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
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-35.6K- 19.14% |
$2M - $2.3M
|
150K
$10.3M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-35.7K- 31.71% |
$2M - $2.31M
|
76.9K
$5.27M
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-35.8K- 74.22% |
$2.01M - $2.32M
|
12.4K
$852K
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-36.4K- 21.56% |
$2.04M - $2.36M
|
132K
$9.08M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-38.5K- 11.44% |
$2.16M - $2.49M
|
298K
$20.4M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-39K- 54.12% |
$2.19M - $2.52M
|
33.1K
$2.27M
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-40.4K- 25.9% |
$2.26M - $2.61M
|
115K
$7.91M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-42.3K- 41.0% |
$2.37M - $2.74M
|
60.8K
$4.17M
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-43.4K- 68.41% |
$2.43M - $2.81M
|
20K
$1.37M
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-43.8K- 86.31% |
$2.46M - $2.83M
|
6.95K
$476K
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-43.9K- 63.1% |
$2.47M - $2.84M
|
25.7K
$1.76M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-46K- 32.49% |
$2.58M - $2.98M
|
95.6K
$6.55M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-46.4K- 60.45% |
$2.6M - $3M
|
30.3K
$2.08M
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-48.4K- 19.56% |
$2.71M - $3.13M
|
199K
$13.6M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-48.5K- 0.9% |
$2.72M - $3.14M
|
5.35M
$366M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-51.7K- 70.31% |
$2.9M - $3.35M
|
21.8K
$1.5M
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-52.3K- 79.54% |
$2.94M - $3.39M
|
13.5K
$923K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54.9K- 35.12% |
$3.08M - $3.56M
|
101K
$6.96M
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-58.3K- 26.45% |
$3.27M - $3.77M
|
162K
$11.1M
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-60.2K- 75.0% |
$3.38M - $3.9M
|
20.1K
$1.37M
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.7K- 42.32% |
$3.4M - $3.93M
|
82.7K
$5.67M
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.7K- 42.32% |
$3.4M - $3.93M
|
82.7K
$5.67M
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-61.2K- 48.53% |
$3.43M - $3.96M
|
64.9K
$4.45M
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-62K- 25.99% |
$3.48M - $4.01M
|
177K
$12.1M
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-62.6K- 14.29% |
$3.51M - $4.05M
|
375K
$25.7M
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-65.8K- 27.41% |
$3.69M - $4.26M
|
174K
$11.9M
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-66.2K- 16.94% |
$3.71M - $4.28M
|
325K
$22.2M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-66.2K- 27.77% |
$3.71M - $4.29M
|
172K
$11.8M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-68.6K- 75.55% |
$3.85M - $4.44M
|
22.2K
$1.52M
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-69.6K- 71.81% |
$3.9M - $4.51M
|
27.3K
$1.87M
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-70.4K- 44.04% |
$3.95M - $4.56M
|
89.5K
$6.13M
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-73.3K- 3.2% |
$4.11M - $4.74M
|
2.22M
$152M
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-73.4K- 6.09% |
$4.12M - $4.75M
|
1.13M
$77.6M
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-76.4K- 66.02% |
$4.29M - $4.95M
|
39.3K
$2.7M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-77.8K- 5.48% |
$4.36M - $5.04M
|
1.34M
$91.9M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-78K- 37.81% |
$4.37M - $5.05M
|
128K
$8.79M
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-78.8K- 6.02% |
$4.42M - $5.1M
|
1.23M
$84.3M
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-80.1K- 51.02% |
$4.49M - $5.18M
|
76.9K
$5.27M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-80.4K- 18.44% |
$4.51M - $5.2M
|
356K
$24.4M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-80.7K- 52.51% |
$4.53M - $5.23M
|
73K
$5M
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-83.6K- 51.03% |
$4.69M - $5.41M
|
80.2K
$5.5M
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-89.3K- 47.2% |
$5.01M - $5.78M
|
99.9K
$6.85M
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-89.5K- 82.35% |
$5.02M - $5.8M
|
19.2K
$1.31M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-90.5K- 9.32% |
$5.08M - $5.86M
|
881K
$60.4M
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-93.6K- 98.88% |
$5.25M - $6.06M
|
1.06K
$72.7K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-93.6K- 12.94% |
$5.25M - $6.06M
|
630K
$43.2M
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-94.6K- 32.06% |
$5.31M - $6.12M
|
200K
$13.7M
|
|
Aug 14, 2025
Q2 2025
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-97.6K- 18.74% |
$5.47M - $6.32M
|
423K
$29M
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-102K- 7.98% |
$5.73M - $6.62M
|
1.18M
$80.8M
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-102K- 29.38% |
$5.74M - $6.63M
|
246K
$16.9M
|