Wealth Enhancement Advisory Services, LLC Ishares Gold Trust Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 303,233 shares of IAU stock, worth $17.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

303,233

Previous 220,588 37.47%

Holding current value

$17.3 Million

Previous $10.9 Million 37.47%

% of portfolio

0.03%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$48.37 - $52.65 $4 Million - $4.35 Million	82,645 Added 37.47%	303,233 $15 Million
Q4 2024 Jan 10, 2025	BUY	$48.37 - $52.65 $13,930 - $15,163	288 Added 0.13%	220,588 $10.9 Million
Q3 2024 Oct 23, 2024	BUY	$44.06 - $50.5 $42,826 - $49,086	972 Added 0.44%	220,300 $10.9 Million
Q2 2024 Jul 16, 2024	SELL	$42.46 - $45.89 $100,460 - $108,575	-2,366 Reduced 1.07%	219,328 $9.64 Million
Q1 2024 Apr 15, 2024	SELL	$37.66 - $42.01 $376,449 - $419,931	-9,996 Reduced 4.31%	221,694 $9.31 Million
Q4 2023 Jan 30, 2024	SELL	$34.47 - $39.34 $924,623 - $1.06 Million	-26,824 Reduced 10.38%	231,690 $9.04 Million
Q3 2023 Nov 13, 2023	BUY	$34.99 - $37.48 $7.81 Million - $8.36 Million	223,125 Added 630.49%	258,514 $9.05 Million
Q2 2023 Jul 21, 2023	SELL	$36.15 - $38.86 $716,818 - $770,554	-19,829 Reduced 35.91%	35,389 $1.29 Million
Q1 2023 Apr 25, 2023	BUY	$34.33 - $37.9 $1.9 Million - $2.09 Million	55,218 New	55,218 $2.06 Million

Others Institutions Holding IAU

# of Institutions

1,524

Shares Held

382M

Call Options Held

5.69M

Put Options Held

23.2M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $48.3B

More about IAU

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Wealth Enhancement Advisory Services, LLC Ishares Gold Trust Transaction History