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 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 0.32% |
$435 - $474
|
2.84K
$178K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-10- 0.08% |
$484 - $527
|
12.5K
$782K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.02% |
$484 - $527
|
53.6K
$3.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-12- 0.07% |
$580 - $632
|
16.3K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-12- 0.06% |
$580 - $632
|
18.9K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-16- 0.05% |
$774 - $842
|
29.6K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-17- 0.02% |
$822 - $895
|
87.8K
$5.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 1.34% |
$967 - $1.05K
|
1.47K
$91.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-25- 11.11% |
$1.21K - $1.32K
|
200
$12.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-29- 0.28% |
$1.4K - $1.53K
|
10.5K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-30- 0.03% |
$1.45K - $1.58K
|
94.3K
$5.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-31- 0.68% |
$1.5K - $1.63K
|
4.52K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.3% |
$1.89K - $2.05K
|
12.9K
$806K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-46- 34.59% |
$2.23K - $2.42K
|
87
$5.45K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-48- 0.07% |
$2.32K - $2.53K
|
69.4K
$4.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 38.46% |
$2.42K - $2.63K
|
80
$5.01K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-50- 0.75% |
$2.42K - $2.63K
|
6.62K
$415K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-51- 0.27% |
$2.47K - $2.69K
|
18.8K
$1.18M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-56- 3.87% |
$2.71K - $2.95K
|
1.39K
$87.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-60- 0.96% |
$2.9K - $3.16K
|
6.19K
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-61- 0.32% |
$2.95K - $3.21K
|
18.9K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-65- 1.07% |
$3.14K - $3.42K
|
5.99K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-66- 0.52% |
$3.19K - $3.47K
|
12.5K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-68- 0.73% |
$3.29K - $3.58K
|
9.31K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-70- 0.92% |
$3.39K - $3.69K
|
7.55K
$473K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-75- 1.22% |
$3.63K - $3.95K
|
6.09K
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-75- 0.82% |
$3.63K - $3.95K
|
9.12K
$571K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-80- 0.82% |
$3.87K - $4.21K
|
9.65K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-82- 6.94% |
$3.97K - $4.32K
|
1.1K
$68.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-83- 2.53% |
$4.01K - $4.37K
|
3.2K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-85- 0.76% |
$4.11K - $4.48K
|
11.2K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-86- 0.42% |
$4.16K - $4.53K
|
20.2K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-87- 3.28% |
$4.21K - $4.58K
|
2.56K
$160K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-87- 0.84% |
$4.21K - $4.58K
|
10.3K
$643K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-87- 0.64% |
$4.21K - $4.58K
|
13.6K
$852K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-94- 3.81% |
$4.55K - $4.95K
|
2.37K
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-96- 0.97% |
$4.64K - $5.05K
|
9.83K
$615K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-100- 1.14% |
$4.84K - $5.27K
|
8.69K
$544K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-100- 0.2% |
$4.84K - $5.27K
|
50.3K
$3.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-103- 0.26% |
$4.98K - $5.42K
|
39.4K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-103- 0.01% |
$4.98K - $5.42K
|
792K
$49.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-107- 1.5% |
$5.18K - $5.63K
|
7.03K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-108- 0.97% |
$5.22K - $5.69K
|
11.1K
$694K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-113- 78.47% |
$5.47K - $5.95K
|
31
$1.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-116- 1.85% |
$5.61K - $6.11K
|
6.15K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-117- 1.47% |
$5.66K - $6.16K
|
7.87K
$493K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.53% |
$6.05K - $6.58K
|
4.82K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-125- 0.63% |
$6.05K - $6.58K
|
19.8K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-125- 0.46% |
$6.05K - $6.58K
|
27K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-127- 0.24% |
$6.14K - $6.69K
|
52.5K
$3.29M
|