Bartlett & Co. Wealth Management LLC Ishares Gold Trust Transaction History

Bartlett & Co. Wealth Management LLC

$7.34 Billion
Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,482 shares of IAU stock, worth $114,084. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,482

Previous 1,514 2.11%

Holding current value

$114,084

Previous $94.4 Million 99.89%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$61.62 - $72.77 $1,971 - $2,328	-32 Reduced 2.11%	1,482 $107,000
Q2 2025 Jul 18, 2025	BUY	$56.1 - $64.74 $13,464 - $15,537	240 Added 18.84%	1,514 $94.4 Million
Q1 2025 Apr 24, 2025	BUY	$49.74 - $58.96 $2,685 - $3,183	54 Added 4.43%	1,274 $75.1 Million
Q2 2024 Jul 12, 2024	SELL	$42.46 - $45.89 $10,742 - $11,610	-253 Reduced 17.18%	1,220 $53.6 Million
Q3 2023 Feb 14, 2024	BUY	$34.99 - $37.48 $6,683 - $7,158	191 Added 14.9%	1,473 $51.5 Million

Q4 2022 Feb 14, 2024	SELL	$30.88 - $34.6 $29,521 - $33,077	-956 Reduced 42.72%	1,282 $44.3 Million
Q3 2022 Feb 14, 2024	BUY	$30.82 - $34.3 $30,511 - $33,957	990 Added 79.33%	2,238 $70.6 Million
Q1 2022 Feb 14, 2024	BUY	$34.0 - $38.98 $42,432 - $48,647	1,248 New	1,248 $46 Million

Others Institutions Holding IAU

# of Institutions

1,894

Shares Held

447M

Call Options Held

4.27M

Put Options Held

9.14M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $65.3B

More about IAU

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Bartlett & Co. Wealth Management LLC Ishares Gold Trust Transaction History