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 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-49- 1.19% |
$2.75K - $3.17K
|
4.08K
$279K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-50- 25.0% |
$2.81K - $3.24K
|
150
$10.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-50- 0.82% |
$2.81K - $3.24K
|
6.03K
$413K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-51- 0.35% |
$2.86K - $3.3K
|
14.5K
$994K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-51- 0.11% |
$2.86K - $3.3K
|
45.6K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-51- 0.14% |
$2.86K - $3.3K
|
35.4K
$2.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-52- 0.42% |
$2.92K - $3.37K
|
12.4K
$847K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-52- 0.68% |
$2.92K - $3.37K
|
7.63K
$522K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-52- 0.91% |
$2.92K - $3.37K
|
5.65K
$386K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-57- 0.02% |
$3.2K - $3.69K
|
279K
$19.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-58- 11.69% |
$3.25K - $3.75K
|
438
$30K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-66- 0.79% |
$3.7K - $4.27K
|
8.32K
$569K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-67- 50.0% |
$3.76K - $4.34K
|
67
$4.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-70- 0.73% |
$3.93K - $4.53K
|
9.58K
$655K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-73- 8.5% |
$4.1K - $4.73K
|
786
$53.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.44% |
$4.15K - $4.79K
|
16.7K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-76- 1.91% |
$4.26K - $4.92K
|
3.9K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-77- 1.22% |
$4.32K - $4.98K
|
6.23K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-79- 0.32% |
$4.43K - $5.11K
|
24.7K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-80- 2.33% |
$4.49K - $5.18K
|
3.35K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-82- 0.32% |
$4.6K - $5.31K
|
25.5K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-82- 2.33% |
$4.6K - $5.31K
|
3.44K
$235K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-83- 3.61% |
$4.66K - $5.37K
|
2.22K
$152K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-84- 0.5% |
$4.71K - $5.44K
|
16.6K
$1.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-85- 1.24% |
$4.77K - $5.5K
|
6.77K
$463K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-92- 3.17% |
$5.16K - $5.96K
|
2.81K
$192K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-94- 1.04% |
$5.27K - $6.09K
|
8.92K
$610K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-96- 0.11% |
$5.39K - $6.22K
|
88.8K
$6.08M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-99- 0.44% |
$5.55K - $6.41K
|
22.6K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 1.53% |
$5.61K - $6.47K
|
6.43K
$440K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 2.38% |
$5.61K - $6.47K
|
4.1K
$281K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-100- 1.5% |
$5.61K - $6.47K
|
6.58K
$450K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-101- 0.7% |
$5.67K - $6.54K
|
14.2K
$973K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-103- 1.08% |
$5.78K - $6.67K
|
9.41K
$644K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-104- 30.59% |
$5.83K - $6.73K
|
236
$16.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-105- 1.47% |
$5.89K - $6.8K
|
7.03K
$481K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-109- 1.71% |
$6.11K - $7.06K
|
6.26K
$429K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-110- 4.12% |
$6.17K - $7.12K
|
2.56K
$175K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-119- 0.78% |
$6.68K - $7.7K
|
15.2K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-119- 1.9% |
$6.68K - $7.7K
|
6.15K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-122- 2.16% |
$6.84K - $7.9K
|
5.52K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-130- 51.18% |
$7.29K - $8.42K
|
124
$8.48K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-137- 1.27% |
$7.69K - $8.87K
|
10.7K
$730K
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-140- 0.36% |
$7.85K - $9.06K
|
38.9K
$2.66M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-146- 3.62% |
$8.19K - $9.45K
|
3.88K
$266K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-149- 3.56% |
$8.36K - $9.65K
|
4.04K
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-150- 1.33% |
$8.42K - $9.71K
|
11.1K
$761K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-152- 4.31% |
$8.53K - $9.84K
|
3.38K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-155- 6.95% |
$8.7K - $10K
|
2.08K
$142K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-156- 5.81% |
$8.75K - $10.1K
|
2.53K
$173K
|