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 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
430+ 2.38% |
$24.1K - $27.8K
|
18.5K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
428+ 1.56% |
$24K - $27.7K
|
27.9K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
426+ 0.67% |
$23.9K - $27.6K
|
63.7K
$4.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
413New |
$23.2K - $26.7K
|
413
$28.3K
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
412+ 2.53% |
$23.1K - $26.7K
|
16.7K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
411+ 56.38% |
$23.1K - $26.6K
|
1.14K
$78.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
400+ 10.74% |
$22.4K - $25.9K
|
4.13K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
400New |
$22.4K - $25.9K
|
400
$27.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
397+ 0.52% |
$22.3K - $25.7K
|
77K
$5.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
392+ 128.52% |
$22K - $25.4K
|
697
$47.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
388+ 4.49% |
$21.8K - $25.1K
|
9.03K
$619K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
384New |
$21.5K - $24.9K
|
384
$26.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
378+ 0.74% |
$21.2K - $24.5K
|
51.3K
$3.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
369+ 7.07% |
$20.7K - $23.9K
|
5.59K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
366New |
$20.5K - $23.7K
|
366
$25.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
361+ 0.65% |
$20.3K - $23.4K
|
55.7K
$3.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
360New |
$20.2K - $23.3K
|
360
$24.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
360+ 1.17% |
$20.2K - $23.3K
|
31.2K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
354+ 1.67% |
$19.9K - $22.9K
|
21.6K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
351+ 0.92% |
$19.7K - $22.7K
|
38.6K
$2.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
350+ 10.19% |
$19.6K - $22.7K
|
3.79K
$259K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
350New |
$19.6K - $22.7K
|
350
$24K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
344+ 8.67% |
$19.3K - $22.3K
|
4.31K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
341+ 4.64% |
$19.1K - $22.1K
|
7.69K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
341+ 6.07% |
$19.1K - $22.1K
|
5.96K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
340+ 2.79% |
$19.1K - $22K
|
12.5K
$858K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
335+ 0.29% |
$18.8K - $21.7K
|
117K
$8.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
333+ 8.85% |
$18.7K - $21.6K
|
4.09K
$281K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
332+ 8.35% |
$18.6K - $21.5K
|
4.31K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
321+ 5.77% |
$18K - $20.8K
|
5.88K
$403K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
321+ 0.38% |
$18K - $20.8K
|
85.5K
$5.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
320+ 0.14% |
$18K - $20.7K
|
228K
$15.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
320+ 290.91% |
$18K - $20.7K
|
430
$29.5K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
308New |
$17.3K - $19.9K
|
308
$21.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
306+ 10.7% |
$17.2K - $19.8K
|
3.17K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
303+ 5.32% |
$17K - $19.6K
|
6K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
300+ 1.64% |
$16.8K - $19.4K
|
18.6K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300+ 6.98% |
$16.8K - $19.4K
|
4.6K
$315K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
300+ 52.36% |
$16.8K - $19.4K
|
873
$59.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
280+ 8.56% |
$15.7K - $18.1K
|
3.55K
$243K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
268+ 4.65% |
$15K - $17.4K
|
6.04K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
266+ 0.03% |
$14.9K - $17.2K
|
764K
$52.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
262+ 0.16% |
$14.7K - $17K
|
167K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
257+ 0.72% |
$14.4K - $16.6K
|
36K
$2.46M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
253+ 0.85% |
$14.2K - $16.4K
|
29.9K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
248+ 0.33% |
$13.9K - $16.1K
|
74.6K
$5.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
245+ 48.51% |
$13.7K - $15.9K
|
750
$51.4K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
240+ 12.62% |
$13.5K - $15.5K
|
2.14K
$147K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
240+ 18.84% |
$13.5K - $15.5K
|
1.51K
$104K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
237+ 0.24% |
$13.3K - $15.3K
|
98.3K
$6.74M
|