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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
100+ 0.33% |
$4.84K - $5.27K
|
30.7K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
96+ 1.74% |
$4.64K - $5.05K
|
5.61K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
96New |
$4.64K - $5.05K
|
96
$5.27K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
96+ 1.83% |
$4.64K - $5.05K
|
5.34K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
93+ 0.8% |
$4.5K - $4.9K
|
11.7K
$640K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
80+ 1.38% |
$3.87K - $4.21K
|
5.88K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
76+ 1.88% |
$3.68K - $4K
|
4.12K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
74+ 10.39% |
$3.58K - $3.9K
|
786
$43.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70+ 0.41% |
$3.39K - $3.69K
|
17.2K
$943K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
60+ 0.63% |
$2.9K - $3.16K
|
9.64K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
59+ 0.02% |
$2.85K - $3.11K
|
371K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
57New |
$2.76K - $3K
|
57
$3.13K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
55+ 0.25% |
$2.66K - $2.9K
|
22K
$1.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
53New |
$2.56K - $2.79K
|
53
$2.91K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
52New |
$2.52K - $2.74K
|
52
$2.85K
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
51+ 0.77% |
$2.47K - $2.69K
|
6.71K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
50+ 0.21% |
$2.42K - $2.63K
|
24.2K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
50+ 1.06% |
$2.42K - $2.63K
|
4.79K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
49+ 0.31% |
$2.37K - $2.58K
|
16K
$880K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
40New |
$1.93K - $2.11K
|
40
$2.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
40New |
$1.93K - $2.11K
|
40
$2.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
39+ 0.58% |
$1.89K - $2.05K
|
6.79K
$372K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
38New |
$1.84K - $2K
|
38
$2.09K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
37+ 0.1% |
$1.79K - $1.95K
|
38.1K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
36+ 0.77% |
$1.74K - $1.9K
|
4.74K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
32+ 6.61% |
$1.55K - $1.68K
|
516
$28.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32+ 0.25% |
$1.55K - $1.68K
|
13K
$713K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
32+ 0.53% |
$1.55K - $1.68K
|
6.03K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
28+ 0.5% |
$1.35K - $1.47K
|
5.64K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
27+ 0.48% |
$1.31K - $1.42K
|
5.69K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
24+ 0.18% |
$1.16K - $1.26K
|
13.7K
$753K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.08% |
$967 - $1.05K
|
23.7K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18+ 0.31% |
$871 - $948
|
5.82K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11+ 0.1% |
$532 - $579
|
10.9K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
11+ 1.85% |
$532 - $579
|
605
$33.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 0.18% |
$339 - $369
|
3.94K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$145 - $158
|
4.15K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 0.25% |
$96.7 - $105
|
804
$44.1K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
2+ 0.01% |
$96.7 - $105
|
24.2K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$193 - $211
|
11.7K
$641K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$193 - $211
|
10.9K
$600K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-5- 0.12% |
$242 - $263
|
4.22K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5- 0.33% |
$242 - $263
|
1.53K
$83.7K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.02% |
$484 - $527
|
53.6K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-10- 0.08% |
$484 - $527
|
12.5K
$686K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-12- 0.07% |
$580 - $632
|
16.3K
$894K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-12- 0.06% |
$580 - $632
|
18.9K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-16- 0.05% |
$774 - $842
|
29.6K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-17- 0.02% |
$822 - $895
|
87.8K
$4.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 1.34% |
$967 - $1.05K
|
1.47K
$80.5K
|