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 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
894+ 3.17% |
$43.2K - $47.1K
|
29.1K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
887+ 24.36% |
$42.9K - $46.7K
|
4.53K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
884+ 0.78% |
$42.8K - $46.5K
|
115K
$6.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
850+ 494.19% |
$41.1K - $44.8K
|
1.02K
$56.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
813New |
$39.3K - $42.8K
|
813
$44.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
802+ 3.34% |
$38.8K - $42.2K
|
24.8K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
800+ 0.41% |
$38.7K - $42.1K
|
198K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
798+ 8.55% |
$38.6K - $42K
|
10.1K
$556K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
791+ 9.53% |
$38.3K - $41.6K
|
9.09K
$499K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
783+ 1.89% |
$37.9K - $41.2K
|
42.2K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
768+ 0.72% |
$37.1K - $40.4K
|
108K
$5.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
761+ 10.13% |
$36.8K - $40.1K
|
8.28K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
742+ 0.85% |
$35.9K - $39.1K
|
87.7K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
726+ 2.8% |
$35.1K - $38.2K
|
26.7K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
714+ 0.57% |
$34.5K - $37.6K
|
127K
$6.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
704+ 0.29% |
$34.1K - $37.1K
|
246K
$13.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
689+ 0.37% |
$33.3K - $36.3K
|
188K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
677+ 29.46% |
$32.7K - $35.6K
|
2.98K
$163K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
675New |
$32.6K - $35.5K
|
675
$37K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
658+ 30.2% |
$31.8K - $34.6K
|
2.84K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
654+ 5.33% |
$31.6K - $34.4K
|
12.9K
$709K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
650+ 14.68% |
$31.4K - $34.2K
|
5.08K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
631+ 3.61% |
$30.5K - $33.2K
|
18.1K
$994K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
600+ 8.3% |
$29K - $31.6K
|
7.83K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
599New |
$29K - $31.5K
|
599
$32.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
597+ 3.69% |
$28.9K - $31.4K
|
16.8K
$921K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
595+ 2.92% |
$28.8K - $31.3K
|
21K
$1.15M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
592+ 4.12% |
$28.6K - $31.2K
|
15K
$821K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
554New |
$26.8K - $29.2K
|
554
$30.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
543+ 2.85% |
$26.3K - $28.6K
|
19.6K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
541+ 27.15% |
$26.2K - $28.5K
|
2.53K
$139K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
518+ 0.41% |
$25.1K - $27.3K
|
128K
$7M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
517+ 9.29% |
$25K - $27.2K
|
6.08K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
497+ 2.86% |
$24K - $26.2K
|
17.9K
$982K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
481+ 3.71% |
$23.3K - $25.3K
|
13.4K
$737K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
480+ 10.91% |
$23.2K - $25.3K
|
4.88K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
463New |
$22.4K - $24.4K
|
463
$25.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
450New |
$21.8K - $23.7K
|
450
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
448+ 13.23% |
$21.7K - $23.6K
|
3.83K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
436+ 3.25% |
$21.1K - $23K
|
13.9K
$761K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
415+ 0.26% |
$20.1K - $21.8K
|
162K
$8.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
411+ 2.9% |
$19.9K - $21.6K
|
14.6K
$801K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
409+ 1.56% |
$19.8K - $21.5K
|
26.7K
$1.47M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
404+ 0.11% |
$19.5K - $21.3K
|
377K
$20.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
400+ 1.37% |
$19.3K - $21.1K
|
29.7K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
393+ 8.15% |
$19K - $20.7K
|
5.22K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
377+ 2.23% |
$18.2K - $19.8K
|
17.3K
$950K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
375+ 49.28% |
$18.1K - $19.7K
|
1.14K
$62.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
368+ 0.76% |
$17.8K - $19.4K
|
48.9K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
357+ 1.68% |
$17.3K - $18.8K
|
21.6K
$1.18M
|