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 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-155- 6.95% |
$8.7K - $10K
|
2.08K
$130K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-209- 2.04% |
$11.7K - $13.5K
|
10K
$628K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-213- 1.46% |
$11.9K - $13.8K
|
14.4K
$900K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-242- 4.76% |
$13.6K - $15.7K
|
4.84K
$303K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-287- 7.5% |
$16.1K - $18.6K
|
3.54K
$221K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-322- 96.12% |
$18.1K - $20.8K
|
13
$813
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-349- 2.51% |
$19.6K - $22.6K
|
13.5K
$846K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-369- 4.36% |
$20.7K - $23.9K
|
8.09K
$506K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-397- 3.4% |
$22.3K - $25.7K
|
11.3K
$705K
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-413- 0.56% |
$23.2K - $26.7K
|
73.3K
$4.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-423- 1.42% |
$23.7K - $27.4K
|
29.3K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-479- 12.2% |
$26.9K - $31K
|
3.45K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-711- 7.07% |
$39.9K - $46K
|
9.35K
$584K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.15K- 0.39% |
$64.5K - $74.4K
|
293K
$18.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.53K- 15.22% |
$85.7K - $98.9K
|
8.51K
$532K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.67K- 20.76% |
$93.5K - $108K
|
6.36K
$398K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.68K- 4.96% |
$94K - $109K
|
32.1K
$2.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1.87K- 12.29% |
$105K - $121K
|
13.3K
$833K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-2K- 20.19% |
$112K - $130K
|
7.91K
$495K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.1K- 2.99% |
$118K - $136K
|
67.9K
$4.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.24K- 5.99% |
$125K - $145K
|
35.1K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.27K- 12.84% |
$127K - $147K
|
15.4K
$963K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.53K- 2.94% |
$142K - $164K
|
83.5K
$5.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.65K- 4.75% |
$149K - $172K
|
53.1K
$3.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.75K- 10.15% |
$154K - $178K
|
24.3K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.17K- 3.45% |
$178K - $205K
|
88.7K
$5.54M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.3K- 24.7% |
$185K - $214K
|
10.1K
$629K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.37K- 2.74% |
$189K - $218K
|
120K
$7.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-3.4K- 19.68% |
$191K - $220K
|
13.9K
$867K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.04K- 12.22% |
$227K - $262K
|
29K
$1.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-4.34K- 1.38% |
$244K - $281K
|
310K
$19.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.63K- 8.88% |
$260K - $300K
|
47.5K
$2.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-5.58K- 11.9% |
$313K - $362K
|
41.3K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.03K- 6.9% |
$394K - $455K
|
94.9K
$5.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.66K- 14.79% |
$542K - $626K
|
55.7K
$3.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-12.1K- 9.45% |
$678K - $782K
|
116K
$7.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.2K- 12.04% |
$682K - $787K
|
88.8K
$5.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.6K- 32.44% |
$709K - $819K
|
26.3K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-14.1K- 6.32% |
$791K - $913K
|
209K
$13.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-15.1K- 8.54% |
$845K - $975K
|
161K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-19.9K- 14.37% |
$1.12M - $1.29M
|
118K
$7.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-23.3K- 2.46% |
$1.31M - $1.51M
|
924K
$57.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-27.5K- 5.99% |
$1.54M - $1.78M
|
432K
$27M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-35.6K- 19.14% |
$2M - $2.3M
|
150K
$9.4M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-38.5K- 11.44% |
$2.16M - $2.49M
|
298K
$18.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-60.2K- 75.0% |
$3.38M - $3.9M
|
20.1K
$1.25M
|