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 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
400+ 1.37% |
$19.3K - $21.1K
|
29.7K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
393+ 8.15% |
$19K - $20.7K
|
5.22K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
377+ 2.23% |
$18.2K - $19.8K
|
17.3K
$915K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
368+ 0.76% |
$17.8K - $19.4K
|
48.9K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
357+ 1.68% |
$17.3K - $18.8K
|
21.6K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
347+ 0.33% |
$16.8K - $18.3K
|
104K
$5.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
337+ 3.88% |
$16.3K - $17.7K
|
9.02K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
333+ 65.68% |
$16.1K - $17.5K
|
840
$44.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
328+ 0.2% |
$15.9K - $17.3K
|
168K
$8.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
305+ 6.69% |
$14.8K - $16.1K
|
4.87K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
300New |
$14.5K - $15.8K
|
300
$15.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
298New |
$14.4K - $15.7K
|
298
$15.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
288+ 0.13% |
$13.9K - $15.2K
|
221K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
281+ 3.57% |
$13.6K - $14.8K
|
8.14K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
280+ 0.16% |
$13.5K - $14.7K
|
171K
$9.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
263New |
$12.7K - $13.8K
|
263
$13.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
257+ 1.6% |
$12.4K - $13.5K
|
16.4K
$865K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
255New |
$12.3K - $13.4K
|
255
$13.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
250+ 3.22% |
$12.1K - $13.2K
|
8.02K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
215+ 2.66% |
$10.4K - $11.3K
|
8.29K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
212+ 1.24% |
$10.3K - $11.2K
|
17.3K
$913K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$9.67K - $10.5K
|
200
$10.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
195+ 2.32% |
$9.43K - $10.3K
|
8.6K
$454K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
185+ 0.84% |
$8.95K - $9.74K
|
22.3K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
177+ 2.03% |
$8.56K - $9.32K
|
8.9K
$470K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
177+ 0.73% |
$8.56K - $9.32K
|
24.3K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
172+ 18.3% |
$8.32K - $9.06K
|
1.11K
$58.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
158+ 0.63% |
$7.64K - $8.32K
|
25.1K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
149+ 5.96% |
$7.21K - $7.84K
|
2.65K
$140K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
145+ 0.69% |
$7.01K - $7.63K
|
21.3K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
145+ 1.74% |
$7.01K - $7.63K
|
8.46K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
145+ 12.78% |
$7.01K - $7.63K
|
1.28K
$67.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
138+ 1.3% |
$6.68K - $7.27K
|
10.8K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
113+ 0.87% |
$5.47K - $5.95K
|
13.1K
$693K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
110+ 1.92% |
$5.32K - $5.79K
|
5.83K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
105+ 0.39% |
$5.08K - $5.53K
|
27K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
96+ 1.83% |
$4.64K - $5.05K
|
5.34K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
96+ 1.74% |
$4.64K - $5.05K
|
5.61K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
93+ 0.8% |
$4.5K - $4.9K
|
11.7K
$617K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
80+ 1.38% |
$3.87K - $4.21K
|
5.88K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
74+ 10.39% |
$3.58K - $3.9K
|
786
$41.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
59+ 0.02% |
$2.85K - $3.11K
|
371K
$19.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
55+ 0.25% |
$2.66K - $2.9K
|
22K
$1.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
53New |
$2.56K - $2.79K
|
53
$2.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
52New |
$2.52K - $2.74K
|
52
$2.75K
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
51+ 0.77% |
$2.47K - $2.69K
|
6.71K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
50+ 0.21% |
$2.42K - $2.63K
|
24.2K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
50+ 1.06% |
$2.42K - $2.63K
|
4.79K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
49+ 0.31% |
$2.37K - $2.58K
|
16K
$848K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
40New |
$1.93K - $2.11K
|
40
$2.11K
|