Aprio Wealth Management, LLC Ishares Gold Trust Transaction History

Aprio Wealth Management, LLC

  • $902 Million
  • Q3 2025

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 3,024 shares of IAU stock, worth $232,787. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,024
Previous 3,303 8.45%
Holding current value
$232,787
Previous $205,000 7.32%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2025
SELL
$61.62 - $72.77 $17,191 - $20,302
-279 Reduced 8.45%
3,024 $220,000
Q2 2025

Aug 14, 2025
SELL
$56.1 - $64.74 $658,277 - $759,659
-11,734 Reduced 78.03%
3,303 $205,000
Q1 2025

May 15, 2025
BUY
$49.74 - $58.96 $98,634 - $116,917
1,983 Added 15.19%
15,037 $886,000
Q3 2024

Oct 07, 2024
SELL
$44.06 - $50.5 $30,357 - $34,794
-689 Reduced 5.01%
13,054 $648,000
Q2 2024

Jul 10, 2024
BUY
$42.46 - $45.89 $583,527 - $630,666
13,743 New
13,743 $603,000
Q4 2023

Jan 17, 2024
BUY
$34.47 - $39.34 $193,549 - $220,894
5,615 Added 34.26%
22,003 $858,000
Q3 2023

Oct 10, 2023
BUY
$34.99 - $37.48 $183,242 - $196,282
5,237 Added 46.96%
16,388 $573,000
Q2 2023

Jul 13, 2023
BUY
$36.15 - $38.86 $208,693 - $224,338
5,773 Added 107.34%
11,151 $405,000
Q1 2023

Apr 14, 2023
BUY
$34.33 - $37.9 $184,626 - $203,826
5,378 New
5,378 $200,000

Others Institutions Holding IAU

# of Institutions
1,909
Shares Held
448M
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
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email