Dynasty Wealth Management, LLC Ishares Gold Trust Transaction History

Dynasty Wealth Management, LLC

$7.49 Trillion
Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,202,449 shares of IAU stock, worth $92.6 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

1,202,449

Previous 1,131,829 6.24%

Holding current value

$92.6 Million

Previous $70.6 Billion 23.97%

% of portfolio

1.17%

Previous 1.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$61.62 - $72.77 $4.35 Million - $5.14 Million	70,620 Added 6.24%	1,202,449 $87.5 Billion
Q2 2025 Aug 05, 2025	SELL	$56.1 - $64.74 $4.12 Million - $4.75 Million	-73,445 Reduced 6.09%	1,131,829 $70.6 Billion
Q1 2025 May 02, 2025	BUY	$49.74 - $58.96 $22.5 Million - $26.6 Million	451,752 Added 59.95%	1,205,274 $71.1 Billion
Q4 2024 Feb 05, 2025	BUY	$48.37 - $52.65 $8.2 Million - $8.92 Million	169,497 Added 29.02%	753,522 $37.3 Billion
Q3 2024 Nov 12, 2024	BUY	$44.06 - $50.5 $169,102 - $193,819	3,838 Added 0.66%	584,025 $29 Billion

Q2 2024 Aug 12, 2024	BUY	$42.46 - $45.89 $328,895 - $355,463	7,746 Added 1.35%	580,187 $25.5 Billion
Q1 2024 May 15, 2024	BUY	$37.66 - $42.01 $21.6 Million - $24 Million	572,441 New	572,441 $24 Billion

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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Dynasty Wealth Management, LLC Ishares Gold Trust Transaction History