Wealth Plan Investment Management, LLC Ishares Gold Trust Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,935 shares of IAU stock, worth $379,896. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,935
Previous 25,814 80.88%
Holding current value
$379,896
Previous $1.61 Million 77.69%
% of portfolio
0.03%
Previous 0.13%

Shares

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

Oct 27, 2025
SELL
$61.62 - $72.77 $1.29 Million - $1.52 Million
-20,879 Reduced 80.88%
4,935 $359,000
Q2 2025

Jul 28, 2025
BUY
$56.1 - $64.74 $1.45 Million - $1.67 Million
25,814 New
25,814 $1.61 Million

Others Institutions Holding IAU

# of Institutions
1,909
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
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email