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 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
233+ 267.82% |
$13.1K - $15.1K
|
320
$21.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
227+ 1.92% |
$12.7K - $14.7K
|
12.1K
$828K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
226+ 1.63% |
$12.7K - $14.6K
|
14.1K
$965K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
222+ 3.4% |
$12.5K - $14.4K
|
6.76K
$463K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
219+ 2.97% |
$12.3K - $14.2K
|
7.6K
$521K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
205+ 0.5% |
$11.5K - $13.3K
|
41.2K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
204+ 6.02% |
$11.4K - $13.2K
|
3.59K
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
203+ 0.41% |
$11.4K - $13.1K
|
49.2K
$3.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
203+ 25.19% |
$11.4K - $13.1K
|
1.01K
$69.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
200+ 0.5% |
$11.2K - $12.9K
|
40K
$2.74M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
194+ 10.31% |
$10.9K - $12.6K
|
2.08K
$142K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
192+ 1.8% |
$10.8K - $12.4K
|
10.8K
$743K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
191+ 0.44% |
$10.7K - $12.4K
|
43.7K
$3M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
177+ 0.29% |
$9.93K - $11.5K
|
61K
$4.18M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
171+ 4.16% |
$9.59K - $11.1K
|
4.29K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
168+ 4.53% |
$9.42K - $10.9K
|
3.87K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
165+ 0.36% |
$9.26K - $10.7K
|
46.3K
$3.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
163+ 4.63% |
$9.14K - $10.6K
|
3.68K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
151+ 0.99% |
$8.47K - $9.78K
|
15.4K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
147+ 0.39% |
$8.25K - $9.52K
|
38.3K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
142+ 20.11% |
$7.97K - $9.19K
|
848
$58.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
138+ 0.24% |
$7.74K - $8.93K
|
57K
$3.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
135+ 3.96% |
$7.57K - $8.74K
|
3.54K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
135+ 2.85% |
$7.57K - $8.74K
|
4.88K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
115+ 12.78% |
$6.45K - $7.45K
|
1.02K
$69.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
104+ 0.37% |
$5.83K - $6.73K
|
28.6K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
104+ 0.71% |
$5.83K - $6.73K
|
14.7K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
103+ 0.75% |
$5.78K - $6.67K
|
13.7K
$942K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
100+ 0.94% |
$5.61K - $6.47K
|
10.7K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95New |
$5.33K - $6.15K
|
95
$6.51K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
93+ 0.27% |
$5.22K - $6.02K
|
34.1K
$2.34M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
88+ 7.05% |
$4.94K - $5.7K
|
1.34K
$91.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
86+ 1.38% |
$4.82K - $5.57K
|
6.31K
$432K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
83+ 1.98% |
$4.66K - $5.37K
|
4.28K
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
80+ 1.01% |
$4.49K - $5.18K
|
8.03K
$550K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
79+ 0.27% |
$4.43K - $5.11K
|
29.7K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
78+ 0.59% |
$4.38K - $5.05K
|
13.4K
$916K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
78+ 1.14% |
$4.38K - $5.05K
|
6.93K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
78+ 1.18% |
$4.38K - $5.05K
|
6.67K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
75+ 0.09% |
$4.21K - $4.86K
|
80.3K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
71+ 6.58% |
$3.98K - $4.6K
|
1.15K
$78.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 4.28% |
$3.93K - $4.53K
|
1.71K
$117K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
70+ 1.51% |
$3.93K - $4.53K
|
4.7K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
66+ 17.37% |
$3.7K - $4.27K
|
446
$30.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
65New |
$3.65K - $4.21K
|
65
$4.46K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
64+ 1.19% |
$3.59K - $4.14K
|
5.43K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61+ 0.54% |
$3.42K - $3.95K
|
11.3K
$772K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
60+ 0.02% |
$3.37K - $3.88K
|
276K
$18.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
60+ 1.2% |
$3.37K - $3.88K
|
5.04K
$346K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
60+ 0.78% |
$3.37K - $3.88K
|
7.72K
$529K
|