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 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.45K+ 9.11% |
$81.3K - $93.9K
|
17.4K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 39.61% |
$76.7K - $88.6K
|
4.82K
$330K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.35K+ 7.83% |
$75.6K - $87.3K
|
18.6K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.33K+ 5.17% |
$74.7K - $86.2K
|
27.1K
$1.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.32KNew |
$74K - $85.4K
|
1.32K
$90.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.31K+ 11.26% |
$73.7K - $85.1K
|
13K
$890K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.31K+ 14.25% |
$73.6K - $84.9K
|
10.5K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.29KNew |
$72.4K - $83.5K
|
1.29K
$88.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.27K+ 24.13% |
$71.2K - $82.2K
|
6.53K
$448K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.26K+ 13.04% |
$70.9K - $81.8K
|
11K
$751K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.26K+ 12.93% |
$70.6K - $81.5K
|
11K
$753K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.25K+ 87.99% |
$70.3K - $81.1K
|
2.68K
$183K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.23K+ 18.53% |
$69.2K - $79.9K
|
7.9K
$541K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.23K+ 21.95% |
$68.8K - $79.4K
|
6.81K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.22K+ 1.73% |
$68.2K - $78.7K
|
71.4K
$4.9M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
1.21K+ 2.57% |
$68.1K - $78.6K
|
48.4K
$3.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.21K+ 16.6% |
$68K - $78.5K
|
8.52K
$584K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.21K+ 9.45% |
$67.8K - $78.3K
|
14K
$960K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.2K+ 4.49% |
$67.4K - $77.8K
|
28K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 15.38% |
$65.4K - $75.4K
|
8.74K
$599K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.16K+ 4.14% |
$65.1K - $75.2K
|
29.2K
$2M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.16K+ 3.07% |
$65.1K - $75.1K
|
38.9K
$2.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.16K+ 11.92% |
$64.9K - $74.8K
|
10.9K
$744K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.11K+ 2.71% |
$62K - $71.6K
|
41.9K
$2.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.1K+ 22.83% |
$61.9K - $71.4K
|
5.93K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.1K+ 9.7% |
$61.4K - $70.9K
|
12.4K
$849K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.08K+ 3.88% |
$60.5K - $69.9K
|
28.9K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.08K+ 1.32% |
$60.4K - $69.7K
|
82.6K
$5.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.02K+ 10.79% |
$57.3K - $66.2K
|
10.5K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.02K+ 10.37% |
$57.2K - $66K
|
10.9K
$744K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1KNew |
$56.1K - $64.7K
|
1K
$68.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
935+ 0.7% |
$52.5K - $60.5K
|
134K
$9.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
924+ 16.14% |
$51.8K - $59.8K
|
6.65K
$456K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
924+ 2.95% |
$51.8K - $59.8K
|
32.3K
$2.21M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
906+ 19.72% |
$50.8K - $58.7K
|
5.5K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
879+ 1.97% |
$49.3K - $56.9K
|
45.6K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
875+ 1.36% |
$49.1K - $56.6K
|
65.1K
$4.46M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
872New |
$48.9K - $56.5K
|
872
$59.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
872+ 1.7% |
$48.9K - $56.5K
|
52K
$3.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
869New |
$48.8K - $56.3K
|
869
$59.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
869+ 1.12% |
$48.8K - $56.3K
|
78.6K
$5.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
860+ 4.8% |
$48.2K - $55.7K
|
18.8K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
856+ 1.75% |
$48K - $55.4K
|
49.9K
$3.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
844+ 0.37% |
$47.3K - $54.6K
|
231K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
838+ 26.59% |
$47K - $54.3K
|
3.99K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
834+ 10.86% |
$46.8K - $54K
|
8.51K
$584K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
831+ 22.56% |
$46.6K - $53.8K
|
4.52K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
825+ 15.77% |
$46.3K - $53.4K
|
6.06K
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
816+ 3.11% |
$45.8K - $52.8K
|
27K
$1.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
816+ 1.56% |
$45.8K - $52.8K
|
53.1K
$3.64M
|