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 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-50.4K- 10.99% |
$2.44M - $2.65M
|
408K
$22M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-93K- 98.45% |
$4.5M - $4.89M
|
1.46K
$79K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-94.7K- 87.69% |
$4.58M - $4.99M
|
13.3K
$717K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-97.7K- 9.45% |
$4.73M - $5.14M
|
936K
$50.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-98.3K- 39.38% |
$4.76M - $5.18M
|
151K
$8.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-110K- 23.46% |
$5.33M - $5.8M
|
360K
$19.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-112K- 4.33% |
$5.39M - $5.87M
|
2.47M
$133M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-125K- 8.54% |
$6.07M - $6.6M
|
1.34M
$72.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147K- 38.31% |
$7.13M - $7.76M
|
237K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-161K- 4.27% |
$7.79M - $8.48M
|
3.61M
$195M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-167K- 48.59% |
$8.07M - $8.78M
|
177K
$9.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-177K- 26.78% |
$8.57M - $9.33M
|
485K
$26.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-183K- 68.92% |
$8.84M - $9.63M
|
82.4K
$4.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-190K- 81.65% |
$9.2M - $10M
|
42.7K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-200K- 64.13% |
$9.65M - $10.5M
|
112K
$6.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-223K- 95.06% |
$10.8M - $11.7M
|
11.6K
$626K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-229K- 97.97% |
$11.1M - $12.1M
|
4.75K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Mackay Shields LLC
|
SELL
|
- |
-240K- 25.77% |
$11.6M - $12.6M
|
690K
$37.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-338K- 93.79% |
$16.3M - $17.8M
|
22.4K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-358K- 91.34% |
$17.3M - $18.8M
|
33.9K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-371K- 70.4% |
$17.9M - $19.5M
|
156K
$8.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-446K- 40.76% |
$21.6M - $23.5M
|
648K
$35M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-518K- 98.88% |
$25.1M - $27.3M
|
5.86K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-552K- 3.04% |
$26.7M - $29M
|
17.6M
$950M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-588K- 87.12% |
$28.4M - $30.9M
|
86.9K
$4.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.03M- 6.89% |
$49.8M - $54.2M
|
13.9M
$750M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-63.3M- 96.58% |
$3.06B - $3.33B
|
2.24M
$121M
|