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 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.08K- 99.9% |
$294K - $320K
|
6
$332
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.42K- 50.0% |
$310K - $338K
|
6.42K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-6.5K- 1.53% |
$314K - $342K
|
419K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-6.56K- 1.82% |
$317K - $345K
|
354K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.08K- 2.34% |
$343K - $373K
|
296K
$16.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-7.21K- 51.37% |
$349K - $379K
|
6.82K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.48K- 45.04% |
$362K - $394K
|
9.13K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.51K- 1.14% |
$363K - $395K
|
651K
$36M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-7.58K- 3.29% |
$367K - $399K
|
223K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-7.58K- 56.02% |
$367K - $399K
|
5.95K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.64K- 8.32% |
$369K - $402K
|
84.2K
$4.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-7.75K- 3.23% |
$375K - $408K
|
232K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7.9K- 93.99% |
$382K - $416K
|
505
$27.9K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.99K- 7.09% |
$387K - $421K
|
105K
$5.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-8.01K- 19.06% |
$387K - $422K
|
34K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-8.06K- 3.73% |
$390K - $424K
|
208K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-8.52K- 4.5% |
$412K - $449K
|
181K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-8.7K- 2.16% |
$421K - $458K
|
395K
$21.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.76K- 3.15% |
$424K - $461K
|
269K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-8.84K- 12.65% |
$427K - $465K
|
61K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.05K- 8.53% |
$438K - $477K
|
97K
$5.36M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.3K- 83.42% |
$450K - $490K
|
1.85K
$102K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-9.4K- 12.26% |
$455K - $495K
|
67.3K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-9.46K- 4.17% |
$457K - $498K
|
218K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.57K- 35.21% |
$463K - $504K
|
17.6K
$974K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.9K- 15.2% |
$479K - $521K
|
55.3K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-10K- 32.26% |
$484K - $527K
|
21K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-10K- 1.89% |
$484K - $527K
|
520K
$28.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 22.78% |
$506K - $551K
|
35.5K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-10.8K- 48.21% |
$522K - $568K
|
11.6K
$641K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.9K- 28.36% |
$525K - $571K
|
27.4K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-11K- 48.29% |
$534K - $581K
|
11.8K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-11.1K- 22.58% |
$539K - $586K
|
38.2K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-11.2K- 59.4% |
$540K - $588K
|
7.63K
$422K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-11.3K- 11.41% |
$547K - $596K
|
87.8K
$4.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.5K- 14.55% |
$554K - $604K
|
67.3K
$3.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13K- 8.2% |
$629K - $685K
|
146K
$8.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13.6K- 5.2% |
$656K - $714K
|
247K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-13.6K- 58.26% |
$659K - $718K
|
9.76K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 23.53% |
$687K - $748K
|
46.2K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14.4K- 26.51% |
$695K - $756K
|
39.8K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-15.5K- 4.69% |
$749K - $815K
|
314K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-16.5K- 7.37% |
$799K - $870K
|
208K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16.5K- 14.11% |
$800K - $871K
|
101K
$5.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-16.6K- 3.15% |
$805K - $876K
|
511K
$28.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16.7K- 3.43% |
$810K - $881K
|
472K
$26.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.4K- 2.76% |
$937K - $1.02M
|
682K
$37.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-19.6K- 19.46% |
$947K - $1.03M
|
81K
$4.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-19.8K- 49.5% |
$958K - $1.04M
|
20.2K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-20.3K- 4.52% |
$984K - $1.07M
|
430K
$23.8M
|