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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
816+ 2550.0% |
$45.8K - $52.8K
|
848
$58.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
788+ 132.88% |
$44.2K - $51K
|
1.38K
$94.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
775New |
$43.5K - $50.2K
|
775
$53.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
769+ 6.98% |
$43.1K - $49.8K
|
11.8K
$808K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
761+ 4.99% |
$42.7K - $49.3K
|
16K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
759+ 6.66% |
$42.6K - $49.1K
|
12.2K
$833K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
758+ 1.41% |
$42.5K - $49.1K
|
54.3K
$3.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
757+ 1892.5% |
$42.5K - $49K
|
797
$54.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
750+ 2.21% |
$42.1K - $48.6K
|
34.7K
$2.38M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
736New |
$41.3K - $47.6K
|
736
$50.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
722+ 1.29% |
$40.5K - $46.7K
|
56.7K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
700+ 10.89% |
$39.3K - $45.3K
|
7.13K
$488K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
686+ 17.72% |
$38.5K - $44.4K
|
4.56K
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
670+ 1.26% |
$37.6K - $43.4K
|
54K
$3.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
667+ 1.07% |
$37.4K - $43.2K
|
63.3K
$4.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
665+ 3.16% |
$37.3K - $43.1K
|
21.7K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
656+ 2.62% |
$36.8K - $42.5K
|
25.7K
$1.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
656+ 4.46% |
$36.8K - $42.5K
|
15.4K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
656+ 10.09% |
$36.8K - $42.5K
|
7.16K
$490K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
652+ 1.13% |
$36.6K - $42.2K
|
58.2K
$3.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
650+ 17.02% |
$36.5K - $42.1K
|
4.47K
$306K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
649+ 3.69% |
$36.4K - $42K
|
18.2K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
648+ 1.1% |
$36.4K - $42K
|
59.6K
$4.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
595+ 5.45% |
$33.4K - $38.5K
|
11.5K
$789K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
593+ 15.36% |
$33.3K - $38.4K
|
4.45K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
581+ 1.45% |
$32.6K - $37.6K
|
40.6K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
576+ 1.95% |
$32.3K - $37.3K
|
30K
$2.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
575+ 13.81% |
$32.3K - $37.2K
|
4.74K
$325K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
575+ 1.96% |
$32.3K - $37.2K
|
29.9K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
569+ 2.21% |
$31.9K - $36.8K
|
26.3K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
550+ 873.02% |
$30.9K - $35.6K
|
613
$42K
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
542+ 9.26% |
$30.4K - $35.1K
|
6.4K
$439K
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
516+ 0.16% |
$28.9K - $33.4K
|
318K
$21.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
500+ 7.42% |
$28.1K - $32.4K
|
7.24K
$496K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
500New |
$28.1K - $32.4K
|
500
$34.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
495New |
$27.8K - $32K
|
495
$33.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
484+ 9.29% |
$27.2K - $31.3K
|
5.7K
$390K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
478+ 4.54% |
$26.8K - $30.9K
|
11K
$754K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
470+ 85.45% |
$26.4K - $30.4K
|
1.02K
$69.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
467+ 0.18% |
$26.2K - $30.2K
|
264K
$18.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
465+ 1.46% |
$26.1K - $30.1K
|
32.4K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
463+ 7.52% |
$26K - $30K
|
6.62K
$454K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
453+ 7.89% |
$25.4K - $29.3K
|
6.2K
$425K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
451+ 1.56% |
$25.3K - $29.2K
|
29.3K
$2.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
450+ 6.42% |
$25.2K - $29.1K
|
7.46K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
449+ 0.29% |
$25.2K - $29.1K
|
154K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
444New |
$24.9K - $28.7K
|
444
$30.4K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
443+ 3.36% |
$24.9K - $28.7K
|
13.6K
$934K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
436+ 2.06% |
$24.5K - $28.2K
|
21.6K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
436+ 4.69% |
$24.5K - $28.2K
|
9.73K
$667K
|