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 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.51M+ 56.82% |
$72.9M - $79.4M
|
4.16M
$220M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
673K+ 6538.67% |
$32.5M - $35.4M
|
683K
$36.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
468K+ 136.36% |
$22.6M - $24.6M
|
811K
$42.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
292K+ 4996.45% |
$14.1M - $15.4M
|
298K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
223K+ 1919.59% |
$10.8M - $11.7M
|
235K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
179K+ 2939.6% |
$8.68M - $9.45M
|
186K
$9.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
178KNew |
$8.62M - $9.38M
|
178K
$9.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
139K+ 8.14% |
$6.7M - $7.3M
|
1.84M
$97.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
135KNew |
$6.53M - $7.11M
|
135K
$7.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
117KNew |
$5.68M - $6.18M
|
117K
$6.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
88.1KNew |
$4.26M - $4.64M
|
88.1K
$4.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
79.6K+ 18.56% |
$3.85M - $4.19M
|
509K
$26.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
75.7K+ 49.27% |
$3.66M - $3.98M
|
229K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
74.7K+ 10.36% |
$3.61M - $3.93M
|
795K
$42M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
73.8KNew |
$3.57M - $3.89M
|
73.8K
$3.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
64.2KNew |
$3.11M - $3.38M
|
64.2K
$3.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
62.3K+ 3328.19% |
$3.02M - $3.28M
|
64.2K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
61.3K+ 29.84% |
$2.97M - $3.23M
|
267K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
60.8KNew |
$2.94M - $3.2M
|
60.8K
$3.22M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
60.1K+ 137.4% |
$2.91M - $3.17M
|
104K
$5.49M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
57.8K+ 700.36% |
$2.8M - $3.04M
|
66.1K
$3.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
57.4K+ 4.68% |
$2.78M - $3.02M
|
1.28M
$67.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
55.5K+ 9.63% |
$2.68M - $2.92M
|
632K
$33.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53.7K+ 9.85% |
$2.6M - $2.83M
|
599K
$31.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
52.1K+ 61.47% |
$2.52M - $2.74M
|
137K
$7.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
51.6KNew |
$2.49M - $2.71M
|
51.6K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
49.2KNew |
$2.38M - $2.59M
|
49.2K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
48.2KNew |
$2.33M - $2.54M
|
48.2K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
45.2KNew |
$2.19M - $2.38M
|
45.2K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
43.8K+ 1272.86% |
$2.12M - $2.31M
|
47.3K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
43K+ 11.83% |
$2.08M - $2.27M
|
407K
$21.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
40.6KNew |
$1.96M - $2.14M
|
40.6K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.3K+ 16.81% |
$1.9M - $2.07M
|
273K
$14.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
39.1KNew |
$1.89M - $2.06M
|
39.1K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
37.8K+ 71.62% |
$1.83M - $1.99M
|
90.6K
$4.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
37.6KNew |
$1.82M - $1.98M
|
37.6K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37.2KNew |
$1.8M - $1.96M
|
37.2K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35.6KNew |
$1.72M - $1.88M
|
35.6K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
35.2KNew |
$1.7M - $1.85M
|
35.2K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
34.5KNew |
$1.67M - $1.81M
|
34.5K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
33.8KNew |
$1.64M - $1.78M
|
33.8K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.3K+ 30.81% |
$1.61M - $1.75M
|
141K
$7.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
33K+ 177.64% |
$1.6M - $1.74M
|
51.5K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
32.3KNew |
$1.56M - $1.7M
|
32.3K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
31.9KNew |
$1.55M - $1.68M
|
31.9K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
31.2KNew |
$1.51M - $1.64M
|
31.2K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31.1KNew |
$1.5M - $1.64M
|
31.1K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
30.2KNew |
$1.46M - $1.59M
|
30.2K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
29.6KNew |
$1.43M - $1.56M
|
29.6K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
26.1KNew |
$1.26M - $1.38M
|
26.1K
$1.38M
|