Wescott Financial Advisory Group, LLC Ishares Gold Trust Transaction History

Wescott Financial Advisory Group, LLC

$995 Million
Q3 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 14,006 shares of IAU stock, worth $1.08 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,006

Previous 14,006 -0.0%

Holding current value

$1.08 Million

Previous $873,000 16.72%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$56.1 - $64.74 $67,824 - $78,270	1,209 Added 9.45%	14,006 $873,000
Q1 2025 May 14, 2025	SELL	$49.74 - $58.96 $171,603 - $203,412	-3,450 Reduced 21.23%	12,797 $754,000
Q3 2024 Nov 12, 2024	SELL	$44.06 - $50.5 $19,210 - $22,018	-436 Reduced 2.61%	16,247 $807,000
Q1 2024 May 13, 2024	SELL	$37.66 - $42.01 $22,407 - $24,995	-595 Reduced 3.44%	16,683 $700,000
Q3 2023 Nov 09, 2023	SELL	$34.99 - $37.48 $7,102 - $7,608	-203 Reduced 1.16%	17,278 $604,000

Q3 2022 Nov 14, 2022	BUY	$30.82 - $34.3 $121,430 - $135,142	3,940 Added 29.1%	17,481 $551,000
Q2 2021 Aug 10, 2021	BUY	$32.9 - $68.08 $445,498 - $921,871	13,541 New	13,541 $466,000

Others Institutions Holding IAU

# of Institutions

1,917

Shares Held

447M

Call Options Held

4.27M

Put Options Held

9.14M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $65.3B

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Wescott Financial Advisory Group, LLC Ishares Gold Trust Transaction History