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 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 21.73% |
$616K - $670K
|
71.3K
$3.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
12.5K+ 60.75% |
$605K - $659K
|
33.1K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
12.5KNew |
$605K - $658K
|
12.5K
$686K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
12.5K+ 619.38% |
$605K - $658K
|
14.5K
$797K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.4KNew |
$600K - $653K
|
12.4K
$680K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.3K+ 1.21% |
$597K - $650K
|
1.03M
$56.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12KNew |
$580K - $632K
|
12K
$659K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
11.8KNew |
$572K - $623K
|
11.8K
$649K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
11.4K+ 11.41% |
$551K - $599K
|
111K
$6.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
11.4K+ 0.82% |
$550K - $599K
|
1.4M
$76.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11.3KNew |
$546K - $594K
|
11.3K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
11.2K+ 13.52% |
$542K - $590K
|
94K
$5.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
10.9KNew |
$527K - $574K
|
10.9K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10.9KNew |
$527K - $573K
|
10.9K
$597K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$524K - $571K
|
10.8K
$595K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
10.8K+ 4.38% |
$522K - $569K
|
257K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
10.6K+ 32.6% |
$513K - $558K
|
43.1K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
10.4KNew |
$501K - $545K
|
10.4K
$568K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
10.3KNew |
$496K - $540K
|
10.3K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
10.2KNew |
$495K - $538K
|
10.2K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.2K+ 4.04% |
$493K - $537K
|
263K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
10.1KNew |
$490K - $533K
|
10.1K
$556K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.71K+ 115.6% |
$470K - $511K
|
18.1K
$994K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
9.52KNew |
$460K - $501K
|
9.52K
$522K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
9.18K+ 2.31% |
$444K - $483K
|
407K
$22.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.06K+ 96.14% |
$438K - $477K
|
18.5K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.01K+ 49.75% |
$436K - $475K
|
27.1K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
8.95KNew |
$433K - $471K
|
8.95K
$491K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.93KNew |
$432K - $470K
|
8.93K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
8.88KNew |
$430K - $468K
|
8.88K
$488K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
8.83KNew |
$427K - $465K
|
8.83K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.8K+ 193.68% |
$425K - $463K
|
13.3K
$732K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.78KNew |
$425K - $462K
|
8.78K
$482K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.72K+ 32.35% |
$422K - $459K
|
35.7K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
8.59KNew |
$415K - $452K
|
8.59K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.42KNew |
$407K - $443K
|
8.42K
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.11K+ 11.29% |
$392K - $427K
|
80K
$4.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7.77K+ 3.18% |
$376K - $409K
|
252K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
7.73K+ 6.8% |
$374K - $407K
|
122K
$6.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
7.59K+ 1.85% |
$367K - $400K
|
418K
$22.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
7.53K+ 4.82% |
$364K - $397K
|
164K
$9M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
7.51KNew |
$363K - $396K
|
7.51K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
7.5KNew |
$363K - $395K
|
7.5K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.39K+ 147.3% |
$357K - $389K
|
12.4K
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.28KNew |
$352K - $384K
|
7.28K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.26K+ 114.54% |
$351K - $382K
|
13.6K
$746K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.25KNew |
$351K - $382K
|
7.25K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.02K+ 16.17% |
$340K - $370K
|
50.4K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.02K+ 5.67% |
$340K - $370K
|
131K
$7.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.96K+ 9.81% |
$337K - $367K
|
78K
$4.28M
|