Principia Wealth Advisory, LLC Ishares Gold Trust Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 59,151 shares of IAU stock, worth $4.55 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
59,151
Previous 62,862 5.9%
Holding current value
$4.55 Million
Previous $3.67 Billion 0.48%
% of portfolio
3.12%
Previous 3.52%

Shares

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

Aug 14, 2025
SELL
$56.1 - $64.74 $208,187 - $240,250
-3,711 Reduced 5.9%
59,151 $3.69 Billion
Q1 2025

Apr 11, 2025
BUY
$49.74 - $58.96 $13,031 - $15,447
262 Added 0.42%
62,862 $3.67 Billion
Q4 2024

Apr 11, 2025
BUY
$48.37 - $52.65 $3.03 Million - $3.3 Million
62,600 New
62,600 $3.1 Billion

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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