Lakeridge Wealth Management LLC Ishares Gold Trust Transaction History

Lakeridge Wealth Management LLC

  • $225 Billion
  • Q3 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 7,972 shares of IAU stock, worth $613,684. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,972
Previous 8,156 2.26%
Holding current value
$613,684
Previous $509 Million 14.06%
% of portfolio
0.26%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$61.62 - $72.77 $11,338 - $13,389
-184 Reduced 2.26%
7,972 $580 Million
Q1 2025

Apr 16, 2025
BUY
$49.74 - $58.96 $38,996 - $46,224
784 Added 10.63%
8,156 $481 Million
Q1 2024

Apr 29, 2024
BUY
$37.66 - $42.01 $12,804 - $14,283
340 Added 4.84%
7,372 $310 Million
Q4 2023

Feb 14, 2024
BUY
$34.47 - $39.34 $242,393 - $276,638
7,032 New
7,032 $274 Million

Others Institutions Holding IAU

# of Institutions
1,890
Shares Held
447M
Call Options Held
4.27M
Put Options Held
9.14M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $65.3B
More about IAU
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