Purchases and Sales Made in Q4 2025 in Ishares Gold Trust (IAU)
This table provides information about the institutional ownership of Ishares Gold Trust (IAU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
99.6K+ 72.81% |
$7.24M - $8.22M
|
236K
$18.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
71.5KNew |
$5.2M - $5.9M
|
71.5K
$5.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
55KNew |
$4M - $4.54M
|
55K
$4.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
40.6KNew |
$2.95M - $3.35M
|
40.6K
$3.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
34.9K+ 32.1% |
$2.53M - $2.88M
|
143K
$11M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
30KNew |
$2.18M - $2.48M
|
30K
$2.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.3K+ 6.85% |
$1.91M - $2.17M
|
410K
$31.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23.6K+ 68.06% |
$1.71M - $1.95M
|
58.2K
$4.48M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
23.4K+ 62.0% |
$1.7M - $1.93M
|
61K
$4.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
19.6KNew |
$1.42M - $1.61M
|
19.6K
$1.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
17.4KNew |
$1.26M - $1.43M
|
17.4K
$1.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
13.9KNew |
$1.01M - $1.15M
|
13.9K
$1.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12.6KNew |
$919K - $1.04M
|
12.6K
$973K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7K+ 2.38% |
$774K - $879K
|
459K
$35.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10.6K+ 23.56% |
$768K - $873K
|
55.5K
$4.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
8.42K+ 9.33% |
$611K - $694K
|
98.6K
$7.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
7.73K+ 4.89% |
$561K - $637K
|
166K
$12.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
6.78K+ 25.24% |
$493K - $560K
|
33.7K
$2.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.75K+ 48.39% |
$490K - $557K
|
20.7K
$1.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.68K+ 237.01% |
$485K - $551K
|
9.5K
$731K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
6.68KNew |
$485K - $551K
|
6.68K
$514K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.41KNew |
$465K - $528K
|
6.41K
$493K
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
5.89K+ 1.99% |
$428K - $486K
|
301K
$23.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5.82K+ 1.1% |
$423K - $480K
|
533K
$41M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
5.78K+ 0.71% |
$420K - $477K
|
817K
$62.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.73K+ 10.2% |
$416K - $473K
|
61.9K
$4.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.77K+ 34.32% |
$346K - $393K
|
18.7K
$1.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.72K+ 3.96% |
$343K - $390K
|
124K
$9.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
4.5KNew |
$327K - $371K
|
4.5K
$346K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
4.47KNew |
$324K - $368K
|
4.47K
$344K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4.46KNew |
$324K - $368K
|
4.46K
$343K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
4.33K+ 11.89% |
$315K - $357K
|
40.8K
$3.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.2KNew |
$305K - $346K
|
4.2K
$323K
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.81KNew |
$277K - $314K
|
3.81K
$293K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.72K+ 11.94% |
$270K - $307K
|
34.8K
$2.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
3.69KNew |
$268K - $304K
|
3.69K
$284K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.69K+ 56.45% |
$268K - $304K
|
10.2K
$787K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.63KNew |
$264K - $300K
|
3.63K
$280K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.59K+ 46.3% |
$261K - $297K
|
11.4K
$874K
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.56K+ 1.45% |
$258K - $293K
|
249K
$19.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.36K+ 69.33% |
$244K - $277K
|
8.21K
$632K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.35K+ 2.45% |
$243K - $276K
|
140K
$10.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.24KNew |
$235K - $267K
|
3.24K
$249K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.16K+ 27.31% |
$229K - $260K
|
14.7K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.15KNew |
$229K - $260K
|
3.15K
$242K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
3.15K+ 76.87% |
$229K - $260K
|
7.24K
$558K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.14K+ 2.21% |
$228K - $259K
|
145K
$11.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.05KNew |
$221K - $251K
|
3.05K
$234K
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
3.03KNew |
$220K - $250K
|
3.03K
$233K
|
|
|
Jan 14, 2026
Q4 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.03KNew |
$220K - $250K
|
3.03K
$233K
|
|