Summit Financial Wealth Advisors, LLC Ishares Gold Trust Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 2,797 shares of IAU stock, worth $215,313. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,797
Previous 5,547 49.58%
Holding current value
$215,313
Previous $345,000 41.16%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Oct 03, 2025
SELL
$61.62 - $72.77 $169,455 - $200,117
-2,750 Reduced 49.58%
2,797 $203,000
Q1 2025

May 14, 2025
SELL
$49.74 - $58.96 $40,786 - $48,347
-820 Reduced 12.88%
5,547 $327,000
Q1 2024

May 02, 2024
BUY
$37.66 - $42.01 $2,259 - $2,520
60 Added 0.95%
6,367 $267,000
Q1 2023

Apr 10, 2023
BUY
$34.33 - $37.9 $216,519 - $239,035
6,307 New
6,307 $235,000
Q1 2022

May 06, 2022
SELL
$34.0 - $38.98 $204,272 - $234,191
-6,008 Closed
0 $0
Q4 2021

Jan 12, 2022
BUY
$33.36 - $35.53 $200,426 - $213,464
6,008 New
6,008 $207,000

Others Institutions Holding IAU

# of Institutions
1,909
Shares Held
448M
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 Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth 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 Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email