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 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.85K- 6.6% |
$186K - $203K
|
54.6K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.86K- 2.27% |
$187K - $203K
|
166K
$9.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.91K- 6.1% |
$189K - $206K
|
60.2K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.94K- 1.65% |
$191K - $207K
|
235K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.04K- 0.5% |
$196K - $213K
|
797K
$43.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4.13K- 4.3% |
$200K - $217K
|
91.9K
$5.04M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.41K- 12.66% |
$213K - $232K
|
30.4K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.54K- 35.1% |
$220K - $239K
|
8.39K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4.57K- 1.67% |
$221K - $240K
|
269K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.57K- 14.51% |
$221K - $241K
|
26.9K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.61K- 52.55% |
$223K - $243K
|
4.16K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-4.77K- 3.23% |
$230K - $251K
|
143K
$7.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.79K- 0.49% |
$232K - $252K
|
965K
$52.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-4.8K- 0.77% |
$232K - $253K
|
618K
$33.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.92K- 3.44% |
$238K - $259K
|
138K
$7.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.05K- 8.65% |
$244K - $266K
|
53.3K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.16K- 48.4% |
$250K - $272K
|
5.5K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.32K- 14.69% |
$257K - $280K
|
30.9K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-5.38K- 1.17% |
$260K - $283K
|
456K
$25M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.48K- 1.75% |
$265K - $289K
|
308K
$16.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.53K- 8.29% |
$268K - $291K
|
61.2K
$3.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-5.64K- 1.17% |
$273K - $297K
|
475K
$26.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-5.73K- 1.77% |
$277K - $302K
|
318K
$17.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.73K- 6.34% |
$277K - $302K
|
84.7K
$4.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.95K- 2.83% |
$288K - $313K
|
204K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-6.02K- 2.37% |
$291K - $317K
|
248K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.08K- 99.9% |
$294K - $320K
|
6
$329
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.42K- 50.0% |
$310K - $338K
|
6.42K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-6.5K- 1.53% |
$314K - $342K
|
419K
$23M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-6.56K- 1.82% |
$317K - $345K
|
354K
$19.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-7.21K- 51.37% |
$349K - $379K
|
6.82K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.48K- 45.04% |
$362K - $394K
|
9.13K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-7.58K- 3.29% |
$367K - $399K
|
223K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-7.58K- 56.02% |
$367K - $399K
|
5.95K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7.9K- 93.99% |
$382K - $416K
|
505
$27.7K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.99K- 7.09% |
$387K - $421K
|
105K
$5.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-8.52K- 4.5% |
$412K - $449K
|
181K
$9.93M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.76K- 3.15% |
$424K - $461K
|
269K
$14.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-8.84K- 12.65% |
$427K - $465K
|
61K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.05K- 8.53% |
$438K - $477K
|
97K
$5.32M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-9.4K- 12.26% |
$455K - $495K
|
67.3K
$3.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-9.46K- 4.17% |
$457K - $498K
|
218K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.57K- 35.21% |
$463K - $504K
|
17.6K
$967K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.9K- 15.2% |
$479K - $521K
|
55.3K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-10K- 32.26% |
$484K - $527K
|
21K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 22.78% |
$506K - $551K
|
35.5K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.9K- 28.36% |
$525K - $571K
|
27.4K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-11.2K- 59.4% |
$540K - $588K
|
7.63K
$419K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-11.3K- 11.41% |
$547K - $596K
|
87.8K
$4.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.5K- 14.55% |
$554K - $604K
|
67.3K
$3.7M
|