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 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
16.6KNew |
$929K - $1.07M
|
16.6K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.3K+ 78.53% |
$917K - $1.06M
|
37.2K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16.2K+ 70.83% |
$906K - $1.05M
|
39K
$2.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
16.1K+ 949.47% |
$904K - $1.04M
|
17.8K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.8K+ 2.01% |
$885K - $1.02M
|
800K
$54.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
15.5K+ 65.43% |
$871K - $1M
|
39.2K
$2.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
15.4KNew |
$863K - $996K
|
15.4K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
15.4K+ 6.08% |
$861K - $994K
|
268K
$18.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
15.3K+ 9.14% |
$860K - $992K
|
183K
$12.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15K+ 2.81% |
$844K - $974K
|
551K
$37.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
14.7KNew |
$827K - $954K
|
14.7K
$1.01M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$817K - $942K
|
14.6K
$996K
|
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
14K+ 29.15% |
$785K - $906K
|
62K
$4.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14K+ 294.48% |
$784K - $905K
|
18.7K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14K+ 21.08% |
$784K - $905K
|
80.3K
$5.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.8K+ 21.06% |
$775K - $894K
|
79.4K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.6K+ 31.8% |
$763K - $881K
|
56.4K
$3.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
13.5K+ 4.09% |
$760K - $877K
|
345K
$23.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13.3K+ 16.62% |
$746K - $861K
|
93.3K
$6.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.3K+ 6.88% |
$746K - $861K
|
207K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.8K+ 74.21% |
$720K - $830K
|
30.1K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12.4K+ 116.63% |
$694K - $800K
|
23K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.2K+ 47.78% |
$687K - $792K
|
37.9K
$2.59M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
12.1K+ 4.22% |
$681K - $786K
|
300K
$20.5M
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
12K+ 35.29% |
$673K - $777K
|
46K
$3.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
12K+ 3.64% |
$672K - $776K
|
341K
$23.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.9K+ 280.12% |
$666K - $769K
|
16.1K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.8K+ 10.17% |
$662K - $763K
|
128K
$8.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.6K+ 99.51% |
$651K - $752K
|
23.3K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.6K+ 15.74% |
$651K - $752K
|
85.3K
$5.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.6K+ 77.43% |
$649K - $748K
|
26.5K
$1.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
11.3K+ 2.73% |
$636K - $734K
|
426K
$29.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.3K+ 17.95% |
$633K - $730K
|
74.1K
$5.07M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11.3K+ 50.61% |
$633K - $730K
|
33.6K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
11.2K+ 25.15% |
$629K - $725K
|
55.8K
$3.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 42.61% |
$612K - $706K
|
36.5K
$2.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.8KNew |
$605K - $698K
|
10.8K
$737K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
10.5K+ 37.67% |
$587K - $678K
|
38.2K
$2.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
10.5K+ 280.75% |
$587K - $677K
|
14.2K
$970K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.4KNew |
$585K - $675K
|
10.4K
$714K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 1.13% |
$579K - $668K
|
920K
$62.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
10.3KNew |
$579K - $668K
|
10.3K
$706K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
10.3K+ 69.68% |
$576K - $664K
|
25K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
10KNew |
$561K - $647K
|
10K
$684K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
10K+ 55.56% |
$561K - $647K
|
28K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.9KNew |
$556K - $641K
|
9.9K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.84K+ 0.64% |
$552K - $637K
|
1.55M
$106M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
9.84K+ 221.78% |
$552K - $637K
|
14.3K
$976K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.77K+ 14.99% |
$548K - $633K
|
74.9K
$5.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
9.76K+ 14.76% |
$548K - $632K
|
75.9K
$5.19M
|