Badgley Phelps Wealth Managers, LLC Ishares Gold Trust Transaction History

Badgley Phelps Wealth Managers, LLC

  • $5.41 Billion
  • Q4 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 10,136 shares of IAU stock, worth $780,269. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,136
Previous 9,512 6.56%
Holding current value
$780,269
Previous $692,000 12.72%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$72.65 - $82.5 $45,333 - $51,480
624 Added 6.56%
10,136 $780,000
Q3 2025

Nov 04, 2025
BUY
$61.62 - $72.77 $16,883 - $19,938
274 Added 2.97%
9,512 $692,000
Q4 2024

Feb 10, 2025
BUY
$48.37 - $52.65 $224,049 - $243,874
4,632 Added 100.56%
9,238 $457,000
Q3 2024

Oct 17, 2024
BUY
$44.06 - $50.5 $202,940 - $232,603
4,606 New
4,606 $228,000

Others Institutions Holding IAU

# of Institutions
1,939
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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