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 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-397- 3.4% |
$22.3K - $25.7K
|
11.3K
$771K
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-397- 1.48% |
$22.3K - $25.7K
|
26.5K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-400- 3.42% |
$22.4K - $25.9K
|
11.3K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-400- 1.56% |
$22.4K - $25.9K
|
25.2K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-403- 1.97% |
$22.6K - $26.1K
|
20.1K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-409- 5.96% |
$22.9K - $26.5K
|
6.46K
$442K
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-413- 0.56% |
$23.2K - $26.7K
|
73.3K
$5.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-420- 1.38% |
$23.6K - $27.2K
|
30.1K
$2.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-423- 1.42% |
$23.7K - $27.4K
|
29.3K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-428- 0.83% |
$24K - $27.7K
|
51K
$3.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-429- 0.91% |
$24.1K - $27.8K
|
46.9K
$3.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-441- 3.14% |
$24.7K - $28.6K
|
13.6K
$929K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-442- 1.37% |
$24.8K - $28.6K
|
31.8K
$2.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-454- 9.03% |
$25.5K - $29.4K
|
4.58K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-455- 3.65% |
$25.5K - $29.5K
|
12K
$822K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-458- 0.38% |
$25.7K - $29.7K
|
120K
$8.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-479- 12.2% |
$26.9K - $31K
|
3.45K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-485- 73.15% |
$27.2K - $31.4K
|
178
$12.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-500- 3.03% |
$28.1K - $32.4K
|
16K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-500- 2.34% |
$28.1K - $32.4K
|
20.9K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-501- 9.94% |
$28.1K - $32.4K
|
4.54K
$310K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-510- 2.78% |
$28.6K - $33K
|
17.9K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-527- 12.32% |
$29.6K - $34.1K
|
3.75K
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-556- 11.94% |
$31.2K - $36K
|
4.1K
$280K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-558- 2.99% |
$31.3K - $36.1K
|
18.1K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-560- 1.31% |
$31.4K - $36.3K
|
42.3K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-573- 0.61% |
$32.1K - $37.1K
|
93.7K
$6.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-574- 1.08% |
$32.2K - $37.2K
|
52.3K
$3.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-575- 76.67% |
$32.3K - $37.2K
|
175
$12K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-600- 7.59% |
$33.7K - $38.8K
|
7.31K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-614- 9.08% |
$34.4K - $39.8K
|
6.15K
$421K
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-624- 15.2% |
$35K - $40.4K
|
3.48K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-628- 0.48% |
$35.2K - $40.7K
|
130K
$8.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-634- 7.76% |
$35.6K - $41K
|
7.53K
$515K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-642- 28.19% |
$36K - $41.6K
|
1.64K
$112K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-651- 3.61% |
$36.5K - $42.1K
|
17.4K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-655- 12.49% |
$36.7K - $42.4K
|
4.59K
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-662- 1.3% |
$37.1K - $42.9K
|
50.3K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-678- 14.06% |
$38K - $43.9K
|
4.14K
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-680- 7.35% |
$38.1K - $44K
|
8.57K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-687- 7.0% |
$38.5K - $44.5K
|
9.13K
$624K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-694- 13.27% |
$38.9K - $44.9K
|
4.53K
$310K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-694- 8.51% |
$38.9K - $44.9K
|
7.46K
$511K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-699- 3.94% |
$39.2K - $45.3K
|
17K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-707- 4.88% |
$39.7K - $45.8K
|
13.8K
$943K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-711- 7.07% |
$39.9K - $46K
|
9.35K
$640K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-715- 2.3% |
$40.1K - $46.3K
|
30.4K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-718- 1.18% |
$40.3K - $46.5K
|
60K
$4.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-750- 0.78% |
$42.1K - $48.6K
|
95.8K
$6.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-752- 7.6% |
$42.2K - $48.7K
|
9.15K
$626K
|