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 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.3K+ 70.74% |
$208K - $227K
|
10.4K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.27K+ 3.95% |
$206K - $225K
|
112K
$6.16M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
4.25K+ 30.35% |
$206K - $224K
|
18.3K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.24KNew |
$205K - $223K
|
4.24K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.1K+ 2926.43% |
$198K - $216K
|
4.24K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07KNew |
$197K - $214K
|
4.07K
$223K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
4.02K+ 2.71% |
$195K - $212K
|
153K
$8.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.97K+ 1.92% |
$192K - $209K
|
211K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.93KNew |
$190K - $207K
|
3.93K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
3.88K+ 1.33% |
$188K - $204K
|
296K
$16.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.85K+ 7398.08% |
$186K - $203K
|
3.9K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
3.75K+ 50.39% |
$182K - $198K
|
11.2K
$615K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.6K+ 63.14% |
$174K - $190K
|
9.3K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.48KNew |
$168K - $183K
|
3.48K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.44KNew |
$166K - $181K
|
3.44K
$189K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.29K+ 2.22% |
$159K - $173K
|
151K
$8.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.26K+ 29.7% |
$158K - $171K
|
14.2K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.24K+ 4.65% |
$157K - $171K
|
73K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.1K+ 6.3% |
$150K - $163K
|
52.3K
$2.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.06K+ 61.26% |
$148K - $161K
|
8.06K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3.03K+ 8.47% |
$147K - $160K
|
38.8K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
3.02K+ 2.12% |
$146K - $159K
|
145K
$7.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3K+ 29.66% |
$145K - $158K
|
13.1K
$721K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.99K+ 20.2% |
$145K - $158K
|
17.8K
$977K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.97K+ 20.7% |
$144K - $156K
|
17.3K
$950K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.96K+ 38.47% |
$143K - $156K
|
10.7K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.9K+ 69.09% |
$140K - $152K
|
7.09K
$389K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.83K+ 12.72% |
$137K - $149K
|
25.1K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.75K+ 3.94% |
$133K - $145K
|
72.4K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.7K+ 61.49% |
$131K - $142K
|
7.09K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.67K+ 13.85% |
$129K - $141K
|
21.9K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.62K+ 8.72% |
$127K - $138K
|
32.7K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.61K+ 57.63% |
$126K - $137K
|
7.14K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.59K+ 1.41% |
$125K - $136K
|
186K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.55K+ 11.97% |
$123K - $134K
|
23.9K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.55K+ 44.07% |
$123K - $134K
|
8.34K
$458K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.53K+ 2.2% |
$123K - $133K
|
118K
$6.46M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.5K+ 8.4% |
$121K - $132K
|
32.3K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.46K+ 0.82% |
$119K - $130K
|
302K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.42K+ 23.13% |
$117K - $128K
|
12.9K
$708K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.4K+ 59.63% |
$116K - $126K
|
6.43K
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.37K+ 1.13% |
$115K - $125K
|
213K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.29K+ 3.47% |
$111K - $120K
|
68.2K
$3.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.28K+ 30.1% |
$110K - $120K
|
9.86K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.26K+ 43.42% |
$109K - $119K
|
7.45K
$409K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.25K+ 21.23% |
$109K - $118K
|
12.8K
$705K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.22KNew |
$108K - $117K
|
2.22K
$122K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.22K+ 13.7% |
$107K - $117K
|
18.4K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.2KNew |
$106K - $116K
|
2.2K
$120K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.16KNew |
$104K - $113K
|
2.16K
$118K
|