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 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
107K+ 97.07% |
$5.17M - $5.62M
|
217K
$13.6M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
105K+ 3.32% |
$5.07M - $5.52M
|
3.26M
$204M
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
101KNew |
$4.88M - $5.31M
|
101K
$6.32M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
99.3K+ 4.55% |
$4.8M - $5.23M
|
2.28M
$143M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
97.2KNew |
$4.7M - $5.12M
|
97.2K
$6.09M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
95K+ 6.36% |
$4.6M - $5M
|
1.59M
$99.5M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92.3K+ 148.64% |
$4.47M - $4.86M
|
154K
$9.67M
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
88.1KNew |
$4.26M - $4.64M
|
88.1K
$5.52M
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
87.3K+ 6.84% |
$4.22M - $4.6M
|
1.36M
$85.5M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
86.5K+ 20.57% |
$4.19M - $4.56M
|
507K
$31.8M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
86.5K+ 30.52% |
$4.18M - $4.55M
|
370K
$23.2M
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
84.9KNew |
$4.11M - $4.47M
|
84.9K
$5.32M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
82.6K+ 37.47% |
$4M - $4.35M
|
303K
$19M
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
79.6K+ 18.56% |
$3.85M - $4.19M
|
509K
$31.9M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
79.4K+ 10.53% |
$3.84M - $4.18M
|
834K
$52.2M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
79.1K+ 1591.49% |
$3.83M - $4.17M
|
84.1K
$5.27M
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
78.9KNew |
$3.82M - $4.15M
|
78.9K
$4.94M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
77.9K+ 231.47% |
$3.77M - $4.1M
|
112K
$6.99M
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
75.7K+ 49.27% |
$3.66M - $3.98M
|
229K
$14.4M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
74.7K+ 10.36% |
$3.61M - $3.93M
|
795K
$49.8M
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
73.8KNew |
$3.57M - $3.89M
|
73.8K
$4.62M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
68.9KNew |
$3.33M - $3.63M
|
68.9K
$4.31M
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
67.3KNew |
$3.26M - $3.54M
|
67.3K
$4.22M
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
67.1K+ 125.23% |
$3.25M - $3.53M
|
121K
$7.56M
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
66.2KNew |
$3.2M - $3.49M
|
66.2K
$4.15M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
64.2KNew |
$3.11M - $3.38M
|
64.2K
$4.02M
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
63.8K+ 73.05% |
$3.08M - $3.36M
|
151K
$9.46M
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
62.6KNew |
$3.03M - $3.3M
|
62.6K
$3.92M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
62.4KNew |
$3.02M - $3.29M
|
62.4K
$3.91M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
62.3K+ 3328.19% |
$3.02M - $3.28M
|
64.2K
$4.02M
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
62.2K+ 386.98% |
$3.01M - $3.27M
|
78.3K
$4.9M
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
62KNew |
$3M - $3.27M
|
62K
$3.89M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
61.3K+ 29.84% |
$2.97M - $3.23M
|
267K
$16.7M
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
60.8KNew |
$2.94M - $3.2M
|
60.8K
$3.81M
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
60.3KNew |
$2.92M - $3.18M
|
60.3K
$3.78M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
60.1K+ 137.4% |
$2.91M - $3.17M
|
104K
$6.51M
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
60.1KNew |
$2.91M - $3.16M
|
60.1K
$3.76M
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
59.9KNew |
$2.9M - $3.15M
|
59.9K
$3.75M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58.6K+ 19.09% |
$2.83M - $3.08M
|
365K
$22.9M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58.3K+ 4.67% |
$2.82M - $3.07M
|
1.31M
$81.8M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
58.1K+ 84.99% |
$2.81M - $3.06M
|
126K
$7.92M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
57.8K+ 700.36% |
$2.8M - $3.04M
|
66.1K
$4.14M
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
57.4K+ 4.68% |
$2.78M - $3.02M
|
1.28M
$80.3M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.2K+ 115.76% |
$2.77M - $3.01M
|
107K
$6.68M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
56.5K+ 4.55% |
$2.73M - $2.97M
|
1.3M
$81.3M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.5K+ 122.88% |
$2.73M - $2.97M
|
102K
$6.42M
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
55.5K+ 9.63% |
$2.68M - $2.92M
|
632K
$39.6M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
54.9KNew |
$2.66M - $2.89M
|
54.9K
$3.44M
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
54.5KNew |
$2.64M - $2.87M
|
54.5K
$3.41M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54.5K+ 11.49% |
$2.64M - $2.87M
|
529K
$33.1M
|