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 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-17.4K- 2.42% |
$978K - $1.13M
|
702K
$48.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-17.5K- 22.23% |
$981K - $1.13M
|
61.2K
$4.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.6K- 8.02% |
$987K - $1.14M
|
202K
$13.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-17.7K- 16.4% |
$992K - $1.14M
|
90.1K
$6.18M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.8K- 4.79% |
$999K - $1.15M
|
354K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.9K- 5.51% |
$1M - $1.16M
|
307K
$21M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-17.9K- 16.74% |
$1M - $1.16M
|
89K
$6.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-17.9K- 53.51% |
$1M - $1.16M
|
15.5K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-18.1K- 6.72% |
$1.01M - $1.17M
|
251K
$17.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-18.6K- 6.01% |
$1.05M - $1.21M
|
291K
$20M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-18.7K- 21.65% |
$1.05M - $1.21M
|
67.6K
$4.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-18.7K- 38.26% |
$1.05M - $1.21M
|
30.2K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-19.2K- 2.8% |
$1.08M - $1.24M
|
668K
$45.8M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-19.6K- 5.56% |
$1.1M - $1.27M
|
333K
$22.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-19.7K- 3.23% |
$1.11M - $1.28M
|
591K
$40.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-19.9K- 14.37% |
$1.12M - $1.29M
|
118K
$8.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-20K- 8.36% |
$1.12M - $1.29M
|
219K
$15M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-20K- 5.25% |
$1.12M - $1.3M
|
361K
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.7K- 0.85% |
$1.16M - $1.34M
|
2.41M
$165M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-21.3K- 2.2% |
$1.19M - $1.38M
|
946K
$64.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-21.9K- 37.81% |
$1.23M - $1.42M
|
36K
$2.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-22.2K- 34.25% |
$1.24M - $1.44M
|
42.6K
$2.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-22.5K- 90.47% |
$1.26M - $1.45M
|
2.37K
$162K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22.8K- 4.32% |
$1.28M - $1.48M
|
506K
$34.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-23K- 23.56% |
$1.29M - $1.49M
|
74.8K
$5.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-23.3K- 2.46% |
$1.31M - $1.51M
|
924K
$63.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-24.1K- 15.25% |
$1.35M - $1.56M
|
134K
$9.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-24.3K- 8.01% |
$1.37M - $1.58M
|
280K
$19.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-26.3K- 79.98% |
$1.47M - $1.7M
|
6.58K
$451K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-26.6K- 63.03% |
$1.49M - $1.72M
|
15.6K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-26.7K- 18.87% |
$1.5M - $1.73M
|
115K
$7.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-26.7K- 6.71% |
$1.5M - $1.73M
|
372K
$25.5M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-27K- 11.41% |
$1.51M - $1.75M
|
210K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-27.1K- 19.42% |
$1.52M - $1.75M
|
112K
$7.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-27.4K- 62.9% |
$1.54M - $1.78M
|
16.2K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-27.5K- 5.99% |
$1.54M - $1.78M
|
432K
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-28K- 8.01% |
$1.57M - $1.82M
|
322K
$22.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-28.6K- 19.01% |
$1.6M - $1.85M
|
122K
$8.34M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-28.7K- 30.97% |
$1.61M - $1.86M
|
64.1K
$4.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-29.3K- 5.72% |
$1.64M - $1.89M
|
482K
$33M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-29.6K- 2.36% |
$1.66M - $1.91M
|
1.22M
$83.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.7K- 38.94% |
$1.78M - $2.05M
|
49.8K
$3.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-32.5K- 32.63% |
$1.83M - $2.11M
|
67.2K
$4.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-32.8K- 43.71% |
$1.84M - $2.12M
|
42.3K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-33.3K- 28.4% |
$1.87M - $2.16M
|
84K
$5.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-33.8K- 21.82% |
$1.9M - $2.19M
|
121K
$8.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-34.1K- 21.27% |
$1.92M - $2.21M
|
126K
$8.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-34.3K- 84.11% |
$1.92M - $2.22M
|
6.48K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-35.2K- 7.18% |
$1.98M - $2.28M
|
456K
$31.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-35.5K- 3.67% |
$1.99M - $2.3M
|
932K
$63.9M
|