Forthright Family Wealth Advisory LLC Ishares Gold Trust Transaction History

Forthright Family Wealth Advisory LLC

  • $140 Million
  • Q3 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 45,316 shares of IAU stock, worth $3.49 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
45,316
Previous 26,493 71.05%
Holding current value
$3.49 Million
Previous $1.65 Million 99.58%
% of portfolio
2.35%
Previous 1.17%

Shares

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

Nov 04, 2025
BUY
$61.62 - $72.77 $1.16 Million - $1.37 Million
18,823 Added 71.05%
45,316 $3.3 Million
Q2 2025

Aug 13, 2025
SELL
$56.1 - $64.74 $22,271 - $25,701
-397 Reduced 1.48%
26,493 $1.65 Million
Q1 2025

Apr 30, 2025
BUY
$49.74 - $58.96 $21,040 - $24,940
423 Added 1.6%
26,890 $1.59 Million
Q4 2024

Mar 03, 2025
BUY
$48.37 - $52.65 $1.28 Million - $1.39 Million
26,467 New
26,467 $1.31 Million

Others Institutions Holding IAU

# of Institutions
1,909
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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