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 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
222K+ 52.78% |
$12.5M - $14.4M
|
644K
$40.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
123KNew |
$6.9M - $7.96M
|
123K
$7.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
120K+ 917.92% |
$6.73M - $7.77M
|
133K
$8.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
111KNew |
$6.22M - $7.18M
|
111K
$6.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
110KNew |
$6.14M - $7.09M
|
110K
$6.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
97.3K+ 1068.24% |
$5.46M - $6.3M
|
106K
$6.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
76K+ 11.41% |
$4.26M - $4.92M
|
742K
$46.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
60.5KNew |
$3.4M - $3.92M
|
60.5K
$3.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
56.3K+ 15.76% |
$3.16M - $3.65M
|
414K
$25.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.4KNew |
$1.14M - $1.32M
|
20.4K
$1.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
15.3K+ 9.14% |
$860K - $992K
|
183K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
14K+ 29.15% |
$785K - $906K
|
62K
$3.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
12K+ 3.64% |
$672K - $776K
|
341K
$21.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8.85K+ 75.17% |
$497K - $573K
|
20.6K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.27K+ 44.73% |
$464K - $535K
|
26.8K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
6.9K+ 29.23% |
$387K - $446K
|
30.5K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6.47K+ 7.5% |
$363K - $419K
|
92.7K
$5.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
5.53K+ 80.55% |
$310K - $358K
|
12.4K
$775K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.99KNew |
$280K - $323K
|
4.99K
$312K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.81K+ 11.66% |
$270K - $311K
|
46K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.68K+ 104.72% |
$207K - $238K
|
7.2K
$450K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.33KNew |
$187K - $216K
|
3.33K
$208K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.33KNew |
$187K - $216K
|
3.33K
$208K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
3.25KNew |
$182K - $210K
|
3.25K
$203K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.04K+ 57.92% |
$115K - $132K
|
5.57K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.89K+ 27.45% |
$106K - $122K
|
8.79K
$549K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.51K+ 215.31% |
$84.4K - $97.4K
|
2.2K
$138K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.25K+ 87.99% |
$70.3K - $81.1K
|
2.68K
$167K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.16K+ 3.07% |
$65.1K - $75.1K
|
38.9K
$2.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
935+ 0.7% |
$52.5K - $60.5K
|
134K
$8.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
844+ 0.37% |
$47.3K - $54.6K
|
231K
$14.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
759+ 6.66% |
$42.6K - $49.1K
|
12.2K
$760K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
758+ 1.41% |
$42.5K - $49.1K
|
54.3K
$3.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
467+ 0.18% |
$26.2K - $30.2K
|
264K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
426+ 0.67% |
$23.9K - $27.6K
|
63.7K
$3.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
388+ 4.49% |
$21.8K - $25.1K
|
9.03K
$564K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
268+ 4.65% |
$15K - $17.4K
|
6.04K
$377K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
262+ 0.16% |
$14.7K - $17K
|
167K
$10.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
237+ 0.24% |
$13.3K - $15.3K
|
98.3K
$6.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
222+ 3.4% |
$12.5K - $14.4K
|
6.76K
$422K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
151+ 0.99% |
$8.47K - $9.78K
|
15.4K
$961K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13+ 0.28% |
$729 - $842
|
4.65K
$291K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10New |
$561 - $647
|
10
$625
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-3- 0.06% |
$168 - $194
|
5.05K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-10- 0.29% |
$561 - $647
|
3.45K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-16- 0.04% |
$898 - $1.04K
|
38.6K
$2.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-83- 3.61% |
$4.66K - $5.37K
|
2.22K
$139K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-92- 3.17% |
$5.16K - $5.96K
|
2.81K
$175K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-109- 1.71% |
$6.11K - $7.06K
|
6.26K
$392K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-119- 0.78% |
$6.68K - $7.7K
|
15.2K
$952K
|