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 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 7.02% |
$2.01M - $2.32M
|
545K
$37.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
35.6KNew |
$1.99M - $2.3M
|
35.6K
$2.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
35KNew |
$1.96M - $2.27M
|
35K
$2.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
34.5K+ 25.22% |
$1.94M - $2.23M
|
171K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.1KNew |
$1.91M - $2.21M
|
34.1K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
34K+ 422.01% |
$1.91M - $2.2M
|
42.1K
$2.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
33.2K+ 233.85% |
$1.86M - $2.15M
|
47.4K
$3.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
31.5K+ 921.51% |
$1.77M - $2.04M
|
34.9K
$2.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
31.5KNew |
$1.77M - $2.04M
|
31.5K
$2.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
31.4K+ 18.97% |
$1.76M - $2.03M
|
197K
$13.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
31.2K+ 272.07% |
$1.75M - $2.02M
|
42.7K
$2.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
31.1K+ 12.07% |
$1.75M - $2.01M
|
289K
$19.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
29.2K+ 78.07% |
$1.64M - $1.89M
|
66.7K
$4.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
29.2K+ 5.21% |
$1.64M - $1.89M
|
590K
$40.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
28.5K+ 272.54% |
$1.6M - $1.85M
|
39K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
27.7KNew |
$1.55M - $1.79M
|
27.7K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
26.7K+ 7.75% |
$1.5M - $1.73M
|
371K
$25.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
25.8KNew |
$1.45M - $1.67M
|
25.8K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.5K+ 13.97% |
$1.43M - $1.65M
|
208K
$14.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.9K+ 7.86% |
$1.4M - $1.61M
|
342K
$23.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
24.8K+ 17.69% |
$1.39M - $1.6M
|
165K
$11.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
24.4KNew |
$1.37M - $1.58M
|
24.4K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
23.5K+ 7.89% |
$1.32M - $1.52M
|
322K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
23.3K+ 66.53% |
$1.31M - $1.51M
|
58.2K
$3.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
23.1KNew |
$1.3M - $1.5M
|
23.1K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
23.1K+ 79.89% |
$1.29M - $1.49M
|
51.9K
$3.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
22.9K+ 133.84% |
$1.29M - $1.48M
|
40K
$2.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
22.9K+ 24.38% |
$1.28M - $1.48M
|
117K
$8M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
22.5K+ 46.7% |
$1.26M - $1.46M
|
70.7K
$4.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.3K+ 10.0% |
$1.25M - $1.45M
|
246K
$16.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.1K+ 9.3% |
$1.24M - $1.43M
|
259K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
21.9KNew |
$1.23M - $1.42M
|
21.9K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
21.7K+ 19.54% |
$1.21M - $1.4M
|
132K
$9.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.3K+ 46.03% |
$1.2M - $1.38M
|
67.7K
$4.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.4KNew |
$1.14M - $1.32M
|
20.4K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.4K+ 36.1% |
$1.14M - $1.32M
|
76.9K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20.3K+ 6.37% |
$1.14M - $1.32M
|
339K
$23.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.3K+ 561.86% |
$1.14M - $1.31M
|
23.9K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
19.9K+ 8.7% |
$1.12M - $1.29M
|
249K
$17M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
19.5K+ 1.26% |
$1.1M - $1.27M
|
1.57M
$107M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19.2K+ 11.76% |
$1.08M - $1.25M
|
183K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.9K+ 2.65% |
$1.06M - $1.22M
|
732K
$50.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
18.5K+ 36.98% |
$1.04M - $1.2M
|
68.7K
$4.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.3K+ 67.04% |
$1.03M - $1.19M
|
45.6K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
18K+ 655.82% |
$1.01M - $1.17M
|
20.8K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.9K+ 84.16% |
$1.01M - $1.16M
|
39.2K
$2.69M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
17.9KNew |
$1M - $1.16M
|
17.9K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
17.8KNew |
$998K - $1.15M
|
17.8K
$1.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
17.1K+ 115.82% |
$961K - $1.11M
|
31.9K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.1KNew |
$960K - $1.11M
|
17.1K
$1.17M
|