Jeppson Wealth Management, LLC Ishares Gold Trust Transaction History

Jeppson Wealth Management, LLC

  • $312 Million
  • Q3 2025

A detailed history of Jeppson Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 3,370 shares of IAU stock, worth $259,422. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,370
Previous 3,370 -0.0%
Holding current value
$259,422
Previous $210,000 16.67%
% of portfolio
0.08%
Previous 0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$56.1 - $64.74 $189,057 - $218,173
3,370 New
3,370 $210,000

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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