Kathleen S. Wright Associates Inc. Ishares Gold Trust Transaction History

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 6,649 shares of IAU stock, worth $511,840. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,649
Previous 6,649 -0.0%
Holding current value
$511,840
Previous $414,000 16.67%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Jul 31, 2025
BUY
$56.1 - $64.74 $51,836 - $59,819
924 Added 16.14%
6,649 $414,000
Q1 2025

May 05, 2025
SELL
$49.74 - $58.96 $4,974 - $5,896
-100 Reduced 1.72%
5,725 $337,000
Q4 2024

Jan 24, 2025
BUY
$48.37 - $52.65 $5,320 - $5,791
110 Added 1.92%
5,825 $288,000
Q2 2024

Jul 17, 2024
SELL
$42.46 - $45.89 $6,369 - $6,883
-150 Reduced 2.56%
5,715 $251,000
Q1 2024

Apr 17, 2024
BUY
$37.66 - $42.01 $220,875 - $246,388
5,865 New
5,865 $246,000

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
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. 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 Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email