Icon Wealth Advisors, LLC Ishares Gold Trust Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 184,238 shares of IAU stock, worth $14.2 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
184,238
Previous 115,473 59.55%
Holding current value
$14.2 Million
Previous $7.2 Million 86.19%
% of portfolio
0.98%
Previous 0.54%

Shares

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

Nov 14, 2025
BUY
$61.62 - $72.77 $4.24 Million - $5 Million
68,765 Added 59.55%
184,238 $13.4 Million
Q2 2025

Aug 14, 2025
SELL
$56.1 - $64.74 $2.26 Million - $2.61 Million
-40,352 Reduced 25.9%
115,473 $7.2 Million
Q1 2025

May 15, 2025
BUY
$49.74 - $58.96 $4.46 Million - $5.28 Million
89,592 Added 135.27%
155,825 $9.19 Million
Q4 2024

Feb 14, 2025
BUY
$48.37 - $52.65 $3.2 Million - $3.49 Million
66,233 New
66,233 $3.28 Million

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
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email