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 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.38K- 2.32% |
$66.9K - $72.9K
|
58.2K
$3.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.44K- 1.58% |
$69.6K - $75.7K
|
89.7K
$4.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.49K- 12.11% |
$72K - $78.3K
|
10.8K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 3.63% |
$73.4K - $79.9K
|
40.3K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 2.0% |
$78K - $84.9K
|
78.9K
$4.1M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.73K- 4.56% |
$83.4K - $90.8K
|
36.1K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.73K- 0.53% |
$83.5K - $90.9K
|
326K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.75K- 14.45% |
$84.6K - $92.1K
|
10.4K
$538K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.76K- 3.16% |
$85.1K - $92.7K
|
53.9K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.83K- 8.39% |
$88.3K - $96.1K
|
19.9K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.99K- 17.8% |
$96.3K - $105K
|
9.2K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.1K- 32.31% |
$102K - $111K
|
4.4K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.31K- 4.44% |
$112K - $122K
|
49.8K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.42K- 6.23% |
$117K - $128K
|
36.5K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.54K- 1.13% |
$123K - $134K
|
223K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.72K- 1.99% |
$132K - $143K
|
134K
$6.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.88K- 25.76% |
$139K - $152K
|
8.31K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-3.14K- 24.31% |
$152K - $165K
|
9.79K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3.18K- 20.41% |
$154K - $167K
|
12.4K
$644K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.27K- 3.85% |
$158K - $172K
|
81.7K
$4.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.33K- 3.42% |
$161K - $175K
|
94.2K
$4.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.44K- 12.03% |
$166K - $181K
|
25.2K
$1.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-3.61K- 50.58% |
$175K - $190K
|
3.53K
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.83K- 0.89% |
$185K - $202K
|
425K
$22.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.04K- 0.5% |
$196K - $213K
|
797K
$41.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4.13K- 4.3% |
$200K - $217K
|
91.9K
$4.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.57K- 14.51% |
$221K - $241K
|
26.9K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.92K- 3.44% |
$238K - $259K
|
138K
$7.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.16K- 48.4% |
$250K - $272K
|
5.5K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.48K- 1.75% |
$265K - $289K
|
308K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.53K- 8.29% |
$268K - $291K
|
61.2K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-5.64K- 1.17% |
$273K - $297K
|
475K
$24.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-5.73K- 1.77% |
$277K - $302K
|
318K
$16.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.73K- 6.34% |
$277K - $302K
|
84.7K
$4.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.08K- 99.9% |
$294K - $320K
|
6
$312
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-7.21K- 51.37% |
$349K - $379K
|
6.82K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.48K- 45.04% |
$362K - $394K
|
9.13K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-8.52K- 4.5% |
$412K - $449K
|
181K
$9.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.76K- 3.15% |
$424K - $461K
|
269K
$14M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.05K- 8.53% |
$438K - $477K
|
97K
$5.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-11.3K- 11.41% |
$547K - $596K
|
87.8K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13.6K- 5.2% |
$656K - $714K
|
247K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-21.1K- 6.77% |
$1.02M - $1.11M
|
291K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22.3K- 4.68% |
$1.08M - $1.17M
|
454K
$23.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-33.7K- 23.87% |
$1.63M - $1.78M
|
108K
$5.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-50.4K- 10.99% |
$2.44M - $2.65M
|
408K
$21.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-94.7K- 87.69% |
$4.58M - $4.99M
|
13.3K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-97.7K- 9.45% |
$4.73M - $5.14M
|
936K
$48.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147K- 38.31% |
$7.13M - $7.76M
|
237K
$12.3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-229K- 97.97% |
$11.1M - $12.1M
|
4.75K
$247K
|