Wespac Advisors So Cal, LLC Ishares Gold Trust Transaction History

Wespac Advisors So Cal, LLC

$480 Million
Q4 2025

A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 5,997 shares of IAU stock, worth $461,649. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,997

Previous 6,183 3.01%

Holding current value

$461,649

Previous $449,000 2.67%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$72.65 - $82.5 $13,512 - $15,345	-186 Reduced 3.01%	5,997 $461,000
Q3 2025 Oct 22, 2025	SELL	$61.62 - $72.77 $24,278 - $28,671	-394 Reduced 5.99%	6,183 $449,000
Q2 2025 Jul 30, 2025	SELL	$56.1 - $64.74 $5,610 - $6,473	-100 Reduced 1.5%	6,577 $410,000
Q1 2025 May 06, 2025	SELL	$49.74 - $58.96 $3,481 - $4,127	-70 Reduced 1.04%	6,677 $393,000
Q4 2024 Jan 24, 2025	BUY	$48.37 - $52.65 $54,126 - $58,915	1,119 Added 19.88%	6,747 $334,000

Q3 2024 Nov 06, 2024	BUY	$44.06 - $50.5 $247,969 - $284,214	5,628 New	5,628 $279,000

Others Institutions Holding IAU

# of Institutions

1,924

Shares Held

445M

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

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Account

Wespac Advisors So Cal, LLC Ishares Gold Trust Transaction History