Klingman & Associates, LLC Ishares Gold Trust Transaction History

Klingman & Associates, LLC

$1.97 Billion
Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Klingman & Associates, LLC holds 6,503 shares of IAU stock, worth $500,600. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,503

Previous 6,993 7.01%

Holding current value

$500,600

Previous $436,000 8.49%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$61.62 - $72.77 $30,193 - $35,657	-490 Reduced 7.01%	6,503 $473,000
Q2 2025 Jul 30, 2025	SELL	$56.1 - $64.74 $48,975 - $56,518	-873 Reduced 11.1%	6,993 $436,000
Q4 2024 Jan 31, 2025	SELL	$48.37 - $52.65 $5,659 - $6,160	-117 Reduced 1.47%	7,866 $389,000
Q3 2024 Nov 01, 2024	BUY	$44.06 - $50.5 $146,851 - $168,316	3,333 Added 71.68%	7,983 $396,000
Q2 2024 Jul 30, 2024	BUY	$42.46 - $45.89 $197,439 - $213,388	4,650 New	4,650 $204,000

Q1 2022 May 06, 2022	SELL	$34.0 - $38.98 $196,860 - $225,694	-5,790 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$33.36 - $35.53 $193,154 - $205,718	5,790 New	5,790 $202,000

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

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $65.3B

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Klingman & Associates, LLC Ishares Gold Trust Transaction History