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
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.23K- 0.63% |
$69.1K - $79.7K
|
193K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.24K- 2.13% |
$69.5K - $80.1K
|
56.8K
$3.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.24K- 0.39% |
$69.5K - $80.2K
|
319K
$21.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.26K- 13.82% |
$70.9K - $81.8K
|
7.88K
$540K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.27K- 0.64% |
$71.2K - $82.2K
|
196K
$13.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 10.88% |
$71.5K - $82.5K
|
10.4K
$715K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.28K- 7.93% |
$71.5K - $82.5K
|
14.8K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-1.34K- 2.09% |
$75.2K - $86.8K
|
62.9K
$4.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.34K- 17.34% |
$75.2K - $86.8K
|
6.39K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 0.45% |
$75.7K - $87.4K
|
298K
$20.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-1.38K- 0.29% |
$77.5K - $89.4K
|
474K
$32.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.39K- 6.12% |
$78.1K - $90.2K
|
21.4K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-1.4K- 3.99% |
$78.5K - $90.6K
|
33.7K
$2.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.42K- 1.61% |
$79.6K - $91.9K
|
86.9K
$5.95M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.46K- 3.76% |
$81.7K - $94.3K
|
37.3K
$2.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.47K- 1.48% |
$82.6K - $95.3K
|
98.1K
$6.72M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-1.5K- 3.17% |
$84K - $97K
|
45.8K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.5K- 4.89% |
$84.2K - $97.2K
|
29.2K
$2M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.51K- 5.48% |
$84.5K - $97.5K
|
26K
$1.78M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.52K- 19.81% |
$85.5K - $98.7K
|
6.17K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.53K- 15.22% |
$85.7K - $98.9K
|
8.51K
$583K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.57K- 17.95% |
$88.2K - $102K
|
7.18K
$492K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.57K- 16.69% |
$88.2K - $102K
|
7.85K
$538K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.64K- 0.73% |
$92.1K - $106K
|
225K
$15.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.66K- 26.98% |
$93.2K - $108K
|
4.5K
$308K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.67K- 20.76% |
$93.5K - $108K
|
6.36K
$436K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.68K- 4.96% |
$94K - $109K
|
32.1K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.68K- 21.84% |
$94.1K - $109K
|
6K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.68K- 15.1% |
$94.5K - $109K
|
9.47K
$649K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.7K- 4.33% |
$95.5K - $110K
|
37.6K
$2.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.75K- 0.46% |
$98.2K - $113K
|
377K
$25.8M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.75K- 1.92% |
$98.3K - $113K
|
89.5K
$6.14M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.79K- 2.31% |
$100K - $116K
|
75.7K
$5.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.8K- 8.03% |
$101K - $117K
|
20.6K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.84K- 98.4% |
$103K - $119K
|
30
$2.06K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.85K- 21.53% |
$104K - $120K
|
6.75K
$462K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1.87K- 12.29% |
$105K - $121K
|
13.3K
$913K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.87K- 8.37% |
$105K - $121K
|
20.5K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.88K- 7.87% |
$106K - $122K
|
22.1K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-1.89K- 1.18% |
$106K - $122K
|
158K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.92K- 16.45% |
$108K - $124K
|
9.74K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.95K- 7.22% |
$110K - $127K
|
25.1K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.96K- 2.73% |
$110K - $127K
|
69.8K
$4.78M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.98K- 0.55% |
$111K - $128K
|
358K
$24.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-2K- 20.19% |
$112K - $130K
|
7.91K
$542K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.02K- 1.85% |
$113K - $131K
|
108K
$7.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.04K- 3.66% |
$115K - $132K
|
53.7K
$3.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.05K- 0.6% |
$115K - $133K
|
340K
$23.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.1K- 2.99% |
$118K - $136K
|
67.9K
$4.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.1K- 10.02% |
$118K - $136K
|
18.9K
$1.29M
|