Holistic Financial Partners Ishares Gold Trust Transaction History

Holistic Financial Partners

  • $262 Million
  • Q4 2025

A detailed history of Holistic Financial Partners transactions in Ishares Gold Trust stock. As of the latest transaction made, Holistic Financial Partners holds 30,322 shares of IAU stock, worth $2.33 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
30,322
Previous 32,987 8.08%
Holding current value
$2.33 Million
Previous $2.4 Million 2.75%
% of portfolio
0.89%
Previous 1.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$72.65 - $82.5 $193,612 - $219,862
-2,665 Reduced 8.08%
30,322 $2.33 Million
Q3 2023

Nov 08, 2023
SELL
$34.99 - $37.48 $4,618 - $4,947
-132 Reduced 0.4%
32,987 $1.15 Million
Q2 2021

Aug 13, 2021
BUY
$32.9 - $68.08 $1.09 Million - $2.25 Million
33,119 New
33,119 $1.12 Million

Others Institutions Holding IAU

# of Institutions
1,909
Shares Held
448M
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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