A detailed history of W Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, W Advisors, LLC holds 9,944 shares of IAU stock, worth $765,489. This represents 0.39% of its overall portfolio holdings.

Number of Shares
9,944
Previous 7,888 26.06%
Holding current value
$765,489
Previous $491,000 47.25%
% of portfolio
0.39%
Previous 0.29%

Shares

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

Nov 14, 2025

BUY
$61.62 - $72.77 $126,690 - $149,615
2,056 Added 26.06%
9,944 $723,000
Q2 2025

Aug 07, 2025

SELL
$56.1 - $64.74 $46,506 - $53,669
-829 Reduced 9.51%
7,888 $491,000
Q1 2025

May 13, 2025

BUY
$49.74 - $58.96 $204,232 - $242,089
4,106 Added 89.05%
8,717 $513,000
Q4 2024

Jan 22, 2025

BUY
$48.37 - $52.65 $223,034 - $242,769
4,611 New
4,611 $228,000

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 W Advisors, LLC Portfolio

Follow W 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 W Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on W Advisors, LLC with notifications on news.