Wealth Plan Partners, LLC Ishares Gold Trust Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 3,470 shares of IAU stock, worth $267,120. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,470
Previous 4,081 14.97%
Holding current value
$267,120
Previous $254,000 0.79%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 27, 2025
SELL
$61.62 - $72.77 $37,649 - $44,462
-611 Reduced 14.97%
3,470 $252,000
Q2 2025

Jul 28, 2025
SELL
$56.1 - $64.74 $2,748 - $3,172
-49 Reduced 1.19%
4,081 $254,000
Q1 2025

May 09, 2025
BUY
$49.74 - $58.96 $205,426 - $243,504
4,130 New
4,130 $244 Million
Q2 2023

Jul 31, 2023
SELL
$36.15 - $38.86 $1,518 - $1,632
-42 Reduced 1.11%
3,736 $136 Million
Q1 2023

May 10, 2023
BUY
$34.33 - $37.9 $129,698 - $143,186
3,778 New
3,778 $141 Million

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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