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
|
Park Avenue Securities LLC
|
BUY
|
- |
673K+ 6538.67% |
$32.5M - $35.4M
|
683K
$35.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
468K+ 136.36% |
$22.6M - $24.6M
|
811K
$42.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
292K+ 4996.45% |
$14.1M - $15.4M
|
298K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
88.1KNew |
$4.26M - $4.64M
|
88.1K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
79.6K+ 18.56% |
$3.85M - $4.19M
|
509K
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
62.3K+ 3328.19% |
$3.02M - $3.28M
|
64.2K
$3.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
55.5K+ 9.63% |
$2.68M - $2.92M
|
632K
$32.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53.7K+ 9.85% |
$2.6M - $2.83M
|
599K
$31.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
51.6KNew |
$2.49M - $2.71M
|
51.6K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
48.2KNew |
$2.33M - $2.54M
|
48.2K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
45.2KNew |
$2.19M - $2.38M
|
45.2K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
43K+ 11.83% |
$2.08M - $2.27M
|
407K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.3K+ 16.81% |
$1.9M - $2.07M
|
273K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
37.6KNew |
$1.82M - $1.98M
|
37.6K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37.2KNew |
$1.8M - $1.96M
|
37.2K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
34.5KNew |
$1.67M - $1.81M
|
34.5K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.3K+ 30.81% |
$1.61M - $1.75M
|
141K
$7.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
33K+ 177.64% |
$1.6M - $1.74M
|
51.5K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
31.9KNew |
$1.55M - $1.68M
|
31.9K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31.1KNew |
$1.5M - $1.64M
|
31.1K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
26.1KNew |
$1.26M - $1.38M
|
26.1K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.7K+ 75.31% |
$1.19M - $1.3M
|
57.4K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
24KNew |
$1.16M - $1.26M
|
24K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
22.8K+ 9.03% |
$1.1M - $1.2M
|
275K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22.7K+ 40.72% |
$1.1M - $1.2M
|
78.5K
$4.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21.9K+ 58.52% |
$1.06M - $1.15M
|
59.3K
$3.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
21.4KNew |
$1.04M - $1.13M
|
21.4K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.7KNew |
$951K - $1.04M
|
19.7K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.8K+ 244.96% |
$911K - $991K
|
26.5K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
18.5KNew |
$896K - $975K
|
18.5K
$963K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
17.5KNew |
$847K - $922K
|
17.5K
$910K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
17.5KNew |
$844K - $919K
|
17.5K
$907K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
17.2KNew |
$834K - $908K
|
17.2K
$896K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
16.5K+ 23.05% |
$798K - $869K
|
88.1K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.7K+ 14.52% |
$760K - $828K
|
124K
$6.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
14.9K+ 17.19% |
$723K - $787K
|
102K
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.8KNew |
$717K - $781K
|
14.8K
$771K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 139.42% |
$668K - $727K
|
23.7K
$1.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
13.8K+ 266.35% |
$668K - $727K
|
19K
$987K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
13.5KNew |
$654K - $711K
|
13.5K
$702K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$638K - $694K
|
13.2K
$685K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
12.5K+ 619.38% |
$605K - $658K
|
14.5K
$755K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.4KNew |
$600K - $653K
|
12.4K
$644K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.3K+ 1.21% |
$597K - $650K
|
1.03M
$53.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12KNew |
$580K - $632K
|
12K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
10.9KNew |
$527K - $574K
|
10.9K
$567K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10.9KNew |
$527K - $573K
|
10.9K
$566K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.8K+ 193.68% |
$425K - $463K
|
13.3K
$693K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.78KNew |
$425K - $462K
|
8.78K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.42KNew |
$407K - $443K
|
8.42K
$437K
|