Beacon Financial Advisory LLC Ishares Gold Trust Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 11,487 shares of IAU stock, worth $884,269. This represents 0.22% of its overall portfolio holdings.

Number of Shares
11,487
Previous 10,288 11.65%
Holding current value
$884,269
Previous $641,000 30.27%
% of portfolio
0.22%
Previous 0.19%

Shares

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

Oct 29, 2025
BUY
$61.62 - $72.77 $73,882 - $87,251
1,199 Added 11.65%
11,487 $835,000
Q2 2025

Jul 22, 2025
BUY
$56.1 - $64.74 $168,300 - $194,219
3,000 Added 41.16%
10,288 $641,000
Q1 2025

Apr 24, 2025
BUY
$49.74 - $58.96 $73,416 - $87,024
1,476 Added 25.4%
7,288 $429,000
Q4 2024

Jan 27, 2025
BUY
$48.37 - $52.65 $80,826 - $87,978
1,671 Added 40.35%
5,812 $287,000
Q3 2024

Oct 30, 2024
BUY
$44.06 - $50.5 $182,452 - $209,120
4,141 New
4,141 $205,000

Others Institutions Holding IAU

# of Institutions
1,891
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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