Westover Capital Advisors, LLC Ishares Gold Trust Transaction History

Westover Capital Advisors, LLC

$522 Million
Q3 2025

A detailed history of Westover Capital Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 62,223 shares of IAU stock, worth $4.79 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

62,223

Previous 63,194 1.54%

Holding current value

$4.79 Million

Previous $3.94 Million 14.9%

% of portfolio

0.87%

Previous 0.81%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$61.62 - $72.77 $59,833 - $70,659	-971 Reduced 1.54%	62,223 $4.53 Million
Q2 2025 Aug 11, 2025	BUY	$56.1 - $64.74 $527,115 - $608,297	9,396 Added 17.47%	63,194 $3.94 Million
Q1 2025 May 06, 2025	BUY	$49.74 - $58.96 $187,022 - $221,689	3,760 Added 7.51%	53,798 $3.17 Million
Q4 2024 Feb 06, 2025	SELL	$48.37 - $52.65 $1.75 Million - $1.91 Million	-36,238 Reduced 42.0%	50,038 $2.48 Million
Q3 2024 Nov 08, 2024	BUY	$44.06 - $50.5 $2.39 Million - $2.73 Million	54,134 Added 168.42%	86,276 $4.29 Million

Q2 2024 Aug 08, 2024	BUY	$42.46 - $45.89 $55,537 - $60,024	1,308 Added 4.24%	32,142 $1.41 Million
Q1 2024 May 03, 2024	BUY	$37.66 - $42.01 $346,810 - $386,870	9,209 Added 42.58%	30,834 $1.3 Million
Q4 2023 Feb 06, 2024	BUY	$34.47 - $39.34 $461,587 - $526,801	13,391 Added 162.63%	21,625 $844,000
Q3 2023 Nov 13, 2023	SELL	$34.99 - $37.48 $19,944 - $21,363	-570 Reduced 6.47%	8,234 $288,000
Q2 2023 Aug 11, 2023	BUY	$36.15 - $38.86 $28,920 - $31,088	800 Added 10.0%	8,804 $320,000
Q1 2023 May 22, 2023	BUY	$34.33 - $37.9 $274,777 - $303,351	8,004 New	8,004 $299,000

Others Institutions Holding IAU

# of Institutions

1,891

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

More about IAU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Westover Capital Advisors, LLC with notifications on news.

Account

Westover Capital Advisors, LLC Ishares Gold Trust Transaction History