Theory Financial LLC Ishares Gold Trust Transaction History

Theory Financial LLC

  • $254 Million
  • Q3 2025

A detailed history of Theory Financial LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Theory Financial LLC holds 4,177 shares of IAU stock, worth $321,545. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,177
Previous 3,341 25.02%
Holding current value
$321,545
Previous $208,000 45.67%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Oct 28, 2025
BUY
$61.62 - $72.77 $51,514 - $60,835
836 Added 25.02%
4,177 $303,000
Q2 2025

Aug 11, 2025
BUY
$56.1 - $64.74 $187,430 - $216,296
3,341 New
3,341 $208,000

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

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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