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 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-753- 3.46% |
$42.2K - $48.7K
|
21K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-766- 2.74% |
$43K - $49.6K
|
27.2K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-784- 3.74% |
$44K - $50.8K
|
20.2K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-792- 4.67% |
$44.4K - $51.3K
|
16.2K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-806- 1.6% |
$45.2K - $52.2K
|
49.5K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-817- 33.77% |
$45.8K - $52.9K
|
1.6K
$110K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-824- 1.22% |
$46.2K - $53.3K
|
66.5K
$4.56M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-829- 9.51% |
$46.5K - $53.7K
|
7.89K
$541K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-830- 0.42% |
$46.6K - $53.7K
|
197K
$13.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-833- 1.21% |
$46.7K - $53.9K
|
67.9K
$4.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-834- 13.4% |
$46.8K - $54K
|
5.39K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-835- 23.47% |
$46.8K - $54.1K
|
2.72K
$187K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-837- 7.65% |
$47K - $54.2K
|
10.1K
$693K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-842- 12.39% |
$47.2K - $54.5K
|
5.95K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-844- 31.03% |
$47.3K - $54.6K
|
1.88K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-851- 0.65% |
$47.7K - $55.1K
|
129K
$8.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-873- 11.1% |
$49K - $56.5K
|
6.99K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-876- 12.29% |
$49.1K - $56.7K
|
6.25K
$429K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-885- 0.79% |
$49.6K - $57.3K
|
111K
$7.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-895- 15.61% |
$50.2K - $57.9K
|
4.84K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-898- 16.24% |
$50.4K - $58.1K
|
4.63K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-900- 11.62% |
$50.5K - $58.3K
|
6.85K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-900- 1.79% |
$50.5K - $58.3K
|
49.5K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-912- 4.1% |
$51.2K - $59K
|
21.4K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-940- 2.03% |
$52.7K - $60.9K
|
45.4K
$3.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-965- 11.99% |
$54.1K - $62.5K
|
7.08K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-971- 0.84% |
$54.5K - $62.9K
|
115K
$7.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-985- 1.14% |
$55.3K - $63.8K
|
85.5K
$5.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-999- 1.54% |
$56K - $64.7K
|
63.8K
$4.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-1K- 0.75% |
$56.1K - $64.7K
|
132K
$9.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1K- 28.05% |
$56.1K - $64.7K
|
2.57K
$176K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1K- 0.48% |
$56.3K - $64.9K
|
207K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.01K- 11.07% |
$56.7K - $65.4K
|
8.11K
$556K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.03K- 9.43% |
$58K - $66.9K
|
9.92K
$680K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.04K- 7.71% |
$58.2K - $67.1K
|
12.4K
$851K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.04K- 0.51% |
$58.3K - $67.3K
|
204K
$14M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.06K- 21.24% |
$59.2K - $68.3K
|
3.91K
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.07K- 9.92% |
$60K - $69.3K
|
9.72K
$666K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.1K- 1.13% |
$61.7K - $71.2K
|
96.4K
$6.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.11K- 13.61% |
$62.4K - $72K
|
7.06K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.11K- 9.59% |
$62.4K - $72.1K
|
10.5K
$719K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.15K- 0.39% |
$64.5K - $74.4K
|
293K
$20.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.16K- 4.47% |
$65.2K - $75.3K
|
24.9K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.17K- 4.81% |
$65.5K - $75.6K
|
23.1K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-1.17K- 13.57% |
$65.5K - $75.6K
|
7.43K
$509K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.19K- 1.72% |
$66.8K - $77K
|
68.1K
$4.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.2K- 3.11% |
$67.3K - $77.6K
|
37.4K
$2.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.2K- 9.11% |
$67.3K - $77.7K
|
12K
$820K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-1.21K- 17.28% |
$67.7K - $78.1K
|
5.77K
$396K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-1.21K- 15.49% |
$67.9K - $78.4K
|
6.61K
$453K
|