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
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
80+ 1.38% |
$3.87K - $4.21K
|
5.88K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
74+ 10.39% |
$3.58K - $3.9K
|
786
$40.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
55+ 0.25% |
$2.66K - $2.9K
|
22K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
53New |
$2.56K - $2.79K
|
53
$2.75K
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
51+ 0.77% |
$2.47K - $2.69K
|
6.71K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
50+ 1.06% |
$2.42K - $2.63K
|
4.79K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
50+ 0.21% |
$2.42K - $2.63K
|
24.2K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
49+ 0.31% |
$2.37K - $2.58K
|
16K
$834K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
40New |
$1.93K - $2.11K
|
40
$2.08K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
24+ 0.18% |
$1.16K - $1.26K
|
13.7K
$713K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11+ 0.1% |
$532 - $579
|
10.9K
$565K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 0.18% |
$339 - $369
|
3.94K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$145 - $158
|
4.15K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 0.25% |
$96.7 - $105
|
804
$41.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$193 - $211
|
11.7K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$193 - $211
|
10.9K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5- 0.33% |
$242 - $263
|
1.53K
$79.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-5- 0.12% |
$242 - $263
|
4.22K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-10- 0.08% |
$484 - $527
|
12.5K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-12- 0.07% |
$580 - $632
|
16.3K
$847K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-31- 0.68% |
$1.5K - $1.63K
|
4.52K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.3% |
$1.89K - $2.05K
|
12.9K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 38.46% |
$2.42K - $2.63K
|
80
$4.16K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-50- 0.75% |
$2.42K - $2.63K
|
6.62K
$344K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-56- 3.87% |
$2.71K - $2.95K
|
1.39K
$72.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-83- 2.53% |
$4.01K - $4.37K
|
3.2K
$166K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-94- 3.81% |
$4.55K - $4.95K
|
2.37K
$123K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-137- 5.18% |
$6.63K - $7.21K
|
2.51K
$130K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-141- 81.5% |
$6.82K - $7.42K
|
32
$1.66K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-200- 0.41% |
$9.67K - $10.5K
|
48.3K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-272- 2.74% |
$13.2K - $14.3K
|
9.67K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-277- 0.35% |
$13.4K - $14.6K
|
78.6K
$4.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-302- 0.76% |
$14.6K - $15.9K
|
39.5K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-323- 0.65% |
$15.6K - $17K
|
49.2K
$2.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-385- 5.92% |
$18.6K - $20.3K
|
6.12K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-496- 27.21% |
$24K - $26.1K
|
1.33K
$69K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-523- 0.37% |
$25.3K - $27.5K
|
140K
$7.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 2.83% |
$29K - $31.6K
|
20.6K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-690- 0.1% |
$33.4K - $36.3K
|
680K
$35.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-695- 0.83% |
$33.6K - $36.6K
|
83.1K
$4.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-704- 14.79% |
$34.1K - $37.1K
|
4.06K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-754- 9.06% |
$36.5K - $39.7K
|
7.57K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-763- 1.08% |
$36.9K - $40.2K
|
69.9K
$3.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-778- 8.42% |
$37.6K - $41K
|
8.46K
$440K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-807- 16.03% |
$39K - $42.5K
|
4.23K
$220K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-920- 4.73% |
$44.5K - $48.4K
|
18.5K
$963K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-954- 6.34% |
$46.1K - $50.2K
|
14.1K
$733K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.19K- 0.76% |
$57.5K - $62.6K
|
155K
$8.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 2.14% |
$59.6K - $64.9K
|
56.3K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.37K- 7.52% |
$66.1K - $71.9K
|
16.8K
$873K
|