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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.66K- 18.7% |
$317K - $366K
|
24.6K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-5.7K- 5.01% |
$320K - $369K
|
108K
$7.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-5.81K- 23.48% |
$326K - $376K
|
18.9K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.84K- 29.22% |
$327K - $378K
|
14.1K
$969K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5.85K- 1.1% |
$328K - $379K
|
527K
$36.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.92K- 4.8% |
$332K - $383K
|
117K
$8.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-5.92K- 8.66% |
$332K - $383K
|
62.5K
$4.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
SELL
|
- |
-5.92K- 5.37% |
$332K - $383K
|
104K
$7.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-6.02K- 5.39% |
$338K - $390K
|
106K
$7.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-6.06K- 17.1% |
$340K - $392K
|
29.4K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-6.06K- 15.61% |
$340K - $392K
|
32.8K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-6.08K- 10.45% |
$341K - $393K
|
52.1K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-6.09K- 3.84% |
$342K - $394K
|
153K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-6.2K- 16.86% |
$348K - $401K
|
30.6K
$2.09M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-6.32K- 1.72% |
$355K - $409K
|
361K
$24.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.37K- 39.03% |
$358K - $413K
|
9.96K
$683K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-6.43K- 30.78% |
$361K - $416K
|
14.5K
$991K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-6.57K- 0.97% |
$368K - $425K
|
672K
$46M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-6.61K- 31.9% |
$371K - $428K
|
14.1K
$968K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-6.68K- 11.96% |
$375K - $432K
|
49.2K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.72K- 37.73% |
$377K - $435K
|
11.1K
$760K
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
SELL
|
- |
-6.78K- 2.79% |
$380K - $439K
|
236K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-6.84K- 3.93% |
$384K - $443K
|
167K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.87K- 18.0% |
$385K - $445K
|
31.3K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-6.97K- 3.42% |
$391K - $451K
|
197K
$13.5M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.99K- 7.54% |
$392K - $453K
|
85.8K
$5.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.03K- 6.9% |
$394K - $455K
|
94.9K
$6.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.09K- 8.98% |
$398K - $459K
|
71.9K
$4.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.17K- 6.85% |
$402K - $464K
|
97.5K
$6.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-7.18K- 8.64% |
$403K - $465K
|
76K
$5.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-7.19K- 13.84% |
$403K - $465K
|
44.7K
$3.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-7.2K- 12.25% |
$404K - $466K
|
51.6K
$3.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-7.31K- 29.41% |
$410K - $473K
|
17.5K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-7.33K- 5.36% |
$411K - $475K
|
129K
$8.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.43K- 7.5% |
$417K - $481K
|
91.7K
$6.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.5K- 38.73% |
$421K - $485K
|
11.9K
$813K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.55K- 2.94% |
$424K - $489K
|
250K
$17.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-7.68K- 2.09% |
$431K - $497K
|
359K
$24.6M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.73K- 27.36% |
$434K - $501K
|
20.5K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-7.8K- 8.17% |
$437K - $505K
|
87.6K
$6M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.82K- 6.26% |
$438K - $506K
|
117K
$8.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-7.83K- 82.05% |
$439K - $507K
|
1.71K
$117K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.03K- 36.48% |
$450K - $520K
|
14K
$959K
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-8.1K- 4.52% |
$455K - $525K
|
171K
$11.7M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.13K- 9.96% |
$456K - $526K
|
73.5K
$5.04M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.22K- 7.83% |
$461K - $532K
|
96.7K
$6.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-8.29K- 4.63% |
$465K - $537K
|
171K
$11.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.37K- 5.81% |
$469K - $542K
|
136K
$9.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.48K- 4.18% |
$476K - $549K
|
194K
$13.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-8.63K- 5.39% |
$484K - $559K
|
151K
$10.4M
|