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
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-29- 0.28% |
$1.4K - $1.53K
|
10.5K
$574K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-31- 0.68% |
$1.5K - $1.63K
|
4.52K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.3% |
$1.89K - $2.05K
|
12.9K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-46- 34.59% |
$2.23K - $2.42K
|
87
$4.77K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-48- 0.07% |
$2.32K - $2.53K
|
69.4K
$3.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 38.46% |
$2.42K - $2.63K
|
80
$4.39K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-50- 0.75% |
$2.42K - $2.63K
|
6.62K
$363K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-56- 3.87% |
$2.71K - $2.95K
|
1.39K
$76.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-60- 0.96% |
$2.9K - $3.16K
|
6.19K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-61- 0.32% |
$2.95K - $3.21K
|
18.9K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-65- 1.07% |
$3.14K - $3.42K
|
5.99K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-75- 1.22% |
$3.63K - $3.95K
|
6.09K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-75- 0.82% |
$3.63K - $3.95K
|
9.12K
$501K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-80- 0.82% |
$3.87K - $4.21K
|
9.65K
$529K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-83- 2.53% |
$4.01K - $4.37K
|
3.2K
$176K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-87- 3.28% |
$4.21K - $4.58K
|
2.56K
$141K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-87- 0.64% |
$4.21K - $4.58K
|
13.6K
$746K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-87- 0.84% |
$4.21K - $4.58K
|
10.3K
$563K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-94- 3.81% |
$4.55K - $4.95K
|
2.37K
$130K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-96- 0.97% |
$4.64K - $5.05K
|
9.83K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-100- 1.14% |
$4.84K - $5.27K
|
8.69K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-103- 0.26% |
$4.98K - $5.42K
|
39.4K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-107- 1.5% |
$5.18K - $5.63K
|
7.03K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-108- 0.97% |
$5.22K - $5.69K
|
11.1K
$608K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-113- 78.47% |
$5.47K - $5.95K
|
31
$1.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-116- 1.85% |
$5.61K - $6.11K
|
6.15K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-117- 1.47% |
$5.66K - $6.16K
|
7.87K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.53% |
$6.05K - $6.58K
|
4.82K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-125- 0.46% |
$6.05K - $6.58K
|
27K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-125- 0.63% |
$6.05K - $6.58K
|
19.8K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-127- 0.24% |
$6.14K - $6.69K
|
52.5K
$2.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-137- 5.18% |
$6.63K - $7.21K
|
2.51K
$138K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-141- 81.5% |
$6.82K - $7.42K
|
32
$1.76K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-153- 0.18% |
$7.4K - $8.06K
|
82.7K
$4.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-195- 0.35% |
$9.43K - $10.3K
|
55.2K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-200- 0.41% |
$9.67K - $10.5K
|
48.3K
$2.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 0.21% |
$9.67K - $10.5K
|
94.5K
$5.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-200- 1.53% |
$9.67K - $10.5K
|
12.9K
$706K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-209- 0.61% |
$10.1K - $11K
|
34.3K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-226- 2.8% |
$10.9K - $11.9K
|
7.83K
$430K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-238- 0.34% |
$11.5K - $12.5K
|
70.8K
$3.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-272- 2.74% |
$13.2K - $14.3K
|
9.67K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-277- 0.35% |
$13.4K - $14.6K
|
78.6K
$4.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-279- 5.58% |
$13.5K - $14.7K
|
4.73K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-288- 1.37% |
$13.9K - $15.2K
|
20.7K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-302- 0.76% |
$14.6K - $15.9K
|
39.5K
$2.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-310- 3.82% |
$15K - $16.3K
|
7.8K
$428K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-310- 7.84% |
$15K - $16.3K
|
3.64K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-323- 0.65% |
$15.6K - $17K
|
49.2K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-350- 5.76% |
$16.9K - $18.4K
|
5.73K
$314K
|