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 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.76K- 3.15% |
$424K - $461K
|
269K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.05K- 8.53% |
$438K - $477K
|
97K
$5.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-9.46K- 4.17% |
$457K - $498K
|
218K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.9K- 15.2% |
$479K - $521K
|
55.3K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-10K- 32.26% |
$484K - $527K
|
21K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-11.2K- 59.4% |
$540K - $588K
|
7.63K
$403K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-11.3K- 11.41% |
$547K - $596K
|
87.8K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13K- 8.2% |
$629K - $685K
|
146K
$7.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13.6K- 5.2% |
$656K - $714K
|
247K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-15.5K- 4.69% |
$749K - $815K
|
314K
$16.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16.5K- 14.11% |
$800K - $871K
|
101K
$5.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-20.3K- 4.52% |
$984K - $1.07M
|
430K
$22.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.6K- 41.02% |
$995K - $1.08M
|
29.6K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-21.1K- 6.77% |
$1.02M - $1.11M
|
291K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22.3K- 4.68% |
$1.08M - $1.17M
|
454K
$24M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-28.7K- 10.71% |
$1.39M - $1.51M
|
239K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-33.7K- 23.87% |
$1.63M - $1.78M
|
108K
$5.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-50.4K- 10.99% |
$2.44M - $2.65M
|
408K
$21.6M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-93K- 98.45% |
$4.5M - $4.89M
|
1.46K
$77.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-94.7K- 87.69% |
$4.58M - $4.99M
|
13.3K
$703K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-97.7K- 9.45% |
$4.73M - $5.14M
|
936K
$49.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-98.3K- 39.38% |
$4.76M - $5.18M
|
151K
$8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-110K- 23.46% |
$5.33M - $5.8M
|
360K
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-112K- 4.33% |
$5.39M - $5.87M
|
2.47M
$130M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-125K- 8.54% |
$6.07M - $6.6M
|
1.34M
$71M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147K- 38.31% |
$7.13M - $7.76M
|
237K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-167K- 48.59% |
$8.07M - $8.78M
|
177K
$9.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-177K- 26.78% |
$8.57M - $9.33M
|
485K
$25.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-183K- 68.92% |
$8.84M - $9.63M
|
82.4K
$4.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-190K- 81.65% |
$9.2M - $10M
|
42.7K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-200K- 64.13% |
$9.65M - $10.5M
|
112K
$5.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-229K- 97.97% |
$11.1M - $12.1M
|
4.75K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-358K- 91.34% |
$17.3M - $18.8M
|
33.9K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-371K- 70.4% |
$17.9M - $19.5M
|
156K
$8.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-552K- 3.04% |
$26.7M - $29M
|
17.6M
$931M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-588K- 87.12% |
$28.4M - $30.9M
|
86.9K
$4.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.03M- 6.89% |
$49.8M - $54.2M
|
13.9M
$735M
|