Heritage Financial Services, LLC Ishares Gold Trust Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Heritage Financial Services, LLC holds 11,065 shares of IAU stock, worth $851,783. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,065
Holding current value
$851,783
% of portfolio
0.07%

Shares

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

Oct 30, 2025
BUY
$61.62 - $72.77 $681,825 - $805,200
11,065 New
11,065 $805,000
Q2 2022

Jul 19, 2022
BUY
$34.31 - $37.62 $40,382 - $44,278
1,177 New
1,177 $40,000

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
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