Purchases and Sales Made in Q2 2025 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.32M+ 12087.26% |
$74M - $85.3M
|
1.33M
$84.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
693K+ 14.44% |
$38.9M - $44.9M
|
5.49M
$349M
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
522K+ 8.62% |
$29.3M - $33.8M
|
6.57M
$417M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
222K+ 52.78% |
$12.5M - $14.4M
|
644K
$40.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
144K+ 3754.5% |
$8.07M - $9.32M
|
148K
$9.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
139K+ 3577.46% |
$7.81M - $9.01M
|
143K
$9.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
123KNew |
$6.9M - $7.96M
|
123K
$7.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
120K+ 917.92% |
$6.73M - $7.77M
|
133K
$8.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
119K+ 51.57% |
$6.7M - $7.73M
|
351K
$22.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
111KNew |
$6.22M - $7.18M
|
111K
$7.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
110K+ 621.66% |
$6.17M - $7.12M
|
128K
$8.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
110KNew |
$6.14M - $7.09M
|
110K
$6.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
97.3K+ 1068.24% |
$5.46M - $6.3M
|
106K
$6.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
81.6KNew |
$4.58M - $5.28M
|
81.6K
$5.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
76.4KNew |
$4.28M - $4.94M
|
76.4K
$4.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
76K+ 11.41% |
$4.26M - $4.92M
|
742K
$47.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
74.9K+ 546.68% |
$4.2M - $4.85M
|
88.6K
$5.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
60.5KNew |
$3.4M - $3.92M
|
60.5K
$3.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
56.3K+ 15.76% |
$3.16M - $3.65M
|
414K
$26.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
55.1K+ 754.41% |
$3.09M - $3.57M
|
62.4K
$3.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
42.1K+ 16.42% |
$2.36M - $2.72M
|
298K
$18.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
37.2KNew |
$2.09M - $2.41M
|
37.2K
$2.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
33.2K+ 233.85% |
$1.86M - $2.15M
|
47.4K
$3.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
31.2K+ 272.07% |
$1.75M - $2.02M
|
42.7K
$2.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
29.2K+ 78.07% |
$1.64M - $1.89M
|
66.7K
$4.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
23.5K+ 7.89% |
$1.32M - $1.52M
|
322K
$20.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
21.9KNew |
$1.23M - $1.42M
|
21.9K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.4KNew |
$1.14M - $1.32M
|
20.4K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.4K+ 36.1% |
$1.14M - $1.32M
|
76.9K
$4.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.3K+ 561.86% |
$1.14M - $1.31M
|
23.9K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
18.5K+ 36.98% |
$1.04M - $1.2M
|
68.7K
$4.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.1KNew |
$960K - $1.11M
|
17.1K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
16.6KNew |
$929K - $1.07M
|
16.6K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
15.3K+ 9.14% |
$860K - $992K
|
183K
$11.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15K+ 2.81% |
$844K - $974K
|
551K
$35M
|
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
14K+ 29.15% |
$785K - $906K
|
62K
$3.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.8K+ 21.06% |
$775K - $894K
|
79.4K
$5.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
13.5K+ 4.09% |
$760K - $877K
|
345K
$21.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.8K+ 74.21% |
$720K - $830K
|
30.1K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12.4K+ 116.63% |
$694K - $800K
|
23K
$1.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
12K+ 3.64% |
$672K - $776K
|
341K
$21.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.6K+ 77.43% |
$649K - $748K
|
26.5K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
11.2K+ 25.15% |
$629K - $725K
|
55.8K
$3.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.8KNew |
$605K - $698K
|
10.8K
$685K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 1.13% |
$579K - $668K
|
920K
$58.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.9KNew |
$556K - $641K
|
9.9K
$629K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.77K+ 14.99% |
$548K - $633K
|
74.9K
$4.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8.85K+ 75.17% |
$497K - $573K
|
20.6K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.62K+ 4.4% |
$484K - $558K
|
205K
$13M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
8.48KNew |
$476K - $549K
|
8.48K
$539K
|