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 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
24+ 0.18% |
$1.16K - $1.26K
|
13.7K
$759K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.08% |
$967 - $1.05K
|
23.7K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18+ 0.31% |
$871 - $948
|
5.82K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11+ 0.1% |
$532 - $579
|
10.9K
$601K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
11+ 1.85% |
$532 - $579
|
605
$33.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 0.18% |
$339 - $369
|
3.94K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$145 - $158
|
4.15K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
2+ 0.01% |
$96.7 - $105
|
24.2K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 0.25% |
$96.7 - $105
|
804
$44.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1- -0.0% |
$48.4 - $52.7
|
52.3K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-4- 0.02% |
$193 - $211
|
17.8K
$983K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$193 - $211
|
11.7K
$645K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$193 - $211
|
10.9K
$604K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-5- 0.12% |
$242 - $263
|
4.22K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5- 0.33% |
$242 - $263
|
1.53K
$84.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 0.32% |
$435 - $474
|
2.84K
$157K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.02% |
$484 - $527
|
53.6K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-10- 0.08% |
$484 - $527
|
12.5K
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-12- 0.06% |
$580 - $632
|
18.9K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-12- 0.07% |
$580 - $632
|
16.3K
$901K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-16- 0.05% |
$774 - $842
|
29.6K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-17- 0.02% |
$822 - $895
|
87.8K
$4.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 1.34% |
$967 - $1.05K
|
1.47K
$81.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-25- 11.11% |
$1.21K - $1.32K
|
200
$11.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-29- 0.28% |
$1.4K - $1.53K
|
10.5K
$578K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-31- 0.68% |
$1.5K - $1.63K
|
4.52K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.3% |
$1.89K - $2.05K
|
12.9K
$712K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-46- 34.59% |
$2.23K - $2.42K
|
87
$4.81K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-48- 0.07% |
$2.32K - $2.53K
|
69.4K
$3.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 38.46% |
$2.42K - $2.63K
|
80
$4.42K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-50- 0.75% |
$2.42K - $2.63K
|
6.62K
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-51- 0.27% |
$2.47K - $2.69K
|
18.8K
$1.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-56- 3.87% |
$2.71K - $2.95K
|
1.39K
$76.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-60- 0.96% |
$2.9K - $3.16K
|
6.19K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-61- 0.32% |
$2.95K - $3.21K
|
18.9K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-65- 1.07% |
$3.14K - $3.42K
|
5.99K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-66- 0.52% |
$3.19K - $3.47K
|
12.5K
$692K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-68- 0.73% |
$3.29K - $3.58K
|
9.31K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-70- 0.92% |
$3.39K - $3.69K
|
7.55K
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-75- 1.22% |
$3.63K - $3.95K
|
6.09K
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-75- 0.82% |
$3.63K - $3.95K
|
9.12K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-80- 0.82% |
$3.87K - $4.21K
|
9.65K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-82- 6.94% |
$3.97K - $4.32K
|
1.1K
$60.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-83- 2.53% |
$4.01K - $4.37K
|
3.2K
$177K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-87- 0.84% |
$4.21K - $4.58K
|
10.3K
$567K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-87- 0.64% |
$4.21K - $4.58K
|
13.6K
$752K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-87- 3.28% |
$4.21K - $4.58K
|
2.56K
$142K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-94- 3.81% |
$4.55K - $4.95K
|
2.37K
$131K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-96- 0.97% |
$4.64K - $5.05K
|
9.83K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-100- 0.2% |
$4.84K - $5.27K
|
50.3K
$2.78M
|