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 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
57+ 0.4% |
$3.2K - $3.69K
|
14.4K
$987K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
57New |
$3.2K - $3.69K
|
57
$3.91K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
57+ 1.14% |
$3.2K - $3.69K
|
5.04K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
55+ 0.57% |
$3.09K - $3.56K
|
9.7K
$665K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
49+ 0.42% |
$2.75K - $3.17K
|
11.7K
$805K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
43+ 0.63% |
$2.41K - $2.78K
|
6.83K
$468K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
41+ 0.56% |
$2.3K - $2.65K
|
7.33K
$502K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
41+ 0.54% |
$2.3K - $2.65K
|
7.67K
$526K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.32% |
$2.24K - $2.59K
|
12.5K
$857K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
30+ 0.31% |
$1.68K - $1.94K
|
9.74K
$668K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
29+ 0.17% |
$1.63K - $1.88K
|
17.2K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
27+ 30.0% |
$1.51K - $1.75K
|
117
$8.02K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
24+ 0.57% |
$1.35K - $1.55K
|
4.26K
$292K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20New |
$1.12K - $1.29K
|
20
$1.37K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
14New |
$785 - $906
|
14
$960
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13+ 0.28% |
$729 - $842
|
4.65K
$319K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
13New |
$729 - $842
|
13
$891
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10New |
$561 - $647
|
10
$685
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
9+ 0.01% |
$505 - $583
|
126K
$8.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8+ 0.13% |
$449 - $518
|
6.08K
$417K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4+ 0.12% |
$224 - $259
|
3.43K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.03% |
$224 - $259
|
12.5K
$860K
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
4+ 0.08% |
$224 - $259
|
4.88K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
4New |
$224 - $259
|
4
$274
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2- 0.01% |
$112 - $129
|
35.1K
$2.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-3- 0.06% |
$168 - $194
|
5.05K
$346K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6- 12.77% |
$337 - $388
|
41
$2.81K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-7- 0.09% |
$393 - $453
|
8.06K
$552K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-7- 0.06% |
$393 - $453
|
11K
$753K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-9- 0.2% |
$505 - $583
|
4.51K
$309K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-10- 0.29% |
$561 - $647
|
3.45K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.21% |
$561 - $647
|
4.81K
$330K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-13- 0.14% |
$729 - $842
|
9.05K
$620K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-15- 0.12% |
$842 - $971
|
12.4K
$852K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-16- 0.04% |
$898 - $1.04K
|
38.6K
$2.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-19- 0.27% |
$1.07K - $1.23K
|
6.93K
$475K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-20- 0.53% |
$1.12K - $1.29K
|
3.79K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-23- 0.38% |
$1.29K - $1.49K
|
6.07K
$416K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-23- 1.76% |
$1.29K - $1.49K
|
1.29K
$88.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-25- 0.08% |
$1.4K - $1.62K
|
31.8K
$2.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-26- 0.64% |
$1.46K - $1.68K
|
4.04K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-29- 0.05% |
$1.63K - $1.88K
|
53.2K
$3.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-29- 0.26% |
$1.63K - $1.88K
|
11K
$753K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-33- 4.29% |
$1.85K - $2.14K
|
736
$50.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-37- 0.2% |
$2.08K - $2.4K
|
18.4K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-40- 0.46% |
$2.24K - $2.59K
|
8.73K
$598K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-41- 0.83% |
$2.3K - $2.65K
|
4.88K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-41- 0.5% |
$2.3K - $2.65K
|
8.14K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-45- 0.24% |
$2.52K - $2.91K
|
18.9K
$1.3M
|