Moneta Group Investment Advisors LLC Ishares Gold Trust Transaction History

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 28,634 shares of IAU stock, worth $2.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,634
Previous 9,465 202.53%
Holding current value
$2.2 Million
Previous $590,000 253.05%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$61.62 - $72.77 $1.18 Million - $1.39 Million
19,169 Added 202.53%
28,634 $2.08 Million
Q2 2025

Aug 14, 2025
SELL
$56.1 - $64.74 $94,472 - $109,022
-1,684 Reduced 15.1%
9,465 $590,000
Q1 2025

May 15, 2025
BUY
$49.74 - $58.96 $66,154 - $78,416
1,330 Added 13.55%
11,149 $657,000
Q4 2024

Feb 11, 2025
BUY
$48.37 - $52.65 $51,368 - $55,914
1,062 Added 12.13%
9,819 $486,000
Q3 2024

Nov 12, 2024
BUY
$44.06 - $50.5 $79,748 - $91,405
1,810 Added 26.05%
8,757 $435,000
Q2 2024

Aug 13, 2024
BUY
$42.46 - $45.89 $38,596 - $41,714
909 Added 15.05%
6,947 $305,000
Q1 2024

Aug 13, 2024
SELL
$37.66 - $42.01 $261,435 - $291,633
-6,942 Reduced 53.48%
6,038 $253,000
Q4 2023

Feb 15, 2024
BUY
$34.47 - $39.34 $206,923 - $236,158
6,003 Added 86.04%
12,980 $506,000
Q3 2023

Nov 15, 2023
SELL
$34.99 - $37.48 $84,885 - $90,926
-2,426 Reduced 25.8%
6,977 $244,000
Q2 2023

Aug 15, 2023
SELL
$36.15 - $38.86 $330,085 - $354,830
-9,131 Reduced 49.27%
9,403 $342,000
Q1 2023

May 15, 2023
SELL
$34.33 - $37.9 $429,433 - $474,091
-12,509 Reduced 40.3%
18,534 $692,000
Q4 2022

Feb 16, 2023
BUY
$30.88 - $34.6 $63,149 - $70,757
2,045 Added 7.05%
31,043 $1.07 Million
Q4 2022

Feb 16, 2023
SELL
$30.88 - $34.6 $895 Million - $1 Billion
-28,969,296 Reduced 99.9%
28,998 $1 Million
Q4 2022

Feb 15, 2023
BUY
$30.88 - $34.6 $895 Million - $1 Billion
28,991,285 Added 413629.41%
28,998,294 $1 Billion
Q3 2022

Nov 14, 2022
BUY
$30.82 - $34.3 $17,505 - $19,482
568 Added 8.82%
7,009 $221,000
Q2 2022

Aug 15, 2022
BUY
$34.31 - $37.62 $30,021 - $32,917
875 Added 15.72%
6,441 $221,000
Q1 2022

May 11, 2022
SELL
$34.0 - $38.98 $40,290 - $46,191
-1,185 Reduced 17.55%
5,566 $205,000
Q4 2021

Feb 11, 2022
SELL
$33.36 - $35.53 $4,436 - $4,725
-133 Reduced 1.93%
6,751 $235,000
Q3 2021

Nov 12, 2021
BUY
$32.85 - $34.83 $226,139 - $239,769
6,884 New
6,884 $230,000

Others Institutions Holding IAU

# of Institutions
1,950
Shares Held
449M
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 Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email