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 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.3K- 24.7% |
$185K - $214K
|
10.1K
$689K
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.33K- 7.22% |
$187K - $215K
|
42.7K
$2.93M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.34K- 1.13% |
$187K - $216K
|
293K
$20.1M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.35K- 1.27% |
$188K - $217K
|
260K
$17.8M
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.37K- 2.74% |
$189K - $218K
|
120K
$8.22M
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-3.38K- 5.58% |
$190K - $219K
|
57.3K
$3.92M
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-3.4K- 19.68% |
$191K - $220K
|
13.9K
$951K
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.46K- 3.61% |
$194K - $224K
|
92.4K
$6.33M
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.6K- 20.27% |
$202K - $233K
|
14.2K
$972K
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3.71K- 5.9% |
$208K - $240K
|
59.2K
$4.05M
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.83K- 13.41% |
$215K - $248K
|
24.7K
$1.69M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.85K- 17.96% |
$216K - $250K
|
17.6K
$1.21M
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.86K- 15.47% |
$216K - $250K
|
21.1K
$1.44M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.9K- 7.29% |
$219K - $252K
|
49.6K
$3.4M
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.96K- 9.22% |
$222K - $256K
|
38.9K
$2.67M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4K- 6.19% |
$224K - $259K
|
60.6K
$4.16M
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-4K- 37.78% |
$225K - $259K
|
6.59K
$452K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.04K- 12.22% |
$227K - $262K
|
29K
$1.99M
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-4.07K- 5.6% |
$228K - $263K
|
68.6K
$4.7M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.07K- 14.99% |
$229K - $264K
|
23.1K
$1.58M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.09K- 12.95% |
$229K - $265K
|
27.5K
$1.88M
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-4.2K- 3.58% |
$236K - $272K
|
113K
$7.75M
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.25K- 15.79% |
$239K - $275K
|
22.7K
$1.55M
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4.26K- 25.11% |
$239K - $276K
|
12.7K
$870K
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.27K- 55.03% |
$239K - $276K
|
3.49K
$239K
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.3K- 60.9% |
$241K - $279K
|
2.76K
$189K
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-4.31K- 1.39% |
$242K - $279K
|
305K
$20.9M
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-4.32K- 40.47% |
$242K - $280K
|
6.36K
$436K
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-4.32K- 8.31% |
$243K - $280K
|
47.7K
$3.27M
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-4.34K- 1.38% |
$244K - $281K
|
310K
$21.2M
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4.35K- 35.11% |
$244K - $281K
|
8.03K
$550K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.49K- 17.78% |
$252K - $290K
|
20.7K
$1.42M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.5K- 5.17% |
$252K - $291K
|
82.5K
$5.65M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.52K- 2.83% |
$254K - $293K
|
155K
$10.6M
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.52K- 3.39% |
$254K - $293K
|
129K
$8.83M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.63K- 8.88% |
$260K - $300K
|
47.5K
$3.26M
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-4.67K- 15.34% |
$262K - $302K
|
25.8K
$1.77M
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.7K- 17.67% |
$264K - $304K
|
21.9K
$1.5M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.8K- 0.31% |
$270K - $311K
|
1.52M
$104M
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.84K- 5.43% |
$272K - $314K
|
84.3K
$5.78M
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.88K- 45.2% |
$274K - $316K
|
5.91K
$405K
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.98K- 1.78% |
$280K - $323K
|
275K
$18.8M
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-5.1K- 33.31% |
$286K - $330K
|
10.2K
$700K
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-5.16K- 20.71% |
$289K - $334K
|
19.7K
$1.35M
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.18K- 1.71% |
$290K - $335K
|
298K
$20.4M
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.31K- 26.9% |
$298K - $344K
|
14.4K
$990K
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.52K- 8.67% |
$309K - $357K
|
58.1K
$3.98M
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-5.55K- 99.78% |
$312K - $360K
|
12
$822
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-5.58K- 11.9% |
$313K - $362K
|
41.3K
$2.83M
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.65K- 3.59% |
$317K - $366K
|
152K
$10.4M
|