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 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.2K+ 6.51% |
$58.1K - $63.2K
|
19.6K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.2K+ 3.54% |
$57.9K - $63K
|
35K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.19K+ 3.02% |
$57.7K - $62.8K
|
40.7K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 8.02% |
$56.3K - $61.3K
|
15.7K
$846K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.12KNew |
$54.2K - $59K
|
1.12K
$60.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.12K+ 19.88% |
$54.1K - $58.9K
|
6.75K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.06KNew |
$51.3K - $55.8K
|
1.06K
$57.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.06K+ 3.69% |
$51.1K - $55.7K
|
29.7K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.02K+ 7.05% |
$49.4K - $53.8K
|
15.5K
$837K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
990+ 4.65% |
$47.9K - $52.1K
|
22.3K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
983+ 0.41% |
$47.5K - $51.8K
|
239K
$12.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
979+ 4.77% |
$47.4K - $51.5K
|
21.5K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
954+ 34.79% |
$46.1K - $50.2K
|
3.7K
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
951+ 1.12% |
$46K - $50.1K
|
85.7K
$4.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
948+ 6.45% |
$45.9K - $49.9K
|
15.6K
$844K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
941+ 19.14% |
$45.5K - $49.5K
|
5.86K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
894+ 3.17% |
$43.2K - $47.1K
|
29.1K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
887+ 24.36% |
$42.9K - $46.7K
|
4.53K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
850+ 494.19% |
$41.1K - $44.8K
|
1.02K
$55.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
813New |
$39.3K - $42.8K
|
813
$43.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
802+ 3.34% |
$38.8K - $42.2K
|
24.8K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
800+ 0.41% |
$38.7K - $42.1K
|
198K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
798+ 8.55% |
$38.6K - $42K
|
10.1K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
791+ 9.53% |
$38.3K - $41.6K
|
9.09K
$491K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
783+ 1.89% |
$37.9K - $41.2K
|
42.2K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
768+ 0.72% |
$37.1K - $40.4K
|
108K
$5.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
742+ 0.85% |
$35.9K - $39.1K
|
87.7K
$4.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
726+ 2.8% |
$35.1K - $38.2K
|
26.7K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
714+ 0.57% |
$34.5K - $37.6K
|
127K
$6.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
704+ 0.29% |
$34.1K - $37.1K
|
246K
$13.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
689+ 0.37% |
$33.3K - $36.3K
|
188K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
677+ 29.46% |
$32.7K - $35.6K
|
2.98K
$161K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
675New |
$32.6K - $35.5K
|
675
$36.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
658+ 30.2% |
$31.8K - $34.6K
|
2.84K
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
654+ 5.33% |
$31.6K - $34.4K
|
12.9K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
650+ 14.68% |
$31.4K - $34.2K
|
5.08K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
631+ 3.61% |
$30.5K - $33.2K
|
18.1K
$977K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
600+ 8.3% |
$29K - $31.6K
|
7.83K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
597+ 3.69% |
$28.9K - $31.4K
|
16.8K
$905K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
595+ 2.92% |
$28.8K - $31.3K
|
21K
$1.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
592+ 4.12% |
$28.6K - $31.2K
|
15K
$807K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
554New |
$26.8K - $29.2K
|
554
$29.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
518+ 0.41% |
$25.1K - $27.3K
|
128K
$6.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
517+ 9.29% |
$25K - $27.2K
|
6.08K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
497+ 2.86% |
$24K - $26.2K
|
17.9K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
481+ 3.71% |
$23.3K - $25.3K
|
13.4K
$725K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
480+ 10.91% |
$23.2K - $25.3K
|
4.88K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
463New |
$22.4K - $24.4K
|
463
$25K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
450New |
$21.8K - $23.7K
|
450
$24.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
436+ 3.25% |
$21.1K - $23K
|
13.9K
$748K
|