A detailed history of Peak Financial Management, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Peak Financial Management, Inc. holds 3,236 shares of IAU stock, worth $249,107. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,236
Previous 3,236 -0.0%
Holding current value
$249,107
Previous $235,000 5.96%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 09, 2025

SELL
$61.62 - $72.77 $29,700 - $35,075
-482 Reduced 12.96%
3,236 $235,000
Q1 2025

May 12, 2025

BUY
$49.74 - $58.96 $184,933 - $219,213
3,718 New
3,718 $219,000

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $65.3B
More about IAU
Track This Portfolio

Track Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, 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 Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.