
83.1K
$4.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-704- 14.79% |
$34.1K - $37.1K
|
4.06K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-754- 9.06% |
$36.5K - $39.7K
|
7.57K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-763- 1.08% |
$36.9K - $40.2K
|
69.9K
$3.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-778- 8.42% |
$37.6K - $41K
|
8.46K
$440K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-807- 16.03% |
$39K - $42.5K
|
4.23K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-904- 3.39% |
$43.7K - $47.6K
|
25.8K
$1.34M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-920- 4.73% |
$44.5K - $48.4K
|
18.5K
$963K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-954- 6.34% |
$46.1K - $50.2K
|
14.1K
$733K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.19K- 0.76% |
$57.5K - $62.6K
|
155K
$8.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 2.14% |
$59.6K - $64.9K
|
56.3K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.37K- 7.52% |
$66.1K - $71.9K
|
16.8K
$873K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.38K- 2.32% |
$66.9K - $72.9K
|
58.2K
$3.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.44K- 1.58% |
$69.6K - $75.7K
|
89.7K
$4.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.49K- 12.11% |
$72K - $78.3K
|
10.8K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 3.63% |
$73.4K - $79.9K
|
40.3K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 2.0% |
$78K - $84.9K
|
78.9K
$4.1M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.73K- 4.56% |
$83.4K - $90.8K
|
36.1K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.73K- 0.53% |
$83.5K - $90.9K
|
326K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.75K- 14.45% |
$84.6K - $92.1K
|
10.4K
$538K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.76K- 3.16% |
$85.1K - $92.7K
|
53.9K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.79K- 1.76% |
$86.4K - $94.1K
|
99.6K
$5.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.83K- 8.39% |
$88.3K - $96.1K
|
19.9K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.99K- 17.8% |
$96.3K - $105K
|
9.2K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.1K- 32.31% |
$102K - $111K
|
4.4K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.31K- 4.44% |
$112K - $122K
|
49.8K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.42K- 6.23% |
$117K - $128K
|
36.5K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.54K- 1.13% |
$123K - $134K
|
223K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.72K- 1.99% |
$132K - $143K
|
134K
$6.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
SELL
|
- |
-2.79K- 11.25% |
$135K - $147K
|
22K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.88K- 25.76% |
$139K - $152K
|
8.31K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-3.14K- 24.31% |
$152K - $165K
|
9.79K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3.18K- 20.41% |
$154K - $167K
|
12.4K
$644K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.27K- 3.85% |
$158K - $172K
|
81.7K
$4.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.33K- 3.42% |
$161K - $175K
|
94.2K
$4.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.44K- 12.03% |
$166K - $181K
|
25.2K
$1.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-3.61K- 50.58% |
$175K - $190K
|
3.53K
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.83K- 0.89% |
$185K - $202K
|
425K
$22.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.04K- 0.5% |
$196K - $213K
|
797K
$41.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4.13K- 4.3% |
$200K - $217K
|
91.9K
$4.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.57K- 14.51% |
$221K - $241K
|
26.9K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.92K- 3.44% |
$238K - $259K
|
138K
$7.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.16K- 48.4% |
$250K - $272K
|
5.5K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.48K- 1.75% |
$265K - $289K
|
308K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.53K- 8.29% |
$268K - $291K
|
61.2K
$3.18M
|