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 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-8.64K- 28.73% |
$485K - $560K
|
21.4K
$1.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.89K- 2.61% |
$499K - $575K
|
331K
$22.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9K- 18.16% |
$505K - $583K
|
40.6K
$2.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9.08K- 3.06% |
$509K - $588K
|
288K
$19.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-9.2K- 22.65% |
$516K - $596K
|
31.4K
$2.15M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-9.39K- 26.94% |
$527K - $608K
|
25.5K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-9.58K- 13.38% |
$538K - $620K
|
62.1K
$4.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-9.62K- 13.93% |
$540K - $623K
|
59.4K
$4.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.63K- 2.64% |
$540K - $623K
|
355K
$24.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.66K- 14.79% |
$542K - $626K
|
55.7K
$3.82M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-9.98K- 36.42% |
$560K - $646K
|
17.4K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-10.2K- 28.64% |
$570K - $658K
|
25.3K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-10.2K- 11.95% |
$570K - $658K
|
74.9K
$5.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 26.29% |
$576K - $665K
|
28.8K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-10.4K- 36.19% |
$586K - $676K
|
18.4K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-10.5K- 2.36% |
$590K - $681K
|
435K
$29.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-10.6K- 4.05% |
$597K - $689K
|
252K
$17.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-10.7K- 8.12% |
$602K - $695K
|
122K
$8.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-11.1K- 5.06% |
$622K - $718K
|
208K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-11.4K- 35.32% |
$638K - $737K
|
20.8K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.6K- 10.06% |
$652K - $752K
|
104K
$7.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.7K- 13.81% |
$655K - $756K
|
72.9K
$4.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-11.7K- 9.27% |
$658K - $760K
|
115K
$7.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-11.7K- 78.03% |
$658K - $760K
|
3.3K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-11.9K- 14.82% |
$666K - $769K
|
68.2K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12K- 2.54% |
$674K - $778K
|
462K
$31.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-12.1K- 9.45% |
$678K - $782K
|
116K
$7.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.2K- 12.04% |
$682K - $787K
|
88.8K
$6.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.6K- 32.44% |
$709K - $819K
|
26.3K
$1.81M
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-12.7K- 32.73% |
$715K - $825K
|
26.2K
$1.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-12.8K- 63.29% |
$719K - $829K
|
7.43K
$509K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-12.9K- 18.85% |
$721K - $832K
|
55.3K
$3.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.1K- 3.63% |
$734K - $847K
|
347K
$23.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-13.2K- 6.7% |
$742K - $856K
|
184K
$12.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-13.2K- 28.08% |
$743K - $858K
|
33.9K
$2.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-13.3K- 5.19% |
$747K - $862K
|
243K
$16.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13.3K- 3.5% |
$748K - $863K
|
367K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-13.6K- 2.18% |
$761K - $878K
|
608K
$41.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14K- 10.29% |
$786K - $907K
|
122K
$8.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-14.1K- 6.32% |
$791K - $913K
|
209K
$14.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-15.1K- 8.54% |
$845K - $975K
|
161K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-15.4K- 6.66% |
$865K - $998K
|
216K
$14.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-15.6K- 26.61% |
$874K - $1.01M
|
43K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-16.4K- 7.99% |
$922K - $1.06M
|
189K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-16.5K- 3.96% |
$927K - $1.07M
|
401K
$27.5M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-16.6K- 21.78% |
$929K - $1.07M
|
59.5K
$4.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16.6K- 49.74% |
$930K - $1.07M
|
16.8K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-16.9K- 8.96% |
$950K - $1.1M
|
172K
$11.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-17.2K- 49.37% |
$964K - $1.11M
|
17.6K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17.4K- 12.19% |
$977K - $1.13M
|
125K
$8.6M
|