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
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22.7K+ 40.72% |
$1.1M - $1.2M
|
78.5K
$4.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.6K+ 6.09% |
$1.09M - $1.19M
|
395K
$21.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.2KNew |
$1.07M - $1.17M
|
22.2K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
22.1KNew |
$1.07M - $1.17M
|
22.1K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21.9K+ 58.52% |
$1.06M - $1.15M
|
59.3K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
21.4KNew |
$1.04M - $1.13M
|
21.4K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
21.4K+ 4.29% |
$1.03M - $1.13M
|
520K
$28.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
21.2KNew |
$1.03M - $1.12M
|
21.2K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
21.2KNew |
$1.03M - $1.12M
|
21.2K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
21.2K+ 977.21% |
$1.02M - $1.12M
|
23.4K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
21.2KNew |
$1.02M - $1.11M
|
21.2K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.7KNew |
$951K - $1.04M
|
19.7K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.2K+ 13.27% |
$928K - $1.01M
|
164K
$8.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.8K+ 244.96% |
$911K - $991K
|
26.5K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
18.7KNew |
$905K - $985K
|
18.7K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
18.7KNew |
$902K - $982K
|
18.7K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
18.5KNew |
$896K - $975K
|
18.5K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
18.5KNew |
$895K - $974K
|
18.5K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.1KNew |
$873K - $951K
|
18.1K
$991K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
17.8K+ 18.91% |
$863K - $939K
|
112K
$6.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
17.5KNew |
$847K - $922K
|
17.5K
$961K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
17.5KNew |
$844K - $919K
|
17.5K
$958K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
17.3KNew |
$835K - $909K
|
17.3K
$948K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.2K+ 1.68% |
$834K - $908K
|
1.04M
$57.2M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
17.2KNew |
$834K - $908K
|
17.2K
$946K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17K+ 12.09% |
$823K - $896K
|
158K
$8.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
16.8K+ 16.47% |
$812K - $884K
|
119K
$6.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.7K+ 3.68% |
$809K - $881K
|
471K
$25.8M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
16.5K+ 23.05% |
$798K - $869K
|
88.1K
$4.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.4K+ 114.68% |
$793K - $863K
|
30.7K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.8K+ 10.46% |
$766K - $834K
|
167K
$9.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.7K+ 14.52% |
$760K - $828K
|
124K
$6.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.4KNew |
$745K - $810K
|
15.4K
$845K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
15.4K+ 26.84% |
$743K - $809K
|
72.6K
$3.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
15.4K+ 14.45% |
$743K - $808K
|
122K
$6.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
15KNew |
$724K - $788K
|
15K
$822K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
14.9K+ 17.19% |
$723K - $787K
|
102K
$5.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.8KNew |
$717K - $781K
|
14.8K
$814K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
14.7KNew |
$711K - $774K
|
14.7K
$806K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.2K+ 27.48% |
$689K - $750K
|
66K
$3.62M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.2K+ 235.27% |
$687K - $748K
|
20.2K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 139.42% |
$668K - $727K
|
23.7K
$1.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
13.8K+ 266.35% |
$668K - $727K
|
19K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
13.5KNew |
$654K - $711K
|
13.5K
$742K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
13.3KNew |
$641K - $698K
|
13.3K
$727K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$638K - $694K
|
13.2K
$723K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.2K+ 19.73% |
$636K - $693K
|
79.9K
$4.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13KNew |
$629K - $684K
|
13K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.8K+ 1.63% |
$621K - $676K
|
802K
$44M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
12.7KNew |
$616K - $671K
|
12.7K
$699K
|