Forza Wealth Management, LLC Ishares Gold Trust Transaction History

Forza Wealth Management, LLC

$261 Billion
Q3 2025

A detailed history of Forza Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Forza Wealth Management, LLC holds 226,961 shares of IAU stock, worth $17.5 Million. This represents 6.33% of its overall portfolio holdings.

Number of Shares

226,961

Previous 228,311 0.59%

Holding current value

$17.5 Million

Previous $14.2 Billion 16.0%

% of portfolio

6.33%

Previous 5.84%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$61.62 - $72.77 $83,187 - $98,239	-1,350 Reduced 0.59%	226,961 $16.5 Billion
Q2 2025 Jul 18, 2025	BUY	$56.1 - $64.74 $17,952 - $20,716	320 Added 0.14%	228,311 $14.2 Billion
Q1 2025 Apr 30, 2025	BUY	$49.74 - $58.96 $753,610 - $893,302	15,151 Added 7.12%	227,991 $13.4 Billion
Q4 2024 Jan 13, 2025	BUY	$48.37 - $52.65 $114,782 - $124,938	2,373 Added 1.13%	212,840 $10.5 Billion
Q3 2024 Oct 28, 2024	BUY	$44.06 - $50.5 $220,300 - $252,500	5,000 Added 2.43%	210,467 $10.5 Billion

Q2 2024 Jul 17, 2024	BUY	$42.46 - $45.89 $100,842 - $108,988	2,375 Added 1.17%	205,467 $9.03 Billion
Q1 2024 Apr 22, 2024	SELL	$37.66 - $42.01 $58,448 - $65,199	-1,552 Reduced 0.76%	203,092 $8.53 Billion
Q4 2023 Jan 24, 2024	SELL	$34.47 - $39.34 $52,566 - $59,993	-1,525 Reduced 0.74%	204,644 $7.99 Billion
Q3 2023 Oct 24, 2023	BUY	$34.99 - $37.48 $15,745 - $16,866	450 Added 0.22%	206,169 $7.21 Billion
Q2 2023 Jul 25, 2023	SELL	$36.15 - $38.86 $65,793 - $70,725	-1,820 Reduced 0.88%	205,719 $7.49 Billion
Q1 2023 May 03, 2023	BUY	$34.33 - $37.9 $71,749 - $79,211	2,090 Added 1.02%	207,539 $7.76 Billion
Q4 2022 Feb 06, 2023	BUY	$30.88 - $34.6 $6.34 Million - $7.11 Million	205,449 New	205,449 $7.11 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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Forza Wealth Management, LLC Ishares Gold Trust Transaction History