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 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-103K- 8.33% |
$5.76M - $6.64M
|
1.13M
$77.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-105K- 20.67% |
$5.86M - $6.77M
|
401K
$27.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Mackay Shields LLC
|
SELL
|
- |
-105K- 15.91% |
$5.89M - $6.8M
|
555K
$38M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-106K- 49.57% |
$5.97M - $6.89M
|
108K
$7.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-110K- 13.86% |
$6.19M - $7.14M
|
686K
$47M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-112K- 3.17% |
$6.31M - $7.28M
|
3.43M
$235M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-117K- 9.18% |
$6.55M - $7.56M
|
1.16M
$79.2M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-120K- 29.8% |
$6.74M - $7.78M
|
283K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-121K- 32.47% |
$6.8M - $7.85M
|
252K
$17.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-122K- 23.38% |
$6.83M - $7.88M
|
399K
$27.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-124K- 41.16% |
$6.95M - $8.01M
|
177K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-126K- 14.86% |
$7.06M - $8.15M
|
721K
$49.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-131K- 10.9% |
$7.32M - $8.45M
|
1.07M
$73.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-150K- 7.48% |
$8.4M - $9.7M
|
1.85M
$127M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-159K- 8.61% |
$8.91M - $10.3M
|
1.69M
$116M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-182K- 11.02% |
$10.2M - $11.8M
|
1.47M
$100M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-189K- 50.34% |
$10.6M - $12.2M
|
186K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-204K- 15.45% |
$11.5M - $13.2M
|
1.12M
$76.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-205K- 6.27% |
$11.5M - $13.2M
|
3.06M
$210M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-217K- 25.7% |
$12.2M - $14M
|
627K
$43M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-263K- 56.9% |
$14.8M - $17.1M
|
200K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-280K- 19.33% |
$15.7M - $18.1M
|
1.17M
$80M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-282K- 2.52% |
$15.8M - $18.3M
|
10.9M
$747M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-282K- 1.19% |
$15.8M - $18.3M
|
23.5M
$1.61B
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-362K- 26.3% |
$20.3M - $23.4M
|
1.01M
$69.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-374K- 4.17% |
$21M - $24.2M
|
8.59M
$589M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-409K- 17.85% |
$23M - $26.5M
|
1.88M
$129M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-491K- 26.68% |
$27.5M - $31.8M
|
1.35M
$92.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-513K- 24.81% |
$28.8M - $33.2M
|
1.56M
$107M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-539K- 32.41% |
$30.2M - $34.9M
|
1.12M
$77.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-576K- 84.83% |
$32.3M - $37.3M
|
103K
$7.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-716K- 9.24% |
$40.2M - $46.4M
|
7.03M
$482M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-735K- 78.96% |
$41.2M - $47.6M
|
196K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-995K- 3.18% |
$55.8M - $64.4M
|
30.3M
$2.08B
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.18M- 12.14% |
$122M - $141M
|
15.8M
$1.08B
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.68M- 20.93% |
$206M - $238M
|
13.9M
$952M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.27M- 54.65% |
$408M - $470M
|
6.03M
$413M
|