Beaird Harris Wealth Management, LLC Ishares Gold Trust Transaction History

Beaird Harris Wealth Management, LLC

  • $1.28 Billion
  • Q3 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 3,264 shares of IAU stock, worth $251,262. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,264
Previous 3,014 8.29%
Holding current value
$251,262
Previous $187,000 26.74%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2025
BUY
$61.62 - $72.77 $15,405 - $18,192
250 Added 8.29%
3,264 $237,000
Q1 2024

May 15, 2024
BUY
$37.66 - $42.01 $23,537 - $26,256
625 Added 26.16%
3,014 $126,000
Q4 2023

Feb 27, 2024
SELL
$34.47 - $39.34 $49,292 - $56,256
-1,430 Reduced 37.44%
2,389 $93,000
Q3 2023

Nov 15, 2023
BUY
$34.99 - $37.48 $19,174 - $20,539
548 Added 16.75%
3,819 $133,000
Q2 2023

Jul 26, 2023
BUY
$36.15 - $38.86 $1,662 - $1,787
46 Added 1.43%
3,271 $119,000
Q4 2022

Feb 14, 2023
SELL
$30.88 - $34.6 $10,808 - $12,110
-350 Reduced 9.79%
3,225 $111,000
Q3 2022

Nov 02, 2022
BUY
$30.82 - $34.3 $20,217 - $22,500
656 Added 22.47%
3,575 $113,000
Q2 2022

Aug 12, 2022
BUY
$34.31 - $37.62 $49,063 - $53,796
1,430 Added 96.04%
2,919 $100,000
Q4 2021

May 17, 2022
BUY
$33.36 - $35.53 $49,673 - $52,904
1,489 New
1,489 $52,000

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
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris 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 Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email