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 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5.81KNew |
$326K - $376K
|
5.81K
$398K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.78KNew |
$324K - $374K
|
5.78K
$396K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.75K+ 9.93% |
$323K - $372K
|
63.7K
$4.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
5.53K+ 80.55% |
$310K - $358K
|
12.4K
$849K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
5.51K+ 1.07% |
$309K - $357K
|
523K
$35.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.26K+ 4.49% |
$295K - $341K
|
123K
$8.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.16KNew |
$289K - $334K
|
5.16K
$354K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.13KNew |
$288K - $332K
|
5.13K
$352K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.1K+ 24.46% |
$286K - $330K
|
25.9K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.05K+ 20.39% |
$283K - $327K
|
29.8K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.05K+ 46.0% |
$283K - $327K
|
16K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.05K+ 27.59% |
$283K - $327K
|
23.3K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5K+ 7.7% |
$281K - $324K
|
69.9K
$4.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.99KNew |
$280K - $323K
|
4.99K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
4.97KNew |
$279K - $321K
|
4.97K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
4.95K+ 118.53% |
$278K - $321K
|
9.13K
$626K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.9K+ 27.39% |
$275K - $317K
|
22.8K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.82K+ 29.16% |
$270K - $312K
|
21.3K
$1.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.81K+ 11.66% |
$270K - $311K
|
46K
$3.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.77K+ 110.24% |
$267K - $309K
|
9.09K
$623K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.74K+ 0.75% |
$266K - $307K
|
636K
$43.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.72K+ 8.47% |
$265K - $306K
|
60.5K
$4.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.71K+ 83.14% |
$264K - $305K
|
10.4K
$711K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.67K+ 6.75% |
$262K - $302K
|
73.9K
$5.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.67K+ 4.16% |
$262K - $302K
|
117K
$8.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.64KNew |
$260K - $300K
|
4.64K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
4.58KNew |
$257K - $297K
|
4.58K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.5KNew |
$252K - $291K
|
4.5K
$308K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
4.47K+ 1.48% |
$251K - $290K
|
307K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.46K+ 0.55% |
$250K - $289K
|
815K
$55.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.42K+ 25.45% |
$248K - $286K
|
21.8K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
4.37K+ 4.72% |
$245K - $283K
|
97K
$6.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.36K+ 52.25% |
$244K - $282K
|
12.7K
$870K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.31KNew |
$242K - $279K
|
4.31K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
4.28K+ 2.69% |
$240K - $277K
|
164K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 9.5% |
$240K - $276K
|
49.2K
$3.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.26K+ 98.31% |
$239K - $276K
|
8.59K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.19KNew |
$235K - $272K
|
4.19K
$287K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.17KNew |
$234K - $270K
|
4.17K
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
4.14K+ 5.83% |
$232K - $268K
|
75.2K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.13K+ 19.03% |
$232K - $268K
|
25.8K
$1.77M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 6.3% |
$230K - $266K
|
69.2K
$4.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
4.09KNew |
$230K - $265K
|
4.09K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.09KNew |
$229K - $265K
|
4.09K
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.96K+ 100.92% |
$222K - $256K
|
7.88K
$540K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
3.93K+ 1.07% |
$221K - $255K
|
373K
$25.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.93K+ 61.44% |
$221K - $255K
|
10.3K
$708K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.9KNew |
$219K - $252K
|
3.9K
$267K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.86KNew |
$216K - $250K
|
3.86K
$264K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.85K+ 142.43% |
$216K - $249K
|
6.55K
$449K
|