Summit Financial, LLC Ishares Gold Trust Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Summit Financial, LLC holds 274,907 shares of IAU stock, worth $21.2 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

274,907

Previous 274,775 0.05%

Holding current value

$21.2 Million

Previous $17.1 Million 16.75%

% of portfolio

0.33%

Previous 0.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$61.62 - $72.77 $8,133 - $9,605	132 Added 0.05%	274,907 $20 Million
Q2 2025 Aug 13, 2025	SELL	$56.1 - $64.74 $279,546 - $322,599	-4,983 Reduced 1.78%	274,775 $17.1 Million
Q1 2025 May 14, 2025	BUY	$49.74 - $58.96 $9.73 Million - $11.5 Million	195,640 Added 232.58%	279,758 $16.5 Million
Q4 2024 Feb 12, 2025	BUY	$48.37 - $52.65 $3.83 Million - $4.17 Million	79,145 Added 1591.49%	84,118 $4.16 Million
Q3 2024 Nov 12, 2024	BUY	$44.06 - $50.5 $219,110 - $251,136	4,973 New	4,973 $247,000

Others Institutions Holding IAU

# of Institutions

1,890

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

More about IAU

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Summit Financial, LLC Ishares Gold Trust Transaction History