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 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-160- 3.14% |
$8.98K - $10.4K
|
4.94K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-161- 1.55% |
$9.03K - $10.4K
|
10.2K
$698K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-163- 0.27% |
$9.14K - $10.6K
|
59.6K
$4.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-165- 3.64% |
$9.26K - $10.7K
|
4.37K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-171- 31.73% |
$9.59K - $11.1K
|
368
$25.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-177- 0.49% |
$9.93K - $11.5K
|
35.8K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-201- 4.66% |
$11.3K - $13K
|
4.11K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-203- 36.64% |
$11.4K - $13.1K
|
351
$24K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-206- 2.69% |
$11.6K - $13.3K
|
7.46K
$510K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-206- 1.18% |
$11.6K - $13.3K
|
17.3K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-209- 2.04% |
$11.7K - $13.5K
|
10K
$687K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-213- 1.46% |
$11.9K - $13.8K
|
14.4K
$985K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-216- 1.7% |
$12.1K - $14K
|
12.5K
$854K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-221- 6.38% |
$12.4K - $14.3K
|
3.24K
$222K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-222- 5.99% |
$12.5K - $14.4K
|
3.49K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-223- 13.59% |
$12.5K - $14.4K
|
1.42K
$97K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-230- 2.97% |
$12.9K - $14.9K
|
7.52K
$515K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-242- 4.76% |
$13.6K - $15.7K
|
4.84K
$331K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-249- 3.3% |
$14K - $16.1K
|
7.3K
$500K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-250- 5.0% |
$14K - $16.2K
|
4.75K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-250- 0.7% |
$14K - $16.2K
|
35.3K
$2.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-259- 16.11% |
$14.5K - $16.8K
|
1.35K
$92.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-267- 3.24% |
$15K - $17.3K
|
7.97K
$545K
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-280- 0.56% |
$15.7K - $18.1K
|
49.9K
$3.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-282- 4.8% |
$15.8K - $18.3K
|
5.6K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-285- 1.12% |
$16K - $18.5K
|
25.2K
$1.72M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-287- 7.5% |
$16.1K - $18.6K
|
3.54K
$242K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-292- 5.4% |
$16.4K - $18.9K
|
5.11K
$350K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-292- 9.09% |
$16.4K - $18.9K
|
2.92K
$200K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-294- 1.15% |
$16.5K - $19K
|
25.3K
$1.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-294- 3.28% |
$16.5K - $19K
|
8.68K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-300- 3.42% |
$16.8K - $19.4K
|
8.47K
$579K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-300- 3.42% |
$16.8K - $19.4K
|
8.47K
$579K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-311- 27.16% |
$17.4K - $20.1K
|
834
$57.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-320- 5.54% |
$18K - $20.7K
|
5.46K
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-322- 96.12% |
$18.1K - $20.8K
|
13
$889
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-327- 0.61% |
$18.3K - $21.2K
|
53.1K
$3.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-340- 4.47% |
$19.1K - $22K
|
7.26K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-340- 8.52% |
$19.1K - $22K
|
3.65K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-345- 26.18% |
$19.4K - $22.3K
|
973
$66.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-349- 2.51% |
$19.6K - $22.6K
|
13.5K
$926K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-350- 4.11% |
$19.6K - $22.7K
|
8.16K
$558K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-353- 12.88% |
$19.8K - $22.9K
|
2.39K
$163K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-360- 4.43% |
$20.2K - $23.3K
|
7.77K
$531K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-361- 0.19% |
$20.3K - $23.4K
|
188K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-364- 6.79% |
$20.4K - $23.6K
|
4.99K
$342K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-369- 4.36% |
$20.7K - $23.9K
|
8.09K
$554K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-372- 2.37% |
$20.9K - $24.1K
|
15.3K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-374- 0.81% |
$21K - $24.2K
|
45.7K
$3.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-387- 8.6% |
$21.7K - $25.1K
|
4.11K
$281K
|