Blue Bell Private Wealth Management, LLC Ishares Gold Trust Transaction History

Blue Bell Private Wealth Management, LLC

$626 Million
Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 5,456 shares of IAU stock, worth $420,002. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,456

Previous 5,456 -0.0%

Holding current value

$420,002

Previous $340,000 16.76%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$56.1 - $64.74 $17,952 - $20,716	-320 Reduced 5.54%	5,456 $340,000
Q2 2024 Aug 05, 2024	SELL	$42.46 - $45.89 $7,430 - $8,030	-175 Reduced 2.94%	5,776 $253,000
Q4 2023 Jan 25, 2024	BUY	$34.47 - $39.34 $103 - $118	3 Added 0.05%	5,951 $232,000
Q3 2023 Oct 30, 2023	SELL	$34.99 - $37.48 $314 - $337	-9 Reduced 0.15%	5,948 $208,000
Q3 2021 Nov 10, 2021	SELL	$32.85 - $34.83 $24,210 - $25,669	-737 Reduced 11.01%	5,957 $199,000

Q2 2021 Aug 05, 2021	BUY	$32.9 - $68.08 $220,232 - $455,727	6,694 New	6,694 $226,000

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

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

More about IAU

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Blue Bell Private Wealth Management, LLC Ishares Gold Trust Transaction History