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 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.99K+ 1.21% |
$96.2K - $105K
|
166K
$10.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.97K+ 6.61% |
$95.2K - $104K
|
31.7K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.94K+ 3.81% |
$93.9K - $102K
|
52.9K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.91K+ 20.14% |
$92.4K - $101K
|
11.4K
$736K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1.87K+ 1.96% |
$90.4K - $98.4K
|
97.1K
$6.27M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.87K+ 0.35% |
$90.2K - $98.2K
|
535K
$34.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.86K+ 17.64% |
$90.2K - $98.1K
|
12.4K
$803K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.82K+ 1.6% |
$88.1K - $95.9K
|
115K
$7.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 10.82% |
$87.1K - $94.8K
|
18.4K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.77K+ 0.33% |
$85.8K - $93.3K
|
545K
$35.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.76K+ 19.56% |
$85.3K - $92.8K
|
10.8K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1.74K+ 4.73% |
$83.9K - $91.3K
|
38.4K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.72K+ 0.86% |
$83.3K - $90.7K
|
202K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.69K+ 3.94% |
$81.7K - $89K
|
44.6K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.68K+ 0.74% |
$81.3K - $88.5K
|
230K
$14.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.67K+ 40.35% |
$80.8K - $88K
|
5.81K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.6KNew |
$77.3K - $84.2K
|
1.6K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 22.01% |
$76.6K - $83.4K
|
8.78K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.54KNew |
$74.2K - $80.8K
|
1.54K
$99.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.51KNew |
$73K - $79.5K
|
1.51K
$97.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.51KNew |
$73K - $79.4K
|
1.51K
$97.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.5K+ 30.95% |
$72.6K - $79K
|
6.35K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.5KNew |
$72.6K - $79K
|
1.5K
$96.9K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.5K+ 393.7% |
$72.6K - $79K
|
1.88K
$121K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 33.33% |
$72.6K - $79K
|
6K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.5K+ 0.14% |
$72.5K - $78.9K
|
1.04M
$67.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.5K+ 23.2% |
$72.5K - $78.9K
|
7.96K
$514K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.47K+ 39.1% |
$71K - $77.2K
|
5.22K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.45K+ 3.62% |
$70.1K - $76.3K
|
41.5K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.45K+ 19.22% |
$69.9K - $76.1K
|
8.96K
$579K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.42KNew |
$68.9K - $75K
|
1.42K
$92K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.42K+ 30.23% |
$68.5K - $74.6K
|
6.1K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.39K+ 12.06% |
$67K - $72.9K
|
12.9K
$832K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.38K+ 0.72% |
$66.6K - $72.5K
|
192K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.36KNew |
$65.9K - $71.7K
|
1.36K
$88K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.35KNew |
$65.3K - $71.1K
|
1.35K
$87.2K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.35K+ 2.04% |
$65.2K - $71K
|
67.5K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1.35K+ 2.53% |
$65.1K - $70.9K
|
54.6K
$3.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.32K+ 6.21% |
$64K - $69.7K
|
22.6K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.27K+ 1.41% |
$61.5K - $67K
|
91.5K
$5.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.27K+ 28.27% |
$61.2K - $66.6K
|
5.74K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.26K+ 15750.0% |
$60.9K - $66.3K
|
1.27K
$81.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.25KNew |
$60.5K - $65.8K
|
1.25K
$80.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.24K+ 0.46% |
$60K - $65.3K
|
269K
$17.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.2K+ 6.51% |
$58.1K - $63.2K
|
19.6K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.2K+ 3.54% |
$57.9K - $63K
|
35K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.19K+ 3.02% |
$57.7K - $62.8K
|
40.7K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.18K+ 5.92% |
$57.1K - $62.2K
|
21.1K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 8.02% |
$56.3K - $61.3K
|
15.7K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.13K+ 0.91% |
$54.8K - $59.7K
|
126K
$8.14M
|