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 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
25.1K+ 141.85% |
$1.21M - $1.32M
|
42.8K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
24.7K+ 240.62% |
$1.19M - $1.3M
|
34.9K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.7K+ 75.31% |
$1.19M - $1.3M
|
57.4K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
24KNew |
$1.16M - $1.26M
|
24K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
22.8K+ 9.03% |
$1.1M - $1.2M
|
275K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22.7K+ 40.72% |
$1.1M - $1.2M
|
78.5K
$4.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.6K+ 6.09% |
$1.09M - $1.19M
|
395K
$20.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.2KNew |
$1.07M - $1.17M
|
22.2K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
22.1KNew |
$1.07M - $1.17M
|
22.1K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21.9K+ 58.52% |
$1.06M - $1.15M
|
59.3K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
21.4KNew |
$1.04M - $1.13M
|
21.4K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
21.4K+ 4.29% |
$1.03M - $1.13M
|
520K
$27.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
21.2KNew |
$1.03M - $1.12M
|
21.2K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.7KNew |
$951K - $1.04M
|
19.7K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.2K+ 13.27% |
$928K - $1.01M
|
164K
$8.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.8K+ 244.96% |
$911K - $991K
|
26.5K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
18.5KNew |
$896K - $975K
|
18.5K
$980K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
17.5KNew |
$847K - $922K
|
17.5K
$926K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
17.5KNew |
$844K - $919K
|
17.5K
$923K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
17.3KNew |
$835K - $909K
|
17.3K
$913K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
17.2KNew |
$834K - $908K
|
17.2K
$911K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.7K+ 3.68% |
$809K - $881K
|
471K
$24.9M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
16.5K+ 23.05% |
$798K - $869K
|
88.1K
$4.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.8K+ 10.46% |
$766K - $834K
|
167K
$8.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.7K+ 14.52% |
$760K - $828K
|
124K
$6.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.4KNew |
$745K - $810K
|
15.4K
$814K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
15.4K+ 26.84% |
$743K - $809K
|
72.6K
$3.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
15.4K+ 14.45% |
$743K - $808K
|
122K
$6.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
14.9K+ 17.19% |
$723K - $787K
|
102K
$5.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.8KNew |
$717K - $781K
|
14.8K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 139.42% |
$668K - $727K
|
23.7K
$1.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
13.8K+ 266.35% |
$668K - $727K
|
19K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
13.5KNew |
$654K - $711K
|
13.5K
$714K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$638K - $694K
|
13.2K
$697K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.2K+ 19.73% |
$636K - $693K
|
79.9K
$4.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.8K+ 1.63% |
$621K - $676K
|
802K
$42.4M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
12.7KNew |
$616K - $671K
|
12.7K
$674K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 21.73% |
$616K - $670K
|
71.3K
$3.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
12.5K+ 60.75% |
$605K - $659K
|
33.1K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
12.5KNew |
$605K - $658K
|
12.5K
$661K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
12.5K+ 619.38% |
$605K - $658K
|
14.5K
$768K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.4KNew |
$600K - $653K
|
12.4K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.3K+ 1.21% |
$597K - $650K
|
1.03M
$54.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12KNew |
$580K - $632K
|
12K
$634K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
11.4K+ 0.82% |
$550K - $599K
|
1.4M
$73.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
10.9KNew |
$527K - $574K
|
10.9K
$576K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10.9KNew |
$527K - $573K
|
10.9K
$576K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$524K - $571K
|
10.8K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
10.6K+ 32.6% |
$513K - $558K
|
43.1K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.71K+ 115.6% |
$470K - $511K
|
18.1K
$957K
|